Silver Oak Securities’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Silver Oak Securities’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 Q1	–	Sell	-22,746	Closed	-$4.03M	–	831
2025 Q4	$4.03M	Buy	+22,746	New	+$3.99M	0.27%	82
2025 Q2	–	Sell	-13,529	Closed	-$2.33M	–	714
2025 Q1	$2.33M	Buy	+13,529	New	+$2.31M	0.21%	107
2024 Q4	–	Sell	-23,645	Closed	-$3.99M	–	646
2024 Q3	$3.99M	Buy	+23,645	New	+$3.83M	0.42%	55
2024 Q2	–	Sell	-10,116	Closed	-$1.58M	–	511
2024 Q1	$1.58M	Buy	+10,116	New	+$1.51M	0.24%	95
2022 Q2	–	Sell	-20,355	Closed	-$2.96M	–	315
2022 Q1	$2.96M	Buy	+20,355	New	+$2.85M	0.6%	31

Other funds holding LGLV

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 $3.14B AUM 22.62% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Silver Oak Securities's LGLV Position: Q1 2026 in Review

Silver Oak Securities sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2026, closing a stake of 22,746 shares — an estimated $4.03M sold.

Silver Oak Securities first reported a position in LGLV in Q1 2022 and held it in 5 quarters. The position peaked at $4.03M in Q4 2025. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Silver Oak Securities reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2026 after selling out during the quarter.
Silver Oak Securities sold 22,746 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $4.03M.
Silver Oak Securities first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2022 and held it in 5 quarters.
Silver Oak Securities's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $4.03M in Q4 2025.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.