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State Street SPDR US Large Cap Low Volatility Index ETF
LGLV

180 hedge funds and large institutions have $887M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 67 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

1.9% more ownership

Funds ownership: 78.49% → 80.38% (+1.9%)

3% more capital invested

Capital invested by funds: $862M → $887M (+$24.5M)

0% more funds holding

Funds holding: 180 → 180 (0)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

16% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 67

Holders
180
Holders Change
–
Holders Change %
0%
% of All Funds
2.36%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
56
Reduced
67
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$34M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$25.2M
3
SPWG
Syntegra Private Wealth Group
Missouri
+$8.44M
4
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$6.74M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.9M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$23.9M
2
MCA
Magnolia Capital Advisors
Mississippi
-$7.49M
3
Ameriprise
Ameriprise
Minnesota
-$4.15M
4
State Street
State Street
Massachusetts
-$3.75M
5
Raymond James Financial
Raymond James Financial
Florida
-$3.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$3.21M +$2.9M +16,477 +1,069%
Two Sigma Investments
27
Two Sigma Investments
New York
$3.15M -$653K -3,710 -17%
UBS Group
28
UBS Group
Switzerland
$3.04M +$612K +3,476 +26%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$3M +$540K +3,069 +22%
MWM
30
McNaughton Wealth Management
California
$2.99M +$165K +935 +6%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$2.86M -$71.3K -405 -2%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.16M -$201K -1,145 -9%
RMA
33
Roffman Miller Associates
Pennsylvania
$2.14M -$10.6K -60 -0.5%
PCA
34
Pallas Capital Advisors
Massachusetts
$2.12M +$53K +301 +3%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$2.11M -$176K -1,002 -8%
Raymond James Financial
36
Raymond James Financial
Florida
$2.06M -$3.51M -19,924 -63%
LAS
37
Legacy Advisory Services
Pennsylvania
$1.93M +$5.46K +31 +0.3%
Goldman Sachs
38
Goldman Sachs
New York
$1.92M -$1.94K -11 -0.1%
TFS
39
Thoroughbred Financial Services
Tennessee
$1.81M – – –
Mariner
40
Mariner
Kansas
$1.72M -$75.5K -429 -4%
CWMK
41
Caliber Wealth Management (Kansas)
Kansas
$1.7M -$307K -1,742 -15%
Daiwa Securities Group
42
Daiwa Securities Group
Japan
$1.59M -$106K -600 -6%
NG
43
Norden Group
Utah
$1.54M – – –
MIA
44
Milestone Investment Advisors
Wisconsin
$1.53M -$69.5K -395 -4%
IWM
45
IHT Wealth Management
Illinois
$1.47M -$4.58K -26 -0.3%
RCG
46
Regatta Capital Group
California
$1.42M +$407K +2,314 +41%
FI
47
Financial Insights
Washington
$1.28M -$3.52K -20 -0.3%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.23M -$321K -1,823 -21%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$1.17M -$2.11K -12 -0.2%
FPW
50
Flagship Private Wealth
Massachusetts
$1.16M +$8.1K +46 +0.7%
1
2
3 4 5

LGLV Hedge Fund Activity: Q3 2025 in Review

180 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2025, worth a combined $887M — up 2.8% from $862M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new LGLV positions and 10 closed out — a net gain of 5 holders — while 56 added to existing stakes and 67 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $34M. The largest seller was JP Morgan Chase, cutting an estimated $23.9M.

  • 180 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $887M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2025, up 2.8% quarter-over-quarter.
  • 15 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2025 and 10 closed out, a net change of +5 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2025 was Osaic Holdings, an estimated $34M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2025 was JP Morgan Chase, an estimated $23.9M sold.

Based on aggregated 13F filings for Q3 2025.