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

Sherman 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 		$305K Buy
1,683
+15
+0.9% +$2.69K 0.23% 66
2026
Q1 		$297K Buy
1,668
+15
+0.9% +$2.73K 0.26% 62
2025
Q4 		$290K Buy
+1,653
New +$290K 0.25% 65

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
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TW
Tempo Wealth Independence, Ohio $675M AUM

Sherman Wealth Management's LGLV Position: Q2 2026 in Review

Sherman Wealth Management increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 0.9% in Q2 2026, buying an estimated $2.69K and bringing the position to 1,683 shares worth $305K. The position accounts for 0.23% of the portfolio, ranked #66.

Sherman Wealth Management first reported a position in LGLV in Q4 2025 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

  • Sherman Wealth Management held 1,683 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $305K as of Q2 2026.
  • Sherman Wealth Management bought 15 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $2.69K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.23% of Sherman Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Sherman Wealth Management 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.
  • 121 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.