Institutional Ownership Spdr Ssga Us Large Cap Low Vol (LGLV)
This table provides information about the institutional ownership of Spdr Ssga Us Large Cap Low Vol (LGLV). We have compiled data on the 169 institutions that hold shares in the stock, with a total of 3.6 Million shares, which have been reported (via 13F filing form) to have a value of $617 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
615,732
shares
|
$105 Million
11.49% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
339,865
shares
|
$58.2 Million
0.23% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
275,699
shares
|
$47.2 Million
2.47% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
250,944
shares
|
$43 Million
1.81% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
211,257
shares
|
$36.2 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
184,523
shares
|
$31.6 Million
0.0% of portfolio
|
Q4 2024
Added 154.18%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
165,085
shares
|
$28.3 Million
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
134,832
shares
|
$23.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 20.02%
|
|
|
Dorval Corp
Maple Grove, MN |
Jan 29, 2025 Q4 2024 |
111,521
shares
|
$19.1 Million
7.32% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
95,762
shares
|
$16.4 Million
7.63% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
92,605
shares
|
$15.9 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
70,374
shares
|
$12 Million
4.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
66,716
shares
|
$11.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
65,228
shares
|
$11.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
53,273
shares
|
$9.12 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
41,832
shares
|
$7.16 Million
0.64% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
41,404
shares
|
$7.09 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
33,431
shares
|
$5.72 Million
0.01% of portfolio
|
Q4 2024
Reduced 51.49%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
31,607
shares
|
$5.41 Million
0.54% of portfolio
|
Q4 2024
Reduced 47.94%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
30,837
shares
|
$5.28 Million
0.17% of portfolio
|
Q4 2024
Reduced 77.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
28,826
shares
|
$4.93 Million
0.01% of portfolio
|
Q4 2024
Added 24.53%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
28,564
shares
|
$4.89 Million
2.17% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
28,191
shares
|
$4.83 Million
0.01% of portfolio
|
Q4 2024
Added 33.22%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
25,674
shares
|
$4.4 Million
0.04% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
21,285
shares
|
$3.64 Million
0.06% of portfolio
|
Q4 2024
Added 12.58%
|