We are live on ! Find out more
LGLV icon

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
OSAM
151
O'Shaughnessy Asset Management
Connecticut
$53K – – –
Comerica Bank
152
Comerica Bank
Texas
$45.3K -$9.3K -53 -17%
CFP
153
Comprehensive Financial Planning
Pennsylvania
$44.7K +$175 +1 +0.4%
PAG
154
Paladin Advisory Group
Iowa
$38.1K -$15.3K -87 -29%
UIA
155
Ulland Investment Advisors
Minnesota
$37K +$4.38K +25 +13%
BlackRock
156
BlackRock
New York
$33.5K – – –
SWM
157
Spire Wealth Management
Virginia
$29.5K – – –
BBPWM
158
Blue Bell Private Wealth Management
Pennsylvania
$28.1K – – –
AssetMark Inc
159
AssetMark Inc
California
$19.3K -$15.8K -90 -45%
GWM
160
Geneos Wealth Management
Colorado
$19K +$13.7K +78 +260%
FDCDDQ
161
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.6K – – –
WIM
162
Westside Investment Management
California
$14.9K – – –
IA
163
IFP Advisors
Florida
$14.7K +$14.7K +84 New
SAG
164
SageView Advisory Group
California
$13.7K +$13.7K +78 New
US Bancorp
165
US Bancorp
Minnesota
$11.9K +$4.38K +25 +58%
Qube Research & Technologies (QRT)
166
Qube Research & Technologies (QRT)
United Kingdom
$11.4K -$49.1K -280 -81%
MHR
167
Matthew Hamilton Rosenberg
$11.2K -$5.79K -33 -34%
FRA
168
Front Row Advisors
California
$10.5K – – –
OW
169
Olistico Wealth
Oklahoma
$10K +$10K +57 New
MWA
170
Medallion Wealth Advisors
Connecticut
$8.78K – – –
T
171
Tidemark
California
$5.79K – – –
CA
172
CoreCap Advisors
Michigan
$5.44K – – –
VWWMG
173
Vermillion & White Wealth Management Group
Pennsylvania
$4.95K – – –
FHA
174
Flagship Harbor Advisors
Massachusetts
$3.15K +$2.98K +17 New
IIM
175
IFC & Insurance Marketing
California
$3K +$2.63K +15 New
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.