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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
IWN
51
Independent Wealth Network
Iowa
$1.13M -$4.74K -27 -0.4%
MMA
52
Miracle Mile Advisors
California
$1.11M -$20.5K -117 -2%
PAG
53
Private Advisor Group
New Jersey
$1.1M -$18.4K -105 -2%
FPW
54
Flagship Private Wealth
Massachusetts
$1.07M -$72.6K -414 -6%
PFA
55
Portland Financial Advisors
New York
$1.06M – – –
FCM
56
Family Capital Management
Michigan
$1.05M -$24.7K -141 -2%
AF
57
Apollon Financial
South Carolina
$1.03M +$3.16K +18 +0.3%
IWM
58
IHT Wealth Management
Illinois
$1.01M -$435K -2,482 -30%
GWP
59
Gateway Wealth Partners
Wisconsin
$984K +$140K +799 +17%
MCCP
60
Mission Creek Capital Partners
California
$982K -$7.89K -45 -0.8%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$967K -$2.19M -12,513 -69%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$947K -$202K -1,150 -18%
KF
63
Krilogy Financial
Missouri
$912K -$7.72K -44 -0.9%
CWS
64
Cypress Wealth Services
California
$878K -$29.1K -166 -3%
SB
65
Strategic Blueprint
Georgia
$853K -$2.28K -13 -0.3%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$809K +$175 +1 +0%
HI
67
Harbour Investments
Wisconsin
$806K +$13.3K +76 +2%
JCFM
68
JBR Co Financial Management
Oklahoma
$771K -$48.1K -274 -6%
AF
69
Abound Financial
California
$770K +$175 +1 +0%
SSWM
70
Sheets Smith Wealth Management
North Carolina
$770K -$32.5K -185 -4%
BWMG
71
Barnes Wealth Management Group
California
$755K +$14.4K +82 +2%
TCMP
72
Thrive Capital Management (Pennsylvania)
Pennsylvania
$715K -$143K -816 -17%
IWC
73
Integrated Wealth Concepts
Massachusetts
$707K -$136K -775 -16%
RA
74
Riversedge Advisors
Delaware
$689K -$27.7K -158 -4%
AWM
75
AE Wealth Management
Kansas
$681K +$6.84K +39 +1%
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.