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

Riversedge 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	$680K	Sell	3,749 -138	-4%	-$24.8K	0.09%	89
2026 Q1	$692K	Sell	3,887 -37	-0.9%	-$6.75K	0.11%	70
2025 Q4	$689K	Sell	3,924 -158	-4%	-$27.7K	0.11%	60
2025 Q3	$727K	Sell	4,082 -854	-17%	-$150K	0.12%	56
2025 Q2	$862K	Sell	4,936 -1,073	-18%	-$184K	0.17%	49
2025 Q1	$1.05M	Sell	6,009 -383	-6%	-$65.3K	0.23%	43
2024 Q4	$1.06M	Sell	6,392 -171	-3%	-$29.2K	0.24%	40
2024 Q3	$1.11M	Sell	6,563 -31	-0.5%	-$5.02K	0.25%	37
2024 Q2	$1.01M	Sell	6,594 -507	-7%	-$77.2K	0.25%	38
2024 Q1	$1.11M	Sell	7,101 -493	-6%	-$73.7K	0.27%	35
2023 Q4	$1.1M	Buy	7,594 +32	+0.4%	+$4.42K	0.3%	33
2023 Q3	$1.01M	Sell	7,562 -126	-2%	-$17.6K	0.3%	32
2023 Q2	$1.08M	Sell	7,688 -1,097	-12%	-$151K	0.3%	31
2023 Q1	$1.2M	Sell	8,785 -137	-2%	-$18.7K	0.35%	33
2022 Q4	$1.21M	Buy	8,922 +30	+0.3%	+$4K	0.39%	33
2022 Q3	$1.1M	Sell	8,892 -3,005	-25%	-$406K	0.4%	36
2022 Q2	$1.56M	Sell	11,897 -3,553	-23%	-$487K	0.58%	27
2022 Q1	$2.22M	Buy	15,450 +2,991	+24%	+$419K	0.72%	26
2021 Q4	$1.88M	Sell	12,459 -269	-2%	-$38.5K	0.6%	24
2021 Q3	$1.7M	Buy	12,728 +142	+1%	+$19.6K	0.58%	24
2021 Q2	$1.68M	Sell	12,586 -1,446	-10%	-$191K	0.61%	24
2021 Q1	$1.76M	Sell	14,032 -112	-0.8%	-$13.6K	0.75%	22
2020 Q4	$1.7M	Buy	14,144 +542	+4%	+$62.2K	0.79%	19
2020 Q3	$1.47M	Sell	13,602 -337	-2%	-$36.3K	0.78%	20
2020 Q2	$1.42M	Sell	13,939 -419	-3%	-$41.6K	0.83%	19
2020 Q1	$1.3M	Buy	+14,358	New	+$1.57M	1.15%	18

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

Riversedge Advisors's LGLV Position: Q2 2026 in Review

Riversedge Advisors reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 3.6% in Q2 2026, selling an estimated $24.8K and leaving 3,749 shares worth $680K. The position accounts for 0.09% of the portfolio, ranked #89.

Riversedge Advisors first reported a position in LGLV in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.22M in Q1 2022. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Riversedge Advisors held 3,749 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $680K as of Q2 2026.
Riversedge Advisors sold 138 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $24.8K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.09% of Riversedge Advisors's portfolio in Q2 2026, its #89 holding.
Riversedge Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2020 and has held it in 26 quarters since.
Riversedge Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.22M in Q1 2022.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.