Western Wealth Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Western Wealth Management’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	$305K	Hold	1,682	–	–	0.01%	827
2026 Q1	$299K	Buy	1,682 +1	+0.1%	+$182	0.01%	801
2025 Q4	$295K	Hold	1,681	–	–	0.01%	669
2025 Q3	$300K	Buy	1,681 +340	+25%	+$59.8K	0.02%	597
2025 Q2	$234K	Hold	1,341	–	–	0.01%	636
2025 Q1	$233K	Buy	+1,341	New	+$229K	0.02%	603

Other funds holding LGLV

SPWG

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Western Wealth Management's LGLV Position: Q2 2026 in Review

Western Wealth Management held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q2 2026 at 1,682 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #827.

Western Wealth Management first reported a position in LGLV in Q1 2025 and has held it in 6 quarters since. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Western Wealth Management held 1,682 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $305K as of Q2 2026.
Western Wealth Management left its State Street SPDR US Large Cap Low Volatility Index ETF share count unchanged in Q2 2026.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #827 holding.
Western Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2025 and has held it in 6 quarters since.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.