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 Q3	–	Sell	-2,311	Closed	-$419K	–	328
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

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

HAG

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

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

LAS

Legacy Advisory Services Exton, Pennsylvania $139M AUM 9.89% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

Commonwealth Financial Services's LGLV Position: Q3 2026 in Review

Commonwealth Financial Services sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2026, closing a stake of 2,311 shares — an estimated $419K sold.

Commonwealth Financial Services first reported a position in LGLV in Q3 2023 and held it in 12 quarters. The position peaked at $691K in Q3 2023. 37 funds tracked by Wall St. Rank hold LGLV as of Q3 2026.

Commonwealth Financial Services reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2026 after selling out during the quarter.
Commonwealth Financial Services sold 2,311 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2026, an estimated $419K.
Commonwealth Financial Services first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2023 and held it in 12 quarters.
Commonwealth Financial Services's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $691K in Q3 2023.
37 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.