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

Perryman Financial Advisory’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 Q1	$671K	Buy	3,765 +68	+2%	+$12.4K	0.1%	112
2025 Q4	$649K	Buy	+3,697	New	+$648K	0.1%	110

Other funds holding LGLV

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SPWG

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Perryman Financial Advisory's LGLV Position: Q1 2026 in Review

Perryman Financial Advisory increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 1.8% in Q1 2026, buying an estimated $12.4K and bringing the position to 3,765 shares worth $671K. The position accounts for 0.1% of the portfolio, ranked #112.

Perryman Financial Advisory first reported a position in LGLV in Q4 2025 and has held it in 2 quarters since. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Perryman Financial Advisory held 3,765 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $671K as of Q1 2026.
Perryman Financial Advisory bought 68 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $12.4K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.1% of Perryman Financial Advisory's portfolio in Q1 2026, its #112 holding.
Perryman Financial Advisory first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2025 and has held it in 2 quarters since.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Perryman Financial Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.