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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
AWAG
101
ARS Wealth Advisors Group
Florida
$418K +$1.06K +6 +0.3%
HighTower Advisors
102
HighTower Advisors
Illinois
$418K -$2.29K -13 -0.6%
AAS
103
Ameritas Advisory Services
Nebraska
$412K +$407K +2,315 New
CFS
104
Commonwealth Financial Services
West Virginia
$412K – – –
P
105
&Partners
Tennessee
$384K +$176 +1 +0%
TFGT
106
TS Financial Group (TSFG)
Illinois
$376K -$283K -1,610 -43%
SLC
107
Second Line Capital
Louisiana
$370K -$18.8K -107 -5%
ACA
108
Aptus Capital Advisors
Alabama
$364K -$25.2K -143 -7%
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$345K +$26K +148 +8%
MFG
110
Merit Financial Group
Georgia
$336K -$14.6K -83 -4%
TRCT
111
Tower Research Capital (TRC)
New York
$324K +$237K +1,349 +286%
RMAM
112
Raab & Moskowitz Asset Management
New Jersey
$307K +$304K +1,725 New
WWM
113
Western Wealth Management
Colorado
$300K +$59.8K +340 +25%
CWM
114
Cornerstone Wealth Management
Missouri
$299K – – –
ISB
115
Iowa State Bank
Iowa
$296K – – –
WFS
116
WealthGarden F.S.
California
$293K +$176 +1 +0.1%
MFA
117
Millington Financial Advisors
Illinois
$291K -$12.1K -69 -4%
TF
118
Trek Financial
Arizona
$287K +$1.41K +8 +0.5%
PFG
119
Prosperity Financial Group
California
$284K -$4.4K -25 -2%
PAS
120
Park Avenue Securities
New York
$282K -$9.68K -55 -3%
BI
121
Berkeley Inc
Idaho
$273K -$213K -1,208 -44%
SPIA
122
Steward Partners Investment Advisory
New York
$267K – – –
Stifel Financial
123
Stifel Financial
Missouri
$264K +$7.39K +42 +3%
BIG
124
Brookwood Investment Group
Arizona
$264K -$39.2K -223 -13%
Fisher Asset Management
125
Fisher Asset Management
Washington
$264K +$44.3K +252 +21%
3 4
5
6 7

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.