BWMG
LGLV icon

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

Barnes Wealth Management 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 		$680K Buy
3,746
+93
+3% +$16.7K 0.31% 81
2026
Q1 		$651K Sell
3,653
-647
-15% -$118K 0.33% 81
2025
Q4 		$755K Buy
4,300
+82
+2% +$14.4K 0.4% 63
2025
Q3 		$751K Buy
4,218
+505
+14% +$88.9K 0.41% 60
2025
Q2 		$648K Buy
3,713
+1,059
+40% +$181K 0.38% 65
2025
Q1 		$462K Buy
2,654
+954
+56% +$163K 0.3% 80
2024
Q4 		$281K Buy
+1,700
New +$291K 0.19% 107

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
TW
Tempo Wealth Independence, Ohio $675M AUM
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
Commonwealth Equity Services
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
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

Barnes Wealth Management Group's LGLV Position: Q2 2026 in Review

Barnes Wealth Management Group increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 2.5% in Q2 2026, buying an estimated $16.7K and bringing the position to 3,746 shares worth $680K. The position accounts for 0.31% of the portfolio, ranked #81.

Barnes Wealth Management Group first reported a position in LGLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $755K in Q4 2025. 72 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

  • Barnes Wealth Management Group held 3,746 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $680K as of Q2 2026.
  • Barnes Wealth Management Group bought 93 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $16.7K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.31% of Barnes Wealth Management Group's portfolio in Q2 2026, its #81 holding.
  • Barnes Wealth Management Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2024 and has held it in 7 quarters since.
  • Barnes Wealth Management Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $755K in Q4 2025.
  • 72 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.