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State Street SPDR US Large Cap Low Volatility Index ETF
LGLV

180 hedge funds and large institutions have $887M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 67 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

1.9% more ownership

Funds ownership: 78.49% → 80.38% (+1.9%)

3% more capital invested

Capital invested by funds: $862M → $887M (+$24.5M)

0% more funds holding

Funds holding: 180 → 180 (0)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

16% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 67

Holders
180
Holders Change
–
Holders Change %
0%
% of All Funds
2.36%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
56
Reduced
67
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$34M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$25.2M
3
SPWG
Syntegra Private Wealth Group
Missouri
+$8.44M
4
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$6.74M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.9M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$23.9M
2
MCA
Magnolia Capital Advisors
Mississippi
-$7.49M
3
Ameriprise
Ameriprise
Minnesota
-$4.15M
4
State Street
State Street
Massachusetts
-$3.75M
5
Raymond James Financial
Raymond James Financial
Florida
-$3.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
76
Atomi Financial Group
New York
$668K -$6.69K -38 -1%
Ameriprise
77
Ameriprise
Minnesota
$658K -$4.15M -23,556 -86%
CFD
78
Creative Financial Designs
Indiana
$630K +$1.06K +6 +0.2%
MA
79
Mutual Advisors
Nebraska
$627K – – –
JWCA
80
J.W. Cole Advisors
Florida
$613K -$14.1K -80 -2%
AC
81
Avant Capital
Louisiana
$596K +$17.2K +98 +3%
IAS
82
Integrity Advisory Solutions
Texas
$574K +$567K +3,223 New
M1FG
83
Mach-1 Financial Group
Arkansas
$574K +$567K +3,223 New
BCM
84
Brookstone Capital Management
Illinois
$569K +$67.6K +384 +14%
HKIMG
85
Hutchens & Kramer Investment Management Group
Indiana
$558K -$13.6K -77 -2%
HIS
86
Harvest Investment Services
Illinois
$546K -$36.4K -207 -6%
VCWM
87
Vista Cima Wealth Management
Arizona
$541K -$1.41K -8 -0.3%
WS
88
Wedbush Securities
California
$532K -$159K -906 -23%
MML Investors Services
89
MML Investors Services
Massachusetts
$509K -$4.75K -27 -0.9%
IA
90
Insight Advisors
Pennsylvania
$498K +$10K +57 +2%
CPA
91
Cardiff Park Advisors
California
$484K – – –
FFA
92
Farther Finance Advisors
California
$468K -$95.4K -542 -17%
LT
93
Legacy Trust
Michigan
$458K +$452K +2,568 New
SWP
94
Stratos Wealth Partners
Ohio
$454K -$23.6K -134 -5%
DWM
95
Darwin Wealth Management
Florida
$446K +$44K +250 +11%
AWA
96
ARQ Wealth Advisors
Arizona
$446K -$42.4K -241 -9%
MCFP
97
Mallini Complete Financial Planning
Florida
$439K – – –
Jones Financial Companies
98
Jones Financial Companies
Missouri
$437K +$10.9K +62 +3%
HNWAG
99
High Net Worth Advisory Group
Florida
$428K – – –
Fidelity Investments
100
Fidelity Investments
Massachusetts
$425K -$25K -142 -6%
2 3
4
5 6

LGLV Hedge Fund Activity: Q3 2025 in Review

180 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2025, worth a combined $887M — up 2.8% from $862M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new LGLV positions and 10 closed out — a net gain of 5 holders — while 56 added to existing stakes and 67 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $34M. The largest seller was JP Morgan Chase, cutting an estimated $23.9M.

  • 180 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $887M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2025, up 2.8% quarter-over-quarter.
  • 15 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2025 and 10 closed out, a net change of +5 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2025 was Osaic Holdings, an estimated $34M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2025 was JP Morgan Chase, an estimated $23.9M sold.

Based on aggregated 13F filings for Q3 2025.