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 194 institutions that hold shares in the stock, with a total of 4.97 Million shares, which have been reported (via 13F filing form) to have a value of $870 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,380,611
shares
|
$242 Million
0.85% of portfolio
|
Q2 2025
Added 69.48%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
698,710
shares
|
$122 Million
12.45% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
275,611
shares
|
$48.3 Million
2.66% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
261,114
shares
|
$45.7 Million
2.06% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
206,626
shares
|
$36.2 Million
0.46% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
195,209
shares
|
$34.2 Million
0.01% of portfolio
|
Q2 2025
Added 15.43%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
168,207
shares
|
$29.5 Million
0.0% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Dorval Corp
Maple Grove, MN |
Jul 28, 2025 Q2 2025 |
114,883
shares
|
$20.1 Million
7.18% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
92,605
shares
|
$16.2 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
87,353
shares
|
$15.3 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%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
74,041
shares
|
$13 Million
1.03% of portfolio
|
Q2 2025
Added 81.5%
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
72,947
shares
|
$12.8 Million
6.98% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
70,568
shares
|
$12.4 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
|
$11.7 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%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
57,768
shares
|
$10.1 Million
0.55% of portfolio
|
Q2 2025
Reduced 35.15%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
52,118
shares
|
$9.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 71.76%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
42,893
shares
|
$7.52 Million
1.98% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
41,837
shares
|
$7.33 Million
0.18% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
37,037
shares
|
$6.49 Million
0.64% of portfolio
|
Q2 2025
Added 88.81%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
32,117
shares
|
$5.63 Million
0.46% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
31,248
shares
|
$5.47 Million
0.0% of portfolio
|
Q1 2025
Added 125.32%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
30,760
shares
|
$5.39 Million
0.0% of portfolio
|
Q1 2025
Added 185.85%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
30,370
shares
|
$5.32 Million
2.1% of portfolio
|
Q2 2025
Added 4.27%
|