Syntegra Private Wealth Group’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Syntegra Private Wealth Group’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	$140M	Buy	771,561 +132,553	+21%	+$23.8M	10.84%	3
2026 Q1	$114M	Sell	639,008 -4,347	-0.7%	-$792K	10.81%	3
2025 Q4	$113M	Sell	643,355 -103,303	-14%	-$18.1M	10.37%	4
2025 Q3	$133M	Buy	746,658 +47,948	+7%	+$8.44M	12.54%	2
2025 Q2	$122M	Buy	698,710 +52,656	+8%	+$9.01M	12.45%	2
2025 Q1	$112M	Buy	646,054 +30,322	+5%	+$5.17M	13.15%	1
2024 Q4	$102M	Buy	615,732 +5,585	+0.9%	+$955K	11.49%	3
2024 Q3	$103M	Buy	610,147 +24,544	+4%	+$3.97M	11.93%	3
2024 Q2	$89.3M	Buy	585,603 +8,927	+2%	+$1.36M	11.36%	2
2024 Q1	$89.8M	Buy	576,676 +5,377	+0.9%	+$804K	11.59%	1
2023 Q4	$82.8M	Sell	571,299 -1,903	-0.3%	-$263K	11.69%	1
2023 Q3	$76.5M	Buy	573,202 +21,663	+4%	+$3.02M	12.02%	1
2023 Q2	$77.6M	Buy	551,539 +44,569	+9%	+$6.13M	11.86%	1
2023 Q1	$69.4M	Buy	506,970 +20,806	+4%	+$2.83M	12.34%	1
2022 Q4	$65.9M	Buy	+486,164	New	+$64.7M	13.22%	1

Other funds holding LGLV

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

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 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

Syntegra Private Wealth Group's LGLV Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 21% in Q2 2026, buying an estimated $23.8M and bringing the position to 771,561 shares worth $140M. The position accounts for 10.84% of the portfolio, ranked #3.

Syntegra Private Wealth Group first reported a position in LGLV in Q4 2022 and has held it in 15 quarters since. 33 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Syntegra Private Wealth Group held 771,561 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $140M as of Q2 2026.
Syntegra Private Wealth Group bought 132,553 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $23.8M.
State Street SPDR US Large Cap Low Volatility Index ETF made up 10.84% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #3 holding.
Syntegra Private Wealth Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2022 and has held it in 15 quarters since.
33 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.