JBR Co Financial Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

JBR Co Financial Management’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	$1.35M	Buy	7,434 +3,045	+69%	+$547K	0.49%	44
2026 Q1	$771K	Hold	4,389	–	–	0.32%	59
2025 Q4	$771K	Sell	4,389 -274	-6%	-$48.1K	0.32%	59
2025 Q3	$831K	Buy	4,663 +2,132	+84%	+$375K	0.35%	53
2025 Q2	$442K	Buy	+2,531	New	+$433K	0.22%	75

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

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

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

Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

JBR Co Financial Management's LGLV Position: Q2 2026 in Review

JBR Co Financial Management increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 69% in Q2 2026, buying an estimated $547K and bringing the position to 7,434 shares worth $1.35M. The position accounts for 0.49% of the portfolio, ranked #44.

JBR Co Financial Management first reported a position in LGLV in Q2 2025 and has held it in 5 quarters since. 75 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

JBR Co Financial Management held 7,434 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $1.35M as of Q2 2026.
JBR Co Financial Management bought 3,045 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $547K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.49% of JBR Co Financial Management's portfolio in Q2 2026, its #44 holding.
JBR Co Financial Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2025 and has held it in 5 quarters since.
75 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.