Merit Financial Group
LGLV icon

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
Q3 		$288K Sell
1,654
-80
-5% -$14.8K ﹤0.01% 1941
2026
Q2 		$315K Sell
1,734
-94
-5% -$16.9K ﹤0.01% 1785
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 		$1.3M Buy
+14,294
New +$1.56M 0.14% 58

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

Merit Financial Group's LGLV Position: Q3 2026 in Review

Merit Financial Group reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 4.6% in Q3 2026, selling an estimated $14.8K and leaving 1,654 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1941.

Merit Financial Group first reported a position in LGLV in Q1 2020 and has held it in 18 quarters since. The position peaked at $3.98M in Q4 2020. 126 funds tracked by Wall St. Rank hold LGLV as of Q3 2026.

  • Merit Financial Group held 1,654 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $288K as of Q3 2026.
  • Merit Financial Group sold 80 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2026, an estimated $14.8K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1941 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 18 quarters since.
  • Merit Financial Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $3.98M in Q4 2020.
  • 126 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.