SPDR US LC Low Vol IdxLGLVETF
13F holders, Q3 2025 (September 30)181holders +1
14new positions
11sold out
3famous investors
$178.13avg. 13F price*
At the end of Q3 2025, 181 institutions reported holding SPDR US LC Low Vol Idx (LGLV) in their 13F filings, up 1 from Q2 2025. 14 opened new positions and 11 sold out. The largest holders were Cwm, LLC ($271.5M), Syntegra Private Wealth Group, LLC ($133.0M) and Gerber Kawasaki Wealth & Investment Management ($53.1M). 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 (Q3 2025)
- CUSIP
- 78468R804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $3.7M |
| Exits | 11 | $10.3M |
All 13F filers, Q2 2025 → Q3 2025: 532,981 shares bought and 299,355 shares sold, net +233,626 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 181 holders
| Cwm, LLC | 0.82% | Add +10.4% | 1,524,059 | $271.5M |
| Syntegra Private Wealth Group, LLC | 12.55% | Add +6.9% | 746,658 | $133.0M |
| Gerber Kawasaki Wealth & Investment Management | 1.82% | Add +14.8% | 297,844 | $53.1M |
| Baltimore-Washington Financial Advisors, Inc. | 2.20% | Add +3.2% | 288,483 | $51.4M |
| Osaic Holdings, Inc. | 0.06% | Add +689.8% | 221,160 | $39.4M |
| LPL Financial LLC | 0.01% | Reduce -6.1% | 183,285 | $32.7M |
| Morgan Stanley | 0.00% | Reduce -1.1% | 166,133 | $29.6M |
| DORVAL Corp | 7.05% | Add +4.1% | 119,618 | $21.3M |
| Ieq Capital, LLC | 0.06% | Add +16.4% | 107,815 | $19.2M |
| Bank of America Corp. | 0.00% | Add +0.8% | 92,120 | $16.4M |
| State Street Corp. | 0.00% | Reduce -20.5% | 82,474 | $14.7M |
| Founders Financial Securities LLC | 0.92% | Add +2.7% | 76,038 | $13.5M |
| Horizon Investments, LLC | 0.18% | Add +2.4% | 75,750 | $13.5M |
| AQR Capital Management | 0.01% | Add +3.0% | 69,475 | $12.4M |
| Integrity Alliance, Llc. | 0.54% | Add +10.2% | 63,674 | $11.3M |
| VestGen Advisors, LLC | 0.30% | Add +0.6% | 50,345 | $9.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -77.3% | 39,826 | $7.1M |
| Ethos Financial Group, LLC | 0.53% | Add +1.3% | 37,502 | $6.7M |
| HF Advisory Group, LLC | 2.09% | Add +5.0% | 31,874 | $5.7M |
| Valmark Advisers, Inc. | 0.07% | Add +19.8% | 31,315 | $5.6M |
| First American Trust, FSB | 0.40% | Reduce -4.4% | 30,710 | $5.5M |
| Sei Investments Co. | 0.00% | Reduce -1.1% | 24,839 | $4.4M |
| Journey Advisory Group, LLC | 0.28% | Add +1.3% | 21,275 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -5.1% | 20,208 | $3.6M |
| Sage Mountain Advisors LLC | 0.19% | No change | 18,958 | $3.4M |
| Royal Bank of Canada | 0.00% | Add +1068.5% | 18,019 | $3.2M |
| Two Sigma Investments, LP | 0.01% | Reduce -17.3% | 17,700 | $3.2M |
| UBS Group AG | 0.00% | Add +25.6% | 17,040 | $3.0M |
| Cetera Investment Advisers | 0.00% | Add +22.3% | 16,824 | $3.0M |
| McNaughton Wealth Management, LLC | 1.26% | Add +5.9% | 16,769 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.5% | 16,042 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.7% | 12,096 | $2.2M |
| Roffman Miller Associates Inc. | 0.12% | Reduce -0.5% | 12,034 | $2.1M |
| Pallas Capital Advisors LLC | 0.08% | Add +2.6% | 11,918 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -7.8% | 11,826 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -63.2% | 11,583 | $2.1M |
| Legacy Advisory Services, LLC | 1.46% | Add +0.3% | 10,844 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.1% | 10,749 | $1.9M |
| Thoroughbred Financial Services, LLC | 0.11% | No change | 10,139 | $1.8M |
| Mariner, LLC | 0.00% | Reduce -4.3% | 9,660 | $1.7M |
| Caliber Wealth Management, LLC / KS | 0.19% | Reduce -15.4% | 9,567 | $1.7M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -6.3% | 8,900 | $1.6M |
| Norden Group LLC | 0.16% | No change | 8,655 | $1.5M |
| Milestone Investment Advisors LLC | 0.38% | Reduce -4.4% | 8,572 | $1.5M |
| IHT Wealth Management, LLC | 0.04% | Reduce -0.3% | 8,244 | $1.5M |
| Regatta Capital Group, LLC | 0.22% | Add +41.0% | 7,953 | $1.4M |
| Financial Insights, Inc. | 0.42% | Reduce -0.3% | 7,199 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -20.9% | 6,916 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.2% | 6,546 | $1.2M |
| Flagship Private Wealth, LLC | 0.46% | Add +0.7% | 6,491 | $1.2M |
| Fortis Group Advisors, LLC | 0.20% | Reduce -7.3% | 6,685 | $1.2M |
| Independent Wealth Network Inc. | 0.37% | Add +7.9% | 6,442 | $1.1M |
| Composition Wealth, LLC | 0.02% | Reduce -10.5% | 6,415 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.3% | 6,390 | $1.1M |
| Family Capital Management, Inc. | 0.52% | Reduce -0.6% | 6,149 | $1.1M |
| Portland Financial Advisors Inc | 2.30% | No change | 6,062 | $1.1M |
| Apollon Financial, LLC | 0.17% | Add +13.6% | 5,855 | $1.0M |
| Citadel Advisors | 0.00% | Add +313.2% | 5,636 | $1.0M |
| Mission Creek Capital Partners, Inc. | 0.20% | Reduce -3.1% | 5,636 | $1.0M |
| Cypress Wealth Services, LLC | 0.15% | No change | 5,166 | $920K |
| Thrive Capital Management, LLC | 0.22% | Reduce -7.0% | 4,890 | $871K |
| Krilogy Financial LLC | 0.03% | New | 5,045 | $870K |
| Strategic Blueprint, LLC | 0.04% | Reduce -0.8% | 4,873 | $868K |
| Gateway Wealth Partners, LLC | 0.12% | Add +2.0% | 4,806 | $856K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.1% | 4,800 | $855K |
| JBR Co Financial Management Inc | 0.35% | Add +84.2% | 4,663 | $831K |
| Rockefeller Capital Management L.P. | 0.00% | New | 4,607 | $821K |
| Sheets Smith Wealth Management | 0.09% | Reduce -4.8% | 4,569 | $814K |
| Harbour Investments, Inc. | 0.02% | Add +6.6% | 4,517 | $805K |
| Abound Financial, LLC | 0.31% | Reduce -3.8% | 4,386 | $781K |
| RFG - Bristol Wealth Advisors, LLC | 0.22% | Reduce -14.3% | 4,252 | $757K |
| Barnes Wealth Management Group, Inc | 0.41% | Add +13.6% | 4,218 | $751K |
| Riversedge Advisors, LLC | 0.12% | Reduce -17.3% | 4,082 | $727K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 3,855 | $687K |
| AE Wealth Management LLC | 0.00% | Add +63.3% | 3,842 | $684K |
| Compound Planning, Inc. | 0.02% | Reduce -1.0% | 3,748 | $668K |
| Ameriprise Financial Inc. | 0.00% | Reduce -86.5% | 3,692 | $658K |
| Creative Financial Designs Inc. | 0.04% | Add +0.2% | 3,537 | $630K |
| Mutual Advisors, LLC | 0.01% | No change | 3,561 | $627K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -2.3% | 3,438 | $613K |
| Avant Capital LLC | 0.42% | Add +3.0% | 3,344 | $596K |
| Mach-1 Financial Group, LLC | 0.09% | New | 3,223 | $574K |
| Integrity Advisory Solutions, LLC | 0.09% | — | 3,223 | $574K |
| Brookstone Capital Management | 0.01% | Add +13.7% | 3,196 | $569K |
| Hutchens & Kramer Investment Management Group, LLC | 0.22% | Reduce -2.4% | 3,132 | $558K |
| Harvest Investment Services, LLC | 0.11% | Reduce -6.3% | 3,065 | $546K |
| Vista Cima Wealth Management LLC | 0.45% | Reduce -0.3% | 3,036 | $541K |
| Wedbush Securities Inc. | 0.02% | Reduce -23.3% | 2,984 | $532K |
| MML Investors Services, LLC | 0.00% | Reduce -0.9% | 2,856 | $509K |
| Insight Advisors, LLC/ PA | 0.08% | Add +2.1% | 2,797 | $498K |
| Cardiff Park Advisors, LLC | 0.04% | No change | 2,719 | $484K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -17.1% | 2,629 | $468K |
| Legacy Trust | 0.09% | New | 2,568 | $458K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -5.0% | 2,549 | $454K |
| Darwin Wealth Management, LLC | 0.14% | Add +11.1% | 2,504 | $446K |
| Arq Wealth Advisors, LLC | 0.13% | Reduce -8.8% | 2,501 | $446K |
| Jones Financial Companies LLLP | 0.00% | Add +2.6% | 2,471 | $437K |
| High Net Worth Advisory Group LLC | 0.10% | No change | 2,400 | $428K |
| FMR LLC | 0.00% | Reduce -5.6% | 2,383 | $425K |
| ARS Wealth Advisors Group, LLC | 0.04% | Add +0.3% | 2,348 | $418K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.6% | 2,347 | $418K |
| Ameritas Advisory Services, LLC | 0.03% | New | 2,315 | $412K |
| Commonwealth Financial Services, LLC | 0.07% | No change | 2,311 | $412K |
| &partners | 0.00% | Add +0.1% | 2,155 | $384K |
| Tsfg, LLC | 0.06% | Reduce -43.3% | 2,108 | $376K |
| Second Line Capital, LLC | 0.08% | Reduce -4.9% | 2,079 | $370K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -6.5% | 2,043 | $364K |
| Mercer Global Advisors Inc. | 0.00% | Add +8.3% | 1,934 | $345K |
| Merit Financial Group, LLC | 0.00% | Reduce -4.2% | 1,884 | $336K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +285.8% | 1,821 | $324K |
| Raab & Moskowitz Asset Management LLC | 0.07% | New | 1,725 | $307K |
| Western Wealth Management, LLC | 0.02% | Add +25.4% | 1,681 | $300K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 1,678 | $299K |
| Iowa State Bank | 0.06% | No change | 1,660 | $296K |
| Wealthgarden F.S. LLC | 0.21% | Add +0.1% | 1,666 | $293K |
| Millington Financial Advisors, LLC | 0.14% | Reduce -4.0% | 1,665 | $291K |
| Trek Financial, LLC | 0.02% | Add +0.5% | 1,611 | $287K |
| Prosperity Financial Group, Inc. | 0.10% | Reduce -1.5% | 1,596 | $284K |
| Park Avenue Securities LLC | 0.00% | Reduce -3.4% | 1,584 | $282K |
| Berkeley, Inc | 0.09% | Reduce -44.1% | 1,532 | $273K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,501 | $267K |
| Stifel Financial Corp. | 0.00% | Add +2.9% | 1,484 | $264K |
| Brookwood Investment Group LLC | 0.03% | Reduce -13.1% | 1,480 | $264K |
| Fisher Asset Management | 0.00% | Add +20.5% | 1,479 | $264K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.5% | 1,445 | $257K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 1,400 | $249K |
| Janney Montgomery Scott LLC | 0.00% | No change | 1,400 | $249K |
| Moloney Securities Asset Management, LLC | 0.03% | No change | 1,379 | $246K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,375 | $245K |
| Accel Wealth Management | 0.07% | No change | 1,375 | $245K |
| Calton & Associates, Inc. | 0.04% | Add +2.2% | 1,352 | $241K |
| Stonebridge Financial Group, LLC | 0.02% | Add +0.5% | 1,336 | $238K |
| Investment Planning Advisors, Inc. | 0.07% | No change | 1,300 | $232K |
| Advisory Alpha, LLC | 0.01% | Reduce -10.0% | 1,226 | $217K |
| Aspire Capital Advisors LLC | 0.05% | Reduce -38.9% | 1,168 | $208K |
| Pacific Sun Financial Corp | 0.10% | No change | 1,150 | $205K |
| Hughes Financial Services, LLC | 0.03% | No change | 1,155 | $201K |
| Kirkwood Financial Services | 0.07% | — | 1,126 | $201K |
| Barrett & Company, Inc. | 0.06% | No change | 1,054 | $188K |
| Private Trust Co. NA | 0.01% | No change | 901 | $161K |
| Bogart Wealth, LLC | 0.01% | Reduce -22.6% | 826 | $147K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.5% | 644 | $115K |
| Grey Fox Wealth Advisors, LLC | 0.02% | New | 619 | $110K |
| Optiver Holding B.V. | 0.00% | New | 588 | $105K |
| Lanark Financial, Inc. | 0.01% | No change | 408 | $73K |
| CENTRAL TRUST Co | 0.00% | No change | 378 | $67K |
| Qube Research & Technologies Ltd | 0.00% | Add +283.3% | 345 | $61K |
| Signaturefd, LLC | 0.00% | Reduce -39.1% | 323 | $58K |
| Comerica Bank | 0.00% | No change | 311 | $55K |
| NFSG Corp | 0.01% | No change | 306 | $55K |
| Paladin Advisory Group, LLC | 0.04% | No change | 304 | $54K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2.7% | 302 | $54K |
| Comprehensive Financial Planning, Inc. | 0.03% | Add +0.4% | 253 | $45K |
| Citigroup Inc. | 0.00% | New | 223 | $40K |
| Advantage Trust Co | 0.02% | No change | 219 | $39K |
| Assetmark, Inc. | 0.00% | Add +56.3% | 200 | $36K |
| BlackRock, Inc. | 0.00% | Reduce -44.8% | 191 | $34K |
| Ulland Investment Advisors, LLC | 0.03% | No change | 187 | $33K |
| Spire Wealth Management | 0.00% | No change | 168 | $30K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 160 | $29K |
| Blair William & Co. | 0.00% | Reduce -54.5% | 147 | $26K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $18K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 97 | $17K |
| Westside Investment Management, Inc. | 0.00% | New | 84 | $15K |
| Elevation Wealth Partners, LLC | 0.01% | New | 80 | $14K |
| Front Row Advisors LLC | 0.00% | No change | 60 | $11K |
| Advisory Services Network, LLC | 0.00% | New | 55 | $10K |
| Medallion Wealth Advisors, LLC | 0.00% | New | 50 | $9K |
| Wells Fargo & Company | 0.00% | Reduce -49.4% | 45 | $8K |
| US Bancorp \de | 0.00% | No change | 43 | $8K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 40 | $7K |
| CX Institutional | 0.00% | No change | 41 | $7K |
| Tidemark, LLC | 0.00% | No change | 33 | $6K |
| CoreCap Advisors, LLC | 0.00% | No change | 31 | $6K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -91.9% | 30 | $5K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | Reduce -24.3% | 28 | $5K |
| Painted Porch Advisors LLC | 0.00% | Reduce -13.6% | 19 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 17 | $3K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 17 | $3K |
| Principal Securities, Inc. | 0.00% | New | 7 | $1K |
| WFA of San Diego, LLC | 0.00% | Reduce -83.3% | 1 | $178 |
"% 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.