SPDR US LC Low Vol IdxLGLVETF
13F holders, Q1 2026 (March 31)193holders +14
23new positions
9sold out
3famous investors
$178.12avg. 13F price*
At the end of Q1 2026, 193 institutions reported holding SPDR US LC Low Vol Idx (LGLV) in their 13F filings, up 14 from Q4 2025. 23 opened new positions and 9 sold out. The largest holders were Cwm, LLC ($317.7M), Syntegra Private Wealth Group, LLC ($113.8M) and Gerber Kawasaki Wealth & Investment Management ($55.1M). 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 (Q1 2026)
- CUSIP
- 78468R804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $14.6M |
| Exits | 9 | $4.6M |
All 13F filers, Q4 2025 → Q1 2026: 382,302 shares bought and 185,794 shares sold, net +196,508 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 193 holders
| Cwm, LLC | 0.84% | Reduce -1.1% | 1,783,969 | $317.7M |
| Syntegra Private Wealth Group, LLC | 10.81% | Reduce -0.7% | 639,008 | $113.8M |
| Gerber Kawasaki Wealth & Investment Management | 1.75% | Reduce -2.1% | 309,038 | $55.1M |
| Baltimore-Washington Financial Advisors, Inc. | 2.34% | Add +2.5% | 302,891 | $53.9M |
| LPL Financial LLC | 0.01% | Add +1.3% | 186,337 | $33.2M |
| Osaic Holdings, Inc. | 0.05% | Reduce -3.4% | 186,269 | $33.2M |
| Morgan Stanley | 0.00% | Add +1.5% | 169,497 | $30.2M |
| DORVAL Corp | 6.96% | Add +1.9% | 126,008 | $22.4M |
| Horizon Investments, LLC | 0.24% | Add +52.6% | 121,394 | $21.6M |
| Ameriprise Financial Inc. | 0.00% | Add +3047.4% | 114,690 | $20.4M |
| AQR Capital Management | 0.01% | Add +21.1% | 107,389 | $19.1M |
| Bank of America Corp. | 0.00% | Add +1.0% | 94,519 | $16.8M |
| Ieq Capital, LLC | 0.07% | Reduce -1.4% | 84,677 | $15.1M |
| JPMorgan Chase & Co. | 0.00% | Add +60.6% | 72,086 | $12.7M |
| Integrity Alliance, Llc. | 0.44% | Add +1.7% | 64,224 | $11.4M |
| Founders Financial Securities LLC | 0.63% | Reduce -23.9% | 61,023 | $11.1M |
| Ethos Financial Group, LLC | 0.78% | Add +10.0% | 60,029 | $10.6M |
| Valmark Advisers, Inc. | 0.11% | Add +60.5% | 52,272 | $9.3M |
| State Street Corp. | 0.00% | Reduce -4.0% | 51,697 | $9.2M |
| First Trust Advisors LP | 0.01% | New | 44,887 | $8.0M |
| Tempo Wealth, LLC | 1.24% | Add +0.0% | 39,823 | $7.1M |
| HF Advisory Group, LLC | 2.12% | Add +1.7% | 34,968 | $6.2M |
| Sei Investments Co. | 0.00% | Reduce -5.5% | 25,141 | $4.5M |
| Raymond James Financial Inc. | 0.00% | Add +101.3% | 24,048 | $4.3M |
| Sage Mountain Advisors LLC | 0.24% | No change | 18,958 | $3.4M |
| Journey Advisory Group, LLC | 0.29% | Reduce -12.9% | 18,854 | $3.4M |
| UBS Group AG | 0.00% | Add +9.3% | 18,167 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.8% | 16,887 | $3.0M |
| Two Sigma Investments, LP | 0.00% | Add +22.8% | 15,600 | $2.8M |
| First American Trust, FSB | 0.18% | Reduce -7.0% | 14,871 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.2% | 14,305 | $2.5M |
| Legacy Advisory Services, LLC | 1.89% | Add +28.6% | 13,865 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -77.6% | 13,818 | $2.5M |
| McNaughton Wealth Management, LLC | 0.98% | Reduce -1.5% | 13,295 | $2.4M |
| Harbour Investments, Inc. | 0.03% | Add +171.3% | 12,461 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -38.4% | 12,336 | $2.2M |
| Quantinno Capital Management LP | 0.00% | New | 12,062 | $2.1M |
| Roffman Miller Associates Inc. | 0.12% | Add +0.1% | 11,826 | $2.1M |
| Daiwa Securities Group Inc. | 0.01% | Add +35.2% | 11,800 | $2.1M |
| Regatta Capital Group, LLC | 0.31% | Add +18.2% | 11,641 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +330.8% | 11,351 | $2.0M |
| Gateway Wealth Partners, LLC | 0.08% | Add +101.8% | 11,312 | $2.0M |
| Pallas Capital Advisors LLC | 0.07% | Reduce -13.0% | 10,480 | $1.9M |
| Mariner, LLC | 0.00% | Reduce -9.4% | 10,325 | $1.8M |
| Cetera Investment Advisers | 0.00% | Reduce -10.1% | 9,042 | $1.6M |
| Thoroughbred Financial Services, LLC | 0.10% | Reduce -2.4% | 9,004 | $1.6M |
| Norden Group LLC | 0.14% | No change | 8,455 | $1.5M |
| Milestone Investment Advisors LLC | 0.34% | Reduce -3.4% | 7,918 | $1.4M |
| Elevation Capital Advisory, LLC | 0.57% | Reduce -28.1% | 7,483 | $1.3M |
| Caliber Wealth Management, LLC / KS | 0.14% | Reduce -20.0% | 6,996 | $1.2M |
| Financial Insights, Inc. | 0.40% | Reduce -1.3% | 6,951 | $1.2M |
| Fortis Group Advisors, LLC | 0.20% | Add +1.4% | 6,807 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -38.1% | 6,726 | $1.2M |
| Independent Wealth Network Inc. | 0.34% | Reduce -0.6% | 6,378 | $1.1M |
| Flagship Private Wealth, LLC | 0.44% | Add +1.2% | 6,150 | $1.1M |
| VestGen Advisors, LLC | 0.03% | Reduce -47.6% | 5,771 | $1.0M |
| Apollon Financial, LLC | 0.14% | Reduce -2.5% | 5,724 | $1.0M |
| IHT Wealth Management, LLC | 0.02% | Reduce -0.7% | 5,722 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Reduce -10.4% | 5,629 | $1.0M |
| Mission Creek Capital Partners, Inc. | 0.20% | Reduce -0.7% | 5,551 | $989K |
| RFG - Bristol Wealth Advisors, LLC | 0.27% | Add +93.3% | 5,538 | $986K |
| Portland Financial Advisors Inc | 2.04% | Reduce -9.0% | 5,515 | $982K |
| Jones Financial Companies LLLP | 0.00% | Add +95.3% | 5,525 | $970K |
| Family Capital Management, Inc. | 0.42% | Reduce -12.2% | 5,276 | $940K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.7% | 5,090 | $906K |
| Krilogy Financial LLC | 0.03% | Reduce -0.6% | 4,969 | $902K |
| Cypress Wealth Services, LLC | 0.13% | No change | 5,000 | $891K |
| Integrated Wealth Concepts LLC | 0.01% | Add +20.3% | 4,841 | $862K |
| Strategic Blueprint, LLC | 0.05% | Reduce -3.1% | 4,711 | $839K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 4,608 | $821K |
| AE Wealth Management LLC | 0.00% | Add +16.4% | 4,519 | $805K |
| Abound Financial, LLC | 0.34% | Reduce -1.3% | 4,328 | $771K |
| JBR Co Financial Management Inc | 0.32% | No change | 4,389 | $771K |
| Sheets Smith Wealth Management | 0.09% | Reduce -2.5% | 4,274 | $761K |
| Thrive Capital Management, LLC | 0.16% | Reduce -0.6% | 4,051 | $722K |
| Riversedge Advisors, LLC | 0.11% | Reduce -0.9% | 3,887 | $692K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 3,855 | $687K |
| Perryman Financial Advisory Inc. | 0.10% | Add +1.8% | 3,765 | $671K |
| Barnes Wealth Management Group, Inc | 0.33% | Reduce -15.1% | 3,653 | $651K |
| Integrity Advisory Solutions, LLC | 0.08% | Add +0.2% | 3,605 | $642K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 3,586 | $639K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.5% | 3,507 | $625K |
| Harvest Investment Services, LLC | 0.11% | Reduce -2.8% | 3,484 | $621K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.1% | 3,442 | $613K |
| Compound Planning, Inc. | 0.02% | Reduce -10.0% | 3,364 | $599K |
| Inspire Advisors, LLC | 0.05% | New | 3,364 | $599K |
| Avant Capital LLC | 0.41% | Reduce -1.9% | 3,283 | $585K |
| Wedbush Securities Inc. | 0.02% | Add +3.1% | 3,276 | $583K |
| Raab & Moskowitz Asset Management LLC | 0.13% | Add +0.3% | 3,225 | $574K |
| FMR LLC | 0.00% | Add +36.0% | 3,194 | $569K |
| Brookstone Capital Management | 0.01% | Reduce -1.4% | 3,186 | $567K |
| Composition Wealth, LLC | 0.01% | Reduce -50.9% | 3,091 | $550K |
| Vista Cima Wealth Management LLC | 0.53% | Reduce -0.2% | 2,988 | $532K |
| Hutchens & Kramer Investment Management Group, LLC | 0.17% | Reduce -0.3% | 2,980 | $531K |
| Jane Street Group, LLC | 0.00% | New | 2,833 | $505K |
| Insight Advisors, LLC/ PA | 0.09% | Reduce -0.4% | 2,801 | $499K |
| Creative Financial Designs Inc. | 0.03% | Reduce -2.5% | 2,749 | $490K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -4.3% | 2,709 | $483K |
| Cardiff Park Advisors, LLC | 0.04% | Reduce -1.9% | 2,666 | $475K |
| MML Investors Services, LLC | 0.00% | Reduce -18.5% | 2,596 | $462K |
"% 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.