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

ARQ Wealth 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 Q3	$297K	Sell	1,706 -55	-3%	-$10.2K	0.04%	181
2026 Q2	$325K	Sell	1,761 -649	-27%	-$117K	0.04%	177
2026 Q1	$429K	Sell	2,410 -50	-2%	-$9.12K	0.08%	140
2025 Q4	$432K	Sell	2,460 -41	-2%	-$7.19K	0.12%	98
2025 Q3	$446K	Sell	2,501 -241	-9%	-$42.4K	0.13%	98
2025 Q2	$477K	Hold	2,742	–	–	0.16%	73
2025 Q1	$477K	Sell	2,742 -24	-0.9%	-$4.09K	0.18%	68
2024 Q4	$457K	Sell	2,766 -1,001	-27%	-$171K	0.17%	72
2024 Q3	$631K	Sell	3,767 -154	-4%	-$24.9K	0.24%	56
2024 Q2	$598K	Sell	3,921 -583	-13%	-$88.8K	0.26%	54
2024 Q1	$701K	Buy	4,504 +946	+27%	+$141K	0.3%	49
2023 Q4	$516K	Sell	3,558 -1,382	-28%	-$191K	0.31%	40
2023 Q3	$660K	Sell	4,940 -5,179	-51%	-$722K	0.49%	36
2023 Q2	$1.42M	Sell	10,119 -38,413	-79%	-$5.29M	0.92%	28
2023 Q1	$6.64M	Sell	48,532 -11,850	-20%	-$1.61M	4.88%	5
2022 Q4	$8.19M	Buy	60,382 +1,208	+2%	+$161K	5.35%	5
2022 Q3	$7.3M	Buy	59,174 +280	+0.5%	+$37.8K	5.64%	4
2022 Q2	$7.71M	Sell	58,894 -143	-0.2%	-$19.6K	5.52%	4
2022 Q1	$8.48M	Buy	59,037 +10,915	+23%	+$1.53M	5.71%	5
2021 Q4	$7.25M	Sell	48,122 -9,805	-17%	-$1.4M	5.15%	7
2021 Q3	$7.73M	Buy	57,927 +567	+1%	+$78.4K	4.97%	8
2021 Q2	$7.64M	Buy	57,360 +2,144	+4%	+$283K	4.89%	9
2021 Q1	$6.92M	Buy	55,216 +1,739	+3%	+$211K	4.48%	10
2020 Q4	$6.42M	Buy	53,477 +10,083	+23%	+$1.16M	4.03%	12
2020 Q3	$4.7M	Sell	43,394 -989	-2%	-$106K	4.53%	9
2020 Q2	$4.53M	Buy	44,383 +3,383	+8%	+$336K	4.4%	10
2020 Q1	$3.72M	Buy	+41,000	New	+$4.48M	4.23%	9

Other funds holding LGLV

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $262M AUM 94.34% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

ARQ Wealth Advisors's LGLV Position: Q3 2026 in Review

ARQ Wealth Advisors reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 3.1% in Q3 2026, selling an estimated $10.2K and leaving 1,706 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #181.

ARQ Wealth Advisors first reported a position in LGLV in Q1 2020 and has held it in 27 quarters since. The position peaked at $8.48M in Q1 2022. 104 funds tracked by Wall St. Rank hold LGLV as of Q3 2026.

ARQ Wealth Advisors held 1,706 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $297K as of Q3 2026.
ARQ Wealth Advisors sold 55 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2026, an estimated $10.2K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.04% of ARQ Wealth Advisors's portfolio in Q3 2026, its #181 holding.
ARQ Wealth Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2020 and has held it in 27 quarters since.
ARQ Wealth Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $8.48M in Q1 2022.
104 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2026.

Based on ARQ Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.