TS Financial Group (TSFG)’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

TS Financial Group (TSFG)’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	$285K	Sell	1,572 -536	-25%	-$96.3K	0.04%	161
2026 Q1	$375K	Hold	2,108	–	–	0.06%	132
2025 Q4	$370K	Hold	2,108	–	–	0.06%	132
2025 Q3	$376K	Sell	2,108 -1,610	-43%	-$283K	0.06%	129
2025 Q2	$649K	Sell	3,718 -37	-1%	-$6.33K	0.12%	95
2025 Q1	$654K	Hold	3,755	–	–	0.13%	86
2024 Q4	$620K	Sell	3,755 -1,013	-21%	-$173K	0.13%	90
2024 Q3	$807K	Sell	4,768 -738	-13%	-$119K	0.18%	75
2024 Q2	$840K	Hold	5,506	–	–	0.2%	72
2024 Q1	$858K	Sell	5,506 -1,315	-19%	-$197K	0.22%	73
2023 Q4	$989K	Sell	6,821 -2,490	-27%	-$344K	0.31%	56
2023 Q3	$1.24M	Hold	9,311	–	–	0.44%	51
2023 Q2	$1.31M	Hold	9,311	–	–	0.49%	45
2023 Q1	$1.27M	Sell	9,311 -179	-2%	-$24.4K	0.47%	46
2022 Q4	$1.29M	Buy	+9,490	New	+$1.26M	0.51%	42

Other funds holding LGLV

SPWG

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

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Tempo Wealth Independence, Ohio $675M AUM

HAG

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LAS

Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 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

TS Financial Group (TSFG)'s LGLV Position: Q2 2026 in Review

TS Financial Group (TSFG) reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 25% in Q2 2026, selling an estimated $96.3K and leaving 1,572 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #161.

TS Financial Group (TSFG) first reported a position in LGLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.31M in Q2 2023. 72 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

TS Financial Group (TSFG) held 1,572 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $285K as of Q2 2026.
TS Financial Group (TSFG) sold 536 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $96.3K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.04% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #161 holding.
TS Financial Group (TSFG) 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.
TS Financial Group (TSFG)'s State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.31M in Q2 2023.
72 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.