Park Avenue Securities’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Park Avenue Securities’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	$315K	Buy	1,768 +170	+11%	+$31K	﹤0.01%	1293
2025 Q4	$281K	Buy	1,598 +14	+0.9%	+$2.46K	﹤0.01%	1342
2025 Q3	$282K	Sell	1,584 -55	-3%	-$9.68K	﹤0.01%	1440
2025 Q2	$286K	Buy	+1,639	New	+$281K	﹤0.01%	1297

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

Park Avenue Securities's LGLV Position: Q1 2026 in Review

Park Avenue Securities increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 11% in Q1 2026, buying an estimated $31K and bringing the position to 1,768 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Park Avenue Securities first reported a position in LGLV in Q2 2025 and has held it in 4 quarters since. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Park Avenue Securities held 1,768 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $315K as of Q1 2026.
Park Avenue Securities bought 170 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $31K.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Park Avenue Securities's portfolio in Q1 2026, its #1293 holding.
Park Avenue Securities first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2025 and has held it in 4 quarters since.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Park Avenue Securities's 13F filing for Q1 2026, filed 7 Apr 2026.