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State Street SPDR US Large Cap Low Volatility Index ETF
LGLV

156 hedge funds and large institutions have $490M invested in State Street SPDR 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, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

4% more funds holding

Funds holding: 150 → 156 (+6)

3.95% more ownership

Funds ownership: 67.82% → 71.77% (+4%)

1% less capital invested

Capital invested by funds: $494M → $490M (-$4.24M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

35% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 62

Holders
156
Holders Change
+6
Holders Change %
+4%
% 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
62
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.64M
2
GM
GeoWealth Management
Illinois
+$7.99M
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$3.92M
4
AA
Axiom Advisory
California
+$3.83M
5
KWM
Kingsview Wealth Management
Oregon
+$2.83M

Top Sellers

1
FAT
First American Trust
California
-$13.7M
2
Osaic Holdings
Osaic Holdings
Arizona
-$4.27M
3
LPL Financial
LPL Financial
California
-$2.6M
4
SOS
Silver Oak Securities
Tennessee
-$1.58M
5
CWM
Congress Wealth Management
Massachusetts
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
1
Syntegra Private Wealth Group
Missouri
$89.3M +$1.36M +8,927 +2%
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$48.8M +$3.92M +25,737 +9%
CWM
3
Congress Wealth Management
Massachusetts
$46.6M -$1.26M -8,249 -3%
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$41.7M +$1.59M +10,443 +4%
LPL Financial
5
LPL Financial
California
$25.2M -$2.6M -17,055 -9%
Morgan Stanley
6
Morgan Stanley
New York
$24.6M +$645K +4,235 +3%
DC
7
Dorval Corp
Minnesota
$16.7M +$416K +2,735 +3%
MWM
8
McNaughton Wealth Management
California
$14.2M +$649K +4,265 +5%
GM
9
GeoWealth Management
Illinois
$11.3M +$7.99M +52,441 +244%
Osaic Holdings
10
Osaic Holdings
Arizona
$11M -$4.27M -28,062 -28%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$10.9M -$1.04M -6,797 -9%
FAT
12
First American Trust
California
$9.89M -$13.7M -90,067 -58%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$9.74M +$8.64M +56,753 +799%
Bank of America
14
Bank of America
North Carolina
$8.96M -$252K -1,656 -3%
FFS
15
Founders Financial Securities
Maryland
$6.35M +$4.11K +27 +0.1%
HI
16
Horizon Investments
North Carolina
$6.3M -$55K -361 -0.9%
HAG
17
HF Advisory Group
Maryland
$4.4M -$258K -1,695 -6%
State Street
18
State Street
Massachusetts
$4.02M +$765K +5,026 +24%
SEI Investments
19
SEI Investments
Pennsylvania
$3.83M -$127K -831 -3%
AA
20
Axiom Advisory
California
$3.83M +$3.83M +25,151 New
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$3.69M -$277K -1,822 -7%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.33M -$75.1K -493 -2%
JAG
23
Journey Advisory Group
Kentucky
$2.94M +$89.7K +589 +3%
SMA
24
Sage Mountain Advisors
Georgia
$2.89M – – –
KWM
25
Kingsview Wealth Management
Oregon
$2.83M +$2.83M +18,569 New
1
2 3 4 5

LGLV Hedge Fund Activity: Q2 2024 in Review

156 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2024, worth a combined $490M — down 0.86% from $494M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new LGLV positions and 9 closed out — a net gain of 8 holders — while 40 added to existing stakes and 62 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $8.64M. The largest seller was First American Trust, cutting an estimated $13.7M.

  • 156 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2024, up from 150 in Q1 2024.
  • Funds reported $490M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2024, down 0.86% quarter-over-quarter.
  • 17 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2024 and 9 closed out, a net change of +8 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2024 was Susquehanna International Group, an estimated $8.64M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2024 was First American Trust, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2024.