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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
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

Carson Wealth (CWM LLC)
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
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ARQ Wealth Advisors's LGLV Position: Q1 2026 in Review

ARQ Wealth Advisors reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 2% in Q1 2026, selling an estimated $9.12K and leaving 2,410 shares worth $429K. The position accounts for 0.08% of the portfolio, ranked #140.

ARQ Wealth Advisors first reported a position in LGLV in Q1 2020 and has held it in 25 quarters since. The position peaked at $8.48M in Q1 2022. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • ARQ Wealth Advisors held 2,410 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $429K as of Q1 2026.
  • ARQ Wealth Advisors sold 50 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $9.12K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.08% of ARQ Wealth Advisors's portfolio in Q1 2026, its #140 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 25 quarters since.
  • ARQ Wealth Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $8.48M in Q1 2022.
  • 192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.