SPDR US LC Low Vol IdxLGLVETF
13F holders, Q1 2024 (March 31)149holders
1famous investor
$155.58avg. 13F price*
At the end of Q1 2024, 149 institutions reported holding SPDR US LC Low Vol Idx (LGLV) in their 13F filings. The largest holders were Syntegra Private Wealth Group, LLC ($89.8M), CW Advisors, LLC ($48.9M) and Gerber Kawasaki Wealth & Investment Management ($45.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SPDR US LC Low Vol Idx
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78468R804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $18.6M |
| Exits | 38 | $46.1M |
Ownership 149 holders
| Syntegra Private Wealth Group, LLC | 11.59% | Add +0.9% | 576,676 | $89.8M |
| CW Advisors, LLC | 0.84% | Add +0.1% | 313,947 | $48.9M |
| Gerber Kawasaki Wealth & Investment Management | 2.47% | Add +8.9% | 294,118 | $45.8M |
| Baltimore-Washington Financial Advisors, Inc. | 2.60% | Add +4.8% | 262,861 | $40.9M |
| LPL Financial LLC | 0.02% | Reduce -22.7% | 182,144 | $28.4M |
| Morgan Stanley | 0.00% | Add +3.8% | 157,308 | $24.5M |
| First American Trust, FSB | 2.53% | Add +4.3% | 154,890 | $24.1M |
| DORVAL Corp | 7.47% | Add +0.7% | 106,278 | $16.1M |
| Osaic Holdings, Inc. | 0.03% | Reduce -9.3% | 100,002 | $15.6M |
| McNaughton Wealth Management, LLC | 7.68% | Add +2.6% | 88,992 | $13.9M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -22.4% | 78,224 | $12.2M |
| Bank of America Corp. | 0.00% | Reduce -12.2% | 60,366 | $9.4M |
| Horizon Investments, LLC | 0.17% | New | 41,647 | $6.5M |
| Founders Financial Securities LLC | 0.68% | New | 41,623 | $6.5M |
| HF Advisory Group, LLC | 2.66% | Reduce -6.8% | 30,511 | $4.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -80.3% | 26,006 | $4.1M |
| Sei Investments Co. | 0.01% | Reduce -1.0% | 25,955 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +43.1% | 22,330 | $3.5M |
| GeoWealth Management, LLC | 0.13% | Add +121.0% | 21,518 | $3.4M |
| State Street Corp. | 0.00% | Add +36.5% | 21,344 | $3.3M |
| Sage Mountain Advisors LLC | 0.31% | No change | 18,958 | $3.0M |
| Journey Advisory Group, LLC | 0.36% | Add +1.3% | 18,690 | $2.9M |
| Composition Wealth, LLC | 0.07% | Reduce -13.3% | 17,908 | $2.8M |
| Valmark Advisers, Inc. | 0.04% | Add +84.5% | 15,386 | $2.4M |
| IMC-Chicago, LLC | 0.08% | New | 14,509 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +36.2% | 13,628 | $2.1M |
| Vermillion & White Wealth Management Group, LLC | 1.63% | Add +1.9% | 13,089 | $2.0M |
| UBS Group AG | 0.00% | Reduce -1.6% | 12,671 | $2.0M |
| Roffman Miller Associates Inc. | 0.13% | Reduce -15.8% | 12,361 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +574.7% | 12,198 | $1.9M |
| IHT Wealth Management, LLC | 0.08% | Add +2.4% | 12,123 | $1.9M |
| Mission Creek Capital Partners, Inc. | 0.46% | Reduce -0.3% | 11,384 | $1.8M |
| Legacy Advisory Services, LLC | 1.63% | Add +16.8% | 11,019 | $1.7M |
| Thoroughbred Financial Services, LLC | 0.16% | Reduce -10.5% | 10,869 | $1.7M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -3.9% | 10,640 | $1.7M |
| Baker Tilly Wealth Management, LLC | 0.30% | Reduce -33.7% | 10,616 | $1.7M |
| Silver Oak Securities, Incorporated | 0.24% | New | 10,116 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -84.6% | 9,558 | $1.5M |
| Sheets Smith Wealth Management | 0.16% | Reduce -4.2% | 9,221 | $1.4M |
| Citadel Advisors | 0.00% | Add +59.0% | 9,135 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.3% | 8,715 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -21.1% | 8,515 | $1.3M |
| Harvest Investment Services, LLC | 0.52% | Reduce -0.2% | 8,335 | $1.3M |
| Fortis Group Advisors, LLC | 0.22% | Reduce -2.8% | 7,800 | $1.2M |
| Financial Insights, Inc. | 0.32% | Reduce -4.3% | 7,254 | $1.1M |
| Independent Wealth Network Inc. | 0.53% | Reduce -0.3% | 7,210 | $1.1M |
| Financial Advocates Investment Management | 0.06% | Reduce -3.0% | 7,137 | $1.1M |
| Family Capital Management, Inc. | 0.77% | Reduce -9.3% | 7,111 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +39.7% | 7,104 | $1.1M |
| Riversedge Advisors, LLC | 0.27% | Reduce -6.5% | 7,101 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Reduce -29.2% | 6,968 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.2% | 6,605 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -23.9% | 6,383 | $994K |
| Flagship Private Wealth, LLC | 0.63% | Reduce -17.3% | 6,237 | $971K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -28.9% | 5,941 | $925K |
| Strategic Blueprint, LLC | 0.07% | Reduce -15.6% | 5,886 | $917K |
| Mariner, LLC | 0.00% | Reduce -53.6% | 5,876 | $915K |
| Tsfg, LLC | 0.22% | Reduce -19.3% | 5,506 | $858K |
| Milestone Investment Advisors LLC | 0.23% | Reduce -15.1% | 5,460 | $850K |
| Eagle Capital Management, LLC | 0.37% | Add +1.3% | 5,270 | $821K |
| Avantax Advisory Services, Inc. | 0.01% | Add +15.8% | 5,249 | $817K |
| Cypress Wealth Services, LLC | 0.19% | No change | 5,166 | $805K |
| Darwin Wealth Management, LLC | 0.22% | Reduce -18.6% | 5,149 | $802K |
| Iowa State Bank | 0.17% | Reduce -8.8% | 5,042 | $785K |
| Stifel Financial Corp. | 0.00% | Add +24.7% | 4,855 | $756K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.0% | 4,751 | $740K |
| Arq Wealth Advisors, LLC | 0.30% | Add +26.6% | 4,504 | $701K |
| Cwm, LLC | 0.00% | Reduce -1.5% | 4,386 | $683K |
| Retireful, LLC | 0.26% | New | 4,057 | $632K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -31.2% | 3,918 | $610K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 3,905 | $608K |
| Insight Advisors, LLC/ PA | 0.12% | Add +7.5% | 3,882 | $605K |
| Mutual Advisors, LLC | 0.02% | Reduce -28.1% | 3,792 | $590K |
| Creative Financial Designs Inc. | 0.05% | Reduce -3.6% | 3,692 | $575K |
| Jane Street Group, LLC | 0.00% | Reduce -13.9% | 3,591 | $559K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +8.3% | 3,581 | $558K |
| JPMorgan Chase & Co. | 0.00% | Add +60.8% | 3,552 | $553K |
| Hutchens & Kramer Investment Management Group, LLC | 0.32% | Reduce -2.8% | 3,545 | $548K |
| Second Line Capital, LLC | 0.17% | Reduce -10.3% | 3,366 | $524K |
| Aptus Capital Advisors, LLC | 0.01% | Add +52.9% | 3,366 | $524K |
| Berkeley, Inc | 0.31% | Reduce -18.1% | 3,272 | $510K |
| Householder Group Estate & Retirement Specialist, LLC | 0.15% | Add +11.9% | 3,155 | $491K |
| Cardiff Park Advisors, LLC | 0.04% | Reduce -1.7% | 2,719 | $423K |
| MML Investors Services, LLC | 0.00% | Add +55.2% | 2,677 | $417K |
| Harbour Investments, Inc. | 0.01% | Add +2.4% | 2,605 | $406K |
| Legacy Trust | 0.10% | No change | 2,568 | $400K |
| High Net Worth Advisory Group LLC | 0.12% | No change | 2,400 | $374K |
| Millington Financial Advisors, LLC | 0.27% | Reduce -20.3% | 2,395 | $373K |
| Commonwealth Financial Services, LLC | 0.09% | Add +13.7% | 2,571 | $373K |
| Ameritas Advisory Services, LLC | 0.01% | New | 2,315 | $348K |
| Financial Life Advisors | 0.14% | Reduce -18.7% | 2,115 | $329K |
| Advisory Alpha, LLC | 0.01% | Add +10.4% | 2,101 | $327K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +27.1% | 2,061 | $321K |
| Merit Financial Group, LLC | 0.01% | Reduce -21.3% | 2,042 | $308K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -18.0% | 1,976 | $308K |
| HighTower Advisors, LLC | 0.00% | No change | 1,933 | $301K |
| Performance Wealth Partners, LLC | 0.01% | No change | 1,900 | $296K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.8% | 1,895 | $295K |
| Royal Bank of Canada | 0.00% | Reduce -74.1% | 1,853 | $289K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -8.5% | 1,855 | $289K |
"% of holder's portfolio" is LGLV's weight in each manager's 13F, not the share of SPDR US LC Low Vol Idx the manager owns.