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 165 institutions that hold shares in the stock, with a total of 3.54 Million shares, which have been reported (via 13F filing form) to have a value of $605 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,319
shares
|
$225,456
0.0% of portfolio
|
Q4 2024
Reduced 51.13%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
1,221
shares
|
$208,705
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,122
shares
|
$191,783
0.02% of portfolio
|
Q3 2024
Added 14.49%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,074
shares
|
$183,578
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
1,054
shares
|
$180,160
0.07% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,050
shares
|
$179,476
0.0% of portfolio
|
Q4 2024
Added 64.06%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
918
shares
|
$156,913
0.01% of portfolio
|
Q4 2024
Reduced 53.59%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
735
shares
|
$125,633
0.03% of portfolio
|
Q3 2020
Reduced 1.87%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
666
shares
|
$113,839
0.0% of portfolio
|
Q4 2023
Added 1.52%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
613
shares
|
$104,780
0.01% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
530
shares
|
$90,592
0.0% of portfolio
|
Q2 2023
Added 64.09%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
405
shares
|
$69,226
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
390
shares
|
$66,662
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
378
shares
|
$64,611
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
356
shares
|
$60,851
0.0% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
315
shares
|
$53,842
0.0% of portfolio
|
Q2 2024
Added 21.15%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
306
shares
|
$52,304
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
304
shares
|
$51,962
0.04% of portfolio
|
Q1 2024
Reduced 2.56%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
250
shares
|
$42,732
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
231
shares
|
$39,484
0.01% of portfolio
|
Q1 2024
Added 0.43%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
208
shares
|
$35,553
0.0% of portfolio
|
Q2 2020
Added 14.09%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
160
shares
|
$27,348
0.01% of portfolio
|
Q2 2022
Reduced 60.0%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
156
shares
|
$26,665
0.02% of portfolio
|
Q2 2024
Reduced 52.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
133
shares
|
$22,733
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
127
shares
|
$21,708
0.0% of portfolio
|
Q4 2023
Reduced 21.6%
|