Milestone Investment Advisors’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Milestone Investment Advisors’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 Q1	$1.41M	Sell	7,918 -280	-3%	-$51K	0.34%	47
2025 Q4	$1.44M	Sell	8,198 -374	-4%	-$65.6K	0.35%	46
2025 Q3	$1.53M	Sell	8,572 -395	-4%	-$69.5K	0.38%	46
2025 Q2	$1.57M	Sell	8,967 -431	-5%	-$73.8K	0.41%	44
2025 Q1	$1.64M	Sell	9,398 -880	-9%	-$150K	0.45%	43
2024 Q4	$1.7M	Buy	10,278 +4,826	+89%	+$825K	0.46%	42
2024 Q3	$923K	Sell	5,452 -33	-0.6%	-$5.34K	0.26%	47
2024 Q2	$837K	Buy	5,485 +25	+0.5%	+$3.81K	0.22%	47
2024 Q1	$850K	Sell	5,460 -970	-15%	-$145K	0.23%	47
2023 Q4	$932K	Sell	6,430 -1,143	-15%	-$158K	0.27%	45
2023 Q3	$1.01M	Buy	7,573 +91	+1%	+$12.7K	0.29%	43
2023 Q2	$1.05M	Sell	7,482 -3,475	-32%	-$478K	0.33%	42
2023 Q1	$1.5M	Buy	10,957 +904	+9%	+$123K	0.46%	36
2022 Q4	$1.36M	Buy	+10,053	New	+$1.34M	0.48%	34

Other funds holding LGLV

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 $3.14B AUM 22.62% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Milestone Investment Advisors's LGLV Position: Q1 2026 in Review

Milestone Investment Advisors reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 3.4% in Q1 2026, selling an estimated $51K and leaving 7,918 shares worth $1.41M. The position accounts for 0.34% of the portfolio, ranked #47.

Milestone Investment Advisors first reported a position in LGLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.7M in Q4 2024. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Milestone Investment Advisors held 7,918 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $1.41M as of Q1 2026.
Milestone Investment Advisors sold 280 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $51K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.34% of Milestone Investment Advisors's portfolio in Q1 2026, its #47 holding.
Milestone Investment Advisors 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.
Milestone Investment Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.7M in Q4 2024.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Milestone Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.