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State Street SPDR US Large Cap Low Volatility Index ETF
LGLV

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: 150 → 156 (+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: 6 → 5 (-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
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.64M
2
GM
GeoWealth Management
Illinois
+$7.99M
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$3.92M
4
AA
Axiom Advisory
California
+$3.83M
5
KWM
Kingsview Wealth Management
Oregon
+$2.83M

Top Sellers

1
FAT
First American Trust
California
-$13.7M
2
Osaic Holdings
Osaic Holdings
Arizona
-$4.27M
3
LPL Financial
LPL Financial
California
-$2.6M
4
SOS
Silver Oak Securities
Tennessee
-$1.58M
5
CWM
Congress Wealth Management
Massachusetts
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$275K -$7.92K -52 -3%
WFS
102
WealthGarden F.S.
California
$273K +$273K +1,790 New
TRCT
103
Tower Research Capital (TRC)
New York
$270K -$44.5K -292 -14%
AWM
104
AE Wealth Management
Kansas
$263K +$263K +1,727 New
MSAM
105
Moloney Securities Asset Management
Missouri
$253K -$13.7K -90 -5%
SEIA
106
Signature Estate & Investment Advisors
California
$250K +$250K +1,641 New
Fidelity Investments
107
Fidelity Investments
Massachusetts
$245K +$41.1K +270 +20%
TIAA Trust, National Association
108
TIAA Trust, National Association
North Carolina
$245K – – –
TF
109
Trek Financial
Arizona
$241K – – –
CWM
110
Cornerstone Wealth Management
Missouri
$229K – – –
PSF
111
Pacific Sun Financial
California
$216K -$7.61K -50 -3%
EWA
112
EP Wealth Advisors
California
$214K – – –
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$214K – – –
BFG
114
Bouchey Financial Group
New York
$213K – – –
AWM
115
Accel Wealth Management
Iowa
$210K – – –
IPA
116
Investment Planning Advisors
Georgia
$204K +$204K +1,340 New
PA
117
PFG Advisors
Arizona
$201K -$60.5K -397 -23%
BWL
118
Bogart Wealth LLC
Virginia
$164K +$152 +1 +0.1%
BC
119
Barrett & Company
Rhode Island
$161K +$914 +6 +0.6%
PTC
120
Private Trust Company
Ohio
$150K +$82.1K +539 +122%
PWMG
121
Prestige Wealth Management Group
New Jersey
$112K – – –
NA
122
NewEdge Advisors
Louisiana
$102K – – –
AAP
123
Arax Advisory Partners
Colorado
$92.6K +$457 +3 +0.5%
S
124
SignatureFD
Georgia
$80.9K – – –
NS
125
NBC Securities
Alabama
$62K – – –
3 4
5
6 7

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.