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

Medallion Wealth Advisors’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	$9.07K	Hold	50	–	–	﹤0.01%	766
2026 Q1	$8.9K	Hold	50	–	–	﹤0.01%	779
2025 Q4	$8.78K	Hold	50	–	–	﹤0.01%	767
2025 Q3	$8.91K	Buy	+50	New	+$8.8K	﹤0.01%	765

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

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

Medallion Wealth Advisors's LGLV Position: Q2 2026 in Review

Medallion Wealth Advisors held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q2 2026 at 50 shares worth $9.07K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Medallion Wealth Advisors first reported a position in LGLV in Q3 2025 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Medallion Wealth Advisors held 50 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $9.07K as of Q2 2026.
Medallion Wealth Advisors left its State Street SPDR US Large Cap Low Volatility Index ETF share count unchanged in Q2 2026.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #766 holding.
Medallion Wealth Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2025 and has held it in 4 quarters since.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.