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

Empirical Wealth 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	$700K	Hold	3,855	–	–	0.01%	523
2026 Q1	$687K	Hold	3,855	–	–	0.01%	455
2025 Q4	$677K	Hold	3,855	–	–	0.01%	423
2025 Q3	$687K	Hold	3,855	–	–	0.01%	395
2025 Q2	$673K	Sell	3,855 -50	-1%	-$8.56K	0.02%	373
2025 Q1	$680K	Hold	3,905	–	–	0.02%	354
2024 Q4	$645K	Hold	3,905	–	–	0.02%	343
2024 Q3	$661K	Hold	3,905	–	–	0.02%	331
2024 Q2	$596K	Hold	3,905	–	–	0.02%	325
2024 Q1	$608K	Hold	3,905	–	–	0.02%	321
2023 Q4	$566K	Hold	3,905	–	–	0.02%	305
2023 Q3	$521K	Hold	3,905	–	–	0.02%	300
2023 Q2	$549K	Hold	3,905	–	–	0.02%	291
2023 Q1	$534K	Buy	3,905 +220	+6%	+$30K	0.02%	313
2022 Q4	$500K	Sell	3,685 -500	-12%	-$66.6K	0.02%	306
2022 Q3	$516K	Sell	4,185 -200	-5%	-$27K	0.03%	293
2022 Q2	$574K	Hold	4,385	–	–	0.03%	273
2022 Q1	$630K	Sell	4,385 -25	-0.6%	-$3.5K	0.03%	288
2021 Q4	$664K	Buy	+4,410	New	+$632K	0.03%	288

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tempo Wealth Independence, Ohio $675M AUM

Empirical Wealth Management's LGLV Position: Q2 2026 in Review

Empirical Wealth Management held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q2 2026 at 3,855 shares worth $700K. The position accounts for 0.01% of the portfolio, ranked #523.

Empirical Wealth Management first reported a position in LGLV in Q4 2021 and has held it in 19 quarters since. 128 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Empirical Wealth Management held 3,855 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $700K as of Q2 2026.
Empirical Wealth Management 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 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #523 holding.
Empirical Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2021 and has held it in 19 quarters since.
128 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.