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

Regatta Capital 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	$2.69M	Buy	14,808 +3,167	+27%	+$569K	0.36%	47
2026 Q1	$2.07M	Buy	11,641 +1,789	+18%	+$326K	0.31%	58
2025 Q4	$1.73M	Buy	9,852 +1,899	+24%	+$333K	0.26%	67
2025 Q3	$1.42M	Buy	7,953 +2,314	+41%	+$407K	0.22%	76
2025 Q2	$985K	Buy	+5,639	New	+$965K	0.17%	88

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

Regatta Capital Group's LGLV Position: Q2 2026 in Review

Regatta Capital Group increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 27% in Q2 2026, buying an estimated $569K and bringing the position to 14,808 shares worth $2.69M. The position accounts for 0.36% of the portfolio, ranked #47.

Regatta Capital Group 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.

Regatta Capital Group held 14,808 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $2.69M as of Q2 2026.
Regatta Capital Group bought 3,167 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $569K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.36% of Regatta Capital Group's portfolio in Q2 2026, its #47 holding.
Regatta Capital Group 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 Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.