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

Journey Advisory 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	$3.36M	Sell	18,503 -351	-2%	-$63K	0.26%	99
2026 Q1	$3.36M	Sell	18,854 -2,803	-13%	-$511K	0.29%	88
2025 Q4	$3.8M	Buy	21,657 +382	+2%	+$67K	0.32%	92
2025 Q3	$3.79M	Buy	21,275 +270	+1%	+$47.5K	0.28%	91
2025 Q2	$3.67M	Buy	21,005 +581	+3%	+$99.5K	0.29%	88
2025 Q1	$3.55M	Buy	20,424 +1,475	+8%	+$251K	0.29%	88
2024 Q4	$2.89M	Hold	18,949	–	–	0.35%	70
2024 Q3	$2.89M	Sell	18,949 -330	-2%	-$53.4K	0.35%	70
2024 Q2	$2.94M	Buy	19,279 +589	+3%	+$89.7K	0.35%	70
2024 Q1	$2.91M	Buy	18,690 +235	+1%	+$35.1K	0.36%	69
2023 Q4	$2.68M	Buy	18,455 +211	+1%	+$29.1K	0.36%	70
2023 Q3	$2.44M	Sell	18,244 -230	-1%	-$32.1K	0.36%	74
2023 Q2	$2.6M	Buy	18,474 +8	+0%	+$1.1K	0.39%	75
2023 Q1	$2.53M	Buy	+18,466	New	+$2.52M	0.4%	73

Other funds holding LGLV

SPWG

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tempo Wealth Independence, Ohio $675M AUM

Journey Advisory Group's LGLV Position: Q2 2026 in Review

Journey Advisory Group reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 1.9% in Q2 2026, selling an estimated $63K and leaving 18,503 shares worth $3.36M. The position accounts for 0.26% of the portfolio, ranked #99.

Journey Advisory Group first reported a position in LGLV in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.8M in Q4 2025. 127 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Journey Advisory Group held 18,503 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $3.36M as of Q2 2026.
Journey Advisory Group sold 351 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $63K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.26% of Journey Advisory Group's portfolio in Q2 2026, its #99 holding.
Journey Advisory Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2023 and has held it in 14 quarters since.
Journey Advisory Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $3.8M in Q4 2025.
127 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.