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State Street SPDR US Large Cap Low Volatility Index ETF

156 hedge funds and large institutions have $490M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

4% more funds holding

Funds holding: 150156 (+6)

3.95% more ownership

Funds ownership: 67.82%71.77% (+4%)

1% less capital invested

Capital invested by funds: $494M → $490M (-$4.24M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

35% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 62

Holders
156
Holders Change
+6
Holders Change %
+4%
% of All Funds
2.25%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
17
Increased
40
Reduced
62
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
76
Creative Financial Designs
Indiana
$561K -$2.44K -16 -0.4%
HKIMG
77
Hutchens & Kramer Investment Management Group
Indiana
$538K
HGERS
78
Householder Group Estate & Retirement Specialist
Arizona
$513K +$31.5K +207 +7%
MML Investors Services
79
MML Investors Services
Massachusetts
$512K +$103K +679 +25%
JWCA
80
J.W. Cole Advisors
Florida
$505K -$41.4K -272 -8%
JP Morgan Chase
81
JP Morgan Chase
New York
$492K -$49.6K -326 -9%
Stifel Financial
82
Stifel Financial
Missouri
$473K -$267K -1,753 -36%
BI
83
Berkeley Inc
Idaho
$473K -$26K -171 -5%
ACA
84
Aptus Capital Advisors
Alabama
$458K -$55.7K -366 -11%
SLC
85
Second Line Capital
Louisiana
$429K -$84.1K -552 -16%
SWP
86
Stratos Wealth Partners
Ohio
$428K -$169K -1,111 -28%
HighTower Advisors
87
HighTower Advisors
Illinois
$420K +$125K +820 +42%
CPA
88
Cardiff Park Advisors
California
$415K
HI
89
Harbour Investments
Wisconsin
$396K -$1.98K -13 -0.5%
LT
90
Legacy Trust
Michigan
$392K
BTWM
91
Baker Tilly Wealth Management
Wisconsin
$367K -$1.25M -8,209 -77%
HNWAG
92
High Net Worth Advisory Group
Florida
$366K
AWAG
93
ARS Wealth Advisors Group
Florida
$358K +$123K +808 +53%
AAS
94
Ameritas Advisory Services
Nebraska
$353K
CFS
95
Commonwealth Financial Services
West Virginia
$352K -$39.7K -261 -10%
MFA
96
Millington Financial Advisors
Illinois
$312K -$53.3K -350 -15%
MFG
97
Merit Financial Group
Georgia
$303K -$8.38K -55 -3%
AF
98
Advisornet Financial
Minnesota
$302K +$152 +1 +0.1%
AA
99
Advisory Alpha
Michigan
$297K -$23.9K -157 -7%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$289K +$152 +1 +0.1%

LGLV Hedge Fund Activity: Q2 2024 in Review

156 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2024, worth a combined $490M — down 0.86% from $494M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new LGLV positions and 9 closed out — a net gain of 8 holders — while 40 added to existing stakes and 62 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $8.64M. The largest seller was First American Trust, cutting an estimated $13.7M.

  • 156 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2024, up from 150 in Q1 2024.
  • Funds reported $490M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2024, down 0.86% quarter-over-quarter.
  • 17 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2024 and 9 closed out, a net change of +8 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2024 was Susquehanna International Group, an estimated $8.64M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2024 was First American Trust, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2024.