McNaughton Wealth Management
LGLV icon

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
Q3 		$2.08M Sell
11,956
-151
-1% -$27.9K 0.73% 40
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

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

McNaughton Wealth Management's LGLV Position: Q3 2026 in Review

McNaughton Wealth Management reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 1.2% in Q3 2026, selling an estimated $27.9K and leaving 11,956 shares worth $2.08M. The position accounts for 0.73% of the portfolio, ranked #40.

McNaughton Wealth Management first reported a position in LGLV in Q2 2021 and has held it in 22 quarters since. The position peaked at $16.1M in Q3 2024. 102 funds tracked by Wall St. Rank hold LGLV as of Q3 2026.

  • McNaughton Wealth Management held 11,956 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $2.08M as of Q3 2026.
  • McNaughton Wealth Management sold 151 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2026, an estimated $27.9K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.73% of McNaughton Wealth Management's portfolio in Q3 2026, its #40 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 22 quarters since.
  • McNaughton Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $16.1M in Q3 2024.
  • 102 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2026.

Based on McNaughton Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.