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

Legacy Advisory Services’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	$1.42M	Sell	8,141 -6,914	-46%	-$1.28M	1.02%	25
2026 Q2	$2.73M	Buy	15,055 +1,190	+9%	+$214K	1.92%	13
2026 Q1	$2.47M	Buy	13,865 +3,080	+29%	+$561K	1.89%	11
2025 Q4	$1.89M	Sell	10,785 -59	-0.5%	-$10.3K	1.42%	14
2025 Q3	$1.93M	Buy	10,844 +31	+0.3%	+$5.46K	1.45%	14
2025 Q2	$1.89M	Buy	10,813 +32	+0.3%	+$5.48K	1.5%	14
2025 Q1	$1.88M	Sell	10,781 -13	-0.1%	-$2.22K	1.58%	13
2024 Q4	$1.78M	Buy	10,794 +58	+0.5%	+$9.9K	1.52%	19
2024 Q3	$1.82M	Buy	10,736 +504	+5%	+$81.6K	1.56%	18
2024 Q2	$1.56M	Sell	10,232 -787	-7%	-$120K	1.43%	18
2024 Q1	$1.72M	Buy	11,019 +1,588	+17%	+$237K	1.63%	16
2023 Q4	$1.37M	Buy	+9,431	New	+$1.3M	1.44%	16

Other funds holding LGLV

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

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

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

Legacy Advisory Services's LGLV Position: Q3 2026 in Review

Legacy Advisory Services reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 46% in Q3 2026, selling an estimated $1.28M and leaving 8,141 shares worth $1.42M. The position accounts for 1.02% of the portfolio, ranked #25.

Legacy Advisory Services first reported a position in LGLV in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.73M in Q2 2026. 47 funds tracked by Wall St. Rank hold LGLV as of Q3 2026.

Legacy Advisory Services held 8,141 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $1.42M as of Q3 2026.
Legacy Advisory Services sold 6,914 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2026, an estimated $1.28M.
State Street SPDR US Large Cap Low Volatility Index ETF made up 1.02% of Legacy Advisory Services's portfolio in Q3 2026, its #25 holding.
Legacy Advisory Services first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2023 and has held it in 12 quarters since.
Legacy Advisory Services's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.73M in Q2 2026.
47 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.