MFG
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Merit Financial Group’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Merit Financial 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
Q1 		$326K Sell
1,828
-50
-3% -$9.12K ﹤0.01% 1606
2025
Q4 		$330K Sell
1,878
-6
-0.3% -$1.05K ﹤0.01% 1504
2025
Q3 		$336K Sell
1,884
-83
-4% -$14.6K ﹤0.01% 1376
2025
Q2 		$343K Sell
1,967
-11
-0.6% -$1.88K ﹤0.01% 1269
2025
Q1 		$344K Buy
1,978
+223
+13% +$38K 0.01% 1075
2024
Q4 		$290K Sell
1,755
-61
-3% -$10.4K 0.01% 939
2024
Q3 		$307K Sell
1,816
-171
-9% -$27.7K 0.01% 669
2024
Q2 		$303K Sell
1,987
-55
-3% -$8.38K 0.01% 720
2024
Q1 		$308K Sell
2,042
-552
-21% -$82.5K 0.01% 697
2023
Q4 		$376K Buy
2,594
+1
+0% +$138 0.01% 556
2023
Q3 		$346K Hold
2,593
– – 0.01% 548
2023
Q2 		$365K Buy
+2,593
New +$357K 0.01% 543
2021
Q1 		– Sell
-33,197
Closed -$3.98M – 238
2020
Q4 		$3.98M Buy
33,197
+10,571
+47% +$1.21M 0.38% 22
2020
Q3 		$2.45M Buy
22,626
+6,754
+43% +$727K 0.22% 34
2020
Q2 		$1.62M Buy
15,872
+1,578
+11% +$157K 0.16% 52
2020
Q1 		$1.29M Buy
+14,294
New +$1.56M 0.14% 58

Other funds holding LGLV

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
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 $3.14B AUM 22.62% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Merit Financial Group's LGLV Position: Q1 2026 in Review

Merit Financial Group reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 2.7% in Q1 2026, selling an estimated $9.12K and leaving 1,828 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

Merit Financial Group first reported a position in LGLV in Q1 2020 and has held it in 16 quarters since. The position peaked at $3.98M in Q4 2020. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • Merit Financial Group held 1,828 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $326K as of Q1 2026.
  • Merit Financial Group sold 50 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $9.12K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q1 2026, its #1606 holding.
  • Merit Financial Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2020 and has held it in 16 quarters since.
  • Merit Financial Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $3.98M in Q4 2020.
  • 192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Merit Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.