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

NorthRock Partners’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	-64	Closed	-$11.1K	–	830
2025 Q1	$11.1K	Hold	64	–	–	﹤0.01%	775
2024 Q4	$10.6K	Hold	64	–	–	﹤0.01%	724
2024 Q3	$10.8K	Hold	64	–	–	﹤0.01%	763
2024 Q2	$9.76K	Hold	64	–	–	﹤0.01%	748
2024 Q1	$9.97K	Hold	64	–	–	﹤0.01%	740
2023 Q4	$9.28K	Buy	+64	New	+$8.84K	﹤0.01%	686

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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

NorthRock Partners's LGLV Position: Q2 2025 in Review

NorthRock Partners sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2025, closing a stake of 64 shares — an estimated $11.1K sold.

NorthRock Partners first reported a position in LGLV in Q4 2023 and held it in 6 quarters. The position peaked at $11.1K in Q1 2025. 180 funds tracked by Wall St. Rank hold LGLV as of Q2 2025.

NorthRock Partners reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 64 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2025, an estimated $11.1K.
NorthRock Partners first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2023 and held it in 6 quarters.
NorthRock Partners's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $11.1K in Q1 2025.
180 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.