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

John Overdeck’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	–	Sell	-15,600	Closed	-$2.78M	–	5271
2026 Q1	$2.78M	Buy	15,600 +2,900	+23%	+$529K	﹤0.01%	2496
2025 Q4	$2.23M	Sell	12,700 -5,000	-28%	-$877K	﹤0.01%	2357
2025 Q3	$3.15M	Sell	17,700 -3,710	-17%	-$653K	﹤0.01%	1815
2025 Q2	$3.74M	Buy	+21,410	New	+$3.67M	0.01%	1427

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

John Overdeck's LGLV Position: Q2 2026 in Review

John Overdeck sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2026, closing a stake of 15,600 shares — an estimated $2.78M sold.

John Overdeck first reported a position in LGLV in Q2 2025 and held it in 4 quarters. The position peaked at $3.74M in Q2 2025. 183 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

John Overdeck reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2026 after selling out during the quarter.
John Overdeck sold 15,600 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $2.78M.
John Overdeck first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2025 and held it in 4 quarters.
John Overdeck's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $3.74M in Q2 2025.
183 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.