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

Independent Financial Group’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	$233K	Buy	+1,285	New	+$231K	﹤0.01%	1392
2023 Q1	–	Sell	-1,631	Closed	-$221K	–	866
2022 Q4	$221K	Hold	1,631	–	–	0.02%	685
2022 Q3	$201K	Hold	1,631	–	–	0.02%	672
2022 Q2	$214K	Hold	1,631	–	–	0.02%	622
2022 Q1	$234K	Buy	1,631 +31	+2%	+$4.34K	0.02%	695
2021 Q4	$241K	Buy	+1,600	New	+$229K	0.02%	670

Other funds holding LGLV

SPWG

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

HAG

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

Independent Financial Group's LGLV Position: Q2 2026 in Review

Independent Financial Group opened a new position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2026: 1,285 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #1392 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in LGLV as recently as Q4 2022.

Independent Financial Group first reported a position in LGLV in Q4 2021 and has held it in 6 quarters since. The position peaked at $241K in Q4 2021. 26 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Independent Financial Group held 1,285 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $233K as of Q2 2026.
State Street SPDR US Large Cap Low Volatility Index ETF was a new Independent Financial Group position in Q2 2026.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1392 holding.
Independent Financial Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2021 and has held it in 6 quarters since.
Independent Financial Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $241K in Q4 2021.
26 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.