EH
LGLV icon

Equitable Holdings’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Equitable Holdings’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 		– Sell
-1,171
Closed -$204K – 1484
2025
Q1 		$204K Sell
1,171
-50
-4% -$8.52K ﹤0.01% 1250
2024
Q4 		$202K Buy
+1,221
New +$209K ﹤0.01% 1195
2024
Q1 		– Sell
-7,543
Closed -$1.09M – 1185
2023
Q4 		$1.09M Sell
7,543
-19,240
-72% -$2.66M 0.01% 559
2023
Q3 		$3.58M Buy
26,783
+558
+2% +$77.8K 0.05% 255
2023
Q2 		$3.69M Buy
26,225
+2,009
+8% +$276K 0.05% 234
2023
Q1 		$3.31M Buy
24,216
+9,759
+68% +$1.33M 0.05% 239
2022
Q4 		$1.96M Buy
14,457
+2,951
+26% +$393K 0.03% 306
2022
Q3 		$1.42M Buy
11,506
+1,255
+12% +$170K 0.03% 326
2022
Q2 		$1.34M Buy
10,251
+916
+10% +$126K 0.03% 335
2022
Q1 		$1.34M Buy
9,335
+2,922
+46% +$409K 0.02% 349
2021
Q4 		$966K Hold
6,413
– – 0.02% 403
2021
Q3 		$855K Hold
6,413
– – 0.01% 413
2021
Q2 		$854K Sell
6,413
-425
-6% -$56.2K 0.01% 410
2021
Q1 		$857K Sell
6,838
-78
-1% -$9.45K 0.02% 381
2020
Q4 		$830K Buy
6,916
+19
+0.3% +$2.18K 0.02% 349
2020
Q3 		$748K Sell
6,897
-2,530
-27% -$272K 0.02% 348
2020
Q2 		$962K Sell
9,427
-4,112
-30% -$408K 0.03% 309
2020
Q1 		$1.23M Buy
13,539
+1,063
+9% +$116K 0.04% 237
2019
Q4 		$1.43M Buy
+12,476
New +$1.4M 0.04% 247

Other funds holding LGLV

Carson Wealth (CWM LLC)
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Equitable Holdings's LGLV Position: Q2 2025 in Review

Equitable Holdings sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2025, closing a stake of 1,171 shares — an estimated $204K sold.

Equitable Holdings first reported a position in LGLV in Q4 2019 and held it in 19 quarters. The position peaked at $3.69M in Q2 2023. 180 funds tracked by Wall St. Rank hold LGLV as of Q2 2025.

  • Equitable Holdings reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2025 after selling out during the quarter.
  • Equitable Holdings sold 1,171 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2025, an estimated $204K.
  • Equitable Holdings first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2019 and held it in 19 quarters.
  • Equitable Holdings's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $3.69M in Q2 2023.
  • 180 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2025.

Based on Equitable Holdings's 13F filing for Q2 2025, filed 15 Aug 2025.