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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
Q2 		$358K Buy
1,974
+206
+12% +$37K ﹤0.01% 1436
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

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

Park Avenue Securities's LGLV Position: Q2 2026 in Review

Park Avenue Securities increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 12% in Q2 2026, buying an estimated $37K and bringing the position to 1,974 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Park Avenue Securities first reported a position in LGLV in Q2 2025 and has held it in 5 quarters since. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

  • Park Avenue Securities held 1,974 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $358K as of Q2 2026.
  • Park Avenue Securities bought 206 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $37K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1436 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 5 quarters since.
  • 185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.