TF
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TIAA FSB’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

TIAA FSB’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
2023
Q2 		$351K Hold
2,494
– – ﹤0.01% 451
2023
Q1 		$341K Hold
2,494
– – ﹤0.01% 461
2022
Q4 		$338K Sell
2,494
-74
-3% -$9.85K ﹤0.01% 462
2022
Q3 		$317K Hold
2,568
– – ﹤0.01% 463
2022
Q2 		$336K Buy
+2,568
New +$352K ﹤0.01% 464

Other funds holding LGLV

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA FSB's LGLV Position: Q2 2023 in Review

TIAA FSB held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q2 2023 at 2,494 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

TIAA FSB first reported a position in LGLV in Q2 2022 and has held it in 5 quarters since. 164 funds tracked by Wall St. Rank hold LGLV as of Q2 2023.

  • TIAA FSB held 2,494 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $351K as of Q2 2023.
  • TIAA FSB left its State Street SPDR US Large Cap Low Volatility Index ETF share count unchanged in Q2 2023.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of TIAA FSB's portfolio in Q2 2023, its #451 holding.
  • TIAA FSB first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2022 and has held it in 5 quarters since.
  • 164 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2023.

Based on TIAA FSB's 13F filing for Q2 2023, filed 31 Jul 2023.