SPDR US LC Low Vol IdxLGLVETF
13F holders, Q1 2025 (March 31)173holders +10
21new positions
12sold out
2famous investors
$173.99avg. 13F price*
At the end of Q1 2025, 173 institutions reported holding SPDR US LC Low Vol Idx (LGLV) in their 13F filings, up 10 from Q4 2024. 21 opened new positions and 12 sold out. The largest holders were Cwm, LLC ($141.8M), Syntegra Private Wealth Group, LLC ($112.4M) and Baltimore-Washington Financial Advisors, Inc. ($48.0M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- SPDR US LC Low Vol Idx
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78468R804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $43.1M |
| Exits | 12 | $14.2M |
All 13F filers, Q4 2024 → Q1 2025: 1,079,400 shares bought and 377,472 shares sold, net +701,928 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 173 holders
| Cwm, LLC | 0.57% | Add +139.7% | 814,631 | $141.8M |
| Syntegra Private Wealth Group, LLC | 13.15% | Add +4.9% | 646,054 | $112.4M |
| Baltimore-Washington Financial Advisors, Inc. | 2.58% | Reduce -0.0% | 275,611 | $48.0M |
| Gerber Kawasaki Wealth & Investment Management | 2.04% | Add +4.0% | 261,114 | $45.4M |
| CW Advisors, LLC | 0.43% | Reduce -2.2% | 206,626 | $36.0M |
| LPL Financial LLC | 0.01% | Add +25.4% | 169,116 | $29.4M |
| Morgan Stanley | 0.00% | Add +1.9% | 168,207 | $29.3M |
| DORVAL Corp | 7.87% | Add +0.4% | 111,966 | $19.6M |
| Ieq Capital, LLC | 0.13% | No change | 92,605 | $16.1M |
| Integrity Alliance, Llc. | 0.61% | Add +46.3% | 89,085 | $15.5M |
| Bank of America Corp. | 0.00% | Add +64.0% | 87,353 | $15.2M |
| GeoWealth Management, LLC | 0.53% | Add +147.1% | 76,192 | $13.3M |
| Win Advisors, Inc. | 6.52% | New | 72,947 | $12.7M |
| JPMorgan Chase & Co. | 0.00% | Add +1520.4% | 70,568 | $12.3M |
| AQR Capital Management | 0.01% | Add +0.0% | 65,252 | $11.4M |
| Foundations Investment Advisors, LLC | 0.21% | New | 64,248 | $11.2M |
| State Street Corp. | 0.00% | Reduce -71.8% | 52,118 | $9.1M |
| Horizon Investments, LLC | 0.22% | Add +1.1% | 41,837 | $7.3M |
| Ameritas Advisory Services, LLC | 0.28% | Add +1655.1% | 40,631 | $7.1M |
| Elevation Capital Advisory, LLC | 3.07% | New | 40,469 | $7.0M |
| Founders Financial Securities LLC | 0.58% | Reduce -2.5% | 40,793 | $6.9M |
| Raymond James Financial Inc. | 0.00% | Add +125.3% | 31,248 | $5.4M |
| First American Trust, FSB | 0.50% | Reduce -2.1% | 30,947 | $5.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +185.8% | 30,760 | $5.4M |
| HF Advisory Group, LLC | 2.22% | Add +2.0% | 29,126 | $5.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.7% | 27,472 | $4.8M |
| Sei Investments Co. | 0.01% | Reduce -4.4% | 26,951 | $4.7M |
| Valmark Advisers, Inc. | 0.06% | Add +9.3% | 23,272 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +60.7% | 22,326 | $3.9M |
| Journey Advisory Group, LLC | 0.29% | Add +7.8% | 20,424 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -39.1% | 20,399 | $3.6M |
| Ethos Financial Group, LLC | 0.33% | New | 19,616 | $3.4M |
| Sage Mountain Advisors LLC | 0.24% | No change | 18,958 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.8% | 16,752 | $2.9M |
| Jane Street Group, LLC | 0.01% | New | 15,809 | $2.8M |
| McNaughton Wealth Management, LLC | 1.28% | Reduce -84.2% | 15,169 | $2.6M |
| Caliber Wealth Management, LLC / KS | 0.35% | — | 14,541 | $2.5M |
| Silver Oak Securities, Incorporated | 0.22% | New | 13,529 | $2.3M |
| UBS Group AG | 0.00% | Reduce -1.3% | 12,531 | $2.2M |
| Roffman Miller Associates Inc. | 0.13% | Reduce -0.4% | 12,046 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +121.9% | 11,562 | $2.0M |
| Thoroughbred Financial Services, LLC | 0.12% | Reduce -1.9% | 11,039 | $1.9M |
| Legacy Advisory Services, LLC | 1.58% | Reduce -0.1% | 10,781 | $1.9M |
| Daiwa Securities Group Inc. | 0.01% | Add +0.7% | 10,020 | $1.7M |
| Milestone Investment Advisors LLC | 0.45% | Reduce -8.6% | 9,398 | $1.6M |
| Townsquare Capital LLC | 0.02% | Reduce -3.3% | 9,210 | $1.6M |
| Norden Group LLC | 0.18% | No change | 8,990 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -16.3% | 8,873 | $1.5M |
| Mariner, LLC | 0.00% | Add +3.6% | 8,445 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.2% | 8,187 | $1.4M |
| IHT Wealth Management, LLC | 0.04% | Add +52.4% | 7,968 | $1.4M |
| Composition Wealth, LLC | 0.03% | Reduce -6.8% | 7,848 | $1.4M |
| Financial Insights, Inc. | 0.52% | Reduce -1.0% | 7,440 | $1.3M |
| Fortis Group Advisors, LLC | 0.25% | Add +1.2% | 7,430 | $1.3M |
| Financial Advocates Investment Management | 0.09% | Add +3.8% | 7,162 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.0% | 6,827 | $1.2M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -67.9% | 6,684 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -9.6% | 6,522 | $1.1M |
| Flagship Private Wealth, LLC | 0.53% | Reduce -2.9% | 6,336 | $1.1M |
| Family Capital Management, Inc. | 0.67% | Reduce -1.4% | 6,213 | $1.1M |
| Independent Wealth Network Inc. | 0.43% | Add +5.0% | 6,127 | $1.1M |
| Mission Creek Capital Partners, Inc. | 0.26% | Reduce -0.2% | 6,084 | $1.1M |
| Portland Financial Advisors Inc | 2.70% | Reduce -11.8% | 6,062 | $1.1M |
| Riversedge Advisors, LLC | 0.23% | Reduce -6.0% | 6,009 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -53.4% | 5,400 | $940K |
| Cypress Wealth Services, LLC | 0.18% | No change | 5,166 | $899K |
| Strategic Blueprint, LLC | 0.05% | Reduce -5.2% | 4,962 | $864K |
| Sheets Smith Wealth Management | 0.10% | Reduce -34.2% | 4,798 | $835K |
| Ameriprise Financial Inc. | 0.00% | Reduce -52.0% | 4,794 | $834K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.1% | 4,749 | $826K |
| Abound Financial, LLC | 0.41% | Add +0.0% | 4,663 | $812K |
| Stifel Financial Corp. | 0.00% | Add +1.6% | 4,288 | $746K |
| Harbour Investments, Inc. | 0.02% | Reduce -6.4% | 4,115 | $716K |
| Wedbush Securities Inc. | 0.03% | No change | 4,058 | $706K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 3,905 | $680K |
| Compound Planning, Inc. | 0.03% | Add +2.3% | 3,868 | $673K |
| Cornerstone Advisors Asset Management, LLC | 0.14% | New | 3,867 | $673K |
| Tsfg, LLC | 0.13% | No change | 3,755 | $654K |
| Creative Financial Designs Inc. | 0.05% | Add +1.3% | 3,640 | $633K |
| Mutual Advisors, LLC | 0.02% | Reduce -6.7% | 3,571 | $601K |
| Hutchens & Kramer Investment Management Group, LLC | 0.32% | Reduce -2.0% | 3,381 | $588K |
| Harvest Investment Services, LLC | 0.16% | Reduce -15.6% | 3,252 | $566K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -2.1% | 3,243 | $564K |
| Brookstone Capital Management | 0.01% | New | 3,146 | $548K |
| Avant Capital LLC | 0.45% | Reduce -0.3% | 3,141 | $547K |
| Vista Cima Wealth Management LLC | 0.57% | Reduce -3.8% | 3,044 | $530K |
| Insight Advisors, LLC/ PA | 0.09% | Reduce -23.2% | 2,959 | $515K |
| NewEdge Advisors, LLC | 0.00% | Add +334.1% | 2,891 | $503K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.8% | 2,809 | $489K |
| Arq Wealth Advisors, LLC | 0.18% | Reduce -0.9% | 2,742 | $477K |
| Berkeley, Inc | 0.22% | Reduce -9.6% | 2,735 | $476K |
| Cardiff Park Advisors, LLC | 0.05% | No change | 2,719 | $473K |
| Darwin Wealth Management, LLC | 0.16% | No change | 2,805 | $464K |
| Barnes Wealth Management Group, Inc | 0.30% | Add +56.1% | 2,654 | $462K |
| Legacy Trust | 0.11% | No change | 2,568 | $447K |
| Apollon Financial, LLC | 0.10% | New | 2,495 | $434K |
| AE Wealth Management LLC | 0.00% | Reduce -1.8% | 2,459 | $428K |
| Iowa State Bank | 0.09% | Reduce -21.6% | 2,409 | $419K |
| High Net Worth Advisory Group LLC | 0.12% | No change | 2,400 | $418K |
| MML Investors Services, LLC | 0.00% | Add +4.7% | 2,379 | $414K |
| HighTower Advisors, LLC | 0.00% | Reduce -5.7% | 2,360 | $411K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +45.3% | 2,357 | $410K |
| ARS Wealth Advisors Group, LLC | 0.06% | Add +0.3% | 2,335 | $406K |
| Commonwealth Financial Services, LLC | 0.08% | No change | 2,311 | $402K |
| FMR LLC | 0.00% | Reduce -3.1% | 2,212 | $385K |
| Second Line Capital, LLC | 0.10% | Reduce -12.7% | 2,184 | $380K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -12.7% | 2,184 | $380K |
| &partners | 0.00% | Add +0.1% | 2,144 | $369K |
| Merit Financial Group, LLC | 0.01% | Add +12.7% | 1,978 | $344K |
| Mercer Global Advisors Inc. | 0.00% | Add +5.6% | 1,886 | $328K |
| Old Mission Capital LLC | 0.01% | New | 1,767 | $308K |
| Wealthgarden F.S. LLC | 0.29% | Reduce -1.8% | 1,724 | $300K |
| Brookwood Investment Group LLC | 0.05% | — | 1,703 | $296K |
| Millington Financial Advisors, LLC | 0.18% | Reduce -0.9% | 1,777 | $296K |
| Jones Financial Companies LLLP | 0.00% | Add +59.0% | 1,670 | $287K |
| Trek Financial, LLC | 0.02% | Add +0.4% | 1,595 | $278K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -17.5% | 1,551 | $270K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +4.9% | 1,548 | $269K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -7.4% | 1,535 | $267K |
| Royal Bank of Canada | 0.00% | Add +13.9% | 1,503 | $261K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -8.9% | 1,465 | $255K |
| EP Wealth Advisors, LLC | 0.00% | Add +1.6% | 1,425 | $248K |
| Advisory Alpha, LLC | 0.01% | Add +0.4% | 1,415 | $246K |
| Janney Montgomery Scott LLC | 0.00% | No change | 1,400 | $244K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 1,400 | $244K |
| Accel Wealth Management | 0.09% | No change | 1,375 | $239K |
| Western Wealth Management, LLC | 0.02% | New | 1,341 | $233K |
| Investment Planning Advisors, Inc. | 0.09% | Reduce -3.0% | 1,300 | $226K |
| Calton & Associates, Inc. | 0.05% | New | 1,266 | $220K |
| Aspire Capital Advisors LLC | 0.06% | New | 1,239 | $216K |
| Fisher Asset Management | 0.00% | New | 1,227 | $214K |
| ERn Financial, LLC | 0.03% | New | 1,188 | $207K |
| Equitable Holdings, Inc. | 0.00% | Reduce -4.1% | 1,171 | $204K |
| Flynn Zito Capital Management, LLC | 0.09% | New | 1,169 | $204K |
| Hughes Financial Services, LLC | 0.04% | New | 1,155 | $201K |
| Pacific Sun Financial Corp | 0.11% | New | 1,150 | $200K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 1,075 | $187K |
| Barrett & Company, Inc. | 0.08% | No change | 1,054 | $183K |
| Private Trust Co. NA | 0.02% | Reduce -14.3% | 961 | $167K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.1% | 919 | $160K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 735 | $128K |
| Arax Advisory Partners | 0.01% | Add +0.5% | 616 | $107K |
| Signaturefd, LLC | 0.00% | No change | 530 | $92K |
| Lanark Financial, Inc. | 0.01% | — | 408 | $71K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -1.8% | 383 | $67K |
| CENTRAL TRUST Co | 0.00% | No change | 378 | $66K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -1.7% | 350 | $61K |
| BlackRock, Inc. | 0.00% | New | 346 | $60K |
| Comerica Bank | 0.00% | No change | 315 | $55K |
| NFSG Corp | 0.01% | No change | 306 | $53K |
| Paladin Advisory Group, LLC | 0.04% | No change | 304 | $53K |
| Comprehensive Financial Planning, Inc. | 0.04% | No change | 250 | $44K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 160 | $28K |
| Assetmark, Inc. | 0.00% | Add +40.6% | 135 | $23K |
| Spire Wealth Management | 0.00% | No change | 127 | $22K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 118 | $21K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $17K |
| Ameriflex Group, Inc. | 0.01% | No change | 91 | $16K |
| Wells Fargo & Company | 0.00% | Add +1.6% | 65 | $11K |
| NorthRock Partners, LLC | 0.00% | No change | 64 | $11K |
| Front Row Advisors LLC | 0.00% | No change | 60 | $10K |
| Olistico Wealth, LLC | 0.01% | No change | 57 | $10K |
| Tidemark, LLC | 0.00% | Add +137.5% | 57 | $10K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Reduce -99.6% | 47 | $8K |
| Ulland Investment Advisors, LLC | 0.01% | Reduce -20.0% | 48 | $8K |
| US Bancorp \de | 0.00% | Reduce -98.0% | 42 | $7K |
| CX Institutional | 0.00% | New | 41 | $7K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 40 | $7K |
| CoreCap Advisors, LLC | 0.00% | No change | 31 | $5K |
| Painted Porch Advisors LLC | 0.00% | No change | 22 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 17 | $3K |
| Sandy Spring Bank | 0.00% | No change | 16 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -93.2% | 9 | $2K |
"% 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.