Old Mission Capital’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Old Mission Capital’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	-1,767	Closed	-$308K	–	1220
2025 Q1	$308K	Buy	+1,767	New	+$301K	﹤0.01%	771

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 $347M AUM 9.29% 1-Year Est. Return

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

Old Mission Capital's LGLV Position: Q2 2025 in Review

Old Mission Capital sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2025, closing a stake of 1,767 shares — an estimated $308K sold.

Old Mission Capital first reported a position in LGLV in Q1 2025 and held it in 1 quarter. The position peaked at $308K in Q1 2025. 180 funds tracked by Wall St. Rank hold LGLV as of Q2 2025.

Old Mission Capital reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2025 after selling out during the quarter.
Old Mission Capital sold 1,767 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2025, an estimated $308K.
Old Mission Capital first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2025 and held it in 1 quarter.
Old Mission Capital's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $308K 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 Old Mission Capital's 13F filing for Q2 2025, filed 14 Aug 2025.