Sheets Smith Wealth Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Sheets Smith Wealth Management’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	$776K	Hold	4,274	–	–	0.08%	235
2026 Q1	$761K	Sell	4,274 -110	-3%	-$20.1K	0.09%	226
2025 Q4	$770K	Sell	4,384 -185	-4%	-$32.5K	0.08%	217
2025 Q3	$814K	Sell	4,569 -229	-5%	-$40.3K	0.09%	207
2025 Q2	$838K	Hold	4,798	–	–	0.1%	196
2025 Q1	$835K	Sell	4,798 -2,494	-34%	-$425K	0.1%	179
2024 Q4	$1.2M	Hold	7,292	–	–	0.15%	135
2024 Q3	$1.23M	Sell	7,292 -300	-4%	-$48.6K	0.15%	134
2024 Q2	$1.16M	Sell	7,592 -1,629	-18%	-$248K	0.14%	145
2024 Q1	$1.44M	Sell	9,221 -403	-4%	-$60.2K	0.16%	131
2023 Q4	$1.4M	Hold	9,624	–	–	0.2%	107
2023 Q3	$1.29M	Buy	+9,624	New	+$1.34M	0.2%	111

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

Sheets Smith Wealth Management's LGLV Position: Q2 2026 in Review

Sheets Smith Wealth Management held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q2 2026 at 4,274 shares worth $776K. The position accounts for 0.08% of the portfolio, ranked #235.

Sheets Smith Wealth Management first reported a position in LGLV in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.44M in Q1 2024. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Sheets Smith Wealth Management held 4,274 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $776K as of Q2 2026.
Sheets Smith Wealth Management left its State Street SPDR US Large Cap Low Volatility Index ETF share count unchanged in Q2 2026.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.08% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #235 holding.
Sheets Smith Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2023 and has held it in 12 quarters since.
Sheets Smith Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.44M in Q1 2024.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.