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

Prosperity Financial 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 		$281K Sell
1,546
-50
-3% -$8.98K 0.09% 159
2026
Q1 		$284K Hold
1,596
– – 0.11% 152
2025
Q4 		$280K Hold
1,596
– – 0.1% 141
2025
Q3 		$284K Sell
1,596
-25
-2% -$4.4K 0.1% 136
2025
Q2 		$283K Buy
+1,621
New +$278K 0.12% 130

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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of America
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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Prosperity Financial Group's LGLV Position: Q2 2026 in Review

Prosperity Financial Group reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 3.1% in Q2 2026, selling an estimated $8.98K and leaving 1,546 shares worth $281K. The position accounts for 0.09% of the portfolio, ranked #159.

Prosperity Financial Group first reported a position in LGLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $284K in Q3 2025. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

  • Prosperity Financial Group held 1,546 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $281K as of Q2 2026.
  • Prosperity Financial Group sold 50 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $8.98K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.09% of Prosperity Financial Group's portfolio in Q2 2026, its #159 holding.
  • Prosperity Financial Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2025 and has held it in 5 quarters since.
  • Prosperity Financial Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $284K in Q3 2025.
  • 185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

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