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 $769 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
29,126
shares
|
$5.08 Million
2.22% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
27,472
shares
|
$4.79 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
26,951
shares
|
$4.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
25,674
shares
|
$4.48 Million
0.04% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
23,272
shares
|
$4.06 Million
0.06% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
22,326
shares
|
$3.89 Million
0.01% of portfolio
|
Q1 2025
Added 60.73%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
20,424
shares
|
$3.56 Million
0.3% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
20,399
shares
|
$3.56 Million
0.01% of portfolio
|
Q1 2025
Reduced 38.98%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
19,616
shares
|
$3.42 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
18,958
shares
|
$3.31 Million
0.25% of portfolio
|
Q4 2023
Added 116.51%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
16,752
shares
|
$2.92 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
15,809
shares
|
$2.76 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
15,169
shares
|
$2.65 Million
1.31% of portfolio
|
Q1 2025
Reduced 84.16%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
May 15, 2025 Q1 2025 |
14,857
shares
|
$2.59 Million
0.56% of portfolio
|
Q1 2025
Reduced 79.51%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
14,541
shares
|
$2.54 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
13,529
shares
|
$2.36 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
12,531
shares
|
$2.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Apr 29, 2025 Q1 2025 |
12,046
shares
|
$2.1 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
11,562
shares
|
$2.02 Million
0.0% of portfolio
|
Q1 2025
Added 121.92%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
11,039
shares
|
$1.93 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
May 19, 2025 Q1 2025 |
10,781
shares
|
$1.88 Million
1.58% of portfolio
|
Q1 2025
New holding
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
10,261
shares
|
$1.79 Million
3.1% of portfolio
|
Q3 2022
Reduced 7.82%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
10,020
shares
|
$1.75 Million
0.01% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
9,398
shares
|
$1.64 Million
0.47% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
9,210
shares
|
$1.61 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.33%
|