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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
Q2 		$1.22M Sell
6,701
-1,217
-15% -$219K 0.26% 50
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

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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of America
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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Milestone Investment Advisors's LGLV Position: Q2 2026 in Review

Milestone Investment Advisors reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 15% in Q2 2026, selling an estimated $219K and leaving 6,701 shares worth $1.22M. The position accounts for 0.26% of the portfolio, ranked #50.

Milestone Investment Advisors first reported a position in LGLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.7M in Q4 2024. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

  • Milestone Investment Advisors held 6,701 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $1.22M as of Q2 2026.
  • Milestone Investment Advisors sold 1,217 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $219K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.26% of Milestone Investment Advisors's portfolio in Q2 2026, its #50 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 15 quarters since.
  • Milestone Investment Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.7M in Q4 2024.
  • 185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.