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

ARS Wealth Advisors Group’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	$415K	Buy	2,379 +8	+0.3%	+$1.48K	0.03%	158
2026 Q2	$430K	Buy	2,371 +7	+0.3%	+$1.26K	0.03%	151
2026 Q1	$421K	Buy	2,364 +8	+0.3%	+$1.46K	0.04%	137
2025 Q4	$414K	Buy	2,356 +8	+0.3%	+$1.4K	0.04%	122
2025 Q3	$418K	Buy	2,348 +6	+0.3%	+$1.06K	0.04%	121
2025 Q2	$409K	Buy	2,342 +7	+0.3%	+$1.2K	0.05%	114
2025 Q1	$406K	Buy	2,335 +6	+0.3%	+$1.02K	0.06%	98
2024 Q4	$385K	Sell	2,329 -21	-0.9%	-$3.59K	0.05%	99
2024 Q3	$398K	Buy	2,350 +6	+0.3%	+$971	0.05%	114
2024 Q2	$358K	Buy	2,344 +808	+53%	+$123K	0.05%	111
2024 Q1	$239K	Buy	+1,536	New	+$230K	0.03%	145

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

Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 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

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

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ARS Wealth Advisors Group's LGLV Position: Q3 2026 in Review

ARS Wealth Advisors Group increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 0.34% in Q3 2026, buying an estimated $1.48K and bringing the position to 2,379 shares worth $415K. The position accounts for 0.03% of the portfolio, ranked #158.

ARS Wealth Advisors Group first reported a position in LGLV in Q1 2024 and has held it in 11 quarters since. The position peaked at $430K in Q2 2026. 71 funds tracked by Wall St. Rank hold LGLV as of Q3 2026.

ARS Wealth Advisors Group held 2,379 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $415K as of Q3 2026.
ARS Wealth Advisors Group bought 8 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2026, an estimated $1.48K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.03% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #158 holding.
ARS Wealth Advisors Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2024 and has held it in 11 quarters since.
ARS Wealth Advisors Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $430K in Q2 2026.
71 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.