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SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV

Overview Fund Activity

173 hedge funds and large institutions have $744M invested in SPDR SSGA US Large Cap Low Volatility Index ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+11
Holders Change %
+6.79%
% of All Funds
2.35%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
24
Increased
53
Reduced
60
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$82.6M
2
WA
Win Advisors
Florida
+$12.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$11.5M
4
FIA
Foundations Investment Advisors
Arizona
+$11.2M
5
GM
GeoWealth Management
Illinois
+$7.89M

Top Sellers

1
State Street
State Street
Massachusetts
-$23M
2
MWM
McNaughton Wealth Management
California
-$14M
3
SC
Sykon Capital
New York
-$11.6M
4
FFA
Farther Finance Advisors
California
-$2.46M
5
Osaic Holdings
Osaic Holdings
Arizona
-$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
126
Bouchey Financial Group
New York
$244K – – –
AWM
127
Accel Wealth Management
Iowa
$239K – – –
WWM
128
Western Wealth Management
Colorado
$233K +$233K +1,341 New
IPA
129
Investment Planning Advisors
Georgia
$226K -$6.96K -40 -3%
CA
130
Calton & Associates
Florida
$220K +$220K +1,266 New
ACA
131
Aspire Capital Advisors
Washington
$216K +$216K +1,239 New
Fisher Asset Management
132
Fisher Asset Management
Washington
$214K +$214K +1,227 New
EFL
133
ERn Financial LLC
Wisconsin
$207K +$207K +1,188 New
EH
134
Equitable Holdings
New York
$204K -$8.7K -50 -4%
FZCM
135
Flynn Zito Capital Management
New York
$204K +$204K +1,169 New
HFS
136
Hughes Financial Services
Virginia
$201K +$201K +1,155 New
PSF
137
Pacific Sun Financial
California
$200K +$200K +1,150 New
BWL
138
Bogart Wealth LLC
Virginia
$187K +$174 +1 +0.1%
BC
139
Barrett & Company
Rhode Island
$183K – – –
PTC
140
Private Trust Company
Ohio
$167K -$28K -161 -14%
AF
141
Advisornet Financial
Minnesota
$160K +$174 +1 +0.1%
PWMG
142
Prestige Wealth Management Group
New Jersey
$128K – – –
GWM
143
Geneos Wealth Management
Colorado
$126K +$64K +368 +103%
AAP
144
Arax Advisory Partners
Colorado
$107K +$522 +3 +0.5%
S
145
SignatureFD
Georgia
$92.2K – – –
NS
146
NBC Securities
Alabama
$71K +$71K +408 New
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$66.7K -$1.22K -7 -2%
CTC
148
Central Trust Company
Missouri
$65.8K – – –
BlackRock
149
BlackRock
New York
$60.2K +$60.2K +346 New
Comerica Bank
150
Comerica Bank
Texas
$54.8K – – –
4 5
6
7 8