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 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	$1.29M	Buy	+14,294	New	+$1.56M	0.14%	58

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 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

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

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

Merit Financial Group's LGLV Position: Q2 2026 in Review

Merit Financial Group reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 5.1% in Q2 2026, selling an estimated $16.9K and leaving 1,734 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

Merit Financial Group first reported a position in LGLV in Q1 2020 and has held it in 17 quarters since. The position peaked at $3.98M in Q4 2020. 26 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Merit Financial Group held 1,734 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $315K as of Q2 2026.
Merit Financial Group sold 94 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $16.9K.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1785 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 17 quarters since.
Merit Financial Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $3.98M in Q4 2020.
26 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.