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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
CIAS
176
Capital Investment Advisory Services
North Carolina
$2.98K – – –
Wells Fargo
177
Wells Fargo
California
$2.78K -$5.09K -29 -64%
Citigroup
178
Citigroup
New York
$176 -$38.9K -222 -100%
WOSD
179
WFA of San Diego
California
$176 – – –
GRP
180
Global Retirement Partners
California
$176 +$175 +1 New
M1FG
181
Mach-1 Financial Group
Arkansas
– -$574K -3,223 Closed
TRCT
182
Tower Research Capital (TRC)
New York
– -$324K -1,821 Closed
AWM
183
Accel Wealth Management
Iowa
– -$245K -1,375 Closed
CA
184
Calton & Associates
Florida
– -$241K -1,352 Closed
AA
185
Advisory Alpha
Michigan
– -$217K -1,226 Closed
ACA
186
Aspire Capital Advisors
Washington
– -$208K -1,168 Closed
PSF
187
Pacific Sun Financial
California
– -$205K -1,150 Closed
GFWA
188
Grey Fox Wealth Advisors
Delaware
– -$110K -619 Closed
Optiver Holding
189
Optiver Holding
Netherlands
– -$105K -588 Closed
ATC
190
Advantage Trust Company
Kansas
– -$39K -219 Closed
William Blair & Company
191
William Blair & Company
Illinois
– -$26.2K -147 Closed
EWP
192
Elevation Wealth Partners
California
– -$14.3K -80 Closed
ASN
193
Advisory Services Network
Georgia
– -$9.8K -55 Closed
CI
194
CX Institutional
Indiana
– -$7K -41 Closed
RFA
195
Reyes Financial Architecture
California
– -$7.13K -40 Closed
PPA
196
Painted Porch Advisors
California
– -$3.38K -19 Closed
AUB
197
Atlantic Union Bankshares
Virginia
– -$2.96K -17 Closed
PS
198
Principal Securities
Iowa
– -$1.25K -7 Closed
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.