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

Axxcess Wealth Management’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	–	Sell	-2,146	Closed	-$389K	–	1143
2026 Q2	$389K	Buy	+2,146	New	+$385K	0.01%	788
2026 Q1	–	Sell	-2,438	Closed	-$428K	–	734
2025 Q4	$428K	Buy	+2,438	New	+$428K	0.01%	741
2024 Q1	–	Sell	-1,851	Closed	-$268K	–	903
2023 Q4	$268K	Sell	1,851 -1,466	-44%	-$202K	0.01%	678
2023 Q3	$443K	Buy	3,317 +33	+1%	+$4.6K	0.02%	497
2023 Q2	$462K	Buy	+3,284	New	+$452K	0.03%	368

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

Axxcess Wealth Management's LGLV Position: Q3 2026 in Review

Axxcess Wealth Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2026, closing a stake of 2,146 shares — an estimated $389K sold.

Axxcess Wealth Management first reported a position in LGLV in Q2 2023 and held it in 5 quarters. The position peaked at $462K in Q2 2023. 126 funds tracked by Wall St. Rank hold LGLV as of Q3 2026.

Axxcess Wealth Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2026 after selling out during the quarter.
Axxcess Wealth Management sold 2,146 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2026, an estimated $389K.
Axxcess Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2023 and held it in 5 quarters.
Axxcess Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $462K in Q2 2023.
126 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.