
SPDR SSGA US Large Cap Low Volatility Index ETF is an exchange-traded fund on ARCA. As of Q3 2025, 178 institutional investors hold shares in this ETF, with total holdings valued at $885.5M. CWM, LLC is the largest holder with a position valued at $271.5M.
Overview of institutional ownership in LGLV as of Q3 2025
Institutions with the largest positions in LGLV as of Q3 2025
| Institution | Position Value |
|---|---|
CWM, LLC RIA/Wealth | $271.5M 0.86% of portfolio |
S Syntegra Private Wealth Group, LLC RIA/Wealth | $133.0M 12.55% of portfolio |
$53.1M 1.82% of portfolio | |
$51.4M 2.20% of portfolio | |
A Advisor Group Holdings, Inc. Institution | $39.4M 0.06% of portfolio |
L LPL Financial LLC Institution | $32.7M 0.01% of portfolio |
MORGAN STANLEY RIA/Wealth | $29.6M 0.00% of portfolio |
D DORVAL Corp Institution | $21.3M 7.05% of portfolio |
IEQ CAPITAL, LLC RIA/Wealth | $19.2M 0.06% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $16.4M 0.00% of portfolio |
Institutional buying and selling activity for LGLV in Q3 2025
| Institution | Net Bought |
|---|---|
A Advisor Group Holdings, Inc. Institution | +$34.4M +193.2K shares |
CWM, LLC RIA/Wealth | +$25.6M +143.4K shares |
S Syntegra Private Wealth Group, LLC RIA/Wealth | +$8.5M +47.9K shares |
+$6.8M +38.3K shares | |
R ROYAL BANK OF CANADA Institution | +$2.9M +16.5K shares |
IEQ CAPITAL, LLC RIA/Wealth | +$2.7M +15.2K shares |
+$1.6M +8.9K shares | |
INTEGRITY ALLIANCE, LLC. RIA/Wealth | +$1.1M +5.9K shares |
Valmark Advisers, Inc. RIA/Wealth | +$923.4K +5.2K shares |
Krilogy Financial LLC RIA/Wealth | +$870.5K +5.0K shares |
| Institution | Net Sold |
|---|---|
JPMORGAN CHASE & CO Institution | −$24.2M −135.7K shares |
M MAGNOLIA CAPITAL ADVISORS LLC Institution | −$7.5M −42.9K shares |
AMERIPRISE FINANCIAL INC Institution | −$4.2M −23.6K shares |
STATE STREET CORP Institution | −$3.8M −21.3K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$3.5M −19.9K shares |
L LPL Financial LLC Institution | −$2.1M −11.9K shares |
−$1.2M −7.0K shares | |
Efficient Advisors, LLC RIA/Wealth | −$815.6K −4.7K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$661.0K −3.7K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | −$394.8K −2.3K shares |
Institutions that initiated new positions or completely exited LGLV in Q3 2025
| Institution | Position Value |
|---|---|
Krilogy Financial LLC RIA/Wealth | $870.5K 5.0K shares |
Mach-1 Financial Group, Inc. RIA/Wealth | $574.2K 3.2K shares |
Integrity Advisory Solutions, LLC RIA/Wealth | $574.2K 3.2K shares |
O Optiver Holding B.V. Institution | $104.8K 588.0 shares |
Westside Investment Management, Inc. RIA/Wealth | $15.1K 84.0 shares |
ZRC WEALTH MANAGEMENT, LLC RIA/Wealth | $14.3K 80.0 shares |
| Institution | Previous Position |
|---|---|
M MAGNOLIA CAPITAL ADVISORS LLC Institution | $7.5M 42.9K shares |
$1.2M 7.0K shares | |
Efficient Advisors, LLC RIA/Wealth | $815.6K 4.7K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $394.8K 2.3K shares |
FLYNN ZITO CAPITAL MANAGEMENT, LLC RIA/Wealth | $205.1K 1.2K shares |
SRS Capital Advisors, Inc. RIA/Wealth | $108.1K 619.0 shares |
A AMERIFLEX GROUP, INC. Institution | $15.7K 91.0 shares |
NorthRock Partners, LLC RIA/Wealth | $11.2K 64.0 shares |
S Skopos Labs, Inc. RIA/Wealth | $10.5K 60.0 shares |
Olistico Wealth, LLC RIA/Wealth | $10.0K 57.0 shares |
Institutions with the largest Call and Put options positions in LGLV as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with LGLV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
S Syntegra Private Wealth Group, LLC RIA/Wealth | 12.55% $133.0M |
D DORVAL Corp Institution | 7.05% $21.3M |
P Portland Financial Advisors Inc Institution | 2.30% $1.1M |
2.20% $51.4M | |
HF Advisory Group, LLC RIA/Wealth | 2.09% $5.7M |
1.82% $53.1M | |
L Legacy Advisory Services, LLC RIA/Wealth | 1.46% $1.9M |
McNaughton Wealth Management, LLC RIA/Wealth | 1.29% $3.0M |
FOUNDERS FINANCIAL SECURITIES LLC RIA/Wealth | 0.93% $13.5M |
CWM, LLC RIA/Wealth | 0.86% $271.5M |
Discover hedge funds investing in LGLV


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $680.4M | 1.10% | |
ETF ETF | $582.6M | 0.94% | |
ETF ETF | $489.6M | 0.79% |
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