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

Portland 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	$1M	Hold	5,515	–	–	1.83%	12
2026 Q1	$982K	Sell	5,515 -547	-9%	-$99.7K	2.04%	12
2025 Q4	$1.06M	Hold	6,062	–	–	2.26%	10
2025 Q3	$1.08M	Hold	6,062	–	–	2.3%	10
2025 Q2	$1.06M	Hold	6,062	–	–	2.54%	9
2025 Q1	$1.06M	Sell	6,062 -815	-12%	-$139K	2.7%	9
2024 Q4	$1.14M	Buy	+6,877	New	+$1.18M	3.06%	8

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

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

Portland Financial Advisors held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q2 2026 at 5,515 shares worth $1M. The position accounts for 1.83% of the portfolio, ranked #12.

Portland Financial Advisors first reported a position in LGLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q4 2024. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Portland Financial Advisors held 5,515 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $1M as of Q2 2026.
Portland Financial Advisors 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 1.83% of Portland Financial Advisors's portfolio in Q2 2026, its #12 holding.
Portland Financial Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2024 and has held it in 7 quarters since.
Portland Financial Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.14M in Q4 2024.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Portland Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.