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

Lloyd 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	–	Sell	-99	Closed	-$17.7K	–	841
2026 Q1	$17.7K	Buy	+99	New	+$18K	0.01%	409
2024 Q1	–	Sell	-1,874	Closed	-$272K	–	158
2023 Q4	$272K	Buy	+1,874	New	+$259K	0.13%	96
2022 Q2	–	Sell	-1,267	Closed	-$182K	–	338
2022 Q1	$182K	Sell	1,267 -433	-25%	-$60.7K	0.08%	99
2021 Q4	$256K	Buy	1,700 +224	+15%	+$32.1K	0.12%	68
2021 Q3	$197K	Buy	1,476 +544	+58%	+$75.2K	0.1%	76
2021 Q2	$124K	Buy	+932	New	+$123K	0.06%	104
2020 Q2	–	Sell	-7,182	Closed	-$713K	–	334
2020 Q1	$651K	Buy	+7,182	New	+$785K	0.48%	17

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

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

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

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

Lloyd Advisory Services sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2026, closing a stake of 99 shares — an estimated $17.7K sold.

Lloyd Advisory Services first reported a position in LGLV in Q1 2020 and held it in 7 quarters. The position peaked at $651K in Q1 2020. 165 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Lloyd Advisory Services reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 99 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $17.7K.
Lloyd Advisory Services first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2020 and held it in 7 quarters.
Lloyd Advisory Services's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $651K in Q1 2020.
165 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.