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State Street SPDR US Large Cap Low Volatility Index ETF
LGLV

179 hedge funds and large institutions have $913M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.45% more ownership

Funds ownership: 80.38% → 81.84% (+1.5%)

3% more capital invested

Capital invested by funds: $887M → $913M (+$26.2M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

1% less funds holding

Funds holding: 180 → 179 (-1)

21% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 70

Holders
179
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
2.18%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
55
Reduced
70
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$49.1M
2
Goldman Sachs
Goldman Sachs
New York
+$8.95M
3
SOS
Silver Oak Securities
Tennessee
+$3.99M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$3.37M
5
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$3.12M

Top Sellers

1
SPWG
Syntegra Private Wealth Group
Missouri
-$18.1M
2
VA
VestGen Advisors
Illinois
-$6.9M
3
State Street
State Street
Massachusetts
-$5.02M
4
Osaic Holdings
Osaic Holdings
Arizona
-$4.99M
5
IC
IEQ Capital
California
-$3.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
26
Sage Mountain Advisors
Georgia
$3.33M – – –
UBS Group
27
UBS Group
Switzerland
$2.92M -$73.5K -419 -2%
FAT
28
First American Trust
California
$2.81M -$2.58M -14,718 -48%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.8M -$14K -80 -0.5%
MWM
30
McNaughton Wealth Management
California
$2.37M -$574K -3,272 -20%
Two Sigma Investments
31
Two Sigma Investments
New York
$2.23M -$877K -5,000 -28%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.2M +$75.8K +432 +4%
PCA
33
Pallas Capital Advisors
Massachusetts
$2.12M +$23.5K +134 +1%
Raymond James Financial
34
Raymond James Financial
Florida
$2.1M +$63.5K +362 +3%
RMA
35
Roffman Miller Associates
Pennsylvania
$2.07M -$37.9K -216 -2%
Mariner
36
Mariner
Kansas
$2M +$305K +1,736 +18%
VA
37
VestGen Advisors
Illinois
$1.94M -$6.9M -39,323 -78%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.91M -$167K -953 -8%
LAS
39
Legacy Advisory Services
Pennsylvania
$1.89M -$10.3K -59 -0.5%
ECA
40
Elevation Capital Advisory
Oregon
$1.83M +$1.82M +10,402 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$1.77M -$1.19M -6,770 -40%
RCG
42
Regatta Capital Group
California
$1.73M +$333K +1,899 +24%
TFS
43
Thoroughbred Financial Services
Tennessee
$1.62M -$161K -917 -9%
CWMK
44
Caliber Wealth Management (Kansas)
Kansas
$1.53M -$145K -826 -9%
Daiwa Securities Group
45
Daiwa Securities Group
Japan
$1.53M -$29.8K -170 -2%
NG
46
Norden Group
Utah
$1.48M -$35.1K -200 -2%
Citadel Advisors
47
Citadel Advisors
Florida
$1.45M +$464K +2,644 +47%
MIA
48
Milestone Investment Advisors
Wisconsin
$1.44M -$65.6K -374 -4%
FI
49
Financial Insights
Washington
$1.24M -$27.9K -159 -2%
FGA
50
Fortis Group Advisors
New Jersey
$1.22M +$5.44K +31 +0.5%
1
2
3 4 5

LGLV Hedge Fund Activity: Q4 2025 in Review

179 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q4 2025, worth a combined $913M — up 2.9% from $887M a quarter earlier.

Fund positioning in LGLV was balanced in Q4 2025: 18 funds opened new positions, 18 closed out, 55 added to existing stakes and 70 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $49.1M. The largest seller was Syntegra Private Wealth Group, cutting an estimated $18.1M.

  • 179 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q4 2025, down from 180 in Q3 2025.
  • Funds reported $913M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q4 2025, up 2.9% quarter-over-quarter.
  • 18 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q4 2025 and 18 closed out, a net change of 0 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q4 2025 was Carson Wealth (CWM LLC), an estimated $49.1M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q4 2025 was Syntegra Private Wealth Group, an estimated $18.1M sold.

Based on aggregated 13F filings for Q4 2025.