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 155 institutions that hold shares in the stock, with a total of 3.14 Million shares, which have been reported (via 13F filing form) to have a value of $493 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 10, 2024 Q1 2024 |
576,676
shares
|
$90.5 Million
11.59% of portfolio
|
Q1 2024
Added 0.94%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
313,947
shares
|
$49.3 Million
0.87% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 13, 2024 Q1 2024 |
294,118
shares
|
$46.2 Million
2.5% of portfolio
|
Q1 2024
Added 8.95%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 08, 2024 Q1 2024 |
262,861
shares
|
$41.3 Million
2.61% of portfolio
|
Q1 2024
Added 4.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
182,144
shares
|
$28.6 Million
0.02% of portfolio
|
Q1 2024
Reduced 22.7%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
157,308
shares
|
$24.7 Million
0.0% of portfolio
|
Q1 2024
Added 3.79%
|
|
|
First American Trust, Fsb
|
May 13, 2024 Q1 2024 |
154,890
shares
|
$24.3 Million
2.56% of portfolio
|
Q1 2024
Added 4.31%
|
|
|
Dorval Corp
Maple Grove, MN |
Apr 26, 2024 Q1 2024 |
106,278
shares
|
$16.7 Million
7.47% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
100,002
shares
|
$15.7 Million
0.04% of portfolio
|
Q1 2024
Reduced 9.3%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
93,257
shares
|
$14.6 Million
7.55% of portfolio
|
Q2 2024
Added 4.79%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
71,427
shares
|
$11.2 Million
0.02% of portfolio
|
Q2 2024
Reduced 8.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
60,366
shares
|
$9.47 Million
0.0% of portfolio
|
Q1 2024
Reduced 12.2%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 15, 2024 Q1 2024 |
41,647
shares
|
$6.54 Million
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Apr 17, 2024 Q1 2024 |
41,623
shares
|
$6.53 Million
0.69% of portfolio
|
Q1 2024
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 18, 2024 Q2 2024 |
28,816
shares
|
$4.52 Million
2.27% of portfolio
|
Q2 2024
Reduced 5.56%
|
|
|
Sei Investments CO
Oaks, PA |
May 07, 2024 Q1 2024 |
25,955
shares
|
$4.07 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
24,184
shares
|
$3.8 Million
0.01% of portfolio
|
Q2 2024
Reduced 7.01%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
22,330
shares
|
$3.5 Million
0.01% of portfolio
|
Q1 2024
Added 43.08%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
21,518
shares
|
$3.38 Million
0.14% of portfolio
|
Q1 2024
Closed
|
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
21,344
shares
|
$3.35 Million
0.0% of portfolio
|
Q1 2024
Added 36.51%
|
|
|
Sage Mountain Advisors LLC
|
Apr 23, 2024 Q1 2024 |
18,958
shares
|
$2.98 Million
0.31% of portfolio
|
Q4 2023
Added 116.51%
|
|
|
Journey Advisory Group, LLC
|
May 09, 2024 Q1 2024 |
18,690
shares
|
$2.93 Million
0.36% of portfolio
|
Q1 2024
Added 1.27%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
17,281
shares
|
$2.71 Million
0.07% of portfolio
|
Q2 2024
Reduced 3.5%
|
|
|
Valmark Advisers, Inc.
|
May 03, 2024 Q1 2024 |
15,386
shares
|
$2.41 Million
0.04% of portfolio
|
Q1 2024
Added 84.48%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
13,628
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2024
Added 36.23%
|
|