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SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV

Overview Fund Activity

138 hedge funds and large institutions have $364M invested in SPDR SSGA US Large Cap Low Volatility Index ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 11 closing their positions.

Holders
138
Holders Change
+12
Holders Change %
+9.52%
% of All Funds
2.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
26
Increased
50
Reduced
42
Closed
11
Calls
$45K
Puts
–
Net Calls
+$45K
Net Calls Change
-$21K

Top Buyers

1
SPWG
1
Syntegra Private Wealth Group
Missouri
$65.9M
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$23.7M
3
SWP
3
Stratos Wealth Partners
Ohio
$10M
4
CI
4
CX Institutional
Indiana
$12.8M
5
HAG
5
HF Advisory Group
Maryland
$3.94M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$12.4M
2
MSFS
2
Main Street Financial Solutions
Pennsylvania
$3.88M
3
SIM
3
Seaview Investment Managers
Florida
$0
4
IMC Chicago
4
IMC Chicago
Illinois
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
51
Aptus Capital Advisors
Alabama
$914K 6,736 -1,715 -20%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$827K 6,099 +418 +7%
MA
53
Mutual Advisors
Nebraska
$787K 5,803 – –
FAIM
54
Financial Advocates Investment Management
Washington
$772K 5,693 +2,658 +88%
HKIMG
55
Hutchens & Kramer Investment Management Group
Indiana
$729K 5,373 -24 -0.4%
Mariner
56
Mariner
Kansas
$722K 5,321 +2,973 +127%
CWS
57
Cypress Wealth Services
California
$700K 5,164 +1 +0%
Ameriprise
58
Ameriprise
Minnesota
$696K 5,132 +238 +5%
Citadel Advisors
59
Citadel Advisors
Florida
$662K 4,882 +4,882 New
HWMA
60
Heritage Wealth Management (Arizona)
Arizona
$607K 4,474 +2,177 +95%
AAS
61
Avantax Advisory Services
Texas
$586K 4,320 +1,945 +82%
CFD
62
Creative Financial Designs
Indiana
$581K 4,280 -3,666 -46%
BI
63
Berkeley Inc
Idaho
$549K 4,047 +14 +0.3%
JWCA
64
J.W. Cole Advisors
Florida
$544K 4,007 -790 -16%
EWM
65
Empirical Wealth Management
Washington
$500K 3,685 -500 -12%
FLA
66
Financial Life Advisors
Texas
$497K 3,667 -1,279 -26%
IA
67
Insight Advisors
Pennsylvania
$490K 3,610 -206 -5%
HI
68
Harbour Investments
Wisconsin
$481K 3,546 -24 -0.7%
ISB
69
Iowa State Bank
Iowa
$455K 3,358 +236 +8%
AC
70
Avant Capital
Louisiana
$455K 3,354 -688 -17%
LFA
71
Legacy Financial Advisors
Kentucky
$441K 3,248 -121 -4%
WMR
72
Wealth Management Resources
Rhode Island
$425K 3,135 +10 +0.3%
PWP
73
Perfromance Wealth Partners
Illinois
$418K 3,081 -1,768 -36%
CPA
74
Cardiff Park Advisors
California
$375K 2,766 – –
AAS
75
Ameritas Advisory Services
Nebraska
$373K 2,749 +434 +19%
1 2
3
4 5