Legacy Advisory Services’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Legacy Advisory Services’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	$2.73M	Buy	15,055 +1,190	+9%	+$214K	1.92%	13
2026 Q1	$2.47M	Buy	13,865 +3,080	+29%	+$561K	1.89%	11
2025 Q4	$1.89M	Sell	10,785 -59	-0.5%	-$10.3K	1.42%	14
2025 Q3	$1.93M	Buy	10,844 +31	+0.3%	+$5.46K	1.45%	14
2025 Q2	$1.89M	Buy	10,813 +32	+0.3%	+$5.48K	1.5%	14
2025 Q1	$1.88M	Sell	10,781 -13	-0.1%	-$2.22K	1.58%	13
2024 Q4	$1.78M	Buy	10,794 +58	+0.5%	+$9.92K	1.52%	19
2024 Q3	$1.82M	Buy	10,736 +504	+5%	+$81.6K	1.56%	18
2024 Q2	$1.56M	Sell	10,232 -787	-7%	-$120K	1.43%	18
2024 Q1	$1.72M	Buy	11,019 +1,588	+17%	+$237K	1.63%	16
2023 Q4	$1.37M	Buy	+9,431	New	+$1.3M	1.44%	16

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

Legacy Advisory Services's LGLV Position: Q2 2026 in Review

Legacy Advisory Services increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 8.6% in Q2 2026, buying an estimated $214K and bringing the position to 15,055 shares worth $2.73M. The position accounts for 1.92% of the portfolio, ranked #13.

Legacy Advisory Services first reported a position in LGLV in Q4 2023 and has held it in 11 quarters since. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Legacy Advisory Services held 15,055 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $2.73M as of Q2 2026.
Legacy Advisory Services bought 1,190 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $214K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 1.92% of Legacy Advisory Services's portfolio in Q2 2026, its #13 holding.
Legacy Advisory Services first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2023 and has held it in 11 quarters since.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.