Commonwealth Financial Services’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Commonwealth Financial Services’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	$419K	Hold	2,311	–	–	0.06%	166
2026 Q1	$412K	Hold	2,311	–	–	0.07%	137
2025 Q4	$406K	Hold	2,311	–	–	0.07%	141
2025 Q3	$412K	Hold	2,311	–	–	0.07%	135
2025 Q2	$403K	Hold	2,311	–	–	0.08%	127
2025 Q1	$402K	Hold	2,311	–	–	0.08%	125
2024 Q4	$382K	Hold	2,311	–	–	0.07%	128
2024 Q3	$392K	Buy	2,311 +1	+0%	+$162	0.08%	118
2024 Q2	$352K	Sell	2,310 -261	-10%	-$39.7K	0.07%	122
2024 Q1	$373K	Buy	2,571 +310	+14%	+$46.3K	0.09%	113
2023 Q4	$328K	Sell	2,261 -2,914	-56%	-$402K	0.08%	129
2023 Q3	$691K	Buy	+5,175	New	+$722K	0.21%	78

Other funds holding LGLV

SPWG

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

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 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

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

Commonwealth Financial Services's LGLV Position: Q2 2026 in Review

Commonwealth Financial Services held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q2 2026 at 2,311 shares worth $419K. The position accounts for 0.06% of the portfolio, ranked #166.

Commonwealth Financial Services first reported a position in LGLV in Q3 2023 and has held it in 12 quarters since. The position peaked at $691K in Q3 2023. 27 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Commonwealth Financial Services held 2,311 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $419K as of Q2 2026.
Commonwealth Financial Services 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 0.06% of Commonwealth Financial Services's portfolio in Q2 2026, its #166 holding.
Commonwealth Financial Services first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2023 and has held it in 12 quarters since.
Commonwealth Financial Services's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $691K in Q3 2023.
27 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.