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

Ulland 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	$38K	Hold	212	–	–	0.03%	133
2026 Q1	$38K	Hold	212	–	–	0.03%	128
2025 Q4	$37K	Buy	212 +25	+13%	+$4.38K	0.03%	126
2025 Q3	$33K	Hold	187	–	–	0.02%	133
2025 Q2	$33K	Buy	187 +139	+290%	+$23.8K	0.03%	127
2025 Q1	$8K	Sell	48 -12	-20%	-$2.05K	0.01%	184
2024 Q4	$10K	Hold	60	–	–	0.01%	176
2024 Q3	$10K	Sell	60 -5	-8%	-$809	0.01%	168
2024 Q2	$10K	Sell	65 -873	-93%	-$133K	0.01%	172
2024 Q1	$146K	Sell	938 -10	-1%	-$1.5K	0.12%	70
2023 Q4	$137K	Sell	948 -850	-47%	-$117K	0.14%	64
2023 Q3	$240K	Sell	1,798 -15	-0.8%	-$2.09K	0.26%	47
2023 Q2	$255K	Buy	1,813 +150	+9%	+$20.6K	0.26%	48
2023 Q1	$227K	Buy	1,663 +5	+0.3%	+$681	0.27%	50
2022 Q4	$225K	Buy	1,658 +3	+0.2%	+$399	0.27%	53
2022 Q3	$204K	Hold	1,655	–	–	0.22%	57
2022 Q2	$217K	Hold	1,655	–	–	0.22%	58
2022 Q1	$238K	Sell	1,655 -250	-13%	-$35K	0.18%	62
2021 Q4	$287K	Buy	+1,905	New	+$273K	0.18%	64

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

Ulland Investment Advisors's LGLV Position: Q2 2026 in Review

Ulland Investment Advisors held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q2 2026 at 212 shares worth $38K. The position accounts for 0.03% of the portfolio, ranked #133.

Ulland Investment Advisors first reported a position in LGLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $287K in Q4 2021. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Ulland Investment Advisors held 212 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $38K as of Q2 2026.
Ulland Investment 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 0.03% of Ulland Investment Advisors's portfolio in Q2 2026, its #133 holding.
Ulland Investment Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2021 and has held it in 19 quarters since.
Ulland Investment Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $287K in Q4 2021.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

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