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

Valmark Advisers’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	$13.4M	Buy	74,055 +21,783	+42%	+$3.91M	0.14%	79
2026 Q1	$9.31M	Buy	52,272 +19,714	+61%	+$3.59M	0.11%	91
2025 Q4	$5.72M	Buy	32,558 +1,243	+4%	+$218K	0.07%	122
2025 Q3	$5.58M	Buy	31,315 +5,183	+20%	+$912K	0.07%	114
2025 Q2	$4.56M	Buy	26,132 +2,860	+12%	+$490K	0.06%	121
2025 Q1	$4.05M	Buy	23,272 +1,987	+9%	+$339K	0.06%	127
2024 Q4	$3.52M	Buy	21,285 +2,379	+13%	+$407K	0.05%	133
2024 Q3	$3.2M	Buy	18,906 +722	+4%	+$117K	0.05%	139
2024 Q2	$2.77M	Buy	18,184 +2,798	+18%	+$426K	0.05%	144
2024 Q1	$2.4M	Buy	15,386 +7,046	+84%	+$1.05M	0.04%	153
2023 Q4	$1.21M	Buy	8,340 +2,757	+49%	+$381K	0.02%	224
2023 Q3	$745K	Buy	5,583 +2,996	+116%	+$418K	0.02%	268
2023 Q2	$364K	Buy	2,587 +1,004	+63%	+$138K	0.01%	373
2023 Q1	$217K	Buy	1,583 +6	+0.4%	+$817	﹤0.01%	444
2022 Q4	$214K	Buy	+1,577	New	+$210K	﹤0.01%	422
2020 Q1	–	Sell	-64,420	Closed	-$7.36M	–	246
2019 Q4	$7.36M	Buy	+64,420	New	+$7.21M	0.16%	35

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

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

Valmark Advisers's LGLV Position: Q2 2026 in Review

Valmark Advisers increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 42% in Q2 2026, buying an estimated $3.91M and bringing the position to 74,055 shares worth $13.4M. The position accounts for 0.14% of the portfolio, ranked #79.

Valmark Advisers first reported a position in LGLV in Q4 2019 and has held it in 16 quarters since. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Valmark Advisers held 74,055 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $13.4M as of Q2 2026.
Valmark Advisers bought 21,783 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $3.91M.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.14% of Valmark Advisers's portfolio in Q2 2026, its #79 holding.
Valmark Advisers first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2019 and has held it in 16 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 Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.