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

GeoWealth 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 		– Sell
-76,192
Closed -$13.3M – 1262
2025
Q1 		$13.3M Buy
76,192
+45,355
+147% +$7.73M 0.53% 31
2024
Q4 		$5.09M Sell
30,837
-104,949
-77% -$17.9M 0.17% 98
2024
Q3 		$23M Buy
135,786
+61,827
+84% +$10M 0.81% 23
2024
Q2 		$11.3M Buy
73,959
+52,441
+244% +$7.99M 0.49% 34
2024
Q1 		$3.35M Buy
21,518
+11,783
+121% +$1.76M 0.13% 124
2023
Q4 		$1.41M Sell
9,735
-8,735
-47% -$1.21M 0.12% 170
2023
Q3 		$2.47M Buy
18,470
+15,350
+492% +$2.14M 0.28% 88
2023
Q2 		$439K Sell
3,120
-268
-8% -$36.9K 0.05% 182
2023
Q1 		$463K Buy
+3,388
New +$461K 0.05% 138
2022
Q2 		– Sell
-75,401
Closed -$10.8M – 366
2022
Q1 		$10.8M Buy
75,401
+52,938
+236% +$7.42M 0.95% 29
2021
Q4 		$3.38M Buy
22,463
+7,513
+50% +$1.08M 0.28% 80
2021
Q3 		$1.99M Buy
+14,950
New +$2.07M 0.16% 116

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 $347M AUM 9.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GeoWealth Management's LGLV Position: Q2 2025 in Review

GeoWealth Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2025, closing a stake of 76,192 shares — an estimated $13.3M sold.

GeoWealth Management first reported a position in LGLV in Q3 2021 and held it in 12 quarters. The position peaked at $23M in Q3 2024. 180 funds tracked by Wall St. Rank hold LGLV as of Q2 2025.

  • GeoWealth Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2025 after selling out during the quarter.
  • GeoWealth Management sold 76,192 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2025, an estimated $13.3M.
  • GeoWealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2021 and held it in 12 quarters.
  • GeoWealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $23M in Q3 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 GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.