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 162 institutions that hold shares in the stock, with a total of 3.22 Million shares, which have been reported (via 13F filing form) to have a value of $543 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 26, 2024 Q2 2024 |
585,603
shares
|
$98.9 Million
11.36% of portfolio
|
Q2 2024
Added 1.55%
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2024 Q2 2024 |
319,855
shares
|
$54 Million
2.47% of portfolio
|
Q2 2024
Added 8.75%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
305,698
shares
|
$51.6 Million
0.76% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
273,304
shares
|
$46.1 Million
2.48% of portfolio
|
Q2 2024
Added 3.97%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
165,089
shares
|
$27.9 Million
0.01% of portfolio
|
Q2 2024
Reduced 9.36%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
161,543
shares
|
$27.3 Million
0.0% of portfolio
|
Q1 2024
Added 3.79%
|
|
Dorval Corp
Maple Grove, MN |
Aug 01, 2024 Q2 2024 |
109,013
shares
|
$18.4 Million
7.36% of portfolio
|
Q2 2024
Added 2.57%
|
|
Mc Naughton Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
93,257
shares
|
$15.7 Million
7.55% of portfolio
|
Q2 2024
Added 4.79%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
73,959
shares
|
$12.5 Million
0.51% of portfolio
|
Q2 2024
Added 243.71%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
71,940
shares
|
$12.1 Million
0.03% of portfolio
|
Q2 2024
Reduced 28.06%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
71,427
shares
|
$12.1 Million
0.02% of portfolio
|
Q2 2024
Reduced 8.69%
|
|
First American Trust, Fsb
|
Aug 12, 2024 Q2 2024 |
64,823
shares
|
$10.9 Million
1.0% of portfolio
|
Q2 2024
Reduced 58.15%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
63,857
shares
|
$10.8 Million
0.0% of portfolio
|
Q2 2024
Added 798.89%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
58,710
shares
|
$9.91 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.74%
|
|
Founders Financial Securities LLC
|
Aug 02, 2024 Q2 2024 |
41,650
shares
|
$7.03 Million
0.61% of portfolio
|
Q2 2024
Added 0.06%
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 09, 2024 Q2 2024 |
41,286
shares
|
$6.97 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 18, 2024 Q2 2024 |
28,816
shares
|
$4.86 Million
2.27% of portfolio
|
Q2 2024
Reduced 5.56%
|
|
State Street Corp
Boston, MA |
Aug 14, 2024 Q2 2024 |
26,370
shares
|
$4.45 Million
0.0% of portfolio
|
Q2 2024
Added 23.55%
|
|
Axiom Advisory, LLC
San Diego, CA |
Aug 13, 2024 Q2 2024 |
25,151
shares
|
$4.25 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
Sei Investments CO
Oaks, PA |
Aug 13, 2024 Q2 2024 |
25,124
shares
|
$4.24 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
24,184
shares
|
$4.08 Million
0.01% of portfolio
|
Q2 2024
Reduced 7.01%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
21,837
shares
|
$3.69 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
Journey Advisory Group, LLC
|
Aug 02, 2024 Q2 2024 |
19,279
shares
|
$3.25 Million
0.35% of portfolio
|
Q2 2024
Added 3.15%
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2024 Q2 2024 |
18,958
shares
|
$3.2 Million
0.27% of portfolio
|
Q4 2023
Added 116.51%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
18,569
shares
|
$3.13 Million
0.07% of portfolio
|
Q2 2024
New holding
|