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 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

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Tempo Wealth Independence, Ohio $675M AUM

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LAS

Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

ARS Wealth Advisors Group's LGLV Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 0.3% in Q2 2026, buying an estimated $1.26K and bringing the position to 2,371 shares worth $430K. The position accounts for 0.03% of the portfolio, ranked #151.

ARS Wealth Advisors Group first reported a position in LGLV in Q1 2024 and has held it in 10 quarters since. 72 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

ARS Wealth Advisors Group held 2,371 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $430K as of Q2 2026.
ARS Wealth Advisors Group bought 7 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $1.26K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.03% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #151 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 10 quarters since.
72 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.