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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
JAG
26
Journey Advisory Group
Kentucky
$3.36M -$511K -2,803 -13%
UBS Group
27
UBS Group
Switzerland
$3.24M +$282K +1,546 +9%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$3.01M +$169K +925 +6%
Two Sigma Investments
29
Two Sigma Investments
New York
$2.78M +$529K +2,900 +23%
FAT
30
First American Trust
California
$2.65M -$204K -1,121 -7%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.55M +$324K +1,777 +14%
LAS
32
Legacy Advisory Services
Pennsylvania
$2.47M +$561K +3,080 +29%
Goldman Sachs
33
Goldman Sachs
New York
$2.46M -$8.74M -47,964 -78%
MWM
34
McNaughton Wealth Management
California
$2.37M -$36.8K -202 -1%
HI
35
Harbour Investments
Wisconsin
$2.22M +$1.43M +7,868 +171%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$2.22M -$1.4M -7,698 -38%
QCM
37
Quantinno Capital Management
New York
$2.15M +$2.2M +12,062 New
RMA
38
Roffman Miller Associates
Pennsylvania
$2.11M +$1.46K +8 +0.1%
Daiwa Securities Group
39
Daiwa Securities Group
Japan
$2.1M +$560K +3,070 +35%
RCG
40
Regatta Capital Group
California
$2.07M +$326K +1,789 +18%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$2.02M +$1.59M +8,716 +331%
GWP
42
Gateway Wealth Partners
Wisconsin
$2.01M +$1.04M +5,707 +102%
PCA
43
Pallas Capital Advisors
Massachusetts
$1.87M -$287K -1,572 -13%
Mariner
44
Mariner
Kansas
$1.84M -$195K -1,071 -9%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$1.61M -$184K -1,012 -10%
TFS
46
Thoroughbred Financial Services
Tennessee
$1.6M -$39.7K -218 -2%
NG
47
Norden Group
Utah
$1.51M
MIA
48
Milestone Investment Advisors
Wisconsin
$1.41M -$51K -280 -3%
ECA
49
Elevation Capital Advisory
Oregon
$1.33M -$532K -2,919 -28%
CWMK
50
Caliber Wealth Management (Kansas)
Kansas
$1.25M -$318K -1,745 -20%

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.