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SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV

Overview Fund Activity

172 hedge funds and large institutions have $594M invested in SPDR SSGA US Large Cap Low Volatility Index ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 10 closing their positions.

Holders
172
Holders Change
+8
Holders Change %
+4.88%
% of All Funds
2.74%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
20
Increased
60
Reduced
60
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$41.7M
2
WA
2
Win Advisors
Florida
$11.2M
3
TC
3
TownSquare Capital
Utah
$6.76M
4
BWM
4
Brown Wealth Management
Illinois
$6.76M
5
MWM
5
McNaughton Wealth Management
California
$10.7M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$920K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15M
3
RWPA
3
Richard W. Paul & Associates
Michigan
$0
4
MSFS
4
Main Street Financial Solutions
Pennsylvania
$920K
5
MML Investors Services
5
MML Investors Services
Massachusetts
$242K
Name Market Value Shares Shares
Change 		Shares
Change %
FCM
51
Family Capital Management
Michigan
$1.29M 9,681 -845 -8%
SSWM
52
Sheets Smith Wealth Management
North Carolina
$1.29M 9,624 +9,624 New
TFGT
53
TS Financial Group (TSFG)
Illinois
$1.24M 9,311 – –
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$1.24M 9,260 -464 -5%
ECA
55
Elevated Capital Advisors
Utah
$1.23M 9,247 -1,296 -12%
SMA
56
Sage Mountain Advisors
Georgia
$1.17M 8,756 – –
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$1.13M 8,478 +1,096 +15%
HIS
58
Harvest Investment Services
Illinois
$1.13M 8,460 +346 +4%
FI
59
Financial Insights
Washington
$1.1M 8,303 -362 -4%
FGA
60
Fortis Group Advisors
New Jersey
$1.1M 8,022 +230 +3%
MIA
61
Milestone Investment Advisors
Wisconsin
$1.01M 7,573 +91 +1%
RA
62
Riversedge Advisors
Delaware
$1.01M 7,562 -126 -2%
SB
63
Strategic Blueprint
Georgia
$1.01M 7,556 -166 -2%
FPW
64
Flagship Private Wealth
Massachusetts
$1M 7,502 +56 +0.8%
MFA
65
Millington Financial Advisors
Illinois
$971K 7,275 -847 -10%
IWN
66
Independent Wealth Network
Iowa
$935K 7,004 +1,396 +25%
PAG
67
Private Advisor Group
New Jersey
$920K 6,890 -61,642 -90%
MSFS
68
Main Street Financial Solutions
Pennsylvania
$920K 6,887 -21,890 -76%
FAIM
69
Financial Advocates Investment Management
Washington
$915K 6,852 +395 +6%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$912K 6,831 -7,943 -54%
DWM
71
Darwin Wealth Management
Florida
$847K 6,340 -6 -0.1%
LCWP
72
Legacy Capital Wealth Partners
Arkansas
$809K 6,058 +6,058 New
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$800K 5,989 +56 +0.9%
VA
74
Valmark Advisers
Ohio
$745K 5,583 +2,996 +116%
ISB
75
Iowa State Bank
Iowa
$735K 5,501 +563 +11%
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