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 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

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Tempo Wealth Independence, Ohio $675M AUM

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LAS

Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 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

Paladin Advisory Group's LGLV Position: Q2 2026 in Review

Paladin Advisory Group reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 70% in Q2 2026, selling an estimated $27.1K and leaving 66 shares worth $12K. 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 15 quarters since. The position peaked at $77K in Q1 2022. 81 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Paladin Advisory Group held 66 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $12K as of Q2 2026.
Paladin Advisory Group sold 151 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $27.1K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.01% of Paladin Advisory Group's portfolio in Q2 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 15 quarters since.
Paladin Advisory Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $77K in Q1 2022.
81 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.