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

Root Financial Partners’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 		– Sell
-134
Closed -$23.9K – 1954
2026
Q1 		$23.9K Buy
+134
New +$24.4K ﹤0.01% 1221

Other funds holding LGLV

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
TW
Tempo Wealth Independence, Ohio $675M AUM
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
Commonwealth Equity Services
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
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
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

Root Financial Partners's LGLV Position: Q2 2026 in Review

Root Financial Partners sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2026, closing a stake of 134 shares — an estimated $23.9K sold.

Root Financial Partners first reported a position in LGLV in Q1 2026 and held it in 1 quarter. The position peaked at $23.9K in Q1 2026. 75 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

  • Root Financial Partners reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 134 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $23.9K.
  • Root Financial Partners first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $23.9K in Q1 2026.
  • 75 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.