Signature Estate & Investment Advisors’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Signature Estate & Investment 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	$213K	Sell	1,176 -284	-19%	-$51K	﹤0.01%	634
2026 Q1	$260K	Buy	1,460 +8	+0.6%	+$1.46K	0.01%	562
2025 Q4	$255K	Buy	1,452 +7	+0.5%	+$1.23K	0.01%	536
2025 Q3	$257K	Buy	1,445 +7	+0.5%	+$1.23K	0.01%	526
2025 Q2	$251K	Sell	1,438 -97	-6%	-$16.6K	0.01%	505
2025 Q1	$267K	Sell	1,535 -123	-7%	-$21K	0.01%	461
2024 Q4	$274K	Buy	1,658 +9	+0.5%	+$1.54K	0.01%	434
2024 Q3	$279K	Buy	1,649 +8	+0.5%	+$1.29K	0.01%	419
2024 Q2	$250K	Buy	+1,641	New	+$250K	0.01%	434

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

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tempo Wealth Independence, Ohio $675M AUM

Signature Estate & Investment Advisors's LGLV Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 19% in Q2 2026, selling an estimated $51K and leaving 1,176 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Signature Estate & Investment Advisors first reported a position in LGLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $279K in Q3 2024. 112 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Signature Estate & Investment Advisors held 1,176 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $213K as of Q2 2026.
Signature Estate & Investment Advisors sold 284 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $51K.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #634 holding.
Signature Estate & Investment Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $279K in Q3 2024.
112 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.