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 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	$7.63M	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	$3.71M	Buy	+41,000	New	+$4.48M	4.23%	9

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

ARQ Wealth Advisors's LGLV Position: Q2 2026 in Review

ARQ Wealth Advisors reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 27% in Q2 2026, selling an estimated $117K and leaving 1,761 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #177.

ARQ Wealth Advisors first reported a position in LGLV in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.48M in Q1 2022. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

ARQ Wealth Advisors held 1,761 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $325K as of Q2 2026.
ARQ Wealth Advisors sold 649 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $117K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.04% of ARQ Wealth Advisors's portfolio in Q2 2026, its #177 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 26 quarters since.
ARQ Wealth Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $8.48M in Q1 2022.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.