&Partners’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

&Partners’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	$416K	Hold	2,294	–	–	﹤0.01%	1946
2026 Q1	$409K	Buy	2,294 +138	+6%	+$25.2K	﹤0.01%	1810
2025 Q4	$379K	Buy	2,156 +1	+0%	+$175	﹤0.01%	1776
2025 Q3	$384K	Buy	2,155 +1	+0%	+$176	﹤0.01%	1614
2025 Q2	$376K	Buy	2,154 +10	+0.5%	+$1.71K	﹤0.01%	1495
2025 Q1	$369K	Buy	2,144 +1	+0%	+$170	﹤0.01%	1302
2024 Q4	$355K	Buy	2,143 +141	+7%	+$24.1K	﹤0.01%	1248
2024 Q3	$339K	Buy	+2,002	New	+$324K	0.01%	1046

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

&Partners's LGLV Position: Q2 2026 in Review

&Partners held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q2 2026 at 2,294 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #1946.

&Partners first reported a position in LGLV in Q3 2024 and has held it in 8 quarters since. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

&Partners held 2,294 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $416K as of Q2 2026.
&Partners left its State Street SPDR US Large Cap Low Volatility Index ETF share count unchanged in Q2 2026.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1946 holding.
&Partners first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2024 and has held it in 8 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 &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.