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

VestGen 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	$963K	Sell	5,306 -465	-8%	-$83.5K	0.03%	467
2026 Q1	$1.03M	Sell	5,771 -5,251	-48%	-$957K	0.03%	454
2025 Q4	$1.94M	Sell	11,022 -39,323	-78%	-$6.9M	0.08%	242
2025 Q3	$8.97M	Buy	50,345 +306	+0.6%	+$53.8K	0.3%	71
2025 Q2	$8.74M	Buy	+50,039	New	+$8.57M	0.35%	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

VestGen Advisors's LGLV Position: Q2 2026 in Review

VestGen Advisors reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 8.1% in Q2 2026, selling an estimated $83.5K and leaving 5,306 shares worth $963K. The position accounts for 0.03% of the portfolio, ranked #467.

VestGen Advisors first reported a position in LGLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.97M in Q3 2025. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

VestGen Advisors held 5,306 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $963K as of Q2 2026.
VestGen Advisors sold 465 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $83.5K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.03% of VestGen Advisors's portfolio in Q2 2026, its #467 holding.
VestGen Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2025 and has held it in 5 quarters since.
VestGen Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $8.97M in Q3 2025.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.