Private Advisor Group’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Private Advisor Group’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	$1.06M	Buy	5,826 +197	+3%	+$35.4K	﹤0.01%	1342
2026 Q1	$1M	Sell	5,629 -656	-10%	-$120K	﹤0.01%	1421
2025 Q4	$1.1M	Sell	6,285 -105	-2%	-$18.4K	0.01%	1354
2025 Q3	$1.14M	Sell	6,390 -147	-2%	-$25.9K	0.01%	1297
2025 Q2	$1.14M	Buy	6,537 +15	+0.2%	+$2.57K	0.01%	1241
2025 Q1	$1.14M	Sell	6,522 -692	-10%	-$118K	0.01%	1180
2024 Q4	$1.19M	Sell	7,214 -983	-12%	-$168K	0.01%	1140
2024 Q3	$1.39M	Buy	8,197 +182	+2%	+$29.5K	0.01%	1076
2024 Q2	$1.22M	Sell	8,015 -700	-8%	-$107K	0.01%	1081
2024 Q1	$1.36M	Sell	8,715 -293	-3%	-$43.8K	0.01%	1005
2023 Q4	$1.31M	Buy	9,008 +2,118	+31%	+$292K	0.01%	976
2023 Q3	$920K	Sell	6,890 -61,642	-90%	-$8.6M	0.01%	1082
2023 Q2	$9.64M	Sell	68,532 -12,298	-15%	-$1.69M	0.08%	225
2023 Q1	$11.1M	Buy	80,830 +46,467	+135%	+$6.33M	0.11%	197
2022 Q4	$227K	Buy	34,363 +27,614	+409%	+$3.68M	0.01%	855
2022 Q3	$832K	Buy	6,749 +670	+11%	+$90.5K	0.01%	1003
2022 Q2	$796K	Buy	6,079 +1,626	+37%	+$223K	0.01%	1182
2022 Q1	$640K	Buy	4,453 +518	+13%	+$72.6K	﹤0.01%	1297
2021 Q4	$593K	Buy	3,935 +370	+10%	+$53K	﹤0.01%	1367
2021 Q3	$476K	Buy	3,565 +1,126	+46%	+$156K	﹤0.01%	1538
2021 Q2	$325K	Sell	2,439 -33	-1%	-$4.36K	﹤0.01%	1593
2021 Q1	$310K	Buy	2,472 +38	+2%	+$4.6K	﹤0.01%	1536
2020 Q4	$292K	Sell	2,434 -65	-3%	-$7.46K	﹤0.01%	1472
2020 Q3	$271K	Sell	2,499 -1,148	-31%	-$124K	﹤0.01%	1298
2020 Q2	$372K	Sell	3,647 -8,119	-69%	-$806K	0.01%	1131
2020 Q1	$1.07M	Buy	11,766 +2,377	+25%	+$260K	0.02%	635
2019 Q4	$1.07M	Buy	+9,389	New	+$1.05M	0.02%	731

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

Private Advisor Group's LGLV Position: Q2 2026 in Review

Private Advisor Group increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 3.5% in Q2 2026, buying an estimated $35.4K and bringing the position to 5,826 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Private Advisor Group first reported a position in LGLV in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.1M in Q1 2023. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Private Advisor Group held 5,826 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $1.06M as of Q2 2026.
Private Advisor Group bought 197 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $35.4K.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1342 holding.
Private Advisor Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2019 and has held it in 27 quarters since.
Private Advisor Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $11.1M in Q1 2023.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.