Eagle Capital Management (Louisiana)’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Eagle Capital Management (Louisiana)’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 Q1	–	Sell	-5,367	Closed	-$887K	–	42
2024 Q4	$887K	Buy	5,367 +121	+2%	+$20.7K	0.36%	30
2024 Q3	$888K	Sell	5,246 -49	-0.9%	-$7.93K	0.37%	30
2024 Q2	$808K	Buy	5,295 +25	+0.5%	+$3.81K	0.36%	29
2024 Q1	$821K	Buy	5,270 +69	+1%	+$10.3K	0.37%	30
2023 Q4	$754K	Sell	5,201 -135	-3%	-$18.6K	0.37%	30
2023 Q3	$712K	Buy	5,336 +38	+0.7%	+$5.3K	0.39%	30
2023 Q2	$745K	Sell	5,298 -75	-1%	-$10.3K	0.42%	29
2023 Q1	$735K	Buy	+5,373	New	+$732K	0.48%	29

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

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

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

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

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

Eagle Capital Management (Louisiana)'s LGLV Position: Q1 2025 in Review

Eagle Capital Management (Louisiana) sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2025, closing a stake of 5,367 shares — an estimated $887K sold.

Eagle Capital Management (Louisiana) first reported a position in LGLV in Q1 2023 and held it in 8 quarters. The position peaked at $888K in Q3 2024. 173 funds tracked by Wall St. Rank hold LGLV as of Q1 2025.

Eagle Capital Management (Louisiana) reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2025 after selling out during the quarter.
Eagle Capital Management (Louisiana) sold 5,367 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2025, an estimated $887K.
Eagle Capital Management (Louisiana) first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2023 and held it in 8 quarters.
Eagle Capital Management (Louisiana)'s State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $888K in Q3 2024.
173 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2025.

Based on Eagle Capital Management (Louisiana)'s 13F filing for Q1 2025, filed 15 Apr 2025.