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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
SEIA
126
Signature Estate & Investment Advisors
California
$257K +$1.23K +7 +0.5%
BFG
127
Bouchey Financial Group
New York
$249K – – –
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$249K – – –
MSAM
129
Moloney Securities Asset Management
Missouri
$246K – – –
AF
130
Advisornet Financial
Minnesota
$245K – – –
AWM
131
Accel Wealth Management
Iowa
$245K – – –
CA
132
Calton & Associates
Florida
$241K +$5.1K +29 +2%
SFGP
133
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$238K +$1.06K +6 +0.5%
IPA
134
Investment Planning Advisors
Georgia
$232K – – –
AA
135
Advisory Alpha
Michigan
$217K -$23.9K -136 -10%
ACA
136
Aspire Capital Advisors
Washington
$208K -$131K -744 -39%
PSF
137
Pacific Sun Financial
California
$205K – – –
HFS
138
Hughes Financial Services
Virginia
$201K – – –
BC
139
Barrett & Company
Rhode Island
$188K – – –
PTC
140
Private Trust Company
Ohio
$161K – – –
BWL
141
Bogart Wealth LLC
Virginia
$147K -$42.4K -241 -23%
NA
142
NewEdge Advisors
Louisiana
$115K -$4.05K -23 -3%
GFWA
143
Grey Fox Wealth Advisors
Delaware
$110K +$109K +619 New
Optiver Holding
144
Optiver Holding
Netherlands
$105K +$103K +588 New
NS
145
NBC Securities
Alabama
$72.7K – – –
CTC
146
Central Trust Company
Missouri
$67.3K – – –
Qube Research & Technologies (QRT)
147
Qube Research & Technologies (QRT)
United Kingdom
$61.5K +$44.9K +255 +283%
S
148
SignatureFD
Georgia
$57.5K -$36.4K -207 -39%
Comerica Bank
149
Comerica Bank
Texas
$55.4K – – –
NFSG
150
Newbridge Financial Services Group
Florida
$54.5K – – –
4 5
6
7 8

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.