WealthGarden F.S.’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

WealthGarden F.S.’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	$298K	Buy	1,644 +1	+0.1%	+$180	0.17%	137
2026 Q1	$293K	Hold	1,643	–	–	0.2%	127
2025 Q4	$299K	Sell	1,643 -23	-1%	-$4.03K	0.2%	120
2025 Q3	$293K	Buy	1,666 +1	+0.1%	+$176	0.21%	118
2025 Q2	$289K	Sell	1,665 -59	-3%	-$10.1K	0.24%	108
2025 Q1	$300K	Sell	1,724 -31	-2%	-$5.28K	0.29%	96
2024 Q4	$290K	Sell	1,755 -35	-2%	-$5.98K	0.27%	99
2024 Q3	$303K	Hold	1,790	–	–	0.29%	94
2024 Q2	$273K	Buy	+1,790	New	+$273K	0.29%	95

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

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

WealthGarden F.S.'s LGLV Position: Q2 2026 in Review

WealthGarden F.S. increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 0.06% in Q2 2026, buying an estimated $180 and bringing the position to 1,644 shares worth $298K. The position accounts for 0.17% of the portfolio, ranked #137.

WealthGarden F.S. first reported a position in LGLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $303K in Q3 2024. 84 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

WealthGarden F.S. held 1,644 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $298K as of Q2 2026.
WealthGarden F.S. bought 1 State Street SPDR US Large Cap Low Volatility Index ETF share in Q2 2026, an estimated $180.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.17% of WealthGarden F.S.'s portfolio in Q2 2026, its #137 holding.
WealthGarden F.S. first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2024 and has held it in 9 quarters since.
WealthGarden F.S.'s State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $303K in Q3 2024.
84 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.