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State Street SPDR US Large Cap Low Volatility Index ETF
LGLV

180 hedge funds and large institutions have $887M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 67 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

1.9% more ownership

Funds ownership: 78.49% → 80.38% (+1.9%)

3% more capital invested

Capital invested by funds: $862M → $887M (+$24.5M)

0% more funds holding

Funds holding: 180 → 180 (0)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

16% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 67

Holders
180
Holders Change
–
Holders Change %
0%
% of All Funds
2.36%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
56
Reduced
67
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$34M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$25.2M
3
SPWG
Syntegra Private Wealth Group
Missouri
+$8.44M
4
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$6.74M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.9M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$23.9M
2
MCA
Magnolia Capital Advisors
Mississippi
-$7.49M
3
Ameriprise
Ameriprise
Minnesota
-$4.15M
4
State Street
State Street
Massachusetts
-$3.75M
5
Raymond James Financial
Raymond James Financial
Florida
-$3.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$272M +$25.2M +143,448 +10%
SPWG
2
Syntegra Private Wealth Group
Missouri
$133M +$8.44M +47,948 +7%
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$53.1M +$6.74M +38,305 +15%
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$51.4M +$1.56M +8,856 +3%
Osaic Holdings
5
Osaic Holdings
Arizona
$39.4M +$34M +193,159 +690%
LPL Financial
6
LPL Financial
California
$32.7M -$2.1M -11,924 -6%
Morgan Stanley
7
Morgan Stanley
New York
$29.6M -$341K -1,936 -1%
DC
8
Dorval Corp
Minnesota
$21.3M +$833K +4,735 +4%
IC
9
IEQ Capital
California
$19.2M +$2.68M +15,210 +16%
Bank of America
10
Bank of America
North Carolina
$16.4M +$127K +721 +0.8%
State Street
11
State Street
Massachusetts
$14.7M -$3.75M -21,321 -21%
FFS
12
Founders Financial Securities
Maryland
$13.5M +$351K +1,997 +3%
HI
13
Horizon Investments
North Carolina
$13.5M +$315K +1,789 +2%
AQR Capital Management
14
AQR Capital Management
Connecticut
$12.4M +$354K +2,009 +3%
IA
15
Integrity Alliance
Iowa
$11.3M +$1.04M +5,906 +10%
VA
16
VestGen Advisors
Illinois
$8.97M +$53.8K +306 +0.6%
JP Morgan Chase
17
JP Morgan Chase
New York
$7.1M -$23.9M -135,705 -77%
EFG
18
Ethos Financial Group
Pennsylvania
$6.68M +$81.8K +465 +1%
HAG
19
HF Advisory Group
Maryland
$5.68M +$265K +1,504 +5%
VA
20
Valmark Advisers
Ohio
$5.58M +$912K +5,183 +20%
FAT
21
First American Trust
California
$5.47M -$248K -1,407 -4%
SEI Investments
22
SEI Investments
Pennsylvania
$4.43M -$50.7K -288 -1%
JAG
23
Journey Advisory Group
Kentucky
$3.79M +$47.5K +270 +1%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$3.58M -$191K -1,087 -5%
SMA
25
Sage Mountain Advisors
Georgia
$3.38M – – –
1
2 3 4 5

LGLV Hedge Fund Activity: Q3 2025 in Review

180 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2025, worth a combined $887M — up 2.8% from $862M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new LGLV positions and 10 closed out — a net gain of 5 holders — while 56 added to existing stakes and 67 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $34M. The largest seller was JP Morgan Chase, cutting an estimated $23.9M.

  • 180 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $887M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2025, up 2.8% quarter-over-quarter.
  • 15 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2025 and 10 closed out, a net change of +5 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2025 was Osaic Holdings, an estimated $34M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2025 was JP Morgan Chase, an estimated $23.9M sold.

Based on aggregated 13F filings for Q3 2025.