State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
173 hedge funds and large institutions have $744M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 61 reducing their positions, and 12 closing their positions.
92% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 12
27% more capital invested
Capital invested by funds: $588M → $744M (+$156M)
6% more funds holding
Funds holding: 163 → 173 (+10)
1.97% more ownership
Funds ownership: 75.92% → 77.89% (+2%)
13% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 61
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$80.9M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$12.4M |
| 3 |
JP Morgan Chase
New York
|
+$11.3M |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$11M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$7.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$22.6M |
| 2 |
MWM
McNaughton Wealth Management
San Diego,
California
|
-$13.7M |
| 3 |
SC
Sykon Capital
Harrison,
New York
|
-$11.6M |
| 4 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$2.41M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SC
176
Sykon Capital
Harrison,
New York
| – | -$11.6M | -70,374 | Closed |
|
|
ECML
177
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| – | -$887K | -5,367 | Closed |
|
|
GS
178
GTS Securities
New York
| – | -$474K | -2,872 | Closed |
|
179
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$403K | -2,442 | Closed |
|
|
IAA
180
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$268K | -1,620 | Closed |
|
|
SAW
181
Signal Advisors Wealth
Detroit,
Michigan
| – | -$260K | -1,571 | Closed |
|
182
Citadel Advisors
Miami,
Florida
| – | -$229K | -1,389 | Closed |
|
|
AWM
183
Avior Wealth Management
Omaha,
Nebraska
| – | -$67K | -405 | Closed |
|
|
TCG
184
Transcendent Capital Group
Edmond,
Oklahoma
| – | -$15.2K | -92 | Closed |
|
185
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$9.91K | -60 | Closed |
|
|
WA
186
WPG Advisers
Baltimore,
Maryland
| – | -$991 | -6 | Closed |
|
|
FDW
187
Fourth Dimension Wealth
Middleburg Heights,
Ohio
| – | -$826 | -5 | Closed |
|
LGLV Hedge Fund Activity: Q1 2025 in Review
173 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q1 2025, worth a combined $744M — up 27% from $588M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new LGLV positions and 12 closed out — a net gain of 11 holders — while 53 added to existing stakes and 61 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $80.9M. The largest seller was State Street, cutting an estimated $22.6M.
- 173 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q1 2025, up from 163 in Q4 2024.
- Funds reported $744M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q1 2025, up 27% quarter-over-quarter.
- 23 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q1 2025 and 12 closed out, a net change of +11 holders.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q1 2025 was Carson Wealth (CWM LLC), an estimated $80.9M added.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q1 2025 was State Street, an estimated $22.6M sold.
Based on aggregated 13F filings for Q1 2025.