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Caliber Wealth Management (Kansas)’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Caliber Wealth Management (Kansas)’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 		$1.25M Sell
6,898
-98
-1% -$17.6K 0.12% 125
2026
Q1 		$1.25M Sell
6,996
-1,745
-20% -$318K 0.14% 123
2025
Q4 		$1.53M Sell
8,741
-826
-9% -$145K 0.17% 114
2025
Q3 		$1.7M Sell
9,567
-1,742
-15% -$307K 0.19% 104
2025
Q2 		$1.97M Sell
11,309
-3,232
-22% -$553K 0.21% 94
2025
Q1 		$2.53M Buy
+14,541
New +$2.48M 0.35% 75

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
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s LGLV Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 1.4% in Q2 2026, selling an estimated $17.6K and leaving 6,898 shares worth $1.25M. The position accounts for 0.12% of the portfolio, ranked #125.

Caliber Wealth Management (Kansas) first reported a position in LGLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.53M in Q1 2025. 84 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 6,898 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $1.25M as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 98 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $17.6K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.12% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #125 holding.
  • Caliber Wealth Management (Kansas) first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.53M in Q1 2025.
  • 84 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.