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

ERn Financial LLC’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	$244K	Buy	1,342 +53	+4%	+$9.52K	0.04%	144
2026 Q1	$230K	Buy	+1,289	New	+$235K	0.04%	137
2025 Q2	–	Sell	-1,188	Closed	-$207K	–	167
2025 Q1	$207K	Buy	+1,188	New	+$203K	0.03%	176
2024 Q4	–	Sell	-1,214	Closed	-$205K	–	194
2024 Q3	$205K	Buy	+1,214	New	+$197K	0.03%	185
2020 Q1	–	Sell	-2,781	Closed	-$318K	–	77
2019 Q4	$318K	Buy	2,781 +81	+3%	+$9.06K	0.18%	51
2019 Q3	$301K	Sell	2,700 -142	-5%	-$15.7K	0.21%	42
2019 Q2	$306K	Buy	2,842 +1	+0%	+$104	0.23%	43
2019 Q1	$290K	Buy	2,841 +224	+9%	+$21.5K	0.17%	55
2018 Q4	$233K	Buy	+2,617	New	+$245K	0.21%	52

Other funds holding LGLV

SPWG

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

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

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

Tempo Wealth Independence, Ohio $675M AUM

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

ERn Financial LLC's LGLV Position: Q2 2026 in Review

ERn Financial LLC increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 4.1% in Q2 2026, buying an estimated $9.52K and bringing the position to 1,342 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #144.

ERn Financial LLC first reported a position in LGLV in Q4 2018 and has held it in 9 quarters since. The position peaked at $318K in Q4 2019. 84 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

ERn Financial LLC held 1,342 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $244K as of Q2 2026.
ERn Financial LLC bought 53 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $9.52K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.04% of ERn Financial LLC's portfolio in Q2 2026, its #144 holding.
ERn Financial LLC first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2018 and has held it in 9 quarters since.
ERn Financial LLC's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $318K in Q4 2019.
84 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.