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SPDR SSGA US Large Cap Low Volatility Index ETF

162 hedge funds and large institutions have $587M invested in SPDR SSGA US Large Cap Low Volatility Index ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 59 reducing their positions, and 13 closing their positions.

Holders
162
Holders Change
+9
Holders Change %
+5.88%
% of All Funds
2.16%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
25
Increased
39
Reduced
59
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SPWG
1
Syntegra Private Wealth Group
Missouri
$102M 615,732 +5,585 +0.9%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$56.1M 339,865 +21,750 +7%
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$45.5M 275,699 +1,414 +0.5%
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$41.5M 250,944 +12,192 +5%
CWM
5
Congress Wealth Management
Massachusetts
$34.9M 211,257 -948 -0.4%
State Street
6
State Street
Massachusetts
$30.5M 184,523 +111,929 +154%
Morgan Stanley
7
Morgan Stanley
New York
$27.3M 165,085 +703 +0.4%
LPL Financial
8
LPL Financial
California
$22.3M 134,832 -33,741 -20%
DC
9
Dorval Corp
Minnesota
$18.4M 111,521 +2,542 +2%
MWM
10
McNaughton Wealth Management
California
$15.8M 95,762 +777 +0.8%
IC
11
IEQ Capital
California
$15.3M 92,605 +92,605 New
SC
12
Sykon Capital
New York
$11.6M 70,374 +70,374 New
AQR Capital Management
13
AQR Capital Management
Connecticut
$10.8M 65,228 +65,228 New
IA
14
Integrity Alliance
Iowa
$10.1M 60,907 +60,907 New
Bank of America
15
Bank of America
North Carolina
$8.8M 53,273 -4,331 -8%
FFS
16
Founders Financial Securities
Maryland
$6.91M 41,832 -961 -2%
HI
17
Horizon Investments
North Carolina
$6.84M 41,404 -1,020 -2%
Osaic Holdings
18
Osaic Holdings
Arizona
$5.53M 33,483 -35,430 -51%
FAT
19
First American Trust
California
$5.22M 31,607 -29,111 -48%
GM
20
GeoWealth Management
Illinois
$5.09M 30,837 -104,949 -77%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$4.76M 28,826 +5,658 +24%
HAG
22
HF Advisory Group
Maryland
$4.72M 28,564 -305 -1%
SEI Investments
23
SEI Investments
Pennsylvania
$4.66M 28,191 +7,029 +33%
VA
24
Valmark Advisers
Ohio
$3.52M 21,285 +2,379 +13%
FFA
25
Farther Finance Advisors
California
$3.44M 20,797 +2,496 +14%