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

Compass Financial Management’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 		$219K Buy
+1,208
New +$217K 0.03% 408

Other funds holding LGLV

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Compass Financial Management's LGLV Position: Q2 2026 in Review

Compass Financial Management opened a new position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2026: 1,208 shares worth $219K. The stake represents 0.03% of the portfolio and ranks #408 among its holdings.

177 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

  • Compass Financial Management held 1,208 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $219K as of Q2 2026.
  • State Street SPDR US Large Cap Low Volatility Index ETF was a new Compass Financial Management position in Q2 2026.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.03% of Compass Financial Management's portfolio in Q2 2026, its #408 holding.
  • 177 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.