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 185 institutions that hold shares in the stock, with a total of 4.41 Million shares, which have been reported (via 13F filing form) to have a value of $767 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
814,631
shares
|
$142 Million
0.57% of portfolio
|
Q1 2025
Added 139.69%
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
646,054
shares
|
$113 Million
13.15% of portfolio
|
Q1 2025
Added 4.92%
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
275,611
shares
|
$48.1 Million
2.66% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
261,114
shares
|
$45.5 Million
2.06% of portfolio
|
Q1 2025
Added 4.05%
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
206,626
shares
|
$36 Million
0.46% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
169,116
shares
|
$29.5 Million
0.01% of portfolio
|
Q1 2025
Added 25.43%
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
168,207
shares
|
$29.3 Million
0.0% of portfolio
|
Q1 2025
Added 1.89%
|
|
Dorval Corp
Maple Grove, MN |
Apr 23, 2025 Q1 2025 |
111,966
shares
|
$19.5 Million
7.87% of portfolio
|
Q1 2025
Added 0.4%
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
92,605
shares
|
$16.2 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
89,085
shares
|
$15.5 Million
0.61% of portfolio
|
Q1 2025
Added 46.26%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
87,353
shares
|
$15.2 Million
0.0% of portfolio
|
Q1 2025
Added 63.97%
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
76,192
shares
|
$13.3 Million
0.57% of portfolio
|
Q1 2025
Added 147.08%
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
72,947
shares
|
$12.7 Million
6.98% of portfolio
|
Q1 2025
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
70,568
shares
|
$12.3 Million
0.0% of portfolio
|
Q1 2025
Added 1520.39%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
66,716
shares
|
$11.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
65,252
shares
|
$11.4 Million
0.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
64,248
shares
|
$11.2 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
52,118
shares
|
$9.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 71.76%
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
41,837
shares
|
$7.3 Million
0.18% of portfolio
|
Q1 2025
Added 1.05%
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
40,793
shares
|
$7.12 Million
0.63% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
40,631
shares
|
$7.09 Million
0.3% of portfolio
|
Q1 2025
Added 1655.12%
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
40,469
shares
|
$7.06 Million
3.07% of portfolio
|
Q1 2025
New holding
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
31,248
shares
|
$5.45 Million
0.0% of portfolio
|
Q1 2025
Added 125.32%
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
30,947
shares
|
$5.4 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
30,760
shares
|
$5.37 Million
0.0% of portfolio
|
Q1 2025
Added 185.85%
|