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

Legacy Trust’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	$466K	Hold	2,568	–	–	0.08%	139
2026 Q1	$457K	Hold	2,568	–	–	0.09%	139
2025 Q4	$451K	Hold	2,568	–	–	0.08%	137
2025 Q3	$458K	Buy	+2,568	New	+$452K	0.09%	132
2025 Q2	–	Sell	-2,568	Closed	-$447K	–	151
2025 Q1	$447K	Hold	2,568	–	–	0.11%	112
2024 Q4	$424K	Hold	2,568	–	–	0.1%	113
2024 Q3	$435K	Hold	2,568	–	–	0.1%	114
2024 Q2	$392K	Hold	2,568	–	–	0.1%	115
2024 Q1	$400K	Hold	2,568	–	–	0.1%	118
2023 Q4	$372K	Hold	2,568	–	–	0.1%	121
2023 Q3	$343K	Hold	2,568	–	–	0.1%	121
2023 Q2	$361K	Hold	2,568	–	–	0.1%	118
2023 Q1	$351K	Hold	2,568	–	–	0.1%	119
2022 Q4	$348K	Buy	+2,568	New	+$342K	0.11%	114

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 Trust's LGLV Position: Q2 2026 in Review

Legacy Trust held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q2 2026 at 2,568 shares worth $466K. The position accounts for 0.08% of the portfolio, ranked #139.

Legacy Trust first reported a position in LGLV in Q4 2022 and has held it in 14 quarters since. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Legacy Trust held 2,568 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $466K as of Q2 2026.
Legacy Trust left its State Street SPDR US Large Cap Low Volatility Index ETF share count unchanged in Q2 2026.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.08% of Legacy Trust's portfolio in Q2 2026, its #139 holding.
Legacy Trust first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2022 and has held it in 14 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 Trust's 13F filing for Q2 2026, filed 31 Jul 2026.