Paladin Advisory Group’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Paladin Advisory 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	$11.5K	Hold	66	–	–	0.01%	206
2026 Q2	$12K	Sell	66 -151	-70%	-$27.1K	0.01%	206
2026 Q1	$38.6K	Hold	217	–	–	0.03%	158
2025 Q4	$38.1K	Sell	217 -87	-29%	-$15.3K	0.03%	164
2025 Q3	$54.2K	Hold	304	–	–	0.04%	140
2025 Q2	$53.1K	Hold	304	–	–	0.04%	140
2025 Q1	$52.9K	Hold	304	–	–	0.04%	143
2024 Q4	$50.2K	Hold	304	–	–	0.04%	153
2024 Q3	$51.4K	Hold	304	–	–	0.04%	151
2024 Q2	$46.1K	Hold	304	–	–	0.04%	150
2024 Q1	$47K	Sell	304 -8	-3%	-$1.2K	0.04%	148
2023 Q4	$45.2K	Hold	312	–	–	0.04%	147
2023 Q3	$41.7K	Sell	312 -18	-5%	-$2.51K	0.04%	157
2023 Q2	$46.4K	Hold	330	–	–	0.04%	159
2023 Q1	$45.1K	Buy	+330	New	+$44.9K	0.04%	160
2022 Q2	–	Sell	-536	Closed	-$73.5K	–	409
2022 Q1	$77K	Buy	+536	New	+$75.1K	0.06%	141

Other funds holding LGLV

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

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $262M AUM 94.34% 1-Year Est. Return

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

Paladin Advisory Group's LGLV Position: Q3 2026 in Review

Paladin Advisory Group held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q3 2026 at 66 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #206.

Paladin Advisory Group first reported a position in LGLV in Q1 2022 and has held it in 16 quarters since. The position peaked at $77K in Q1 2022. 126 funds tracked by Wall St. Rank hold LGLV as of Q3 2026.

Paladin Advisory Group held 66 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $11.5K as of Q3 2026.
Paladin Advisory Group left its State Street SPDR US Large Cap Low Volatility Index ETF share count unchanged in Q3 2026.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.01% of Paladin Advisory Group's portfolio in Q3 2026, its #206 holding.
Paladin Advisory Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2022 and has held it in 16 quarters since.
Paladin Advisory Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $77K in Q1 2022.
126 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2026.

Based on Paladin Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.