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

Spire 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	$9.07K	Sell	50 -118	-70%	-$21.2K	﹤0.01%	1676
2026 Q1	$29.9K	Hold	168	–	–	﹤0.01%	1309
2025 Q4	$29.5K	Hold	168	–	–	﹤0.01%	1339
2025 Q3	$29.9K	Hold	168	–	–	﹤0.01%	1390
2025 Q2	$29.3K	Buy	168 +41	+32%	+$7.02K	﹤0.01%	1387
2025 Q1	$22.1K	Hold	127	–	–	﹤0.01%	1581
2024 Q4	$21K	Hold	127	–	–	﹤0.01%	1609
2024 Q3	$21.5K	Hold	127	–	–	﹤0.01%	1418
2024 Q2	$19.4K	Hold	127	–	–	﹤0.01%	1452
2024 Q1	$19.8K	Hold	127	–	–	﹤0.01%	1521
2023 Q4	$18.6K	Sell	127 -35	-22%	-$4.83K	﹤0.01%	1560
2023 Q3	$21.6K	Sell	162 -1,177	-88%	-$164K	﹤0.01%	1473
2023 Q2	$188K	Buy	1,339 +158	+13%	+$21.7K	0.01%	738
2023 Q1	$162K	Buy	+1,181	New	+$161K	0.01%	798
2021 Q2	–	Sell	-515	Closed	-$65K	–	2801
2021 Q1	$65K	Buy	+515	New	+$62.4K	﹤0.01%	1591

Other funds holding LGLV

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

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

JCFM

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

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

Spire Wealth Management reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 70% in Q2 2026, selling an estimated $21.2K and leaving 50 shares worth $9.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Spire Wealth Management first reported a position in LGLV in Q1 2021 and has held it in 15 quarters since. The position peaked at $188K in Q2 2023. 24 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Spire Wealth Management held 50 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $9.07K as of Q2 2026.
Spire Wealth Management sold 118 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $21.2K.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1676 holding.
Spire Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2021 and has held it in 15 quarters since.
Spire Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $188K in Q2 2023.
24 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.