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 3.5 Million shares, which have been reported (via 13F filing form) to have a value of $585 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
6,902
shares
|
$1.15 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
6,877
shares
|
$1.15 Million
3.06% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
6,684
shares
|
$1.12 Million
0.03% of portfolio
|
Q1 2025
Reduced 67.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
6,631
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
6,392
shares
|
$1.07 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
6,336
shares
|
$1.06 Million
0.52% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
6,298
shares
|
$1.05 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
6,094
shares
|
$1.02 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
5,835
shares
|
$975,962
0.41% of portfolio
|
Q4 2024
Reduced 16.2%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,372
shares
|
$898,520
1.15% of portfolio
|
Q3 2022
Added 10.31%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
5,236
shares
|
$875,773
0.06% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,228
shares
|
$874,435
0.03% of portfolio
|
Q4 2024
Reduced 51.4%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
5,210
shares
|
$871,424
0.0% of portfolio
|
Q4 2024
Reduced 28.82%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
5,166
shares
|
$864,065
0.19% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
4,745
shares
|
$793,648
0.01% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Feb 03, 2025 Q4 2024 |
4,662
shares
|
$779,766
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
4,397
shares
|
$735,442
0.02% of portfolio
|
Q4 2024
Added 56.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
4,355
shares
|
$728,417
0.0% of portfolio
|
Q4 2024
Added 34.58%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
4,219
shares
|
$705,669
0.0% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,213
shares
|
$704,666
0.2% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
4,058
shares
|
$678,741
0.02% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
3,905
shares
|
$653,150
0.02% of portfolio
|
Q1 2023
Added 5.97%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
3,852
shares
|
$644,285
0.17% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
3,829
shares
|
$640,438
0.02% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
3,780
shares
|
$632,242
0.03% of portfolio
|
Q4 2024
New holding
|