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SPDR SSGA US Large Cap Low Volatility Index ETF

149 hedge funds and large institutions have $492M invested in SPDR SSGA US Large Cap Low Volatility Index ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 65 reducing their positions, and 39 closing their positions.

Holders
149
Holders Change
-28
Holders Change %
-15.82%
% of All Funds
2.16%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
11
Increased
40
Reduced
65
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SPWG
1
Syntegra Private Wealth Group
Missouri
$89.8M 576,676 +5,377 +0.9%
CWM
2
Congress Wealth Management
Massachusetts
$48.9M 313,947 +466 +0.1%
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$45.8M 294,118 +24,160 +9%
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$40.9M 262,861 +12,046 +5%
LPL Financial
5
LPL Financial
California
$28.4M 182,144 -53,487 -23%
Morgan Stanley
6
Morgan Stanley
New York
$24.5M 157,308 -145,806 -48%
FAT
7
First American Trust
California
$24.1M 154,890 +6,393 +4%
DC
8
Dorval Corp
Minnesota
$16.1M 106,278 +683 +0.6%
Osaic Holdings
9
Osaic Holdings
Arizona
$15.6M 100,002 -10,248 -9%
MWM
10
McNaughton Wealth Management
California
$13.9M 88,992 +2,272 +3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$12.2M 78,224 -22,525 -22%
Bank of America
12
Bank of America
North Carolina
$9.4M 60,366 -8,385 -12%
HI
13
Horizon Investments
North Carolina
$6.49M 41,647 +41,647 New
FFS
14
Founders Financial Securities
Maryland
$6.48M 41,623 +41,623 New
HAG
15
HF Advisory Group
Maryland
$4.75M 30,511 -2,231 -7%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$4.05M 26,006 -105,866 -80%
SEI Investments
17
SEI Investments
Pennsylvania
$4.04M 25,955 -261 -1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.48M 22,330 +6,723 +43%
GM
19
GeoWealth Management
Illinois
$3.35M 21,518 +11,783 +121%
State Street
20
State Street
Massachusetts
$3.32M 21,344 +5,708 +37%
SMA
21
Sage Mountain Advisors
Georgia
$2.95M 18,958
JAG
22
Journey Advisory Group
Kentucky
$2.91M 18,690 +235 +1%
MMA
23
Miracle Mile Advisors
California
$2.79M 17,908 -2,758 -13%
VA
24
Valmark Advisers
Ohio
$2.4M 15,386 +7,046 +84%
IMC Chicago
25
IMC Chicago
Illinois
$2.26M 14,509 +14,509 New