SPDR US LC Low Vol IdxLGLVETF
13F holders, Q3 2024 (September 30)154holders −2
11new positions
13sold out
1famous investor
$169.03avg. 13F price*
At the end of Q3 2024, 154 institutions reported holding SPDR US LC Low Vol Idx (LGLV) in their 13F filings, down 2 from Q2 2024. 11 opened new positions and 13 sold out. The largest holders were Syntegra Private Wealth Group, LLC ($103.3M), Cwm, LLC ($53.8M) and Baltimore-Washington Financial Advisors, Inc. ($46.4M). 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 (Q3 2024)
- CUSIP
- 78468R804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $29.1M |
| Exits | 13 | $12.9M |
All 13F filers, Q2 2024 → Q3 2024: 676,320 shares bought and 309,248 shares sold, net +367,072 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 154 holders
| Syntegra Private Wealth Group, LLC | 11.93% | Add +4.2% | 610,147 | $103.3M |
| Cwm, LLC | 0.23% | Add +8035.9% | 318,115 | $53.8M |
| Baltimore-Washington Financial Advisors, Inc. | 2.53% | Add +0.4% | 274,285 | $46.4M |
| Gerber Kawasaki Wealth & Investment Management | 1.86% | Reduce -25.4% | 238,752 | $40.4M |
| CW Advisors, LLC | 0.48% | Reduce -30.6% | 212,205 | $35.9M |
| LPL Financial LLC | 0.01% | Add +2.1% | 168,573 | $28.5M |
| Morgan Stanley | 0.00% | Add +1.8% | 164,382 | $27.8M |
| GeoWealth Management, LLC | 0.81% | Add +83.6% | 135,786 | $23.0M |
| DORVAL Corp | 7.50% | Reduce -0.0% | 108,979 | $18.2M |
| McNaughton Wealth Management, LLC | 7.83% | Add +1.9% | 94,985 | $16.1M |
| State Street Corp. | 0.00% | Add +175.3% | 72,594 | $12.3M |
| Osaic Holdings, Inc. | 0.03% | Reduce -4.2% | 68,913 | $11.7M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -6.6% | 66,716 | $11.3M |
| First American Trust, FSB | 1.02% | Reduce -6.3% | 60,718 | $10.3M |
| Bank of America Corp. | 0.00% | Reduce -1.9% | 57,604 | $9.7M |
| Win Advisors, Inc. | 4.57% | New | 57,524 | $9.7M |
| Founders Financial Securities LLC | 0.67% | Add +2.7% | 42,793 | $7.2M |
| Horizon Investments, LLC | 0.19% | Add +2.8% | 42,424 | $7.2M |
| Elevation Capital Advisory, LLC | 2.79% | New | 37,357 | $6.3M |
| Retireful, LLC | 3.97% | New | 31,717 | $5.4M |
| HF Advisory Group, LLC | 2.27% | Add +0.2% | 28,869 | $4.9M |
| Axiom Advisory, LLC | 0.04% | Add +2.1% | 25,674 | $4.2M |
| Silver Oak Securities, Incorporated | 0.42% | New | 23,645 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.2% | 23,168 | $3.9M |
| Sei Investments Co. | 0.00% | Reduce -15.8% | 21,162 | $3.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -9.5% | 19,755 | $3.3M |
| Sage Mountain Advisors LLC | 0.27% | No change | 18,958 | $3.2M |
| Valmark Advisers, Inc. | 0.05% | Add +4.0% | 18,906 | $3.2M |
| Kingsview Wealth Management, LLC | 0.07% | Add +0.7% | 18,692 | $3.2M |
| Farther Finance Advisors, LLC | 0.12% | Add +7048.8% | 18,301 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Add +67.8% | 17,419 | $2.9M |
| Journey Advisory Group, LLC | 0.35% | Reduce -1.7% | 18,949 | $2.9M |
| Composition Wealth, LLC | 0.07% | Reduce -4.0% | 16,598 | $2.8M |
| UBS Group AG | 0.00% | Reduce -8.4% | 13,301 | $2.3M |
| Roffman Miller Associates Inc. | 0.13% | Reduce -0.1% | 12,460 | $2.1M |
| Vermillion & White Wealth Management Group, LLC | 1.53% | Reduce -4.2% | 12,260 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +3.6% | 11,971 | $2.0M |
| Thoroughbred Financial Services, LLC | 0.12% | Reduce -0.9% | 11,324 | $1.9M |
| Foundations Investment Advisors, LLC | 0.04% | Add +16.0% | 11,135 | $1.9M |
| IHT Wealth Management, LLC | 0.05% | Reduce -8.6% | 10,758 | $1.8M |
| Legacy Advisory Services, LLC | 1.56% | Add +4.9% | 10,736 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +101.4% | 10,728 | $1.8M |
| Thrive Capital Management, LLC | 0.83% | Reduce -7.1% | 10,410 | $1.8M |
| Townsquare Capital LLC | 0.02% | Reduce -6.7% | 10,146 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -26.6% | 10,000 | $1.7M |
| Daiwa Securities Group Inc. | 0.01% | Add +2.0% | 9,950 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +48.3% | 9,792 | $1.7M |
| Norden Group LLC | 0.19% | New | 9,610 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Add +2.3% | 8,197 | $1.4M |
| Financial Insights, Inc. | 0.41% | Add +7.1% | 7,440 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.0% | 7,319 | $1.2M |
| Sheets Smith Wealth Management | 0.15% | Reduce -4.0% | 7,292 | $1.2M |
| Fortis Group Advisors, LLC | 0.23% | Reduce -2.3% | 7,245 | $1.2M |
| Financial Advocates Investment Management | 0.07% | Reduce -2.8% | 6,964 | $1.2M |
| Independent Wealth Network Inc. | 0.52% | Add +0.8% | 6,963 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.5% | 6,573 | $1.1M |
| Riversedge Advisors, LLC | 0.25% | Reduce -0.5% | 6,563 | $1.1M |
| Family Capital Management, Inc. | 0.69% | Reduce -4.2% | 6,335 | $1.1M |
| Flagship Private Wealth, LLC | 0.55% | Add +1.6% | 6,255 | $1.1M |
| Berkeley, Inc | 0.31% | Add +100.6% | 6,222 | $1.1M |
| Mission Creek Capital Partners, Inc. | 0.24% | Reduce -9.8% | 6,179 | $1.0M |
| Mariner, LLC | 0.00% | Add +6.9% | 6,056 | $1.0M |
| GTS Securities LLC | 0.02% | New | 5,956 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +3.3% | 5,849 | $990K |
| Milestone Investment Advisors LLC | 0.26% | Reduce -0.6% | 5,452 | $923K |
| Eagle Capital Management, LLC | 0.37% | Reduce -0.9% | 5,246 | $888K |
| Strategic Blueprint, LLC | 0.06% | Reduce -2.9% | 5,243 | $887K |
| Cypress Wealth Services, LLC | 0.18% | No change | 5,166 | $874K |
| Tsfg, LLC | 0.18% | Reduce -13.4% | 4,768 | $807K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.1% | 4,759 | $805K |
| Iowa State Bank | 0.15% | Reduce -1.4% | 4,275 | $723K |
| Darwin Wealth Management, LLC | 0.20% | Reduce -9.4% | 4,213 | $713K |
| Stifel Financial Corp. | 0.00% | Add +32.0% | 4,094 | $693K |
| Wedbush Securities Inc. | 0.03% | No change | 4,051 | $686K |
| Insight Advisors, LLC/ PA | 0.12% | Reduce -0.1% | 3,959 | $670K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 3,905 | $661K |
| Mutual Advisors, LLC | 0.02% | Reduce -15.2% | 3,846 | $656K |
| Harvest Investment Services, LLC | 0.21% | Reduce -8.9% | 3,805 | $644K |
| Arq Wealth Advisors, LLC | 0.24% | Reduce -3.9% | 3,767 | $631K |
| Creative Financial Designs Inc. | 0.05% | Reduce -0.6% | 3,654 | $618K |
| Hutchens & Kramer Investment Management Group, LLC | 0.33% | Reduce -0.6% | 3,524 | $598K |
| Householder Group Estate & Retirement Specialist, LLC | 0.17% | Add +1.1% | 3,400 | $575K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.0% | 3,310 | $560K |
| JPMorgan Chase & Co. | 0.00% | Add +0.3% | 3,236 | $548K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +59.8% | 2,826 | $478K |
| Second Line Capital, LLC | 0.13% | Reduce -0.0% | 2,813 | $476K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -6.2% | 2,813 | $476K |
| Harbour Investments, Inc. | 0.01% | Add +8.5% | 2,812 | $476K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.1% | 2,805 | $475K |
| HighTower Advisors, LLC | 0.00% | No change | 2,753 | $467K |
| Cardiff Park Advisors, LLC | 0.04% | No change | 2,719 | $460K |
| Royal Bank of Canada | 0.00% | Reduce -57.5% | 2,699 | $457K |
| Legacy Trust | 0.10% | No change | 2,568 | $435K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -43.9% | 2,510 | $425K |
| High Net Worth Advisory Group LLC | 0.11% | No change | 2,400 | $406K |
| Citadel Advisors | 0.00% | Reduce -76.3% | 2,376 | $402K |
| ARS Wealth Advisors Group, LLC | 0.05% | Add +0.3% | 2,350 | $398K |
| MML Investors Services, LLC | 0.00% | Reduce -30.5% | 2,331 | $395K |
| Commonwealth Financial Services, LLC | 0.08% | Add +0.0% | 2,311 | $392K |
| FMR LLC | 0.00% | Add +41.1% | 2,267 | $384K |
"% 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.