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SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV

Overview Fund Activity

173 hedge funds and large institutions have $744M invested in SPDR SSGA US Large Cap Low Volatility Index ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+11
Holders Change %
+6.79%
% of All Funds
2.35%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
24
Increased
53
Reduced
60
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$82.6M
2
WA
Win Advisors
Florida
+$12.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$11.5M
4
FIA
Foundations Investment Advisors
Arizona
+$11.2M
5
GM
GeoWealth Management
Illinois
+$7.89M

Top Sellers

1
State Street
State Street
Massachusetts
-$23M
2
MWM
McNaughton Wealth Management
California
-$14M
3
SC
Sykon Capital
New York
-$11.6M
4
FFA
Farther Finance Advisors
California
-$2.46M
5
Osaic Holdings
Osaic Holdings
Arizona
-$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$142M +$82.6M +474,766 +140%
SPWG
2
Syntegra Private Wealth Group
Missouri
$112M +$5.28M +30,322 +5%
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$48M -$15.3K -88 -0%
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$45.4M +$1.77M +10,170 +4%
CWM
5
Congress Wealth Management
Massachusetts
$36M -$806K -4,631 -2%
LPL Financial
6
LPL Financial
California
$29.4M +$5.97M +34,284 +25%
Morgan Stanley
7
Morgan Stanley
New York
$29.3M +$543K +3,122 +2%
DC
8
Dorval Corp
Minnesota
$19.6M +$77.8K +445 +0.4%
IC
9
IEQ Capital
California
$16.1M – – –
IA
10
Integrity Alliance
Iowa
$15.5M +$4.9M +28,178 +46%
Bank of America
11
Bank of America
North Carolina
$15.2M +$5.93M +34,080 +64%
GM
12
GeoWealth Management
Illinois
$13.3M +$7.89M +45,355 +147%
WA
13
Win Advisors
Florida
$12.7M +$12.7M +72,947 New
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$12.3M +$11.5M +66,213 +1,520%
AQR Capital Management
15
AQR Capital Management
Connecticut
$11.4M +$4.18K +24 +0%
FIA
16
Foundations Investment Advisors
Arizona
$11.2M +$11.2M +64,248 New
State Street
17
State Street
Massachusetts
$9.07M -$23M -132,405 -72%
HI
18
Horizon Investments
North Carolina
$7.28M +$75.4K +433 +1%
AAS
19
Ameritas Advisory Services
Nebraska
$7.05M +$6.65M +38,316 +1,655%
ECA
20
Elevation Capital Advisory
Oregon
$7.04M +$7.04M +40,469 New
FFS
21
Founders Financial Securities
Maryland
$6.9M -$176K -1,039 -2%
Raymond James Financial
22
Raymond James Financial
Florida
$5.44M +$3.02M +17,380 +125%
FAT
23
First American Trust
California
$5.39M -$115K -660 -2%
Goldman Sachs
24
Goldman Sachs
New York
$5.35M +$3.48M +19,999 +186%
HAG
25
HF Advisory Group
Maryland
$5.07M +$97.8K +562 +2%
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