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

Win 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
2025 Q2	–	Sell	-72,947	Closed	-$12.7M	–	69
2025 Q1	$12.7M	Buy	+72,947	New	+$12.4M	6.52%	1
2024 Q4	–	Sell	-57,524	Closed	-$9.73M	–	69
2024 Q3	$9.73M	Buy	+57,524	New	+$9.31M	4.57%	8
2024 Q1	–	Sell	-26,894	Closed	-$3.9M	–	75
2023 Q4	$3.9M	Sell	26,894 -56,643	-68%	-$7.82M	1.77%	15
2023 Q3	$11.2M	Buy	+83,537	New	+$11.7M	5.46%	11
2022 Q2	–	Sell	-177,927	Closed	-$25.6M	–	193
2022 Q1	$25.6M	Buy	+177,927	New	+$24.9M	6.71%	3

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

BWFA

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Win Advisors's LGLV Position: Q2 2025 in Review

Win Advisors sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2025, closing a stake of 72,947 shares — an estimated $12.7M sold.

Win Advisors first reported a position in LGLV in Q1 2022 and held it in 5 quarters. The position peaked at $25.6M in Q1 2022. 180 funds tracked by Wall St. Rank hold LGLV as of Q2 2025.

Win Advisors reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2025 after selling out during the quarter.
Win Advisors sold 72,947 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2025, an estimated $12.7M.
Win Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2022 and held it in 5 quarters.
Win Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $25.6M in Q1 2022.
180 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2025.

Based on Win Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.