LGLV icon

SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV

Overview Fund Activity

138 hedge funds and large institutions have $364M invested in SPDR SSGA US Large Cap Low Volatility Index ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 11 closing their positions.

Holders
138
Holders Change
+12
Holders Change %
+9.52%
% of All Funds
2.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
26
Increased
50
Reduced
42
Closed
11
Calls
$45K
Puts
–
Net Calls
+$45K
Net Calls Change
-$21K

Top Buyers

1
SPWG
1
Syntegra Private Wealth Group
Missouri
$65.9M
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$23.7M
3
SWP
3
Stratos Wealth Partners
Ohio
$10M
4
CI
4
CX Institutional
Indiana
$12.8M
5
HAG
5
HF Advisory Group
Maryland
$3.94M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$12.4M
2
MSFS
2
Main Street Financial Solutions
Pennsylvania
$3.88M
3
SIM
3
Seaview Investment Managers
Florida
$0
4
IMC Chicago
4
IMC Chicago
Illinois
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SPWG
1
Syntegra Private Wealth Group
Missouri
$65.9M 486,164 +486,164 New
LPL Financial
2
LPL Financial
California
$28M 206,649 +22,457 +12%
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$23.7M 174,407 +91,635 +111%
Morgan Stanley
4
Morgan Stanley
New York
$18.7M 138,171 -12,392 -8%
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$17.5M 129,021 +24,602 +24%
FAT
6
First American Trust
California
$16M 117,808 -3,365 -3%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$13.7M 99,434 -5,934 -6%
AF
8
Advisornet Financial
Minnesota
$13.1M 96,912 +2,181 +2%
CI
9
CX Institutional
Indiana
$12.8M 94,731 +37,261 +65%
Osaic Holdings
10
Osaic Holdings
Arizona
$12.4M 91,382 -466,083 -84%
AWM
11
AE Wealth Management
Kansas
$10.2M 75,246 +3,746 +5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$10.2M 75,207 +615 +0.8%
SWP
13
Stratos Wealth Partners
Ohio
$10M 73,899 +52,448 +245%
Bank of America
14
Bank of America
North Carolina
$9.33M 68,754 -5,170 -7%
AWA
15
ARQ Wealth Advisors
Arizona
$8.19M 60,382 +1,208 +2%
MMA
16
Miracle Mile Advisors
California
$7.43M 54,762 -821 -1%
TCMP
17
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.58M 33,774 -3,696 -10%
HAG
18
HF Advisory Group
Maryland
$3.94M 29,045 +29,045 New
MSFS
19
Main Street Financial Solutions
Pennsylvania
$3.88M 28,578 -26,521 -48%
BTWM
20
Baker Tilly Wealth Management
Wisconsin
$3.07M 22,619 – –
MML Investors Services
21
MML Investors Services
Massachusetts
$2.53M 18,680 +18,680 New
GVAG
22
Great Valley Advisor Group
Delaware
$2.51M 18,498 -454 -2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.42M 17,873 +68 +0.4%
UBS Group
24
UBS Group
Switzerland
$2.42M 17,811 +4,866 +38%
RMA
25
Roffman Miller Associates
Pennsylvania
$2.24M 16,496 -112 -0.7%
1
2 3 4 5