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

McNaughton Wealth 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	$2.2M	Sell	12,107 -1,188	-9%	-$213K	0.78%	35
2026 Q1	$2.37M	Sell	13,295 -202	-1%	-$36.8K	0.98%	30
2025 Q4	$2.37M	Sell	13,497 -3,272	-20%	-$574K	0.98%	32
2025 Q3	$2.99M	Buy	16,769 +935	+6%	+$165K	1.26%	28
2025 Q2	$2.76M	Buy	15,834 +665	+4%	+$114K	1.23%	28
2025 Q1	$2.64M	Sell	15,169 -80,593	-84%	-$13.7M	1.28%	25
2024 Q4	$15.8M	Buy	95,762 +777	+0.8%	+$133K	7.62%	2
2024 Q3	$16.1M	Buy	94,985 +1,728	+2%	+$280K	7.83%	2
2024 Q2	$14.2M	Buy	93,257 +4,265	+5%	+$649K	7.54%	2
2024 Q1	$13.9M	Buy	88,992 +2,272	+3%	+$340K	7.68%	2
2023 Q4	$12.6M	Buy	86,720 +6,496	+8%	+$897K	7.45%	2
2023 Q3	$10.7M	Buy	80,224 +46,259	+136%	+$6.45M	7.12%	2
2023 Q2	$4.78M	Buy	33,965 +31,248	+1,150%	+$4.3M	3.06%	11
2023 Q1	$372K	Buy	2,717 +59	+2%	+$8.04K	0.25%	46
2022 Q4	$361K	Buy	2,658 +902	+51%	+$120K	0.25%	46
2022 Q3	$217K	Buy	1,756 +186	+12%	+$25.1K	0.16%	53
2022 Q2	$206K	Buy	1,570 +22	+1%	+$3.02K	0.15%	52
2022 Q1	$222K	Hold	1,548	–	–	0.14%	50
2021 Q4	$226K	Hold	1,548	–	–	0.15%	49
2021 Q3	$207K	Hold	1,548	–	–	0.15%	47
2021 Q2	$206K	Buy	+1,548	New	+$205K	0.14%	50

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

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

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

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 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

McNaughton Wealth Management's LGLV Position: Q2 2026 in Review

McNaughton Wealth Management reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 8.9% in Q2 2026, selling an estimated $213K and leaving 12,107 shares worth $2.2M. The position accounts for 0.78% of the portfolio, ranked #35.

McNaughton Wealth Management first reported a position in LGLV in Q2 2021 and has held it in 21 quarters since. The position peaked at $16.1M in Q3 2024. 35 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

McNaughton Wealth Management held 12,107 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $2.2M as of Q2 2026.
McNaughton Wealth Management sold 1,188 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $213K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.78% of McNaughton Wealth Management's portfolio in Q2 2026, its #35 holding.
McNaughton Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2021 and has held it in 21 quarters since.
McNaughton Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $16.1M in Q3 2024.
35 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.