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

Millington Financial 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	$277K	Sell	1,490 -11	-0.7%	-$1.98K	0.11%	104
2026 Q1	$270K	Sell	1,501 -116	-7%	-$21.1K	0.11%	98
2025 Q4	$300K	Sell	1,617 -48	-3%	-$8.42K	0.13%	92
2025 Q3	$291K	Sell	1,665 -69	-4%	-$12.1K	0.14%	88
2025 Q2	$306K	Sell	1,734 -43	-2%	-$7.36K	0.15%	80
2025 Q1	$296K	Sell	1,777 -16	-0.9%	-$2.73K	0.18%	79
2024 Q4	$306K	Sell	1,793 -237	-12%	-$40.5K	0.18%	74
2024 Q3	$344K	Sell	2,030 -15	-0.7%	-$2.43K	0.21%	67
2024 Q2	$312K	Sell	2,045 -350	-15%	-$53.3K	0.22%	66
2024 Q1	$373K	Sell	2,395 -611	-20%	-$91.3K	0.27%	61
2023 Q4	$436K	Sell	3,006 -4,269	-59%	-$590K	0.35%	56
2023 Q3	$971K	Sell	7,275 -847	-10%	-$118K	0.87%	38
2023 Q2	$1.14M	Sell	8,122 -121	-1%	-$16.6K	1.02%	31
2023 Q1	$1.13M	Sell	8,243 -40	-0.5%	-$5.45K	1.04%	33
2022 Q4	$1.12M	Buy	+8,283	New	+$1.1M	1.1%	31

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

Millington Financial Advisors's LGLV Position: Q2 2026 in Review

Millington Financial Advisors reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 0.73% in Q2 2026, selling an estimated $1.98K and leaving 1,490 shares worth $277K. The position accounts for 0.11% of the portfolio, ranked #104.

Millington Financial Advisors first reported a position in LGLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.14M in Q2 2023. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Millington Financial Advisors held 1,490 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $277K as of Q2 2026.
Millington Financial Advisors sold 11 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $1.98K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.11% of Millington Financial Advisors's portfolio in Q2 2026, its #104 holding.
Millington Financial 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.
Millington Financial Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.14M in Q2 2023.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Millington Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.