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State Street SPDR US Large Cap Low Volatility Index ETF
LGLV

180 hedge funds and large institutions have $862M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

16% more capital invested

Capital invested by funds: $744M → $862M (+$118M)

4% more funds holding

Funds holding: 173 → 180 (+7)

0.6% more ownership

Funds ownership: 77.89% → 78.49% (+0.6%)

2% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 60

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
23
Increased
59
Reduced
60
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$96.9M
2
JP Morgan Chase
JP Morgan Chase
New York
+$18M
3
SPWG
Syntegra Private Wealth Group
Missouri
+$9.01M
4
State Street
State Street
Massachusetts
+$8.85M
5
VA
VestGen Advisors
Illinois
+$8.57M

Top Sellers

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
-$13.3M
2
WA
Win Advisors
Florida
-$12.7M
3
FIA
Foundations Investment Advisors
Arizona
-$11.2M
4
AAS
Ameritas Advisory Services
Nebraska
-$7.05M
5
ECA
Elevation Capital Advisory
Oregon
-$7.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$244K – – –
MSAM
127
Moloney Securities Asset Management
Missouri
$241K -$14.7K -86 -6%
AWM
128
Accel Wealth Management
Iowa
$240K – – –
AF
129
Advisornet Financial
Minnesota
$240K +$78.1K +456 +50%
Citadel Advisors
130
Citadel Advisors
Florida
$238K +$234K +1,364 New
AA
131
Advisory Alpha
Michigan
$238K -$9.07K -53 -4%
WWM
132
Western Wealth Management
Colorado
$234K – – –
SFGP
133
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$232K +$228K +1,330 New
CA
134
Calton & Associates
Florida
$231K +$9.76K +57 +5%
AWS
135
Atria Wealth Solutions
New York
$229K +$224K +1,311 New
IPA
136
Investment Planning Advisors
Georgia
$227K – – –
Fisher Asset Management
137
Fisher Asset Management
Washington
$214K – – –
FZCM
138
Flynn Zito Capital Management
New York
$205K +$1.03K +6 +0.5%
HFS
139
Hughes Financial Services
Virginia
$202K – – –
PSF
140
Pacific Sun Financial
California
$201K – – –
BWL
141
Bogart Wealth LLC
Virginia
$186K -$1.37K -8 -0.7%
BC
142
Barrett & Company
Rhode Island
$184K – – –
PTC
143
Private Trust Company
Ohio
$157K -$10.3K -60 -6%
NA
144
NewEdge Advisors
Louisiana
$116K -$381K -2,224 -77%
AAP
145
Arax Advisory Partners
Colorado
$108K +$514 +3 +0.5%
S
146
SignatureFD
Georgia
$92.5K – – –
TRCT
147
Tower Research Capital (TRC)
New York
$82.4K -$323K -1,885 -80%
NS
148
NBC Securities
Alabama
$71K – – –
CTC
149
Central Trust Company
Missouri
$66K – – –
GWM
150
Geneos Wealth Management
Colorado
$64.4K -$60.8K -355 -49%
4 5
6
7 8

LGLV Hedge Fund Activity: Q2 2025 in Review

180 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2025, worth a combined $862M — up 16% from $744M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new LGLV positions and 15 closed out — a net gain of 8 holders — while 59 added to existing stakes and 60 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $96.9M. The largest seller was GeoWealth Management, exiting entirely with an estimated $13.3M sold.

  • 180 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2025, up from 173 in Q1 2025.
  • Funds reported $862M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 23 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2025 and 15 closed out, a net change of +8 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2025 was Carson Wealth (CWM LLC), an estimated $96.9M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2025 was GeoWealth Management, an estimated $13.3M sold.

Based on aggregated 13F filings for Q2 2025.