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 Q3	$241K	Buy	1,382 +40	+3%	+$7.4K	0.04%	151
2026 Q2	$244K	Buy	1,342 +53	+4%	+$9.5K	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

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

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Ethos Financial Group King Of Prussia, Pennsylvania $1.88B AUM 15.44% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.78B AUM 15.19% 1-Year Est. Return

ERn Financial LLC's LGLV Position: Q3 2026 in Review

ERn Financial LLC increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 3% in Q3 2026, buying an estimated $7.4K and bringing the position to 1,382 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #151.

ERn Financial LLC first reported a position in LGLV in Q4 2018 and has held it in 10 quarters since. The position peaked at $318K in Q4 2019. 165 funds tracked by Wall St. Rank hold LGLV as of Q3 2026.

ERn Financial LLC held 1,382 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $241K as of Q3 2026.
ERn Financial LLC bought 40 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2026, an estimated $7.4K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.04% of ERn Financial LLC's portfolio in Q3 2026, its #151 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 10 quarters since.
ERn Financial LLC's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $318K in Q4 2019.
165 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2026.

Based on ERn Financial LLC's 13F filing for Q3 2026, filed 28 Oct 2026.