Who Owns LGLV?
State Street SPDR US Large Cap Low Volatility Index ETF — Institutional Ownership & 13F Holdings
$180.11
+0.01 (+0.00%)
Market Cap
$1.2B
Shares Outstanding
6,580,107
Institutional Holders
170
Total Inst. Value
$508.7M
% of Float Held
—
QoQ Holder Change
+68
Institutional data as of Q1 2025
New Positions
46
Closed Positions
12
Increased
49
Decreased
52
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Syntegra Private Wealth Group, LLC | $112.4M | 646,054 |
| 2 | Baltimore-Washington Financial Advisors, Inc. | $48.0M | 275,611 |
| 3 | Gerber Kawasaki Wealth & Investment Management | $45.4M | 261,114 |
| 4 | CW Advisors, LLC | $36.0M | 206,626 |
| 5 | MORGAN STANLEY | $29.3M | 168,207 |
| 6 | DORVAL CorpNew | $19.6M | 111,966 |
| 7 | BANK OF AMERICA CORP /DE/ | $15.2M | 87,353 |
| 8 | GeoWealth Management, LLC | $13.3M | 76,192 |
| 9 | WIN ADVISORS, INCNew | $12.7M | 72,947 |
| 10 | JPMORGAN CHASE & CO | $12.3M | 70,568 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Syntegra Private Wealth Group, LLC | +30K | $112.4M |
| Gerber Kawasaki Wealth & Investment Management | +10K | $45.4M |
| MORGAN STANLEY | +3K | $29.3M |
| DORVAL CorpNew | +112K | $19.6M |
| BANK OF AMERICA CORP /DE/ | +34K | $15.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| STATE STREET CORP | -132K | $9.1M |
| Farther Finance Advisors, LLC | -14K | $1.2M |
| OSAIC HOLDINGS, INC. | -13K | $3.6M |
| Vermillion & White Wealth Management Group, LLC | -12K | $8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -6K | $940K |
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Frequently Asked Questions
How many institutional investors hold LGLV?
As of Q1 2025, 170 institutional investors report holding LGLV (State Street SPDR US Large Cap Low Volatility Index ETF) in their 13F filings.
Which hedge fund owns the most LGLV?
The largest institutional holder of LGLV is Syntegra Private Wealth Group, LLC with $112.4M in shares.
Are institutions buying or selling LGLV?
This quarter, 46 institutions opened new positions in LGLV and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.