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 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

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

LAS

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

Wealth Enhancement Advisory Services's LGLV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 4.8% in Q2 2026, buying an estimated $107K and bringing the position to 12,934 shares worth $2.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

Wealth Enhancement Advisory Services first reported a position in LGLV in Q2 2018 and has held it in 33 quarters since. The position peaked at $19.1M in Q4 2023. 35 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Wealth Enhancement Advisory Services held 12,934 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $2.38M as of Q2 2026.
Wealth Enhancement Advisory Services bought 598 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $107K.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1465 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 33 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.
35 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.