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

Sage Mountain 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	$3.44M	Hold	18,958	–	–	0.21%	52
2026 Q1	$3.38M	Hold	18,958	–	–	0.24%	51
2025 Q4	$3.33M	Hold	18,958	–	–	0.18%	67
2025 Q3	$3.38M	Hold	18,958	–	–	0.19%	68
2025 Q2	$3.31M	Hold	18,958	–	–	0.22%	59
2025 Q1	$3.3M	Hold	18,958	–	–	0.24%	54
2024 Q4	$3.13M	Hold	18,958	–	–	0.23%	56
2024 Q3	$3.21M	Hold	18,958	–	–	0.27%	48
2024 Q2	$2.89M	Hold	18,958	–	–	0.27%	51
2024 Q1	$2.95M	Hold	18,958	–	–	0.31%	48
2023 Q4	$2.75M	Buy	18,958 +10,202	+117%	+$1.41M	0.32%	46
2023 Q3	$1.17M	Hold	8,756	–	–	0.16%	66
2023 Q2	$1.23M	Buy	+8,756	New	+$1.2M	0.18%	63
2022 Q1	–	Sell	-19,407	Closed	-$2.92M	–	667
2021 Q4	$2.92M	Buy	+19,407	New	+$2.78M	0.35%	34

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

Sage Mountain Advisors's LGLV Position: Q2 2026 in Review

Sage Mountain Advisors held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q2 2026 at 18,958 shares worth $3.44M. The position accounts for 0.21% of the portfolio, ranked #52.

Sage Mountain Advisors first reported a position in LGLV in Q4 2021 and has held it in 14 quarters since. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Sage Mountain Advisors held 18,958 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $3.44M as of Q2 2026.
Sage Mountain 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 0.21% of Sage Mountain Advisors's portfolio in Q2 2026, its #52 holding.
Sage Mountain Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2021 and has held it in 14 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 Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.