SPDR US LC Low Vol IdxLGLVETF
13F holders, Q2 2025 (June 30)180holders +7
22new positions
15sold out
3famous investors
$174.59avg. 13F price*
At the end of Q2 2025, 180 institutions reported holding SPDR US LC Low Vol Idx (LGLV) in their 13F filings, up 7 from Q1 2025. 22 opened new positions and 15 sold out. The largest holders were Cwm, LLC ($241.1M), Syntegra Private Wealth Group, LLC ($122.0M) and Baltimore-Washington Financial Advisors, Inc. ($48.8M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- SPDR US LC Low Vol Idx
- Filed as
- SPDR SERIES TRUST (Q2 2025)
- CUSIP
- 78468R804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $29.0M |
| Exits | 15 | $59.9M |
All 13F filers, Q1 2025 → Q2 2025: 1,121,152 shares bought and 459,964 shares sold, net +661,188 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 180 holders
| Cwm, LLC | 0.85% | Add +69.5% | 1,380,611 | $241.1M |
| Syntegra Private Wealth Group, LLC | 12.45% | Add +8.2% | 698,710 | $122.0M |
| Baltimore-Washington Financial Advisors, Inc. | 2.28% | Add +1.5% | 279,627 | $48.8M |
| Gerber Kawasaki Wealth & Investment Management | 1.75% | Reduce -0.6% | 259,539 | $45.3M |
| LPL Financial LLC | 0.01% | Add +15.4% | 195,209 | $34.1M |
| CW Advisors, LLC | 0.32% | Reduce -9.1% | 187,919 | $32.8M |
| JPMorgan Chase & Co. | 0.00% | Add +148.7% | 175,531 | $30.6M |
| Morgan Stanley | 0.00% | Reduce -0.1% | 168,069 | $29.3M |
| DORVAL Corp | 7.18% | Add +2.6% | 114,883 | $20.1M |
| State Street Corp. | 0.00% | Add +99.2% | 103,795 | $18.1M |
| Ieq Capital, LLC | 0.10% | No change | 92,605 | $16.2M |
| Bank of America Corp. | 0.00% | Add +4.6% | 91,399 | $16.0M |
| Founders Financial Securities LLC | 0.98% | Add +81.5% | 74,041 | $12.9M |
| Horizon Investments, LLC | 0.20% | Add +76.8% | 73,961 | $12.9M |
| AQR Capital Management | 0.01% | Add +3.4% | 67,466 | $11.8M |
| Integrity Alliance, Llc. | 0.55% | Reduce -35.1% | 57,768 | $10.1M |
| VestGen Advisors, LLC | 0.35% | New | 50,039 | $8.7M |
| Magnolia Capital Advisors LLC | 1.89% | New | 42,893 | $7.5M |
| Ethos Financial Group, LLC | 0.56% | Add +88.8% | 37,037 | $6.5M |
| First American Trust, FSB | 0.45% | Add +3.8% | 32,117 | $5.6M |
| Raymond James Financial Inc. | 0.00% | Add +0.8% | 31,507 | $5.5M |
| HF Advisory Group, LLC | 2.10% | Add +4.3% | 30,370 | $5.3M |
| Osaic Holdings, Inc. | 0.01% | Add +37.3% | 28,001 | $4.9M |
| Ameriprise Financial Inc. | 0.00% | Add +468.4% | 27,248 | $4.6M |
| Valmark Advisers, Inc. | 0.06% | Add +12.3% | 26,132 | $4.6M |
| Sei Investments Co. | 0.01% | Reduce -6.8% | 25,127 | $4.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -22.5% | 21,295 | $3.7M |
| Two Sigma Investments, LP | 0.01% | New | 21,410 | $3.7M |
| Journey Advisory Group, LLC | 0.29% | Add +2.8% | 21,005 | $3.7M |
| Sage Mountain Advisors LLC | 0.22% | No change | 18,958 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.8% | 16,447 | $2.9M |
| McNaughton Wealth Management, LLC | 1.23% | Add +4.4% | 15,834 | $2.8M |
| Cetera Investment Advisers | 0.00% | Add +55.0% | 13,755 | $2.4M |
| UBS Group AG | 0.00% | Add +8.2% | 13,564 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.5% | 13,241 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -42.5% | 12,828 | $2.2M |
| Roffman Miller Associates Inc. | 0.13% | Add +0.4% | 12,094 | $2.1M |
| Pallas Capital Advisors LLC | 0.08% | New | 11,617 | $2.0M |
| Caliber Wealth Management, LLC / KS | 0.21% | Reduce -22.2% | 11,309 | $2.0M |
| Legacy Advisory Services, LLC | 1.50% | Add +0.3% | 10,813 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -65.0% | 10,760 | $1.9M |
| Thoroughbred Financial Services, LLC | 0.12% | Reduce -8.2% | 10,139 | $1.8M |
| Mariner, LLC | 0.00% | Add +19.5% | 10,089 | $1.8M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -5.2% | 9,500 | $1.7M |
| Milestone Investment Advisors LLC | 0.41% | Reduce -4.6% | 8,967 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +61.8% | 8,739 | $1.5M |
| Norden Group LLC | 0.16% | Reduce -3.7% | 8,655 | $1.5M |
| IHT Wealth Management, LLC | 0.04% | Add +3.8% | 8,270 | $1.4M |
| Financial Insights, Inc. | 0.46% | Reduce -3.0% | 7,219 | $1.3M |
| Composition Wealth, LLC | 0.02% | Reduce -8.7% | 7,168 | $1.3M |
| Fortis Group Advisors, LLC | 0.23% | Reduce -3.0% | 7,210 | $1.3M |
| Financial Advocates Investment Management | 0.10% | Reduce -2.8% | 6,961 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.9% | 6,558 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +0.2% | 6,537 | $1.1M |
| Flagship Private Wealth, LLC | 0.48% | Add +1.7% | 6,445 | $1.1M |
| Family Capital Management, Inc. | 0.57% | Reduce -0.5% | 6,183 | $1.1M |
| Portland Financial Advisors Inc | 2.54% | No change | 6,062 | $1.1M |
| Independent Wealth Network Inc. | 0.38% | Reduce -2.6% | 5,970 | $1.0M |
| Mission Creek Capital Partners, Inc. | 0.23% | Reduce -4.4% | 5,816 | $1.0M |
| Regatta Capital Group, LLC | 0.17% | New | 5,639 | $985K |
| Thrive Capital Management, LLC | 0.29% | New | 5,256 | $918K |
| Cypress Wealth Services, LLC | 0.16% | No change | 5,166 | $902K |
| Apollon Financial, LLC | 0.19% | Add +106.6% | 5,155 | $900K |
| RFG - Bristol Wealth Advisors, LLC | 0.27% | New | 4,960 | $866K |
| Riversedge Advisors, LLC | 0.17% | Reduce -17.9% | 4,936 | $862K |
| Strategic Blueprint, LLC | 0.04% | Reduce -0.9% | 4,915 | $858K |
| Sheets Smith Wealth Management | 0.10% | No change | 4,798 | $838K |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.0% | 4,796 | $837K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -42.0% | 4,751 | $830K |
| Gateway Wealth Partners, LLC | 0.16% | New | 4,710 | $822K |
| Efficient Advisors, LLC | 0.05% | New | 4,671 | $816K |
| Abound Financial, LLC | 0.35% | Reduce -2.3% | 4,558 | $796K |
| Harbour Investments, Inc. | 0.02% | Add +3.0% | 4,237 | $740K |
| Wedbush Securities Inc. | 0.02% | Reduce -4.1% | 3,890 | $679K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -1.3% | 3,855 | $673K |
| Compound Planning, Inc. | 0.03% | Reduce -2.1% | 3,786 | $661K |
| Tsfg, LLC | 0.12% | Reduce -1.0% | 3,718 | $649K |
| Barnes Wealth Management Group, Inc | 0.38% | Add +39.9% | 3,713 | $648K |
| Mutual Advisors, LLC | 0.02% | Reduce -0.3% | 3,561 | $629K |
| Creative Financial Designs Inc. | 0.04% | Reduce -3.0% | 3,531 | $617K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +8.5% | 3,518 | $614K |
| Harvest Investment Services, LLC | 0.13% | Add +0.6% | 3,272 | $571K |
| Avant Capital LLC | 0.44% | Add +3.3% | 3,246 | $567K |
| Hutchens & Kramer Investment Management Group, LLC | 0.26% | Reduce -5.1% | 3,209 | $564K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -52.6% | 3,171 | $554K |
| Vista Cima Wealth Management LLC | 0.50% | No change | 3,044 | $532K |
| MML Investors Services, LLC | 0.00% | Add +21.2% | 2,883 | $503K |
| Brookstone Capital Management | 0.01% | Reduce -10.6% | 2,812 | $491K |
| Insight Advisors, LLC/ PA | 0.08% | Reduce -7.4% | 2,740 | $479K |
| Berkeley, Inc | 0.17% | Add +0.2% | 2,740 | $478K |
| Arq Wealth Advisors, LLC | 0.16% | No change | 2,742 | $477K |
| Cardiff Park Advisors, LLC | 0.04% | No change | 2,719 | $475K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -4.5% | 2,683 | $469K |
| JBR Co Financial Management Inc | 0.22% | New | 2,531 | $442K |
| FMR LLC | 0.00% | Add +14.2% | 2,525 | $441K |
| High Net Worth Advisory Group LLC | 0.11% | No change | 2,400 | $419K |
| Jones Financial Companies LLLP | 0.00% | Add +44.3% | 2,409 | $418K |
| HighTower Advisors, LLC | 0.00% | No change | 2,360 | $412K |
| AE Wealth Management LLC | 0.00% | Reduce -4.3% | 2,353 | $411K |
| Good Life Advisors, LLC | 0.03% | New | 2,350 | $410K |
"% 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.