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

153 hedge funds and large institutions have $603M invested in SPDR SSGA US Large Cap Low Volatility Index ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 56 reducing their positions, and 13 closing their positions.

Holders
153
Holders Change
-2
Holders Change %
-1.29%
% of All Funds
2.21%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
11
Increased
47
Reduced
56
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$53.8M
2
GM
2
GeoWealth Management
Illinois
$23M
3
WA
3
Win Advisors
Florida
$9.73M
4
State Street
4
State Street
Massachusetts
$12.3M
5
ECA
5
Elevation Capital Advisory
Oregon
$6.32M

Top Sellers

1
CWM
1
Congress Wealth Management
Massachusetts
$35.9M
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$40.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
IMC Chicago
4
IMC Chicago
Illinois
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$402K
Name Market Value Shares Shares
Change 		Shares
Change %
SPWG
1
Syntegra Private Wealth Group
Missouri
$103M 610,147 +24,544 +4%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$53.8M 318,115 +314,205 +8,036%
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$46.4M 274,285 +981 +0.4%
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$40.4M 238,752 -81,103 -25%
CWM
5
Congress Wealth Management
Massachusetts
$35.9M 212,205 -93,493 -31%
LPL Financial
6
LPL Financial
California
$28.5M 168,573 +3,484 +2%
Morgan Stanley
7
Morgan Stanley
New York
$27.8M 164,382 +2,839 +2%
GM
8
GeoWealth Management
Illinois
$23M 135,786 +61,827 +84%
DC
9
Dorval Corp
Minnesota
$18.2M 108,979 -34 -0%
MWM
10
McNaughton Wealth Management
California
$16.1M 94,985 +1,728 +2%
State Street
11
State Street
Massachusetts
$12.3M 72,594 +46,224 +175%
Osaic Holdings
12
Osaic Holdings
Arizona
$11.7M 68,913 -3,027 -4%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$11.3M 66,716 -4,711 -7%
FAT
14
First American Trust
California
$10.3M 60,718 -4,105 -6%
Bank of America
15
Bank of America
North Carolina
$9.75M 57,604 -1,106 -2%
WA
16
Win Advisors
Florida
$9.73M 57,524 +57,524 New
FFS
17
Founders Financial Securities
Maryland
$7.24M 42,793 +1,143 +3%
HI
18
Horizon Investments
North Carolina
$7.18M 42,424 +1,138 +3%
ECA
19
Elevation Capital Advisory
Oregon
$6.32M 37,357 +37,357 New
RL
20
Retireful LLC
Michigan
$5.37M 31,717 +31,717 New
HAG
21
HF Advisory Group
Maryland
$4.89M 28,869 +53 +0.2%
AA
22
Axiom Advisory
California
$4.16M 25,674 +523 +2%
SOS
23
Silver Oak Securities
Tennessee
$3.99M 23,645 +23,645 New
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$3.92M 23,168 -1,016 -4%
SEI Investments
25
SEI Investments
Pennsylvania
$3.58M 21,162 -3,962 -16%
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