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State Street SPDR US Large Cap Low Volatility Index ETF
LGLV

179 hedge funds and large institutions have $913M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.45% more ownership

Funds ownership: 80.38% → 81.84% (+1.5%)

3% more capital invested

Capital invested by funds: $887M → $913M (+$26.2M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

1% less funds holding

Funds holding: 180 → 179 (-1)

21% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 70

Holders
179
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
2.18%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
55
Reduced
70
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$49.1M
2
Goldman Sachs
Goldman Sachs
New York
+$8.95M
3
SOS
Silver Oak Securities
Tennessee
+$3.99M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$3.37M
5
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$3.12M

Top Sellers

1
SPWG
Syntegra Private Wealth Group
Missouri
-$18.1M
2
VA
VestGen Advisors
Illinois
-$6.9M
3
State Street
State Street
Massachusetts
-$5.02M
4
Osaic Holdings
Osaic Holdings
Arizona
-$4.99M
5
IC
IEQ Capital
California
-$3.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
126
Park Avenue Securities
New York
$281K +$2.46K +14 +0.9%
PFG
127
Prosperity Financial Group
California
$280K – – –
BI
128
Berkeley Inc
Idaho
$269K +$175 +1 +0.1%
ISB
129
Iowa State Bank
Iowa
$262K -$29.6K -169 -10%
SEIA
130
Signature Estate & Investment Advisors
California
$255K +$1.23K +7 +0.5%
SPIA
131
Steward Partners Investment Advisory
New York
$254K -$9.47K -54 -4%
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$246K – – –
BFG
133
Bouchey Financial Group
New York
$246K – – –
BIG
134
Brookwood Investment Group
Arizona
$239K -$20.9K -119 -8%
SFGP
135
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$236K +$1.4K +8 +0.6%
FIA
136
Foundations Investment Advisors
Arizona
$232K +$232K +1,324 New
IPA
137
Investment Planning Advisors
Georgia
$228K – – –
AF
138
Advisornet Financial
Minnesota
$221K -$20.2K -115 -8%
Fisher Asset Management
139
Fisher Asset Management
Washington
$215K -$44.2K -252 -17%
HFS
140
Hughes Financial Services
Virginia
$203K – – –
BC
141
Barrett & Company
Rhode Island
$185K – – –
PTC
142
Private Trust Company
Ohio
$158K – – –
BWL
143
Bogart Wealth LLC
Virginia
$145K +$175 +1 +0.1%
NA
144
NewEdge Advisors
Louisiana
$110K -$3.16K -18 -3%
AAP
145
Arax Advisory Partners
Colorado
$110K +$110K +626 New
NS
146
NBC Securities
Alabama
$71.6K – – –
KAS
147
Kestra Advisory Services
Texas
$66.8K +$66.7K +380 New
CTC
148
Central Trust Company
Missouri
$66.4K – – –
S
149
SignatureFD
Georgia
$56.7K – – –
NFSG
150
Newbridge Financial Services Group
Florida
$53.7K – – –
4 5
6
7 8

LGLV Hedge Fund Activity: Q4 2025 in Review

179 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q4 2025, worth a combined $913M — up 2.9% from $887M a quarter earlier.

Fund positioning in LGLV was balanced in Q4 2025: 18 funds opened new positions, 18 closed out, 55 added to existing stakes and 70 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $49.1M. The largest seller was Syntegra Private Wealth Group, cutting an estimated $18.1M.

  • 179 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q4 2025, down from 180 in Q3 2025.
  • Funds reported $913M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q4 2025, up 2.9% quarter-over-quarter.
  • 18 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q4 2025 and 18 closed out, a net change of 0 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q4 2025 was Carson Wealth (CWM LLC), an estimated $49.1M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q4 2025 was Syntegra Private Wealth Group, an estimated $18.1M sold.

Based on aggregated 13F filings for Q4 2025.