SPDR US LC Low Vol IdxLGLVETF
13F holders, Q2 2026 (June 30)185holders −8
8new positions
16sold out
3famous investors
$181.49avg. 13F price*
At the end of Q2 2026, 185 institutions reported holding SPDR US LC Low Vol Idx (LGLV) in their 13F filings, down 8 from Q1 2026. 8 opened new positions and 16 sold out. The largest holders were Syntegra Private Wealth Group, LLC ($140.0M), Gerber Kawasaki Wealth & Investment Management ($62.6M) and LPL Financial LLC ($33.0M). 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 2026)
- CUSIP
- 78468R804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.4M |
| Exits | 16 | $13.5M |
All 13F filers, Q1 2026 → Q2 2026: 252,260 shares bought and 640,744 shares sold, net −388,484 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 185 holders
| Syntegra Private Wealth Group, LLC | 10.84% | Add +20.7% | 771,561 | $140.0M |
| Gerber Kawasaki Wealth & Investment Management | 1.67% | Add +11.6% | 344,896 | $62.6M |
| LPL Financial LLC | 0.01% | Reduce -2.3% | 182,070 | $33.0M |
| Osaic Holdings, Inc. | 0.04% | Reduce -3.6% | 179,508 | $32.6M |
| Morgan Stanley | 0.00% | Add +0.0% | 169,550 | $30.8M |
| DORVAL Corp | 6.71% | Add +1.9% | 128,408 | $23.3M |
| AQR Capital Management | 0.01% | Add +4.8% | 112,494 | $20.4M |
| Bank of America Corp. | 0.00% | Reduce -10.1% | 84,945 | $15.4M |
| Baltimore-Washington Financial Advisors, Inc. | 0.56% | Reduce -72.8% | 82,289 | $14.9M |
| Valmark Advisers, Inc. | 0.14% | Add +41.7% | 74,055 | $13.4M |
| Integrity Alliance, Llc. | 0.38% | Add +4.7% | 67,220 | $12.2M |
| Ethos Financial Group, LLC | 0.80% | Add +9.0% | 65,419 | $11.9M |
| Founders Financial Securities LLC | 0.57% | Add +0.3% | 61,238 | $11.1M |
| Horizon Investments, LLC | 0.12% | Reduce -50.1% | 60,523 | $11.0M |
| State Street Corp. | 0.00% | Reduce -8.3% | 47,392 | $8.6M |
| Tempo Wealth, LLC | 1.06% | Reduce -1.0% | 39,411 | $7.2M |
| HF Advisory Group, LLC | 2.13% | Add +8.4% | 37,892 | $6.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -52.5% | 34,245 | $6.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +96.5% | 27,147 | $4.9M |
| Sei Investments Co. | 0.00% | Reduce -1.2% | 24,829 | $4.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.8% | 21,199 | $3.8M |
| Sage Mountain Advisors LLC | 0.21% | No change | 18,958 | $3.4M |
| Journey Advisory Group, LLC | 0.26% | Reduce -1.9% | 18,503 | $3.4M |
| UBS Group AG | 0.00% | Reduce -7.0% | 16,895 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.7% | 16,407 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.0% | 16,205 | $2.9M |
| Ieq Capital, LLC | 0.01% | Reduce -82.0% | 15,210 | $2.8M |
| Legacy Advisory Services, LLC | 1.92% | Add +8.6% | 15,055 | $2.7M |
| Regatta Capital Group, LLC | 0.36% | Add +27.2% | 14,808 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.8% | 12,934 | $2.4M |
| Harbour Investments, Inc. | 0.03% | Add +3.0% | 12,828 | $2.3M |
| Quantinno Capital Management LP | 0.00% | Add +4.5% | 12,605 | $2.3M |
| Daiwa Securities Group Inc. | 0.01% | Add +5.9% | 12,500 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +7.0% | 12,150 | $2.2M |
| McNaughton Wealth Management, LLC | 0.78% | Reduce -8.9% | 12,107 | $2.2M |
| Roffman Miller Associates Inc. | 0.11% | Reduce -1.2% | 11,682 | $2.1M |
| Pallas Capital Advisors LLC | 0.06% | Add +2.5% | 10,741 | $1.9M |
| Mariner, LLC | 0.00% | Reduce -3.2% | 9,994 | $1.8M |
| Thoroughbred Financial Services, LLC | 0.08% | No change | 9,004 | $1.6M |
| Norden Group LLC | 0.13% | No change | 8,455 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -16.7% | 7,531 | $1.4M |
| First American Trust, FSB | 0.08% | Reduce -49.8% | 7,464 | $1.4M |
| JBR Co Financial Management Inc | 0.49% | Add +69.4% | 7,434 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +263.9% | 6,995 | $1.3M |
| Financial Insights, Inc. | 0.34% | Reduce -0.7% | 6,905 | $1.3M |
| Caliber Wealth Management, LLC / KS | 0.12% | Reduce -1.4% | 6,898 | $1.3M |
| Fortis Group Advisors, LLC | 0.20% | Add +0.4% | 6,834 | $1.2M |
| Milestone Investment Advisors LLC | 0.26% | Reduce -15.4% | 6,701 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.0% | 6,594 | $1.2M |
| Independent Wealth Network Inc. | 0.29% | Reduce -0.3% | 6,362 | $1.2M |
| Flagship Private Wealth, LLC | 0.40% | Add +0.4% | 6,173 | $1.1M |
| Apollon Financial, LLC | 0.13% | Add +2.6% | 5,875 | $1.1M |
| Private Advisor Group, LLC | 0.00% | Add +3.5% | 5,826 | $1.1M |
| Gateway Wealth Partners, LLC | 0.06% | Reduce -49.1% | 5,760 | $1.0M |
| IHT Wealth Management, LLC | 0.02% | Reduce -2.4% | 5,583 | $1.0M |
| Portland Financial Advisors Inc | 1.83% | No change | 5,515 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Reduce -2.9% | 5,367 | $979K |
| VestGen Advisors, LLC | 0.03% | Reduce -8.1% | 5,306 | $963K |
| Mission Creek Capital Partners, Inc. | 0.17% | Reduce -4.9% | 5,277 | $957K |
| RFG - Bristol Wealth Advisors, LLC | 0.23% | Reduce -5.6% | 5,226 | $948K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.6% | 5,223 | $948K |
| Family Capital Management, Inc. | 0.36% | Reduce -1.8% | 5,182 | $940K |
| Krilogy Financial LLC | 0.03% | Reduce -0.5% | 4,942 | $897K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.1% | 4,844 | $879K |
| Strategic Blueprint, LLC | 0.04% | Reduce -3.8% | 4,531 | $822K |
| Abound Financial, LLC | 0.31% | Reduce -0.7% | 4,299 | $780K |
| Sheets Smith Wealth Management | 0.08% | No change | 4,274 | $776K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -9.8% | 4,158 | $755K |
| Integrity Advisory Solutions, LLC | 0.07% | Add +11.0% | 4,001 | $726K |
| Cypress Wealth Services, LLC | 0.09% | Reduce -20.0% | 4,000 | $726K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 3,855 | $700K |
| MML Investors Services, LLC | 0.00% | Add +46.6% | 3,806 | $691K |
| Riversedge Advisors, LLC | 0.09% | Reduce -3.5% | 3,749 | $680K |
| Barnes Wealth Management Group, Inc | 0.31% | Add +2.5% | 3,746 | $680K |
| Thrive Capital Management, LLC | 0.13% | Reduce -8.2% | 3,720 | $675K |
| Perryman Financial Advisory Inc. | 0.09% | Reduce -1.5% | 3,708 | $673K |
| FMR LLC | 0.00% | Add +8.3% | 3,458 | $628K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.1% | 3,444 | $625K |
| Wedbush Securities Inc. | 0.02% | Add +2.6% | 3,361 | $610K |
| Compound Planning, Inc. | 0.02% | Reduce -0.5% | 3,348 | $608K |
| Harvest Investment Services, LLC | 0.09% | Reduce -4.3% | 3,333 | $605K |
| Raab & Moskowitz Asset Management LLC | 0.12% | Add +2.0% | 3,289 | $597K |
| Brookstone Capital Management | 0.01% | Add +0.7% | 3,208 | $582K |
| Mutual Advisors, LLC | 0.01% | Reduce -12.9% | 3,056 | $554K |
| Vista Cima Wealth Management LLC | 0.40% | Reduce -0.1% | 2,984 | $541K |
| Avant Capital LLC | 0.34% | Reduce -9.2% | 2,981 | $541K |
| Hutchens & Kramer Investment Management Group, LLC | 0.14% | Reduce -0.3% | 2,971 | $539K |
| Inspire Advisors, LLC | 0.04% | Reduce -12.0% | 2,959 | $537K |
| Composition Wealth, LLC | 0.01% | Reduce -6.2% | 2,899 | $526K |
| Ameriprise Financial Inc. | 0.00% | Reduce -97.6% | 2,746 | $498K |
| Cardiff Park Advisors, LLC | 0.04% | No change | 2,666 | $484K |
| Thrivent Financial for Lutherans | 0.00% | Add +14.2% | 2,637 | $478K |
| AE Wealth Management LLC | 0.00% | Reduce -42.0% | 2,621 | $476K |
| Creative Financial Designs Inc. | 0.02% | Reduce -5.0% | 2,612 | $474K |
| Legacy Trust | 0.08% | No change | 2,568 | $466K |
| Insight Advisors, LLC/ PA | 0.08% | Reduce -12.1% | 2,461 | $447K |
| HighTower Advisors, LLC | 0.00% | Add +7.5% | 2,423 | $440K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +0.3% | 2,371 | $430K |
| Citadel Advisors | 0.00% | Reduce -2.1% | 2,367 | $430K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -14.5% | 2,315 | $420K |
| SFG Wealth Management, LLC. | 0.15% | New | 2,312 | $420K |
| Commonwealth Financial Services, LLC | 0.06% | No change | 2,311 | $419K |
| &partners | 0.00% | No change | 2,294 | $416K |
| High Net Worth Advisory Group LLC | 0.08% | Reduce -4.3% | 2,200 | $399K |
| Darwin Wealth Management, LLC | 0.11% | Reduce -12.1% | 2,146 | $389K |
| Axxcess Wealth Management, LLC | 0.01% | New | 2,146 | $389K |
| HighPoint Advisor Group LLC | 0.01% | No change | 2,116 | $384K |
| Retireful, LLC | 0.34% | No change | 1,975 | $369K |
| Park Avenue Securities LLC | 0.00% | Add +11.7% | 1,974 | $358K |
| Second Line Capital, LLC | 0.06% | Reduce -0.6% | 1,873 | $340K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.5% | 1,873 | $340K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.2% | 1,846 | $335K |
| Uptick Partners, LLC | 0.05% | Reduce -22.2% | 1,837 | $333K |
| Arq Wealth Advisors, LLC | 0.04% | Reduce -26.9% | 1,761 | $325K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -14.2% | 1,736 | $315K |
| Merit Financial Group, LLC | 0.00% | Reduce -5.1% | 1,734 | $315K |
| EP Wealth Advisors, LLC | 0.00% | No change | 1,721 | $312K |
| Sherman Wealth Management LLC | 0.23% | Add +0.9% | 1,683 | $305K |
| Western Wealth Management, LLC | 0.01% | No change | 1,682 | $305K |
| Cornerstone Wealth Management, LLC | 0.01% | No change | 1,678 | $304K |
| Wealthgarden F.S. LLC | 0.17% | Add +0.1% | 1,644 | $298K |
| Trek Financial, LLC | 0.01% | Add +0.6% | 1,637 | $297K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -19.2% | 1,605 | $291K |
| NewEdge Wealth, LLC | 0.00% | Reduce -10.3% | 1,594 | $289K |
| Tsfg, LLC | 0.04% | Reduce -25.4% | 1,572 | $285K |
| Prosperity Financial Group, Inc. | 0.09% | Reduce -3.1% | 1,546 | $281K |
| Berkeley, Inc | 0.09% | Add +0.1% | 1,535 | $279K |
| Millington Financial Advisors, LLC | 0.11% | Reduce -0.7% | 1,490 | $277K |
| Clark Asset Management, LLC | 0.02% | No change | 1,497 | $272K |
| Fisher Asset Management | 0.00% | Add +15.1% | 1,412 | $256K |
| Balance Wealth Partners LLC | 0.07% | No change | 1,400 | $254K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 1,400 | $254K |
| Janney Montgomery Scott LLC | 0.00% | No change | 1,386 | $252K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -5.5% | 1,380 | $250K |
| Stonebridge Financial Group, LLC | 0.02% | Add +0.5% | 1,358 | $246K |
| ERn Financial, LLC | 0.04% | Add +4.1% | 1,342 | $244K |
| Brookwood Investment Group LLC | 0.03% | Reduce -2.6% | 1,325 | $240K |
| Investment Planning Advisors, Inc. | 0.05% | No change | 1,300 | $236K |
| Foundations Investment Advisors, LLC | 0.00% | No change | 1,296 | $235K |
| Independent Financial Group, LLC | 0.00% | New | 1,285 | $233K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.8% | 1,212 | $220K |
| Compass Financial Management LLC | 0.03% | — | 1,208 | $219K |
| Signature Estate & Investment Advisors LLC | 0.00% | Reduce -19.4% | 1,176 | $213K |
| Hughes Financial Services, LLC | 0.03% | No change | 1,155 | $210K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +1.9% | 1,148 | $208K |
| Kirkwood Financial Services | 0.06% | Add +0.5% | 1,144 | $208K |
| Arax Advisory Partners | 0.00% | Add +72.0% | 1,082 | $196K |
| Barrett & Company, Inc. | 0.05% | No change | 1,054 | $191K |
| Private Trust Co. NA | 0.01% | No change | 920 | $167K |
| Citigroup Inc. | 0.00% | New | 851 | $154K |
| IMA Advisory Services, Inc. | 0.01% | New | 685 | $124K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -82.2% | 637 | $116K |
| NewEdge Advisors, LLC | 0.00% | No change | 626 | $114K |
| Bogart Wealth, LLC | 0.00% | Reduce -50.4% | 417 | $76K |
| Lanark Financial, Inc. | 0.01% | No change | 408 | $74K |
| CENTRAL TRUST Co | 0.00% | No change | 378 | $69K |
| Signaturefd, LLC | 0.00% | No change | 323 | $59K |
| NFSG Corp | 0.01% | No change | 306 | $56K |
| Zions Bancorporation, National Association | 0.00% | No change | 305 | $55K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -8.1% | 294 | $53K |
| Fifth Third Bancorp | 0.00% | No change | 258 | $47K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +0.8% | 257 | $47K |
| Advantage Trust Co | 0.01% | New | 219 | $40K |
| Ulland Investment Advisors, LLC | 0.03% | No change | 212 | $38K |
| BlackRock, Inc. | 0.00% | Add +2.1% | 196 | $36K |
| IFP Advisors, Inc | 0.00% | Add +91.7% | 161 | $29K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 160 | $29K |
| Wells Fargo & Company | 0.00% | Add +146.7% | 111 | $20K |
| Assetmark, Inc. | 0.00% | No change | 110 | $20K |
| Geneos Wealth Management Inc. | 0.00% | No change | 108 | $20K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $18K |
| Paladin Advisory Group, LLC | 0.01% | Reduce -69.6% | 66 | $12K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 64 | $12K |
| Front Row Advisors LLC | 0.00% | No change | 60 | $11K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 50 | $9K |
| Spire Wealth Management | 0.00% | Reduce -70.2% | 50 | $9K |
| Olistico Wealth, LLC | 0.00% | Reduce -17.5% | 47 | $9K |
| Vanguard Advisers Inc. | 0.00% | No change | 41 | $7K |
| CoreCap Advisors, LLC | 0.00% | Add +32.3% | 41 | $7K |
| Tidemark, LLC | 0.00% | No change | 33 | $6K |
| Bank of Montreal | 0.00% | New | 20 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 13 | $2K |
| Fiduciary Financial Advisors | 0.00% | New | 1 | $184 |
| Global Retirement Partners, LLC | 0.00% | — | 1 | $181 |
| Rossby Financial, LCC | 0.00% | Reduce -99.8% | 1 | $181 |
"% 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.