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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
BWM
3
Brown Wealth Management
Illinois
$6.76M
4
TC
4
TownSquare Capital
Utah
$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 %
ECML
76
Eagle Capital Management (Louisiana)
Louisiana
$712K 5,336 +38 +0.7%
MA
77
Mutual Advisors
Nebraska
$707K 5,293 -183 -3%
PA
78
PFG Advisors
Arizona
$697K 5,223 +1,624 +45%
CFS
79
Commonwealth Financial Services
West Virginia
$691K 5,175 +5,175 New
CWS
80
Cypress Wealth Services
California
$690K 5,166 +1 +0%
AWA
81
ARQ Wealth Advisors
Arizona
$660K 4,940 -5,179 -51%
Bank of New York Mellon
82
Bank of New York Mellon
New York
$646K 4,835 -418 -8%
AAS
83
Avantax Advisory Services
Texas
$634K 4,751 -2,172 -31%
IWC
84
Integrated Wealth Concepts
Massachusetts
$631K 4,726 -45 -0.9%
Citadel Advisors
85
Citadel Advisors
Florida
$627K 4,699 -3,310 -41%
FHA
86
Flagship Harbor Advisors
Massachusetts
$595K 4,452 -1,564 -26%
VPP
87
Vertex Planning Partners
Illinois
$579K 4,339 -388 -8%
SPC
88
Sigma Planning Corp
Michigan
$575K 4,308 +4,308 New
BI
89
Berkeley Inc
Idaho
$545K 4,079 +11 +0.3%
ASN
90
Advisory Services Network
Georgia
$531K 3,978 +56 +1%
EWM
91
Empirical Wealth Management
Washington
$521K 3,905 – –
CFD
92
Creative Financial Designs
Indiana
$521K 3,901 -222 -5%
KAS
93
Kestra Advisory Services
Texas
$516K 3,862 +11 +0.3%
IA
94
Insight Advisors
Pennsylvania
$488K 3,651 -11 -0.3%
HKIMG
95
Hutchens & Kramer Investment Management Group
Indiana
$484K 3,658 – –
Stifel Financial
96
Stifel Financial
Missouri
$480K 3,598 +365 +11%
FCM
97
Fourpath Capital Management
Oklahoma
$450K 3,372 +3,372 New
AWM
98
Axxcess Wealth Management
California
$443K 3,317 +33 +1%
JWCA
99
J.W. Cole Advisors
Florida
$441K 3,302 -34 -1%
AC
100
Avant Capital
Louisiana
$440K 3,295 +1 +0%
2 3
4
5 6