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SPDR SSGA US Large Cap Low Volatility Index ETF
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Overview Fund Activity

180 hedge funds and large institutions have $859M invested in SPDR SSGA US Large Cap Low Volatility Index ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 14 closing their positions.

Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
2.42%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
23
Increased
57
Reduced
61
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$241M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$30.6M
3
SPWG
3
Syntegra Private Wealth Group
Missouri
$122M
4
State Street
4
State Street
Massachusetts
$18.1M
5
VA
5
VestGen Advisors
Illinois
$8.74M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$0
2
WA
2
Win Advisors
Florida
$0
3
FIA
3
Foundations Investment Advisors
Arizona
$0
4
AAS
4
Ameritas Advisory Services
Nebraska
$0
5
ECA
5
Elevation Capital Advisory
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$241M 1,380,611 +565,980 +69%
SPWG
2
Syntegra Private Wealth Group
Missouri
$122M 698,710 +52,656 +8%
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$48.8M 279,627 +4,016 +1%
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$45.3M 259,539 -1,575 -0.6%
LPL Financial
5
LPL Financial
California
$34.1M 195,209 +26,093 +15%
CWM
6
Congress Wealth Management
Massachusetts
$32.8M 187,919 -18,707 -9%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$30.6M 175,531 +104,963 +149%
Morgan Stanley
8
Morgan Stanley
New York
$29.3M 168,069 -138 -0.1%
DC
9
Dorval Corp
Minnesota
$20.1M 114,883 +2,917 +3%
State Street
10
State Street
Massachusetts
$18.1M 103,795 +51,677 +99%
IC
11
IEQ Capital
California
$16.2M 92,605 – –
Bank of America
12
Bank of America
North Carolina
$16M 91,399 +4,046 +5%
FFS
13
Founders Financial Securities
Maryland
$12.9M 74,041 +33,248 +82%
HI
14
Horizon Investments
North Carolina
$12.9M 73,961 +32,124 +77%
AQR Capital Management
15
AQR Capital Management
Connecticut
$11.8M 67,466 +2,214 +3%
IA
16
Integrity Alliance
Iowa
$10.1M 57,768 -31,317 -35%
VA
17
VestGen Advisors
Illinois
$8.74M 50,039 +50,039 New
MCA
18
Magnolia Capital Advisors
Mississippi
$7.49M 42,893 +42,893 New
EFG
19
Ethos Financial Group
Pennsylvania
$6.47M 37,037 +17,421 +89%
FAT
20
First American Trust
California
$5.61M 32,117 +1,170 +4%
Raymond James Financial
21
Raymond James Financial
Florida
$5.5M 31,507 +259 +0.8%
HAG
22
HF Advisory Group
Maryland
$5.3M 30,370 +1,244 +4%
Ameriprise
23
Ameriprise
Minnesota
$4.62M 27,248 +22,454 +468%
VA
24
Valmark Advisers
Ohio
$4.56M 26,132 +2,860 +12%
SEI Investments
25
SEI Investments
Pennsylvania
$4.39M 25,127 -1,824 -7%
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