SPDR US LC Low Vol IdxLGLVETF
13F holders, Q2 2024 (June 30)156holders +7
13new positions
9sold out
1famous investor
$152.59avg. 13F price*
At the end of Q2 2024, 156 institutions reported holding SPDR US LC Low Vol Idx (LGLV) in their 13F filings, up 7 from Q1 2024. 13 opened new positions and 9 sold out. The largest holders were Syntegra Private Wealth Group, LLC ($89.3M), Gerber Kawasaki Wealth & Investment Management ($48.8M) and CW Advisors, LLC ($46.6M). 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 (Q2 2024)
- CUSIP
- 78468R804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $12.1M |
| Exits | 9 | $4.0M |
All 13F filers, Q1 2024 → Q2 2024: 270,041 shares bought and 227,632 shares sold, net +42,409 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 156 holders
| Syntegra Private Wealth Group, LLC | 11.36% | Add +1.6% | 585,603 | $89.3M |
| Gerber Kawasaki Wealth & Investment Management | 2.44% | Add +8.8% | 319,855 | $48.8M |
| CW Advisors, LLC | 0.74% | Reduce -2.6% | 305,698 | $46.6M |
| Baltimore-Washington Financial Advisors, Inc. | 2.46% | Add +4.0% | 273,304 | $41.7M |
| LPL Financial LLC | 0.01% | Reduce -9.4% | 165,089 | $25.2M |
| Morgan Stanley | 0.00% | Add +2.7% | 161,543 | $24.6M |
| DORVAL Corp | 7.36% | Add +2.6% | 109,013 | $16.7M |
| McNaughton Wealth Management, LLC | 7.54% | Add +4.8% | 93,257 | $14.2M |
| GeoWealth Management, LLC | 0.49% | Add +243.7% | 73,959 | $11.3M |
| Osaic Holdings, Inc. | 0.03% | Reduce -28.1% | 71,940 | $11.0M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -8.7% | 71,427 | $10.9M |
| First American Trust, FSB | 0.99% | Reduce -58.1% | 64,823 | $9.9M |
| Susquehanna International Group, LLP | 0.02% | Add +798.9% | 63,857 | $9.7M |
| Bank of America Corp. | 0.00% | Reduce -2.7% | 58,710 | $9.0M |
| Founders Financial Securities LLC | 0.60% | Add +0.1% | 41,650 | $6.4M |
| Horizon Investments, LLC | 0.17% | Reduce -0.9% | 41,286 | $6.3M |
| HF Advisory Group, LLC | 2.27% | Reduce -5.6% | 28,816 | $4.4M |
| State Street Corp. | 0.00% | Add +23.6% | 26,370 | $4.0M |
| Sei Investments Co. | 0.01% | Reduce -3.2% | 25,124 | $3.8M |
| Axiom Advisory, LLC | 0.04% | New | 25,151 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -7.0% | 24,184 | $3.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.2% | 21,837 | $3.3M |
| Journey Advisory Group, LLC | 0.35% | Add +3.1% | 19,279 | $2.9M |
| Sage Mountain Advisors LLC | 0.27% | No change | 18,958 | $2.9M |
| Kingsview Wealth Management, LLC | 0.07% | New | 18,569 | $2.8M |
| Valmark Advisers, Inc. | 0.05% | Add +18.2% | 18,184 | $2.8M |
| Composition Wealth, LLC | 0.06% | Reduce -3.5% | 17,281 | $2.6M |
| UBS Group AG | 0.00% | Add +14.6% | 14,523 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | No change | 13,628 | $2.1M |
| Vermillion & White Wealth Management Group, LLC | 1.47% | Reduce -2.3% | 12,795 | $2.0M |
| Roffman Miller Associates Inc. | 0.13% | Add +0.8% | 12,466 | $1.9M |
| IHT Wealth Management, LLC | 0.07% | Reduce -2.9% | 11,767 | $1.8M |
| Cetera Investment Advisers | 0.00% | Reduce -5.3% | 11,549 | $1.8M |
| Thoroughbred Financial Services, LLC | 0.12% | Add +5.1% | 11,424 | $1.7M |
| Thrive Capital Management, LLC | 0.78% | New | 11,205 | $1.7M |
| IMC-Chicago, LLC | 0.05% | Reduce -23.7% | 11,069 | $1.7M |
| Townsquare Capital LLC | 0.02% | New | 10,877 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Add +21.9% | 10,384 | $1.6M |
| Legacy Advisory Services, LLC | 1.43% | Reduce -7.1% | 10,232 | $1.6M |
| Citadel Advisors | 0.00% | Add +9.6% | 10,007 | $1.5M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -8.4% | 9,750 | $1.5M |
| Foundations Investment Advisors, LLC | 0.04% | New | 9,600 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.0% | 8,507 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -8.0% | 8,015 | $1.2M |
| Sheets Smith Wealth Management | 0.14% | Reduce -17.7% | 7,592 | $1.2M |
| Fortis Group Advisors, LLC | 0.22% | Reduce -5.0% | 7,412 | $1.1M |
| Financial Advocates Investment Management | 0.07% | Add +0.4% | 7,165 | $1.1M |
| Financial Insights, Inc. | 0.29% | Reduce -4.3% | 6,945 | $1.1M |
| Independent Wealth Network Inc. | 0.49% | Reduce -4.2% | 6,904 | $1.1M |
| Mission Creek Capital Partners, Inc. | 0.26% | Reduce -39.8% | 6,853 | $1.0M |
| Family Capital Management, Inc. | 0.69% | Reduce -7.0% | 6,614 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.5% | 6,604 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.0% | 6,606 | $1.0M |
| Riversedge Advisors, LLC | 0.25% | Reduce -7.1% | 6,594 | $1.0M |
| Royal Bank of Canada | 0.00% | Add +242.8% | 6,353 | $969K |
| Flagship Private Wealth, LLC | 0.56% | Reduce -1.3% | 6,158 | $940K |
| Mariner, LLC | 0.00% | Reduce -3.6% | 5,663 | $864K |
| Avantax Advisory Services, Inc. | 0.01% | Add +7.8% | 5,660 | $864K |
| Tsfg, LLC | 0.20% | No change | 5,506 | $840K |
| Milestone Investment Advisors LLC | 0.22% | Add +0.5% | 5,485 | $837K |
| Strategic Blueprint, LLC | 0.06% | Reduce -8.3% | 5,399 | $824K |
| Jane Street Group, LLC | 0.00% | Add +48.3% | 5,326 | $813K |
| Eagle Capital Management, LLC | 0.36% | Add +0.5% | 5,295 | $808K |
| Cypress Wealth Services, LLC | 0.18% | No change | 5,166 | $788K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.1% | 4,756 | $726K |
| Mutual Advisors, LLC | 0.02% | Add +19.6% | 4,537 | $723K |
| Darwin Wealth Management, LLC | 0.35% | Reduce -9.7% | 4,648 | $709K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -24.7% | 4,471 | $682K |
| Iowa State Bank | 0.15% | Reduce -14.0% | 4,338 | $662K |
| Harvest Investment Services, LLC | 0.25% | Reduce -49.9% | 4,179 | $638K |
| Wedbush Securities Inc. | 0.02% | Reduce -41.9% | 4,051 | $618K |
| Insight Advisors, LLC/ PA | 0.11% | Add +2.1% | 3,965 | $605K |
| Arq Wealth Advisors, LLC | 0.26% | Reduce -12.9% | 3,921 | $598K |
| Cwm, LLC | 0.00% | Reduce -10.8% | 3,910 | $597K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 3,905 | $596K |
| Creative Financial Designs Inc. | 0.05% | Reduce -0.4% | 3,676 | $561K |
| Hutchens & Kramer Investment Management Group, LLC | 0.30% | No change | 3,545 | $538K |
| Householder Group Estate & Retirement Specialist, LLC | 0.14% | Add +6.6% | 3,362 | $513K |
| MML Investors Services, LLC | 0.00% | Add +25.4% | 3,356 | $512K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -7.6% | 3,309 | $505K |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.2% | 3,226 | $492K |
| Stifel Financial Corp. | 0.00% | Reduce -36.1% | 3,102 | $473K |
| Berkeley, Inc | 0.29% | Reduce -5.2% | 3,101 | $473K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -10.9% | 3,000 | $458K |
| Second Line Capital, LLC | 0.13% | Reduce -16.4% | 2,814 | $429K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -28.4% | 2,807 | $428K |
| HighTower Advisors, LLC | 0.00% | Add +42.4% | 2,753 | $420K |
| Cardiff Park Advisors, LLC | 0.04% | No change | 2,719 | $415K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.5% | 2,592 | $396K |
| Legacy Trust | 0.10% | No change | 2,568 | $392K |
| Baker Tilly Wealth Management, LLC | 0.15% | Reduce -77.3% | 2,407 | $367K |
| High Net Worth Advisory Group LLC | 0.11% | No change | 2,400 | $366K |
| ARS Wealth Advisors Group, LLC | 0.05% | Add +52.6% | 2,344 | $358K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 2,315 | $353K |
| Commonwealth Financial Services, LLC | 0.07% | Reduce -10.2% | 2,310 | $352K |
| Millington Financial Advisors, LLC | 0.22% | Reduce -14.6% | 2,045 | $312K |
| Merit Financial Group, LLC | 0.01% | Reduce -2.7% | 1,987 | $303K |
| AdvisorNet Financial, Inc | 0.03% | Add +0.1% | 1,977 | $302K |
| Advisory Alpha, LLC | 0.01% | Reduce -7.5% | 1,944 | $297K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.1% | 1,896 | $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.