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 Q2	$673K	Sell	3,708 -57	-2%	-$10.2K	0.09%	117
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

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 $3.75B AUM 28.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Perryman Financial Advisory's LGLV Position: Q2 2026 in Review

Perryman Financial Advisory reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 1.5% in Q2 2026, selling an estimated $10.2K and leaving 3,708 shares worth $673K. The position accounts for 0.09% of the portfolio, ranked #117.

Perryman Financial Advisory first reported a position in LGLV in Q4 2025 and has held it in 3 quarters since. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Perryman Financial Advisory held 3,708 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $673K as of Q2 2026.
Perryman Financial Advisory sold 57 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $10.2K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.09% of Perryman Financial Advisory's portfolio in Q2 2026, its #117 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 3 quarters since.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.