O'Shaughnessy Asset Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

O'Shaughnessy 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
2026 Q2	$53.3K	Sell	294 -26	-8%	-$4.67K	﹤0.01%	2256
2026 Q1	$57K	Buy	320 +18	+6%	+$3.28K	﹤0.01%	2227
2025 Q4	$53K	Hold	302	–	–	﹤0.01%	2235
2025 Q3	$53.8K	Buy	302 +8	+3%	+$1.41K	﹤0.01%	2180
2025 Q2	$51.3K	Sell	294 -89	-23%	-$15.2K	﹤0.01%	2032
2025 Q1	$66.7K	Sell	383 -7	-2%	-$1.19K	﹤0.01%	1951
2024 Q4	$64.4K	Buy	+390	New	+$66.7K	﹤0.01%	1907

Other funds holding LGLV

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 $3.75B AUM 28.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

O'Shaughnessy Asset Management's LGLV Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 8.1% in Q2 2026, selling an estimated $4.67K and leaving 294 shares worth $53.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2256.

O'Shaughnessy Asset Management first reported a position in LGLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $66.7K in Q1 2025. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

O'Shaughnessy Asset Management held 294 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $53.3K as of Q2 2026.
O'Shaughnessy Asset Management sold 26 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $4.67K.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2256 holding.
O'Shaughnessy Asset Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2024 and has held it in 7 quarters since.
O'Shaughnessy Asset Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $66.7K in Q1 2025.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.