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

Pallas Capital 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 		$1.95M Buy
10,741
+261
+2% +$46.9K 0.06% 220
2026
Q1 		$1.87M Sell
10,480
-1,572
-13% -$287K 0.07% 204
2025
Q4 		$2.12M Buy
12,052
+134
+1% +$23.5K 0.07% 207
2025
Q3 		$2.12M Buy
11,918
+301
+3% +$53K 0.08% 201
2025
Q2 		$2.03M Buy
+11,617
New +$1.99M 0.08% 192

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

Pallas Capital Advisors's LGLV Position: Q2 2026 in Review

Pallas Capital Advisors increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 2.5% in Q2 2026, buying an estimated $46.9K and bringing the position to 10,741 shares worth $1.95M. The position accounts for 0.06% of the portfolio, ranked #220.

Pallas Capital Advisors first reported a position in LGLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.12M in Q3 2025. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

  • Pallas Capital Advisors held 10,741 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $1.95M as of Q2 2026.
  • Pallas Capital Advisors bought 261 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $46.9K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.06% of Pallas Capital Advisors's portfolio in Q2 2026, its #220 holding.
  • Pallas Capital Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2025 and has held it in 5 quarters since.
  • Pallas Capital Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.12M in Q3 2025.
  • 185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

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