SPDR US LC Low Vol IdxLGLVETF
13F holders, Q4 2024 (December 31)163holders +9
13new positions
12sold out
2famous investors
$165.15avg. 13F price*
At the end of Q4 2024, 163 institutions reported holding SPDR US LC Low Vol Idx (LGLV) in their 13F filings, up 9 from Q3 2024. 13 opened new positions and 12 sold out. The largest holders were Syntegra Private Wealth Group, LLC ($101.7M), Cwm, LLC ($56.1M) and Baltimore-Washington Financial Advisors, Inc. ($45.5M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SPDR US LC Low Vol Idx
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78468R804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $42.0M |
| Exits | 12 | $34.7M |
All 13F filers, Q3 2024 → Q4 2024: 447,384 shares bought and 463,982 shares sold, net −16,598 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 163 holders
| Syntegra Private Wealth Group, LLC | 11.49% | Add +0.9% | 615,732 | $101.7M |
| Cwm, LLC | 0.23% | Add +6.8% | 339,865 | $56.1M |
| Baltimore-Washington Financial Advisors, Inc. | 2.37% | Add +0.5% | 275,699 | $45.5M |
| Gerber Kawasaki Wealth & Investment Management | 1.80% | Add +5.1% | 250,944 | $41.5M |
| CW Advisors, LLC | 0.48% | Reduce -0.5% | 211,257 | $34.9M |
| State Street Corp. | 0.00% | Add +154.2% | 184,523 | $30.5M |
| Morgan Stanley | 0.00% | Add +0.4% | 165,085 | $27.3M |
| LPL Financial LLC | 0.01% | Reduce -20.0% | 134,832 | $22.3M |
| DORVAL Corp | 7.32% | Add +2.3% | 111,521 | $18.4M |
| McNaughton Wealth Management, LLC | 7.62% | Add +0.8% | 95,762 | $15.8M |
| Ieq Capital, LLC | 0.15% | New | 92,605 | $15.3M |
| Sykon Capital LLC | 4.01% | New | 70,374 | $11.6M |
| AQR Capital Management | 0.01% | New | 65,228 | $10.8M |
| Integrity Alliance, Llc. | 1.09% | — | 60,907 | $10.1M |
| Bank of America Corp. | 0.00% | Reduce -7.5% | 53,273 | $8.8M |
| Founders Financial Securities LLC | 0.62% | Reduce -2.3% | 41,832 | $6.9M |
| Horizon Investments, LLC | 0.20% | Reduce -2.4% | 41,404 | $6.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -51.4% | 33,483 | $5.5M |
| First American Trust, FSB | 0.52% | Reduce -47.9% | 31,607 | $5.2M |
| GeoWealth Management, LLC | 0.17% | Reduce -77.3% | 30,837 | $5.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +24.4% | 28,826 | $4.8M |
| HF Advisory Group, LLC | 2.17% | Reduce -1.1% | 28,564 | $4.7M |
| Sei Investments Co. | 0.01% | Add +33.2% | 28,191 | $4.7M |
| Valmark Advisers, Inc. | 0.05% | Add +12.6% | 21,285 | $3.5M |
| Farther Finance Advisors, LLC | 0.12% | Add +13.6% | 20,797 | $3.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.9% | 18,984 | $3.1M |
| Sage Mountain Advisors LLC | 0.23% | No change | 18,958 | $3.1M |
| Journey Advisory Group, LLC | 0.35% | No change | 18,949 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +41.9% | 13,890 | $2.3M |
| Raymond James Financial Inc. | 0.00% | — | 13,868 | $2.3M |
| UBS Group AG | 0.00% | Reduce -4.6% | 12,693 | $2.1M |
| Vermillion & White Wealth Management Group, LLC | 1.48% | Reduce -0.7% | 12,169 | $2.0M |
| Roffman Miller Associates Inc. | 0.12% | Reduce -3.0% | 12,091 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | New | 11,591 | $1.9M |
| Thoroughbred Financial Services, LLC | 0.11% | Reduce -0.7% | 11,249 | $1.9M |
| Legacy Advisory Services, LLC | 1.52% | Add +0.5% | 10,794 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.6% | 10,761 | $1.8M |
| Cetera Investment Advisers | 0.00% | Reduce -11.4% | 10,603 | $1.8M |
| Milestone Investment Advisors LLC | 0.46% | Add +88.5% | 10,278 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -42.7% | 9,985 | $1.7M |
| Daiwa Securities Group Inc. | 0.01% | No change | 9,950 | $1.6M |
| Townsquare Capital LLC | 0.02% | Reduce -6.1% | 9,527 | $1.6M |
| Norden Group LLC | 0.17% | Reduce -6.5% | 8,990 | $1.5M |
| Composition Wealth, LLC | 0.03% | Reduce -49.2% | 8,425 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +40.3% | 8,204 | $1.4M |
| Mariner, LLC | 0.00% | Add +34.6% | 8,153 | $1.3M |
| Financial Insights, Inc. | 0.48% | Add +1.1% | 7,518 | $1.2M |
| Fortis Group Advisors, LLC | 0.23% | Add +1.3% | 7,341 | $1.2M |
| Sheets Smith Wealth Management | 0.15% | No change | 7,292 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -12.0% | 7,214 | $1.2M |
| Financial Advocates Investment Management | 0.07% | Reduce -0.9% | 6,902 | $1.1M |
| Portland Financial Advisors Inc | 3.06% | — | 6,877 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.9% | 6,631 | $1.1M |
| Flagship Private Wealth, LLC | 0.52% | Add +4.3% | 6,522 | $1.1M |
| Riversedge Advisors, LLC | 0.24% | Reduce -2.6% | 6,392 | $1.1M |
| Family Capital Management, Inc. | 0.63% | Reduce -0.6% | 6,298 | $1.0M |
| Mission Creek Capital Partners, Inc. | 0.22% | Reduce -1.4% | 6,094 | $1.0M |
| Independent Wealth Network Inc. | 0.39% | Reduce -16.2% | 5,835 | $964K |
| Eagle Capital Management, LLC | 0.36% | Add +2.3% | 5,367 | $887K |
| Strategic Blueprint, LLC | 0.05% | Reduce -0.1% | 5,236 | $865K |
| IHT Wealth Management, LLC | 0.03% | Reduce -51.4% | 5,228 | $864K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -28.8% | 5,210 | $861K |
| Cypress Wealth Services, LLC | 0.17% | No change | 5,166 | $853K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.3% | 4,745 | $784K |
| Abound Financial, LLC | 0.39% | — | 4,662 | $770K |
| Harbour Investments, Inc. | 0.02% | Add +56.4% | 4,397 | $726K |
| JPMorgan Chase & Co. | 0.00% | Add +34.6% | 4,355 | $719K |
| Stifel Financial Corp. | 0.00% | Add +3.0% | 4,219 | $697K |
| Wedbush Securities Inc. | 0.02% | Add +0.2% | 4,058 | $670K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 3,905 | $645K |
| Mutual Advisors, LLC | 0.02% | Reduce -0.4% | 3,829 | $643K |
| Harvest Investment Services, LLC | 0.16% | Add +1.2% | 3,852 | $636K |
| Insight Advisors, LLC/ PA | 0.11% | Reduce -2.6% | 3,854 | $636K |
| Compound Planning, Inc. | 0.03% | New | 3,780 | $624K |
| Tsfg, LLC | 0.13% | Reduce -21.3% | 3,755 | $620K |
| Creative Financial Designs Inc. | 0.05% | Reduce -1.6% | 3,594 | $594K |
| Householder Group Estate & Retirement Specialist, LLC | 0.43% | Add +3.4% | 3,514 | $580K |
| Hutchens & Kramer Investment Management Group, LLC | 0.31% | Reduce -2.1% | 3,450 | $570K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.1% | 3,313 | $547K |
| Vista Cima Wealth Management LLC | 0.54% | — | 3,164 | $523K |
| Avant Capital LLC | 0.43% | — | 3,152 | $521K |
| Iowa State Bank | 0.11% | Reduce -28.1% | 3,074 | $508K |
| Berkeley, Inc | 0.26% | Reduce -51.4% | 3,024 | $500K |
| GTS Securities LLC | 0.02% | Reduce -51.8% | 2,872 | $474K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.9% | 2,831 | $468K |
| Darwin Wealth Management, LLC | 0.16% | Reduce -33.4% | 2,805 | $464K |
| Arq Wealth Advisors, LLC | 0.17% | Reduce -26.6% | 2,766 | $457K |
| Cardiff Park Advisors, LLC | 0.04% | No change | 2,719 | $449K |
| Legacy Trust | 0.10% | No change | 2,568 | $424K |
| AE Wealth Management LLC | 0.00% | New | 2,504 | $414K |
| HighTower Advisors, LLC | 0.00% | Reduce -9.1% | 2,503 | $414K |
| Second Line Capital, LLC | 0.11% | Reduce -11.1% | 2,502 | $413K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -11.1% | 2,502 | $413K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.7% | 2,442 | $403K |
| High Net Worth Advisory Group LLC | 0.11% | No change | 2,400 | $397K |
| ARS Wealth Advisors Group, LLC | 0.05% | Reduce -0.9% | 2,329 | $385K |
| Ameritas Advisory Services, LLC | 0.01% | New | 2,315 | $382K |
| Commonwealth Financial Services, LLC | 0.07% | No change | 2,311 | $382K |
| FMR LLC | 0.00% | Add +0.8% | 2,284 | $377K |
| MML Investors Services, LLC | 0.00% | Reduce -2.5% | 2,273 | $376K |
| US Bancorp \de | 0.00% | New | 2,156 | $356K |
| &partners | 0.00% | Add +7.0% | 2,143 | $355K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.3% | 1,880 | $311K |
| Millington Financial Advisors, LLC | 0.18% | Reduce -11.7% | 1,793 | $306K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.8% | 1,786 | $295K |
| Merit Financial Group, LLC | 0.01% | Reduce -3.4% | 1,755 | $290K |
| Wealthgarden F.S. LLC | 0.27% | Reduce -2.0% | 1,755 | $290K |
| Barnes Wealth Management Group, Inc | 0.19% | — | 1,700 | $281K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.6% | 1,658 | $274K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -42.6% | 1,622 | $268K |
| Independent Advisor Alliance | 0.00% | New | 1,620 | $268K |
| Moloney Securities Asset Management, LLC | 0.04% | No change | 1,609 | $266K |
| Trek Financial, LLC | 0.02% | Add +0.6% | 1,588 | $262K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -0.1% | 1,571 | $260K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +7.3% | 1,476 | $244K |
| Advisory Alpha, LLC | 0.01% | Reduce -13.2% | 1,409 | $233K |
| EP Wealth Advisors, LLC | 0.00% | No change | 1,403 | $232K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 1,400 | $231K |
| Janney Montgomery Scott LLC | 0.00% | No change | 1,400 | $231K |
| Citadel Advisors | 0.00% | Reduce -41.5% | 1,389 | $229K |
| Accel Wealth Management | 0.09% | No change | 1,375 | $227K |
| Investment Planning Advisors, Inc. | 0.10% | No change | 1,340 | $221K |
| Royal Bank of Canada | 0.00% | Reduce -51.1% | 1,319 | $218K |
| Equitable Holdings, Inc. | 0.00% | New | 1,221 | $202K |
| Private Trust Co. NA | 0.02% | No change | 1,122 | $185K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 1,074 | $177K |
| Barrett & Company, Inc. | 0.07% | No change | 1,054 | $174K |
| Jones Financial Companies LLLP | 0.00% | Add +64.1% | 1,050 | $174K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -53.6% | 918 | $152K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 735 | $121K |
| NewEdge Advisors, LLC | 0.00% | No change | 666 | $110K |
| Arax Advisory Partners | 0.01% | Add +0.5% | 613 | $101K |
| Signaturefd, LLC | 0.00% | No change | 530 | $88K |
| Avior Wealth Management, LLC | 0.00% | New | 405 | $67K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 390 | $64K |
| CENTRAL TRUST Co | 0.00% | No change | 378 | $62K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -2.7% | 356 | $59K |
| Comerica Bank | 0.00% | No change | 315 | $52K |
| NFSG Corp | 0.01% | No change | 306 | $51K |
| Paladin Advisory Group, LLC | 0.04% | No change | 304 | $50K |
| Comprehensive Financial Planning, Inc. | 0.03% | — | 250 | $41K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 160 | $26K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 133 | $22K |
| Spire Wealth Management | 0.00% | No change | 127 | $21K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 118 | $19K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $17K |
| Assetmark, Inc. | 0.00% | No change | 96 | $16K |
| Ameriflex Group, Inc. | 0.01% | — | 91 | $15K |
| Transcendent Capital Group LLC | 0.01% | No change | 92 | $15K |
| Wells Fargo & Company | 0.00% | Reduce -64.3% | 64 | $11K |
| NorthRock Partners, LLC | 0.00% | No change | 64 | $11K |
| Ulland Investment Advisors, LLC | 0.01% | No change | 60 | $10K |
| Front Row Advisors LLC | 0.00% | No change | 60 | $10K |
| Qube Research & Technologies Ltd | 0.00% | No change | 60 | $10K |
| Olistico Wealth, LLC | 0.01% | No change | 57 | $9K |
| Reyes Financial Architecture, Inc. | 0.01% | — | 40 | $7K |
| CoreCap Advisors, LLC | 0.00% | Reduce -86.6% | 31 | $5K |
| Tidemark, LLC | 0.00% | No change | 24 | $4K |
| Painted Porch Advisors LLC | 0.00% | No change | 22 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -32.0% | 17 | $3K |
| Sandy Spring Bank | 0.00% | No change | 16 | $3K |
| WPG Advisers, LLC | 0.00% | — | 6 | $991 |
| Fourth Dimension Wealth, LLC | 0.00% | — | 5 | $826 |
"% 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.