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State Street SPDR US Large Cap Low Volatility Index ETF
LGLV

156 hedge funds and large institutions have $490M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

4% more funds holding

Funds holding: 150 → 156 (+6)

3.95% more ownership

Funds ownership: 67.82% → 71.77% (+4%)

1% less capital invested

Capital invested by funds: $494M → $490M (-$4.24M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

35% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 62

Holders
156
Holders Change
+6
Holders Change %
+4%
% of All Funds
2.25%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
17
Increased
40
Reduced
62
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.64M
2
GM
GeoWealth Management
Illinois
+$7.99M
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$3.92M
4
AA
Axiom Advisory
California
+$3.83M
5
KWM
Kingsview Wealth Management
Oregon
+$2.83M

Top Sellers

1
FAT
First American Trust
California
-$13.7M
2
Osaic Holdings
Osaic Holdings
Arizona
-$4.27M
3
LPL Financial
LPL Financial
California
-$2.6M
4
SOS
Silver Oak Securities
Tennessee
-$1.58M
5
CWM
Congress Wealth Management
Massachusetts
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
26
Valmark Advisers
Ohio
$2.77M +$426K +2,798 +18%
MMA
27
Miracle Mile Advisors
California
$2.64M -$95.5K -627 -4%
UBS Group
28
UBS Group
Switzerland
$2.22M +$282K +1,852 +15%
Goldman Sachs
29
Goldman Sachs
New York
$2.08M – – –
VWWMG
30
Vermillion & White Wealth Management Group
Pennsylvania
$1.95M -$44.8K -294 -2%
RMA
31
Roffman Miller Associates
Pennsylvania
$1.9M +$16K +105 +0.8%
IWM
32
IHT Wealth Management
Illinois
$1.8M -$54.2K -356 -3%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$1.76M -$98.8K -649 -5%
TFS
34
Thoroughbred Financial Services
Tennessee
$1.74M +$84.5K +555 +5%
TCMP
35
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.71M +$1.71M +11,205 New
IMC Chicago
36
IMC Chicago
Illinois
$1.69M -$524K -3,440 -24%
TC
37
TownSquare Capital
Utah
$1.66M +$1.66M +10,877 New
Ameriprise
38
Ameriprise
Minnesota
$1.58M +$285K +1,869 +22%
LAS
39
Legacy Advisory Services
Pennsylvania
$1.56M -$120K -787 -7%
Citadel Advisors
40
Citadel Advisors
Florida
$1.53M +$133K +872 +10%
Daiwa Securities Group
41
Daiwa Securities Group
Japan
$1.49M -$136K -890 -8%
FIA
42
Foundations Investment Advisors
Arizona
$1.46M +$1.46M +9,600 New
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.3M -$160K -1,051 -11%
PAG
44
Private Advisor Group
New Jersey
$1.22M -$107K -700 -8%
SSWM
45
Sheets Smith Wealth Management
North Carolina
$1.16M -$248K -1,629 -18%
FGA
46
Fortis Group Advisors
New Jersey
$1.13M -$59.1K -388 -5%
FAIM
47
Financial Advocates Investment Management
Washington
$1.09M +$4.26K +28 +0.4%
FI
48
Financial Insights
Washington
$1.06M -$47.1K -309 -4%
IWN
49
Independent Wealth Network
Iowa
$1.05M -$46.6K -306 -4%
MCCP
50
Mission Creek Capital Partners
California
$1.05M -$690K -4,531 -40%
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LGLV Hedge Fund Activity: Q2 2024 in Review

156 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2024, worth a combined $490M — down 0.86% from $494M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new LGLV positions and 9 closed out — a net gain of 8 holders — while 40 added to existing stakes and 62 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $8.64M. The largest seller was First American Trust, cutting an estimated $13.7M.

  • 156 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2024, up from 150 in Q1 2024.
  • Funds reported $490M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2024, down 0.86% quarter-over-quarter.
  • 17 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2024 and 9 closed out, a net change of +8 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2024 was Susquehanna International Group, an estimated $8.64M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2024 was First American Trust, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2024.