SIA
LGLV icon

Schear Investment Advisers’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Schear Investment Advisers’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
Q3 		$6.9M Buy
+39,564
New +$7.32M 0.84% 25

Other funds holding LGLV

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
TW
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return

Schear Investment Advisers's LGLV Position: Q3 2026 in Review

Schear Investment Advisers opened a new position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2026: 39,564 shares worth $6.9M. The stake represents 0.84% of the portfolio and ranks #25 among its holdings.

21 funds tracked by Wall St. Rank hold LGLV as of Q3 2026.

  • Schear Investment Advisers held 39,564 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $6.9M as of Q3 2026.
  • State Street SPDR US Large Cap Low Volatility Index ETF was a new Schear Investment Advisers position in Q3 2026.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.84% of Schear Investment Advisers's portfolio in Q3 2026, its #25 holding.
  • 21 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2026.

Based on Schear Investment Advisers's 13F filing for Q3 2026, filed 14 Oct 2026.