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 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	-$9.95K	–	234
2025 Q2	$9.95K	Hold	57	–	–	0.01%	260
2025 Q1	$9.92K	Hold	57	–	–	0.01%	250
2024 Q4	$9.42K	Hold	57	–	–	0.01%	247
2024 Q3	$9.65K	Hold	57	–	–	0.01%	247
2024 Q2	$8.7K	Buy	+57	New	+$8.68K	0.01%	249

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

Olistico Wealth's LGLV Position: Q2 2026 in Review

Olistico Wealth reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 18% in Q2 2026, selling an estimated $1.8K and leaving 47 shares worth $8.53K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Olistico Wealth first reported a position in LGLV in Q2 2024 and has held it in 8 quarters since. The position peaked at $10.2K in Q1 2026. 26 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Olistico Wealth held 47 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $8.53K as of Q2 2026.
Olistico Wealth sold 10 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $1.8K.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Olistico Wealth's portfolio in Q2 2026, its #258 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 8 quarters since.
Olistico Wealth's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $10.2K in Q1 2026.
26 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.