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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
PAG
151
Paladin Advisory Group
Iowa
$54.2K – – –
OSAM
152
O'Shaughnessy Asset Management
Connecticut
$53.8K +$1.41K +8 +3%
CFP
153
Comprehensive Financial Planning
Pennsylvania
$45.1K +$176 +1 +0.4%
Citigroup
154
Citigroup
New York
$39.7K +$39.2K +223 New
ATC
155
Advantage Trust Company
Kansas
$39K – – –
AssetMark Inc
156
AssetMark Inc
California
$35.6K +$12.7K +72 +56%
BlackRock
157
BlackRock
New York
$34K -$27.3K -155 -45%
UIA
158
Ulland Investment Advisors
Minnesota
$33K – – –
SWM
159
Spire Wealth Management
Virginia
$29.9K – – –
BBPWM
160
Blue Bell Private Wealth Management
Pennsylvania
$28.5K – – –
William Blair & Company
161
William Blair & Company
Illinois
$26.2K -$31K -176 -54%
FDCDDQ
162
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.8K – – –
MHR
163
Matthew Hamilton Rosenberg
$17.3K – – –
WIM
164
Westside Investment Management
California
$15.1K +$14.8K +84 New
EWP
165
Elevation Wealth Partners
California
$14.3K +$14.1K +80 New
FRA
166
Front Row Advisors
California
$10.7K – – –
ASN
167
Advisory Services Network
Georgia
$9.8K +$9.68K +55 New
MWA
168
Medallion Wealth Advisors
Connecticut
$8.91K +$8.8K +50 New
Wells Fargo
169
Wells Fargo
California
$7.9K -$7.74K -44 -49%
US Bancorp
170
US Bancorp
Minnesota
$7.61K – – –
RFA
171
Reyes Financial Architecture
California
$7.13K – – –
CI
172
CX Institutional
Indiana
$7K – – –
T
173
Tidemark
California
$5.88K – – –
CA
174
CoreCap Advisors
Michigan
$5.52K – – –
GWM
175
Geneos Wealth Management
Colorado
$5.34K -$59.7K -339 -92%
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.