Grey Fox Wealth Advisors’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Grey Fox Wealth Advisors’s Portfolio LGLV Stock Details LGLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-619	Closed	-$110K	–	400
2025 Q3	$110K	Buy	+619	New	+$109K	0.02%	178
2023 Q2	–	Sell	-789	Closed	-$108K	–	329
2023 Q1	$108K	Sell	789 -28	-3%	-$3.81K	0.06%	134
2022 Q4	$111K	Buy	+817	New	+$109K	0.07%	125

Other funds holding LGLV

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Grey Fox Wealth Advisors's LGLV Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2025, closing a stake of 619 shares — an estimated $110K sold.

Grey Fox Wealth Advisors first reported a position in LGLV in Q4 2022 and held it in 3 quarters. The position peaked at $111K in Q4 2022. 179 funds tracked by Wall St. Rank hold LGLV as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 619 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2025, an estimated $110K.
Grey Fox Wealth Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $111K in Q4 2022.
179 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.