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

Balance Wealth’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 		$254K Hold
1,400
– – 0.07% 143
2026
Q1 		$249K Buy
+1,400
New +$255K 0.08% 128

Other funds holding LGLV

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
LAS
Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Balance Wealth's LGLV Position: Q2 2026 in Review

Balance Wealth held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q2 2026 at 1,400 shares worth $254K. The position accounts for 0.07% of the portfolio, ranked #143.

Balance Wealth first reported a position in LGLV in Q1 2026 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

  • Balance Wealth held 1,400 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $254K as of Q2 2026.
  • Balance Wealth left its State Street SPDR US Large Cap Low Volatility Index ETF share count unchanged in Q2 2026.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.07% of Balance Wealth's portfolio in Q2 2026, its #143 holding.
  • Balance Wealth first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.