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

Olistico Wealth’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	$27K	Buy	155 +108	+230%	+$20K	0.01%	202
2026 Q2	$8.53K	Sell	47 -10	-18%	-$1.8K	﹤0.01%	258
2026 Q1	$10.2K	Hold	57	–	–	0.01%	250
2025 Q4	$10K	Buy	+57	New	+$10K	﹤0.01%	255
2025 Q3	–	Sell	-57	Closed	-$10K	–	234
2025 Q2	$10K	Hold	57	–	–	0.01%	260
2025 Q1	$9.9K	Hold	57	–	–	0.01%	250
2024 Q4	$9.42K	Hold	57	–	–	0.01%	247
2024 Q3	$9.6K	Hold	57	–	–	0.01%	247
2024 Q2	$8.7K	Buy	+57	New	+$8.68K	0.01%	249

Other funds holding LGLV

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

HAG

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

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

LAS

Legacy Advisory Services Exton, Pennsylvania $139M AUM 9.89% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

Olistico Wealth's LGLV Position: Q3 2026 in Review

Olistico Wealth increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 230% in Q3 2026, buying an estimated $20K and bringing the position to 155 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #202.

Olistico Wealth first reported a position in LGLV in Q2 2024 and has held it in 9 quarters since. 37 funds tracked by Wall St. Rank hold LGLV as of Q3 2026.

Olistico Wealth held 155 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $27K as of Q3 2026.
Olistico Wealth bought 108 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2026, an estimated $20K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.01% of Olistico Wealth's portfolio in Q3 2026, its #202 holding.
Olistico Wealth first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2024 and has held it in 9 quarters since.
37 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.