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SPDR SSGA US Large Cap Low Volatility Index ETF
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Overview Fund Activity

177 hedge funds and large institutions have $557M invested in SPDR SSGA US Large Cap Low Volatility Index ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 88 reducing their positions, and 13 closing their positions.

Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
2.6%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
20
Increased
40
Reduced
88
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$44M
2
DC
2
Dorval Corp
Minnesota
$15.3M
3
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$39.1M
4
SEI Investments
4
SEI Investments
Pennsylvania
$3.8M
5
AWS
5
Atria Wealth Solutions
New York
$2.55M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$19.4M
2
LPL Financial
2
LPL Financial
California
$34.2M
3
AWM
3
AE Wealth Management
Kansas
$7.84M
4
AF
4
Advisornet Financial
Minnesota
$349K
5
AIM
5
Astor Investment Management
Illinois
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SPWG
1
Syntegra Private Wealth Group
Missouri
$82.8M 571,299 -1,903 -0.3%
CWM
2
Congress Wealth Management
Massachusetts
$45.5M 313,481 +900 +0.3%
Morgan Stanley
3
Morgan Stanley
New York
$44M 303,114 +154,964 +105%
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$39.1M 269,958 +27,007 +11%
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$36.4M 250,815 +8,919 +4%
LPL Financial
6
LPL Financial
California
$34.2M 235,631 -113,427 -32%
FAT
7
First American Trust
California
$21.5M 148,497 +3,451 +2%
Wells Fargo
8
Wells Fargo
California
$19.4M 133,718 -113,953 -46%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$19.1M 131,872 -3,983 -3%
Osaic Holdings
10
Osaic Holdings
Arizona
$16M 110,250 -20,804 -16%
DC
11
Dorval Corp
Minnesota
$15.3M 105,595 +105,595 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$14.6M 100,749 +2,398 +2%
MWM
13
McNaughton Wealth Management
California
$12.6M 86,720 +6,496 +8%
AIM
14
Astor Investment Management
Illinois
$10.6M 73,117 -70,770 -49%
Bank of America
15
Bank of America
North Carolina
$9.97M 68,751 -913 -1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$8.99M 62,021 -50,588 -45%
AWM
17
AE Wealth Management
Kansas
$7.84M 53,295 -110,655 -67%
HAG
18
HF Advisory Group
Maryland
$4.75M 32,742 +491 +2%
WA
19
Win Advisors
Florida
$3.9M 26,894 -56,643 -68%
SEI Investments
20
SEI Investments
Pennsylvania
$3.8M 26,216 +26,216 New
MMA
21
Miracle Mile Advisors
California
$3M 20,666 -5,440 -21%
SMA
22
Sage Mountain Advisors
Georgia
$2.75M 18,958 +10,202 +117%
JAG
23
Journey Advisory Group
Kentucky
$2.68M 18,455 +211 +1%
AI
24
Atria Investments
North Carolina
$2.63M 18,105 -13,302 -42%
AWS
25
Atria Wealth Solutions
New York
$2.55M 17,563 +17,563 New
1
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