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State Street SPDR US Large Cap Low Volatility Index ETF

192 hedge funds and large institutions have $961M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 69 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

7% more funds holding

Funds holding: 179192 (+13)

5% more capital invested

Capital invested by funds: $913M → $961M (+$48.3M)

2.31% more ownership

Funds ownership: 81.84%84.15% (+2.3%)

12% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 69

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
192
Holders Change
+13
Holders Change %
+7.26%
% of All Funds
2.36%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
24
Increased
61
Reduced
69
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$318M -$3.68M -20,191 -1%
SPWG
2
Syntegra Private Wealth Group
Missouri
$114M -$792K -4,347 -0.7%
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$55.1M -$1.2M -6,590 -2%
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$53.9M +$1.36M +7,466 +3%
LPL Financial
5
LPL Financial
California
$33.2M +$433K +2,376 +1%
Osaic Holdings
6
Osaic Holdings
Arizona
$33.2M -$1.18M -6,453 -3%
Morgan Stanley
7
Morgan Stanley
New York
$30.2M +$463K +2,539 +2%
DC
8
Dorval Corp
Minnesota
$22.4M +$437K +2,398 +2%
HI
9
Horizon Investments
North Carolina
$21.6M +$7.62M +41,822 +53%
Ameriprise
10
Ameriprise
Minnesota
$20.4M +$20.2M +111,046 +3,047%
AQR Capital Management
11
AQR Capital Management
Connecticut
$19.1M +$3.41M +18,706 +21%
Bank of America
12
Bank of America
North Carolina
$16.8M +$177K +969 +1%
IC
13
IEQ Capital
California
$15.1M -$216K -1,186 -1%
JP Morgan Chase
14
JP Morgan Chase
New York
$12.7M +$4.96M +27,194 +61%
IA
15
Integrity Alliance
Iowa
$11.4M +$197K +1,083 +2%
FFS
16
Founders Financial Securities
Maryland
$11.1M -$3.48M -19,117 -24%
EFG
17
Ethos Financial Group
Pennsylvania
$10.6M +$992K +5,443 +10%
VA
18
Valmark Advisers
Ohio
$9.31M +$3.59M +19,714 +61%
State Street
19
State Street
Massachusetts
$9.21M -$394K -2,163 -4%
First Trust Advisors
20
First Trust Advisors
Illinois
$7.99M +$8.18M +44,887 New
TW
21
Tempo Wealth
Ohio
$7.09M +$911 +5 +0%
HAG
22
HF Advisory Group
Maryland
$6.23M +$109K +596 +2%
SEI Investments
23
SEI Investments
Pennsylvania
$4.48M -$265K -1,452 -5%
Raymond James Financial
24
Raymond James Financial
Florida
$4.28M +$2.21M +12,103 +101%
SMA
25
Sage Mountain Advisors
Georgia
$3.38M

LGLV Hedge Fund Activity: Q1 2026 in Review

192 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q1 2026, worth a combined $961M — up 5.3% from $913M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new LGLV positions and 8 closed out — a net gain of 16 holders — while 61 added to existing stakes and 69 trimmed.

The largest buyer was Ameriprise, adding an estimated $20.2M. The largest seller was Goldman Sachs, cutting an estimated $8.74M.

  • 192 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q1 2026, up from 179 in Q4 2025.
  • Funds reported $961M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q1 2026, up 5.3% quarter-over-quarter.
  • 24 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q1 2026 and 8 closed out, a net change of +16 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q1 2026 was Ameriprise, an estimated $20.2M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q1 2026 was Goldman Sachs, an estimated $8.74M sold.

Based on aggregated 13F filings for Q1 2026.