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 159 institutions that hold shares in the stock, with a total of 3.58 Million shares, which have been reported (via 13F filing form) to have a value of $628 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
7,319
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.96%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
7,292
shares
|
$1.28 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
7,245
shares
|
$1.27 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
6,964
shares
|
$1.22 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
6,963
shares
|
$1.22 Million
0.54% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
6,573
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,563
shares
|
$1.15 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
6,335
shares
|
$1.11 Million
0.69% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
6,255
shares
|
$1.1 Million
0.55% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,179
shares
|
$1.08 Million
0.25% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
6,056
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,956
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
5,849
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
5,452
shares
|
$956,498
0.26% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,372
shares
|
$942,463
1.15% of portfolio
|
Q3 2022
Added 10.31%
|
|
|
Eagle Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
5,246
shares
|
$920,358
0.37% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
5,243
shares
|
$919,831
0.06% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
5,166
shares
|
$906,323
0.19% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
4,768
shares
|
$836,497
0.18% of portfolio
|
Q3 2024
Reduced 13.4%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
4,759
shares
|
$834,918
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Iowa State Bank
|
Oct 09, 2024 Q3 2024 |
4,275
shares
|
$750,006
0.15% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,213
shares
|
$739,128
0.2% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
4,094
shares
|
$718,251
0.0% of portfolio
|
Q3 2024
Added 31.98%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
4,051
shares
|
$710,707
0.03% of portfolio
|
Q2 2024
Reduced 41.86%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
3,959
shares
|
$694,566
0.18% of portfolio
|
Q3 2024
Reduced 0.15%
|