Wealth Enhancement Advisory Services
LGLV icon

Wealth Enhancement Advisory Services’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.32M Buy
13,097
+163
+1% +$30.1K ﹤0.01% 1566
2026
Q2 		$2.38M Buy
12,934
+598
+5% +$107K ﹤0.01% 1465
2026
Q1 		$2.22M Sell
12,336
-7,698
-38% -$1.4M ﹤0.01% 1340
2025
Q4 		$3.57M Sell
20,034
-174
-0.9% -$30.5K ﹤0.01% 1194
2025
Q3 		$3.58M Sell
20,208
-1,087
-5% -$191K 0.01% 1129
2025
Q2 		$3.75M Sell
21,295
-6,177
-22% -$1.06M 0.01% 1033
2025
Q1 		$4.78M Sell
27,472
-1,354
-5% -$231K 0.01% 855
2024
Q4 		$4.76M Buy
28,826
+5,658
+24% +$967K 0.01% 821
2024
Q3 		$3.92M Sell
23,168
-1,016
-4% -$164K 0.01% 809
2024
Q2 		$3.69M Sell
24,184
-1,822
-7% -$277K 0.01% 777
2024
Q1 		$4.05M Sell
26,006
-105,866
-80% -$15.8M 0.01% 723
2023
Q4 		$19.1M Sell
131,872
-3,983
-3% -$550K 0.06% 309
2023
Q3 		$18.1M Buy
135,855
+13,632
+11% +$1.9M 0.06% 295
2023
Q2 		$17.2M Buy
122,223
+19,687
+19% +$2.71M 0.19% 63
2023
Q1 		$14M Buy
102,536
+3,102
+3% +$423K 0.16% 71
2022
Q4 		$13.7M Sell
99,434
-5,934
-6% -$790K 0.18% 73
2022
Q3 		$13.1M Buy
105,368
+1,162
+1% +$157K 0.19% 72
2022
Q2 		$13.8M Buy
104,206
+3,116
+3% +$427K 0.19% 68
2022
Q1 		$14.6M Buy
101,090
+9,381
+10% +$1.31M 0.2% 65
2021
Q4 		$12.9M Buy
91,709
+2,875
+3% +$412K 0.19% 61
2021
Q3 		$12.7M Buy
88,834
+19,984
+29% +$2.76M 0.19% 60
2021
Q2 		$9.4M Buy
68,850
+9,459
+16% +$1.25M 0.15% 71
2021
Q1 		$7.59M Buy
59,391
+2,751
+5% +$333K 0.14% 75
2020
Q4 		$6.71M Buy
56,640
+2,429
+4% +$279K 0.15% 57
2020
Q3 		$6.15M Buy
54,211
+197
+0.4% +$21.2K 0.16% 53
2020
Q2 		$5.78M Sell
54,014
-42,239
-44% -$4.19M 0.17% 50
2020
Q1 		$9.48M Buy
96,253
+48,029
+100% +$5.25M 0.34% 43
2019
Q4 		$5.51M Buy
48,224
+8,832
+22% +$988K 0.19% 58
2019
Q3 		$4.35M Buy
39,392
+23,456
+147% +$2.59M 0.18% 61
2019
Q2 		$1.77M Buy
15,936
+9,481
+147% +$987K 0.08% 104
2019
Q1 		$665K Buy
6,455
+1,912
+42% +$183K 0.04% 157
2018
Q4 		$422K Buy
4,543
+1,641
+57% +$153K 0.03% 152
2018
Q3 		$265K Buy
2,902
+631
+28% +$60.1K 0.02% 155
2018
Q2 		$209K Buy
+2,271
New +$204K 0.01% 158

Other funds holding LGLV

Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dorval Corp
Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
Founders Financial Securities
Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $262M AUM 94.34% 1-Year Est. Return
HF Advisory Group
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

Wealth Enhancement Advisory Services's LGLV Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 1.3% in Q3 2026, buying an estimated $30.1K and bringing the position to 13,097 shares worth $2.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

Wealth Enhancement Advisory Services first reported a position in LGLV in Q2 2018 and has held it in 34 quarters since. The position peaked at $19.1M in Q4 2023. 126 funds tracked by Wall St. Rank hold LGLV as of Q3 2026.

  • Wealth Enhancement Advisory Services held 13,097 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $2.32M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 163 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2026, an estimated $30.1K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1566 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2018 and has held it in 34 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $19.1M in Q4 2023.
  • 126 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.