Horizon Investments’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Horizon Investments’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
2026 Q2	$11M	Sell	60,523 -60,871	-50%	-$10.9M	0.12%	138
2026 Q1	$21.6M	Buy	121,394 +41,822	+53%	+$7.62M	0.24%	69
2025 Q4	$14M	Buy	79,572 +3,822	+5%	+$670K	0.18%	96
2025 Q3	$13.5M	Buy	75,750 +1,789	+2%	+$315K	0.18%	103
2025 Q2	$12.9M	Buy	73,961 +32,124	+77%	+$5.5M	0.2%	85
2025 Q1	$7.28M	Buy	41,837 +433	+1%	+$73.8K	0.22%	55
2024 Q4	$6.84M	Sell	41,404 -1,020	-2%	-$174K	0.2%	58
2024 Q3	$7.18M	Buy	42,424 +1,138	+3%	+$184K	0.19%	53
2024 Q2	$6.3M	Sell	41,286 -361	-0.9%	-$55K	0.17%	59
2024 Q1	$6.49M	Buy	+41,647	New	+$6.23M	0.17%	70

Other funds holding LGLV

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 $3.75B AUM 28.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Horizon Investments's LGLV Position: Q2 2026 in Review

Horizon Investments reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 50% in Q2 2026, selling an estimated $10.9M and leaving 60,523 shares worth $11M. The position accounts for 0.12% of the portfolio, ranked #138.

Horizon Investments first reported a position in LGLV in Q1 2024 and has held it in 10 quarters since. The position peaked at $21.6M in Q1 2026. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Horizon Investments held 60,523 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $11M as of Q2 2026.
Horizon Investments sold 60,871 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $10.9M.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.12% of Horizon Investments's portfolio in Q2 2026, its #138 holding.
Horizon Investments first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2024 and has held it in 10 quarters since.
Horizon Investments's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $21.6M in Q1 2026.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.