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 Q3	–	Sell	-50	Closed	-$9.07K	–	2258
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

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Spire Wealth Management's LGLV Position: Q3 2026 in Review

Spire Wealth Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2026, closing a stake of 50 shares — an estimated $9.07K sold.

Spire Wealth Management first reported a position in LGLV in Q1 2021 and held it in 15 quarters. The position peaked at $188K in Q2 2023. 71 funds tracked by Wall St. Rank hold LGLV as of Q3 2026.

Spire Wealth Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2026 after selling out during the quarter.
Spire Wealth Management sold 50 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2026, an estimated $9.07K.
Spire Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2021 and held it in 15 quarters.
Spire Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $188K in Q2 2023.
71 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.