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 196 institutions that hold shares in the stock, with a total of 5.29 Million shares, which have been reported (via 13F filing form) to have a value of $924 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,524,059
shares
|
$266 Million
0.82% of portfolio
|
Q3 2025
Added 10.39%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
746,658
shares
|
$130 Million
12.54% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
297,844
shares
|
$52 Million
1.84% of portfolio
|
Q3 2025
Added 14.76%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
288,483
shares
|
$50.4 Million
2.35% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
221,160
shares
|
$38.6 Million
0.06% of portfolio
|
Q3 2025
Added 689.83%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
187,919
shares
|
$32.8 Million
0.34% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
183,285
shares
|
$32 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
166,133
shares
|
$29 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 29, 2025 Q3 2025 |
119,618
shares
|
$20.9 Million
7.05% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
107,815
shares
|
$18.8 Million
0.06% of portfolio
|
Q3 2025
Added 16.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
92,120
shares
|
$16.1 Million
0.0% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
82,474
shares
|
$14.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.54%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
76,038
shares
|
$13.3 Million
0.99% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
75,750
shares
|
$13.2 Million
0.14% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
69,475
shares
|
$12.1 Million
0.01% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
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%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
63,674
shares
|
$11.1 Million
0.53% of portfolio
|
Q3 2025
Added 10.22%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
50,345
shares
|
$8.79 Million
0.3% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
39,826
shares
|
$6.96 Million
0.0% of portfolio
|
Q3 2025
Reduced 43.56%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
37,502
shares
|
$6.55 Million
0.61% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
31,874
shares
|
$5.57 Million
2.09% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
31,315
shares
|
$5.47 Million
0.07% of portfolio
|
Q3 2025
Added 19.83%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
30,710
shares
|
$5.36 Million
0.41% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
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%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
24,839
shares
|
$4.34 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.15%
|
|