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

Moloney Securities Asset 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
Q3 		$246K Hold
1,379
– – 0.03% 404
2025
Q2 		$241K Sell
1,379
-86
-6% -$14.7K 0.03% 413
2025
Q1 		$255K Sell
1,465
-144
-9% -$24.5K 0.03% 391
2024
Q4 		$266K Hold
1,609
– – 0.04% 366
2024
Q3 		$272K Sell
1,609
-51
-3% -$8.26K 0.04% 384
2024
Q2 		$253K Sell
1,660
-90
-5% -$13.7K 0.04% 381
2024
Q1 		$273K Hold
1,750
– – 0.04% 359
2023
Q4 		$254K Hold
1,750
– – 0.04% 359
2023
Q3 		$234K Hold
1,750
– – 0.04% 358
2023
Q2 		$246K Hold
1,750
– – 0.04% 343
2023
Q1 		$239K Hold
1,750
– – 0.04% 357
2022
Q4 		$237K Hold
1,750
– – 0.05% 332
2022
Q3 		$216K Hold
1,750
– – 0.05% 322
2022
Q2 		$229K Sell
1,750
-135
-7% -$18.5K 0.05% 317
2022
Q1 		$271K Sell
1,885
-100
-5% -$14K 0.05% 322
2021
Q4 		$299K Sell
1,985
-267
-12% -$38.3K 0.05% 324
2021
Q3 		$300K Sell
2,252
-136
-6% -$18.8K 0.05% 319
2021
Q2 		$318K Hold
2,388
– – 0.06% 309
2021
Q1 		$299K Sell
2,388
-45
-2% -$5.45K 0.06% 307
2020
Q4 		$292K Hold
2,433
– – 0.06% 286
2020
Q3 		$264K Buy
2,433
+50
+2% +$5.38K 0.07% 259
2020
Q2 		$243K Hold
2,383
– – 0.07% 247
2020
Q1 		$216K Buy
2,383
+1
+0% +$109 0.08% 238
2019
Q4 		$272K Sell
2,382
-20,691
-90% -$2.31M 0.08% 265
2019
Q3 		$2.57M Buy
+23,073
New +$2.54M 0.86% 25

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
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Moloney Securities Asset Management's LGLV Position: Q3 2025 in Review

Moloney Securities Asset Management held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q3 2025 at 1,379 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #404.

Moloney Securities Asset Management first reported a position in LGLV in Q3 2019 and has held it in 25 quarters since. The position peaked at $2.57M in Q3 2019. 180 funds tracked by Wall St. Rank hold LGLV as of Q3 2025.

  • Moloney Securities Asset Management held 1,379 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $246K as of Q3 2025.
  • Moloney Securities Asset Management left its State Street SPDR US Large Cap Low Volatility Index ETF share count unchanged in Q3 2025.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.03% of Moloney Securities Asset Management's portfolio in Q3 2025, its #404 holding.
  • Moloney Securities Asset Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2019 and has held it in 25 quarters since.
  • Moloney Securities Asset Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.57M in Q3 2019.
  • 180 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.