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

155 hedge funds and large institutions have $488M invested in SPDR SSGA US Large Cap Low Volatility Index ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 61 reducing their positions, and 9 closing their positions.

Holders
155
Holders Change
+6
Holders Change %
+4.03%
% of All Funds
2.25%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
17
Increased
40
Reduced
61
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$9.74M
2
GM
2
GeoWealth Management
Illinois
$11.3M
3
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$48.8M
4
AA
4
Axiom Advisory
California
$3.83M
5
KWM
5
Kingsview Wealth Management
Oregon
$2.83M

Top Sellers

1
FAT
1
First American Trust
California
$9.89M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11M
3
LPL Financial
3
LPL Financial
California
$25.2M
4
SOS
4
Silver Oak Securities
Tennessee
$0
5
CWM
5
Congress Wealth Management
Massachusetts
$46.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SPWG
1
Syntegra Private Wealth Group
Missouri
$89.3M 585,603 +8,927 +2%
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$48.8M 319,855 +25,737 +9%
CWM
3
Congress Wealth Management
Massachusetts
$46.6M 305,698 -8,249 -3%
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$41.7M 273,304 +10,443 +4%
LPL Financial
5
LPL Financial
California
$25.2M 165,089 -17,055 -9%
Morgan Stanley
6
Morgan Stanley
New York
$24.6M 161,543 +4,235 +3%
DC
7
Dorval Corp
Minnesota
$16.7M 109,013 +2,735 +3%
MWM
8
McNaughton Wealth Management
California
$14.2M 93,257 +4,265 +5%
GM
9
GeoWealth Management
Illinois
$11.3M 73,959 +52,441 +244%
Osaic Holdings
10
Osaic Holdings
Arizona
$11M 71,940 -28,062 -28%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$10.9M 71,427 -6,797 -9%
FAT
12
First American Trust
California
$9.89M 64,823 -90,067 -58%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$9.74M 63,857 +56,753 +799%
Bank of America
14
Bank of America
North Carolina
$8.96M 58,710 -1,656 -3%
FFS
15
Founders Financial Securities
Maryland
$6.35M 41,650 +27 +0.1%
HI
16
Horizon Investments
North Carolina
$6.3M 41,286 -361 -0.9%
HAG
17
HF Advisory Group
Maryland
$4.4M 28,816 -1,695 -6%
State Street
18
State Street
Massachusetts
$4.02M 26,370 +5,026 +24%
SEI Investments
19
SEI Investments
Pennsylvania
$3.83M 25,124 -831 -3%
AA
20
Axiom Advisory
California
$3.83M 25,151 +25,151 New
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$3.69M 24,184 -1,822 -7%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.33M 21,837 -493 -2%
JAG
23
Journey Advisory Group
Kentucky
$2.94M 19,279 +589 +3%
SMA
24
Sage Mountain Advisors
Georgia
$2.89M 18,958 – –
KWM
25
Kingsview Wealth Management
Oregon
$2.83M 18,569 +18,569 New
1
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