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

Congress 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
2025 Q2	$32.8M	Sell	187,919 -18,707	-9%	-$3.2M	0.32%	71
2025 Q1	$36M	Sell	206,626 -4,631	-2%	-$789K	0.43%	53
2024 Q4	$34.9M	Sell	211,257 -948	-0.4%	-$162K	0.48%	47
2024 Q3	$35.9M	Sell	212,205 -93,493	-31%	-$15.1M	0.48%	46
2024 Q2	$46.6M	Sell	305,698 -8,249	-3%	-$1.26M	0.74%	26
2024 Q1	$48.9M	Buy	313,947 +466	+0.1%	+$69.7K	0.84%	21
2023 Q4	$45.5M	Buy	313,481 +900	+0.3%	+$124K	0.83%	21
2023 Q3	$41.7M	Buy	+312,581	New	+$43.6M	0.86%	20

Other funds holding LGLV

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SPWG

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Congress Wealth Management's LGLV Position: Q2 2025 in Review

Congress Wealth Management reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 9.1% in Q2 2025, selling an estimated $3.2M and leaving 187,919 shares worth $32.8M. The position accounts for 0.32% of the portfolio, ranked #71.

Congress Wealth Management first reported a position in LGLV in Q3 2023 and has held it in 8 quarters since. The position peaked at $48.9M in Q1 2024. 180 funds tracked by Wall St. Rank hold LGLV as of Q2 2025.

Congress Wealth Management held 187,919 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $32.8M as of Q2 2025.
Congress Wealth Management sold 18,707 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2025, an estimated $3.2M.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.32% of Congress Wealth Management's portfolio in Q2 2025, its #71 holding.
Congress Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2023 and has held it in 8 quarters since.
Congress Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $48.9M in Q1 2024.
180 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.