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 159 institutions that hold shares in the stock, with a total of 3.58 Million shares, which have been reported (via 13F filing form) to have a value of $628 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
610,147
shares
|
$107 Million
11.93% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
318,115
shares
|
$55.8 Million
0.23% of portfolio
|
Q3 2024
Added 8035.93%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
274,285
shares
|
$48.1 Million
2.58% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
238,752
shares
|
$41.9 Million
1.87% of portfolio
|
Q3 2024
Reduced 25.36%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
212,205
shares
|
$37.2 Million
0.5% of portfolio
|
Q3 2024
Reduced 30.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
168,573
shares
|
$29.6 Million
0.01% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
164,382
shares
|
$28.8 Million
0.0% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
135,786
shares
|
$23.8 Million
0.84% of portfolio
|
Q3 2024
Added 83.6%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 23, 2024 Q3 2024 |
108,979
shares
|
$19.1 Million
7.5% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
94,985
shares
|
$16.7 Million
7.83% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
72,594
shares
|
$12.7 Million
0.0% of portfolio
|
Q3 2024
Added 175.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
68,913
shares
|
$12.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
66,716
shares
|
$11.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
60,718
shares
|
$10.7 Million
1.03% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
57,604
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
57,524
shares
|
$10.1 Million
4.8% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
42,793
shares
|
$7.51 Million
0.68% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
42,424
shares
|
$7.44 Million
0.17% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
37,357
shares
|
$6.55 Million
2.79% of portfolio
|
Q3 2024
New holding
|
|
|
Retireful, LLC
|
Nov 08, 2024 Q3 2024 |
31,717
shares
|
$5.56 Million
4.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
28,869
shares
|
$5.06 Million
2.27% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
25,674
shares
|
$4.5 Million
0.04% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
23,645
shares
|
$4.15 Million
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
23,168
shares
|
$4.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
21,162
shares
|
$3.71 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.77%
|