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SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV

Overview Fund Activity

173 hedge funds and large institutions have $744M invested in SPDR SSGA US Large Cap Low Volatility Index ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+11
Holders Change %
+6.79%
% of All Funds
2.35%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
24
Increased
53
Reduced
60
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$82.6M
2
WA
Win Advisors
Florida
+$12.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$11.5M
4
FIA
Foundations Investment Advisors
Arizona
+$11.2M
5
GM
GeoWealth Management
Illinois
+$7.89M

Top Sellers

1
State Street
State Street
Massachusetts
-$23M
2
MWM
McNaughton Wealth Management
California
-$14M
3
SC
Sykon Capital
New York
-$11.6M
4
FFA
Farther Finance Advisors
California
-$2.46M
5
Osaic Holdings
Osaic Holdings
Arizona
-$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$4.78M -$236K -1,354 -5%
SEI Investments
27
SEI Investments
Pennsylvania
$4.69M -$216K -1,240 -4%
VA
28
Valmark Advisers
Ohio
$4.05M +$346K +1,987 +9%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$3.89M +$1.47M +8,436 +61%
JAG
30
Journey Advisory Group
Kentucky
$3.55M +$257K +1,475 +8%
Osaic Holdings
31
Osaic Holdings
Arizona
$3.55M -$2.28M -13,084 -39%
EFG
32
Ethos Financial Group
Pennsylvania
$3.41M +$3.41M +19,616 New
SMA
33
Sage Mountain Advisors
Georgia
$3.3M – – –
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.92M -$388K -2,232 -12%
Jane Street
35
Jane Street
New York
$2.75M +$2.75M +15,809 New
MWM
36
McNaughton Wealth Management
California
$2.64M -$14M -80,593 -84%
CWMK
37
Caliber Wealth Management (Kansas)
Kansas
$2.53M +$2.53M +14,541 New
SOS
38
Silver Oak Securities
Tennessee
$2.33M +$2.33M +13,529 New
UBS Group
39
UBS Group
Switzerland
$2.18M -$28.2K -162 -1%
RMA
40
Roffman Miller Associates
Pennsylvania
$2.1M -$7.83K -45 -0.4%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$2.01M +$1.11M +6,352 +122%
TFS
42
Thoroughbred Financial Services
Tennessee
$1.92M -$36.5K -210 -2%
LAS
43
Legacy Advisory Services
Pennsylvania
$1.88M +$1.88M +10,781 New
Daiwa Securities Group
44
Daiwa Securities Group
Japan
$1.74M +$12.2K +70 +0.7%
MIA
45
Milestone Investment Advisors
Wisconsin
$1.64M -$153K -880 -9%
TC
46
TownSquare Capital
Utah
$1.6M -$55.2K -317 -3%
NG
47
Norden Group
Utah
$1.56M – – –
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$1.54M -$301K -1,730 -16%
Mariner
49
Mariner
Kansas
$1.47M +$50.8K +292 +4%
AAS
50
Avantax Advisory Services
Texas
$1.42M -$2.96K -17 -0.2%
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