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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
Q3 		$1.07M Sell
6,160
-202
-3% -$37.3K 0.27% 103
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% -$6.74K 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% +$9.6K 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

Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dorval Corp
Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
Founders Financial Securities
Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $262M AUM 94.34% 1-Year Est. Return
HF Advisory Group
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Independent Wealth Network's LGLV Position: Q3 2026 in Review

Independent Wealth Network reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 3.2% in Q3 2026, selling an estimated $37.3K and leaving 6,160 shares worth $1.07M. The position accounts for 0.27% of the portfolio, ranked #103.

Independent Wealth Network first reported a position in LGLV in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.18M in Q3 2024. 126 funds tracked by Wall St. Rank hold LGLV as of Q3 2026.

  • Independent Wealth Network held 6,160 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $1.07M as of Q3 2026.
  • Independent Wealth Network sold 202 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2026, an estimated $37.3K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.27% of Independent Wealth Network's portfolio in Q3 2026, its #103 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 15 quarters since.
  • Independent Wealth Network's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.18M in Q3 2024.
  • 126 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.