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

Independent Wealth Network’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	$1.15M	Sell	6,362 -16	-0.3%	-$2.87K	0.29%	96
2026 Q1	$1.14M	Sell	6,378 -37	-0.6%	-$6.75K	0.34%	80
2025 Q4	$1.13M	Sell	6,415 -27	-0.4%	-$4.74K	0.34%	72
2025 Q3	$1.15M	Buy	6,442 +472	+8%	+$83.1K	0.37%	68
2025 Q2	$1.04M	Sell	5,970 -157	-3%	-$26.9K	0.38%	68
2025 Q1	$1.07M	Buy	6,127 +292	+5%	+$49.8K	0.43%	62
2024 Q4	$964K	Sell	5,835 -1,128	-16%	-$193K	0.39%	68
2024 Q3	$1.18M	Buy	6,963 +59	+0.9%	+$9.55K	0.52%	43
2024 Q2	$1.05M	Sell	6,904 -306	-4%	-$46.6K	0.49%	50
2024 Q1	$1.12M	Sell	7,210 -24	-0.3%	-$3.59K	0.53%	46
2023 Q4	$1.05M	Buy	7,234 +230	+3%	+$31.8K	0.55%	44
2023 Q3	$935K	Buy	7,004 +1,396	+25%	+$195K	0.58%	44
2023 Q2	$789K	Buy	+5,608	New	+$772K	0.47%	52
2022 Q1	–	Sell	-1,344	Closed	-$203K	–	218
2021 Q4	$203K	Buy	+1,344	New	+$193K	0.12%	197

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 Wealth Network's LGLV Position: Q2 2026 in Review

Independent Wealth Network reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 0.25% in Q2 2026, selling an estimated $2.87K and leaving 6,362 shares worth $1.15M. The position accounts for 0.29% of the portfolio, ranked #96.

Independent Wealth Network first reported a position in LGLV in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.18M in Q3 2024. 30 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Independent Wealth Network held 6,362 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $1.15M as of Q2 2026.
Independent Wealth Network sold 16 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $2.87K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.29% of Independent Wealth Network's portfolio in Q2 2026, its #96 holding.
Independent Wealth Network first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2021 and has held it in 14 quarters since.
Independent Wealth Network's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.18M in Q3 2024.
30 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.