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SPDR SSGA US Large Cap Low Volatility Index ETF

172 hedge funds and large institutions have $594M invested in SPDR SSGA US Large Cap Low Volatility Index ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 10 closing their positions.

Holders
172
Holders Change
+8
Holders Change %
+4.88%
% of All Funds
2.74%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
20
Increased
60
Reduced
60
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SPWG
1
Syntegra Private Wealth Group
Missouri
$76.5M 573,202 +21,663 +4%
LPL Financial
2
LPL Financial
California
$46.6M 349,058 +45,291 +15%
CWM
3
Congress Wealth Management
Massachusetts
$41.7M 312,581 +312,581 New
Wells Fargo
4
Wells Fargo
California
$33.1M 247,671 -9,765 -4%
GKWIM
5
Gerber Kawasaki Wealth & Investment Management
California
$32.4M 242,951 +33,446 +16%
BWFA
6
Baltimore-Washington Financial Advisors
Maryland
$32.3M 241,896 +10,404 +4%
AWM
7
AE Wealth Management
Kansas
$21.9M 163,950 -15,336 -9%
Morgan Stanley
8
Morgan Stanley
New York
$19.8M 148,150 +2,839 +2%
FAT
9
First American Trust
California
$19.4M 145,046 -1,175 -0.8%
AIM
10
Astor Investment Management
Illinois
$19.2M 143,887 -11,056 -7%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$18.1M 135,855 +13,632 +11%
Osaic Holdings
12
Osaic Holdings
Arizona
$17.5M 131,054 +2,688 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$15M 112,609 -32,358 -22%
AF
14
Advisornet Financial
Minnesota
$14M 104,517 +2,218 +2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$13.1M 98,351 -6,702 -6%
WA
16
Win Advisors
Florida
$11.2M 83,537 +83,537 New
MWM
17
McNaughton Wealth Management
California
$10.7M 80,224 +46,259 +136%
Bank of America
18
Bank of America
North Carolina
$9.3M 69,664 +2,675 +4%
BWM
19
Brown Wealth Management
Illinois
$6.76M 50,620 +50,620 New
TC
20
TownSquare Capital
Utah
$6.76M 50,620 +50,620 New
CWA
21
Centennial Wealth Advisory
Michigan
$6.31M 47,291 -2,843 -6%
SWP
22
Stratos Wealth Partners
Ohio
$4.61M 34,520 -1,055 -3%
HAG
23
HF Advisory Group
Maryland
$4.31M 32,251 +452 +1%
AI
24
Atria Investments
North Carolina
$4.19M 31,407 -82 -0.3%
HPC
25
Hobart Private Capital
North Carolina
$4.05M 30,315 +454 +2%