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

TownSquare 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	-9,210	Closed	-$1.6M	–	1185
2025 Q1	$1.6M	Sell	9,210 -317	-3%	-$54K	0.02%	675
2024 Q4	$1.57M	Sell	9,527 -619	-6%	-$106K	0.02%	630
2024 Q3	$1.72M	Sell	10,146 -731	-7%	-$118K	0.02%	586
2024 Q2	$1.66M	Buy	+10,877	New	+$1.66M	0.02%	550
2023 Q4	–	Sell	-50,620	Closed	-$6.76M	–	1182
2023 Q3	$6.76M	Buy	+50,620	New	+$7.06M	0.12%	157

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

TownSquare Capital's LGLV Position: Q2 2025 in Review

TownSquare Capital sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2025, closing a stake of 9,210 shares — an estimated $1.6M sold.

TownSquare Capital first reported a position in LGLV in Q3 2023 and held it in 5 quarters. The position peaked at $6.76M in Q3 2023. 180 funds tracked by Wall St. Rank hold LGLV as of Q2 2025.

TownSquare 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.
TownSquare Capital sold 9,210 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2025, an estimated $1.6M.
TownSquare Capital first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2023 and held it in 5 quarters.
TownSquare Capital's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $6.76M in Q3 2023.
180 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.