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SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV

Overview Fund Activity

181 hedge funds and large institutions have $860M invested in SPDR SSGA US Large Cap Low Volatility Index ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+8
Holders Change %
+4.62%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
23
Increased
58
Reduced
61
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$98.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$18.3M
3
SPWG
Syntegra Private Wealth Group
Missouri
+$9.19M
4
State Street
State Street
Massachusetts
+$9.02M
5
VA
VestGen Advisors
Illinois
+$8.74M

Top Sellers

1
GM
GeoWealth Management
Illinois
-$13.3M
2
WA
Win Advisors
Florida
-$12.7M
3
FIA
Foundations Investment Advisors
Arizona
-$11.2M
4
AAS
Ameritas Advisory Services
Nebraska
-$7.05M
5
ECA
Elevation Capital Advisory
Oregon
-$7.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$241M +$98.8M +565,980 +69%
SPWG
2
Syntegra Private Wealth Group
Missouri
$122M +$9.19M +52,656 +8%
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$48.8M +$701K +4,016 +1%
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$45.3M -$275K -1,575 -0.6%
LPL Financial
5
LPL Financial
California
$34.1M +$4.56M +26,093 +15%
CWM
6
Congress Wealth Management
Massachusetts
$32.8M -$3.27M -18,707 -9%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$30.6M +$18.3M +104,963 +149%
Morgan Stanley
8
Morgan Stanley
New York
$29.3M -$24.1K -138 -0.1%
DC
9
Dorval Corp
Minnesota
$20.1M +$509K +2,917 +3%
State Street
10
State Street
Massachusetts
$18.1M +$9.02M +51,677 +99%
IC
11
IEQ Capital
California
$16.2M – – –
Bank of America
12
Bank of America
North Carolina
$16M +$706K +4,046 +5%
FFS
13
Founders Financial Securities
Maryland
$12.9M +$5.81M +33,248 +82%
HI
14
Horizon Investments
North Carolina
$12.9M +$5.61M +32,124 +77%
AQR Capital Management
15
AQR Capital Management
Connecticut
$11.8M +$387K +2,214 +3%
IA
16
Integrity Alliance
Iowa
$10.1M -$5.47M -31,317 -35%
VA
17
VestGen Advisors
Illinois
$8.74M +$8.74M +50,039 New
MCA
18
Magnolia Capital Advisors
Mississippi
$7.49M +$7.49M +42,893 New
EFG
19
Ethos Financial Group
Pennsylvania
$6.47M +$3.04M +17,421 +89%
FAT
20
First American Trust
California
$5.61M +$204K +1,170 +4%
Raymond James Financial
21
Raymond James Financial
Florida
$5.5M +$45.2K +259 +0.8%
HAG
22
HF Advisory Group
Maryland
$5.3M +$217K +1,244 +4%
Ameriprise
23
Ameriprise
Minnesota
$4.62M +$3.81M +22,454 +468%
VA
24
Valmark Advisers
Ohio
$4.56M +$499K +2,860 +12%
SEI Investments
25
SEI Investments
Pennsylvania
$4.39M -$318K -1,824 -7%
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