We are live on ! Find out more
LGLV icon

State Street SPDR US Large Cap Low Volatility Index ETF

127 hedge funds and large institutions have $345M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1.76% more ownership

Funds ownership: 51.87%53.62% (+1.8%)

2% less capital invested

Capital invested by funds: $353M → $345M (-$7.49M)

7% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 46

4% less funds holding

Funds holding: 132127 (-5)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
127
Holders Change
-5
Holders Change %
-3.79%
% of All Funds
2%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
10
Increased
43
Reduced
46
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
51
Cypress Wealth Services
California
$742K -$8.97K -64 -1%
PAG
52
Private Advisor Group
New Jersey
$640K +$72.6K +518 +13%
BI
53
Berkeley Inc
Idaho
$631K -$156K -1,110 -20%
EWM
54
Empirical Wealth Management
Washington
$630K -$3.5K -25 -0.6%
FLA
55
Financial Life Advisors
Texas
$630K +$28.2K +201 +5%
FPW
56
Flagship Private Wealth
Massachusetts
$626K +$1.26K +9 +0.2%
SAM
57
Strategic Asset Management
Minnesota
$593K +$579K +4,129 New
AC
58
Avant Capital
Louisiana
$581K -$27.6K -197 -5%
LFA
59
Legacy Financial Advisors
Kentucky
$564K +$210K +1,496 +62%
TRCT
60
Tower Research Capital (TRC)
New York
$514K +$136K +971 +37%
IA
61
Insight Advisors
Pennsylvania
$513K +$82.7K +590 +20%
FAIM
62
Financial Advocates Investment Management
Washington
$452K -$22.3K -159 -5%
AAS
63
Avantax Advisory Services
Texas
$447K +$38.1K +272 +10%
WMR
64
Wealth Management Resources
Rhode Island
$445K -$302K -2,156 -41%
ISB
65
Iowa State Bank
Iowa
$432K +$120K +853 +40%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$428K +$9.39K +67 +2%
MHB
67
Midwest Heritage Bank
Iowa
$426K
HWMA
68
Heritage Wealth Management (Arizona)
Arizona
$424K +$414K +2,954 New
MA
69
Mezzasalma Advisors
New Jersey
$392K -$36.1K -258 -9%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$379K -$191K -1,366 -34%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$379K -$45K -321 -11%
HNWAG
72
High Net Worth Advisory Group
Florida
$366K
BAM
73
Belpointe Asset Management
Nevada
$359K -$59K -421 -14%
AAS
74
Ameritas Advisory Services
Nebraska
$333K
MML Investors Services
75
MML Investors Services
Massachusetts
$325K -$22.6K -161 -7%

LGLV Hedge Fund Activity: Q1 2022 in Review

127 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q1 2022, worth a combined $345M — down 2.1% from $353M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of LGLV and 10 opened new positions — a net loss of 4 holders — while 46 trimmed existing stakes and 43 added.

The largest buyer was Win Advisors, opening a new position worth an estimated $24.9M. The largest seller was Ameriprise, cutting an estimated $17.5M.

  • 127 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q1 2022, down from 132 in Q4 2021.
  • Funds reported $345M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q1 2022, down 2.1% quarter-over-quarter.
  • 10 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q1 2022 and 14 closed out, a net change of -4 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q1 2022 was Win Advisors, an estimated $24.9M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q1 2022 was Ameriprise, an estimated $17.5M sold.

Based on aggregated 13F filings for Q1 2022.