SPDR US LC Low Vol IdxLGLVETF
13F holders, Q4 2025 (December 31)179holders −2
13new positions
19sold out
3famous investors
$175.60avg. 13F price*
At the end of Q4 2025, 179 institutions reported holding SPDR US LC Low Vol Idx (LGLV) in their 13F filings, down 2 from Q3 2025. 13 opened new positions and 19 sold out. The largest holders were Cwm, LLC ($316.8M), Syntegra Private Wealth Group, LLC ($113.0M) and Gerber Kawasaki Wealth & Investment Management ($55.4M). 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 (Q4 2025)
- CUSIP
- 78468R804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $7.5M |
| Exits | 19 | $2.5M |
All 13F filers, Q3 2025 → Q4 2025: 472,788 shares bought and 299,099 shares sold, net +173,689 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 179 holders
| Cwm, LLC | 0.86% | Add +18.4% | 1,804,160 | $316.8M |
| Syntegra Private Wealth Group, LLC | 10.37% | Reduce -13.8% | 643,355 | $113.0M |
| Gerber Kawasaki Wealth & Investment Management | 1.93% | Add +6.0% | 315,628 | $55.4M |
| Baltimore-Washington Financial Advisors, Inc. | 2.17% | Add +2.4% | 295,425 | $51.9M |
| Osaic Holdings, Inc. | 0.05% | Reduce -12.9% | 192,722 | $33.8M |
| LPL Financial LLC | 0.01% | Add +0.4% | 183,961 | $32.3M |
| Morgan Stanley | 0.00% | Add +0.5% | 166,958 | $29.3M |
| DORVAL Corp | 6.93% | Add +3.3% | 123,610 | $21.7M |
| Bank of America Corp. | 0.00% | Add +1.6% | 93,550 | $16.4M |
| AQR Capital Management | 0.01% | Add +27.6% | 88,683 | $15.6M |
| Ieq Capital, LLC | 0.05% | Reduce -20.4% | 85,863 | $15.1M |
| Founders Financial Securities LLC | 0.83% | Add +5.4% | 80,140 | $14.1M |
| Horizon Investments, LLC | 0.18% | Add +5.0% | 79,572 | $14.0M |
| Integrity Alliance, Llc. | 0.41% | Reduce -0.8% | 63,141 | $11.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +474.8% | 61,782 | $10.8M |
| Ethos Financial Group, LLC | 0.71% | Add +45.5% | 54,586 | $9.6M |
| State Street Corp. | 0.00% | Reduce -34.7% | 53,860 | $9.5M |
| JPMorgan Chase & Co. | 0.00% | Add +12.7% | 44,892 | $7.9M |
| Tempo Wealth, LLC | 1.25% | — | 39,818 | $7.0M |
| HF Advisory Group, LLC | 2.11% | Add +7.8% | 34,372 | $6.0M |
| Valmark Advisers, Inc. | 0.07% | Add +4.0% | 32,558 | $5.7M |
| Sei Investments Co. | 0.00% | Add +7.1% | 26,593 | $4.7M |
| Silver Oak Securities, Incorporated | 0.27% | New | 22,746 | $4.0M |
| Journey Advisory Group, LLC | 0.32% | Add +1.8% | 21,657 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.9% | 20,034 | $3.6M |
| Sage Mountain Advisors LLC | 0.18% | No change | 18,958 | $3.3M |
| UBS Group AG | 0.00% | Reduce -2.5% | 16,621 | $2.9M |
| First American Trust, FSB | 0.19% | Reduce -47.9% | 15,992 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.5% | 15,962 | $2.8M |
| McNaughton Wealth Management, LLC | 0.98% | Reduce -19.5% | 13,497 | $2.4M |
| Two Sigma Investments, LP | 0.00% | Reduce -28.3% | 12,700 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.6% | 12,528 | $2.2M |
| Pallas Capital Advisors LLC | 0.07% | Add +1.1% | 12,052 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Add +3.1% | 11,945 | $2.1M |
| Roffman Miller Associates Inc. | 0.11% | Reduce -1.8% | 11,818 | $2.1M |
| Mariner, LLC | 0.00% | Add +18.0% | 11,396 | $2.0M |
| VestGen Advisors, LLC | 0.08% | Reduce -78.1% | 11,022 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -8.1% | 10,873 | $1.9M |
| Legacy Advisory Services, LLC | 1.42% | Reduce -0.5% | 10,785 | $1.9M |
| Elevation Capital Advisory, LLC | 0.75% | New | 10,402 | $1.8M |
| Cetera Investment Advisers | 0.00% | Reduce -40.2% | 10,054 | $1.8M |
| Regatta Capital Group, LLC | 0.26% | Add +23.9% | 9,852 | $1.7M |
| Thoroughbred Financial Services, LLC | 0.10% | Reduce -9.0% | 9,222 | $1.6M |
| Caliber Wealth Management, LLC / KS | 0.17% | Reduce -8.6% | 8,741 | $1.5M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -1.9% | 8,730 | $1.5M |
| Norden Group LLC | 0.15% | Reduce -2.3% | 8,455 | $1.5M |
| Citadel Advisors | 0.00% | Add +46.9% | 8,280 | $1.5M |
| Milestone Investment Advisors LLC | 0.35% | Reduce -4.4% | 8,198 | $1.4M |
| Financial Insights, Inc. | 0.41% | Reduce -2.2% | 7,040 | $1.2M |
| Fortis Group Advisors, LLC | 0.21% | Add +0.5% | 6,716 | $1.2M |
| Independent Wealth Network Inc. | 0.34% | Reduce -0.4% | 6,415 | $1.1M |
| Composition Wealth, LLC | 0.02% | Reduce -1.8% | 6,298 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.6% | 6,285 | $1.1M |
| Flagship Private Wealth, LLC | 0.42% | Reduce -6.4% | 6,077 | $1.1M |
| Portland Financial Advisors Inc | 2.26% | No change | 6,062 | $1.1M |
| Family Capital Management, Inc. | 0.47% | Reduce -2.3% | 6,008 | $1.1M |
| Apollon Financial, LLC | 0.15% | Add +0.3% | 5,873 | $1.0M |
| IHT Wealth Management, LLC | 0.02% | Reduce -30.1% | 5,762 | $1.0M |
| Gateway Wealth Partners, LLC | 0.11% | Add +16.6% | 5,605 | $984K |
| Mission Creek Capital Partners, Inc. | 0.20% | Reduce -0.8% | 5,591 | $982K |
| Royal Bank of Canada | 0.00% | Reduce -69.4% | 5,506 | $967K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -17.6% | 5,396 | $947K |
| Krilogy Financial LLC | 0.03% | Reduce -0.9% | 5,001 | $912K |
| Cypress Wealth Services, LLC | 0.12% | Reduce -3.2% | 5,000 | $878K |
| Strategic Blueprint, LLC | 0.05% | Reduce -0.3% | 4,860 | $853K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.0% | 4,608 | $809K |
| Harbour Investments, Inc. | 0.02% | Add +1.7% | 4,593 | $806K |
| JBR Co Financial Management Inc | 0.32% | Reduce -5.9% | 4,389 | $771K |
| Abound Financial, LLC | 0.30% | Add +0.0% | 4,387 | $770K |
| Sheets Smith Wealth Management | 0.08% | Reduce -4.0% | 4,384 | $770K |
| Barnes Wealth Management Group, Inc | 0.40% | Add +1.9% | 4,300 | $755K |
| Thrive Capital Management, LLC | 0.16% | Reduce -16.7% | 4,074 | $715K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -16.1% | 4,025 | $707K |
| Riversedge Advisors, LLC | 0.11% | Reduce -3.9% | 3,924 | $689K |
| AE Wealth Management LLC | 0.00% | Add +1.0% | 3,881 | $681K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 3,855 | $677K |
| Compound Planning, Inc. | 0.02% | Reduce -0.3% | 3,737 | $656K |
| Perryman Financial Advisory Inc. | 0.10% | — | 3,697 | $649K |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.3% | 3,644 | $640K |
| Integrity Advisory Solutions, LLC | 0.09% | Add +11.6% | 3,598 | $632K |
| Harvest Investment Services, LLC | 0.12% | Add +16.9% | 3,583 | $629K |
| Mutual Advisors, LLC | 0.01% | No change | 3,561 | $625K |
| Avant Capital LLC | 0.40% | Add +0.1% | 3,348 | $588K |
| Brookstone Capital Management | 0.01% | Add +1.2% | 3,233 | $568K |
| Raab & Moskowitz Asset Management LLC | 0.12% | Add +86.3% | 3,214 | $564K |
| MML Investors Services, LLC | 0.00% | Add +11.6% | 3,187 | $560K |
| Wedbush Securities Inc. | 0.02% | Add +6.4% | 3,176 | $558K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.1% | 3,440 | $556K |
| Vista Cima Wealth Management LLC | 0.44% | Reduce -1.4% | 2,995 | $526K |
| Hutchens & Kramer Investment Management Group, LLC | 0.18% | Reduce -4.5% | 2,990 | $525K |
| RFG - Bristol Wealth Advisors, LLC | 0.14% | Reduce -32.6% | 2,865 | $503K |
| Ameritas Advisory Services, LLC | 0.02% | Add +22.3% | 2,831 | $497K |
| Jones Financial Companies LLLP | 0.00% | Add +14.5% | 2,829 | $497K |
| Creative Financial Designs Inc. | 0.03% | Reduce -20.3% | 2,819 | $495K |
| Insight Advisors, LLC/ PA | 0.07% | Add +0.5% | 2,812 | $494K |
| Cardiff Park Advisors, LLC | 0.04% | No change | 2,719 | $477K |
| Susquehanna International Group, LLP | 0.00% | Reduce -61.9% | 2,635 | $463K |
| Legacy Trust | 0.08% | No change | 2,568 | $451K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.0% | 2,548 | $447K |
| Arq Wealth Advisors, LLC | 0.12% | Reduce -1.6% | 2,460 | $432K |
"% 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.