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

Tidemark’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	$5.99K	Hold	33	–	–	﹤0.01%	571
2026 Q1	$5.88K	Hold	33	–	–	﹤0.01%	529
2025 Q4	$5.79K	Hold	33	–	–	﹤0.01%	485
2025 Q3	$5.88K	Hold	33	–	–	﹤0.01%	507
2025 Q2	$5.76K	Sell	33 -24	-42%	-$4.11K	﹤0.01%	505
2025 Q1	$9.92K	Buy	57 +33	+138%	+$5.63K	﹤0.01%	436
2024 Q4	$3.96K	Hold	24	–	–	﹤0.01%	536
2024 Q3	$4.06K	Hold	24	–	–	﹤0.01%	509
2024 Q2	$3.66K	Sell	24 -150	-86%	-$22.8K	﹤0.01%	498
2024 Q1	$27.1K	Sell	174 -36	-17%	-$5.38K	0.02%	301
2023 Q4	$30.5K	Buy	+210	New	+$29K	0.02%	282

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

Tidemark's LGLV Position: Q2 2026 in Review

Tidemark held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q2 2026 at 33 shares worth $5.99K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Tidemark first reported a position in LGLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $30.5K in Q4 2023. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Tidemark held 33 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $5.99K as of Q2 2026.
Tidemark 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 ﹤0.01% of Tidemark's portfolio in Q2 2026, its #571 holding.
Tidemark first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2023 and has held it in 11 quarters since.
Tidemark's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $30.5K in Q4 2023.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.