We are live on ! Find out more
LGLV icon

State Street SPDR US Large Cap Low Volatility Index ETF
LGLV

163 hedge funds and large institutions have $588M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

6% more funds holding

Funds holding: 154 → 163 (+9)

3.1% more ownership

Funds ownership: 72.82% → 75.92% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

3% less capital invested

Capital invested by funds: $604M → $588M (-$15.9M)

32% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 59

Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
2.15%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
25
Increased
40
Reduced
59
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
State Street
Massachusetts
+$19.1M
2
IC
IEQ Capital
California
+$15.8M
3
SC
Sykon Capital
New York
+$12M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$11.2M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$3.72M

Top Sellers

1
GM
GeoWealth Management
Illinois
-$17.9M
2
WA
Win Advisors
Florida
-$9.73M
3
ECA
Elevation Capital Advisory
Oregon
-$6.32M
4
Osaic Holdings
Osaic Holdings
Arizona
-$6.06M
5
LPL Financial
LPL Financial
California
-$5.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
51
Financial Advocates Investment Management
Washington
$1.14M -$10.6K -62 -0.9%
PFA
52
Portland Financial Advisors
New York
$1.14M +$1.18M +6,877 New
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$1.1M +$9.92K +58 +0.9%
FPW
54
Flagship Private Wealth
Massachusetts
$1.08M +$45.6K +267 +4%
RA
55
Riversedge Advisors
Delaware
$1.06M -$29.2K -171 -3%
FCM
56
Family Capital Management
Michigan
$1.04M -$6.33K -37 -0.6%
MCCP
57
Mission Creek Capital Partners
California
$1.01M -$14.5K -85 -1%
IWN
58
Independent Wealth Network
Iowa
$964K -$193K -1,128 -16%
ECML
59
Eagle Capital Management (Louisiana)
Louisiana
$887K +$20.7K +121 +2%
SB
60
Strategic Blueprint
Georgia
$865K -$1.2K -7 -0.1%
IWM
61
IHT Wealth Management
Illinois
$864K -$945K -5,530 -51%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$861K -$361K -2,109 -29%
CWS
63
Cypress Wealth Services
California
$853K – – –
IWC
64
Integrated Wealth Concepts
Massachusetts
$784K -$2.39K -14 -0.3%
AF
65
Abound Financial
California
$770K +$797K +4,662 New
HI
66
Harbour Investments
Wisconsin
$726K +$271K +1,585 +56%
JP Morgan Chase
67
JP Morgan Chase
New York
$719K +$191K +1,119 +35%
Stifel Financial
68
Stifel Financial
Missouri
$697K +$21.4K +125 +3%
WS
69
Wedbush Securities
California
$670K +$1.2K +7 +0.2%
EWM
70
Empirical Wealth Management
Washington
$645K – – –
MA
71
Mutual Advisors
Nebraska
$643K -$2.91K -17 -0.4%
HIS
72
Harvest Investment Services
Illinois
$636K +$8.04K +47 +1%
IA
73
Insight Advisors
Pennsylvania
$636K -$18K -105 -3%
AFG
74
Atomi Financial Group
New York
$624K +$646K +3,780 New
TFGT
75
TS Financial Group (TSFG)
Illinois
$620K -$173K -1,013 -21%
1 2
3
4 5

LGLV Hedge Fund Activity: Q4 2024 in Review

163 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q4 2024, worth a combined $588M — down 2.6% from $604M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new LGLV positions and 13 closed out — a net gain of 12 holders — while 40 added to existing stakes and 59 trimmed.

The largest buyer was State Street, adding an estimated $19.1M. The largest seller was GeoWealth Management, cutting an estimated $17.9M.

  • 163 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q4 2024, up from 154 in Q3 2024.
  • Funds reported $588M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q4 2024, down 2.6% quarter-over-quarter.
  • 25 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q4 2024 and 13 closed out, a net change of +12 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q4 2024 was State Street, an estimated $19.1M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q4 2024 was GeoWealth Management, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2024.