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Spdr US LC LOW VOL IDX (LGLV)

CUSIP: 78468R804 | NYSE | 505 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Syntegra Private Wealth Group, LLC781,591
10.5% of portfolio›$136.2M
Gerber Kawasaki Wealth & Investment Management369,406
1.6% of portfolio›$64.4M
Dorval Corp130,740
6.6% of portfolio›$22.8M
Integrity Alliance, Llc.71,346
0.4% of portfolio›$12.4M
Founders Financial Securities LLC61,275
0.5% of portfolio›$10.7M
HF Advisory Group, LLC39,683
2.1% of portfolio›$6.9M
Schear Investment Advisers, LLC39,564
0.8% of portfolio›$6.9M
Tempo Wealth, LLC39,564
0.8% of portfolio›$6.9M
Sage Mountain Advisors LLC18,958
0.2% of portfolio›$3.3M
Regatta Capital Group, LLC18,074
0.4% of portfolio›$3.2M
Journey Advisory Group, LLC17,888
0.2% of portfolio›$3.1M
Wealth Enhancement Advisory Services, LLC13,097
0.0% of portfolio›$2.3M
Daiwa Securities Group Inc.12,920
0.0% of portfolio›$2.3M
McNaughton Wealth Management, LLC11,956
0.7% of portfolio›$2.1M
Roffman Miller Associates Inc11,038
0.1% of portfolio›$1.9M
Commonwealth Equity Services, LLC10,500
0.0% of portfolio›$1.8M
Norden Group LLC8,345
0.1% of portfolio›$1.5M
Legacy Advisory Services, LLC8,141
1.0% of portfolio›$1.4M
Citigroup Inc8,110
0.0% of portfolio›$1.4M
JBR Co Financial Management Inc7,166
0.5% of portfolio›$1.3M
Financial Insights, Inc.6,836
0.3% of portfolio›$1.2M
Caliber Wealth Management, LLC / KS6,821
0.1% of portfolio›$1.2M
Independent Wealth Network Inc.6,160
0.3% of portfolio›$1.1M
Apollon Financial, LLC5,725
0.1% of portfolio›$998.0K
Portland Financial Advisors Inc5,465
1.7% of portfolio›$952.6K
Family Capital Management, Inc.5,125
0.3% of portfolio›$893.3K
Cambridge Investment Research Advisors, Inc.5,010
0.0% of portfolio›$873
Krilogy Financial LLC4,763
0.0% of portfolio›$853.5K
Integrity Advisory Solutions, LLC4,512
0.1% of portfolio›$786.5K
Flagship Private Wealth, LLC4,443
0.3% of portfolio›$774.5K
Strategic Blueprint, LLC4,382
0.0% of portfolio›$763.8K
Sheets Smith Wealth Management4,274
0.1% of portfolio›$745.0K
Cypress Wealth Services, LLC4,000
0.1% of portfolio›$708.2K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,775
0.0% of portfolio›$658.0K
Thrive Capital Management, LLC3,741
0.1% of portfolio›$652.2K
Perryman Financial Advisory Inc3,626
0.1% of portfolio›$632.0K
Riversedge Advisors, LLC3,512
0.1% of portfolio›$612.2K
Raab & Moskowitz Asset Management LLC3,167
0.1% of portfolio›$552.0K
Brookstone Capital Management3,030
0.0% of portfolio›$528.2K
Wedbush Securities Inc2,961
0.0% of portfolio›$516
Hutchens & Kramer Investment Management Group, LLC2,947
0.2% of portfolio›$513.7K
Creative Financial Designs Inc2,411
0.0% of portfolio›$420.2K
ARS Wealth Advisors Group, LLC2,379
0.0% of portfolio›$414.7K
Insight Advisors, LLC/ PA2,303
0.1% of portfolio›$401.4K
Mallini Complete Financial Planning LLC2,292
0.3% of portfolio›$399.6K
High Net Worth Advisory Group LLC2,200
0.1% of portfolio›$383.5K
Retireful, LLC2,097
0.3% of portfolio›$365.5K
Integrity Wealth Partners, LLC2,049
0.3% of portfolio›$357.2K
ARQ Wealth Advisors, LLC1,706
0.0% of portfolio›$297.4K
Sherman Wealth Management LLC1,689
0.2% of portfolio›$294.5K
Uptick Partners, LLC1,680
0.0% of portfolio›$292.8K
Cornerstone Wealth Management, LLC1,678
0.0% of portfolio›$292.5K
Trek Financial, LLC1,646
0.0% of portfolio›$286.9K
Creative Planning1,606
0.0% of portfolio›$280.0K
Farther Finance Advisors, LLC1,582
0.0% of portfolio›$275.7K
15 Wealth Advisors LLC1,572
0.1% of portfolio›$274.0K
Prosperity Financial Group, Inc.1,546
0.1% of portfolio›$269.5K
Berkeley, Inc1,536
0.1% of portfolio›$267.7K
Clark Asset Management, LLC1,497
0.0% of portfolio›$260.9K
AdvisorNet Financial, Inc1,400
0.0% of portfolio›$252.5K
ERn Financial, LLC1,382
0.0% of portfolio›$241.0K
Stonebridge Financial Group, LLC1,366
0.0% of portfolio›$238.1K
Investment Planning Advisors, Inc.1,300
0.1% of portfolio›$226.6K
Balance Wealth Partners LLC1,263
0.1% of portfolio›$220.2K
Compass Financial Management LLC1,208
0.0% of portfolio›$210.6K
Signature Estate & Investment Advisors LLC1,183
0.0% of portfolio›$206.2K
Kingsbury Capital Investment Advisors LLC1,175
0.2% of portfolio›$204.8K
Hughes Financial Services, LLC1,155
0.0% of portfolio›$217.0K
Barrett & Company, Inc.1,054
0.1% of portfolio›$183.7K
Private Trust Co NA865
0.0% of portfolio›$150.8K
Lanark Financial, Inc.408
0.0% of portfolio›$71.1K
Signaturefd, LLC323
0.0% of portfolio›$56.3K
Nfsg Corp306
0.0% of portfolio›$53.3K
Comprehensive Financial Planning, Inc.258
0.0% of portfolio›$45.1K
Advantage Trust Co219
0.0% of portfolio›$38.2K
Ulland Investment Advisors, LLC212
0.0% of portfolio›$37
IFP Advisors, Inc161
0.0% of portfolio›$28.1K
Blue Bell Private Wealth Management, LLC160
0.0% of portfolio›$27.9K
Olistico Wealth, LLC155
0.0% of portfolio›$27.0K
Heritage Family Offices, LLP139
0.0% of portfolio›$24.1K
Assetmark, Inc110
0.0% of portfolio›$19.2K
Kingdom Financial Group Llc.78
0.0% of portfolio›$13.7K
Rosenberg Matthew Hamilton64
0.0% of portfolio›$11.2K
CoreCap Advisors, LLC41
0.0% of portfolio›$7.1K
Networth Advisors, LLC31
0.0% of portfolio›$5.4K
Abound Wealth Management29
0.0% of portfolio›$5.1K
Capital Investment Advisory Services, LLC12
0.0% of portfolio›$2.1K
Creative Capital Management Investments LLC7
0.0% of portfolio›$1.2K
Lloyd Advisory Services, Llc.3
0.0% of portfolio›$526
StyleTurnoverLocationFiled
Syntegra Private Wealth Group, LLC
781,591$136.2M10.5%ETFLowChesterfield, MO2026-10-13
Gerber Kawasaki Wealth & Investment Management
369,406$64.4M1.6%ETFLowSanta Monica, CA2026-10-29
Dorval Corp
130,740$22.8M6.6%ETFLowMaple Grove, MN2026-10-29
Integrity Alliance, Llc.
71,346$12.4M0.4%ETFMediumUrbandale, IA2026-10-29
Founders Financial Securities LLC
61,275$10.7M0.5%ETFMediumTowson, MD2026-10-28
HF Advisory Group, LLC
39,683$6.9M2.1%ValueLowAnnapolis, MD2026-10-09
Schear Investment Advisers, LLC
39,564$6.9M0.8%Agg GrowthMediumCincinnati, OH2026-10-14
Tempo Wealth, LLC
39,564$6.9M0.8%Agg GrowthLowIndependence, OH2026-10-14
Sage Mountain Advisors LLC
18,958$3.3M0.2%ETFLowAtlanta, GA2026-11-02
Regatta Capital Group, LLC
18,074$3.2M0.4%ETFLowEl Segundo, CA2026-10-23
Journey Advisory Group, LLC
17,888$3.1M0.2%CoreMediumCovington, KY2026-11-04
Wealth Enhancement Advisory Services, LLC
13,097$2.3M0.0%CoreLowPlymouth, MN2026-10-13
Daiwa Securities Group Inc.
12,920$2.3M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
McNaughton Wealth Management, LLC
11,956$2.1M0.7%ETFLowSan Diego, CA2026-10-09
Roffman Miller Associates Inc
11,038$1.9M0.1%CoreVery LowPhiladelphia, PA2026-10-19
Commonwealth Equity Services, LLC
10,500$1.8M0.0%ETFLowWaltham, MA2026-11-02
Norden Group LLC
8,345$1.5M0.1%GrowthMediumProvo, UT2026-10-20
Legacy Advisory Services, LLC
8,141$1.4M1.0%ETFMediumExton, PA2026-10-20
Citigroup Inc
8,110$1.4M0.0%CoreMediumNew York, NY2026-11-04
JBR Co Financial Management Inc
7,166$1.3M0.5%GrowthLowArdmore, OK2026-10-13
Financial Insights, Inc.
6,836$1.2M0.3%ETFLowTacoma, WA2026-10-27
Caliber Wealth Management, LLC / KS
6,821$1.2M0.1%ETFLowOverland Park, KS2026-11-04
Independent Wealth Network Inc.
6,160$1.1M0.3%ETFMediumUrbandale, IA2026-10-19
Apollon Financial, LLC
5,725$998.0K0.1%ETFVery LowMount Pleasant, SC2026-10-23
Portland Financial Advisors Inc
5,465$952.6K1.7%ETFVery LowPort Washington, NY2026-10-26
Family Capital Management, Inc.
5,125$893.3K0.3%ETFLowGrand Rapids, MI2026-11-03
Cambridge Investment Research Advisors, Inc.
5,010$8730.0%ETFLowFairfield, IA2026-11-02
Krilogy Financial LLC
4,763$853.5K0.0%GrowthLowSt. Louis, MO2026-10-13
Integrity Advisory Solutions, LLC
4,512$786.5K0.1%ETFMediumDallas, TX2026-10-29
Flagship Private Wealth, LLC
4,443$774.5K0.3%ETFLowWoburn, MA2026-11-05
Strategic Blueprint, LLC
4,382$763.8K0.0%ETFLowAtlanta, GA2026-10-22
Sheets Smith Wealth Management
4,274$745.0K0.1%CoreLowWinston-Salem, NC2026-10-16
Cypress Wealth Services, LLC
4,000$708.2K0.1%ETFLowPalm Desert, CA2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
3,775$658.0K0.0%GrowthVery LowSeattle, WA2026-10-27
Thrive Capital Management, LLC
3,741$652.2K0.1%CoreMediumFort Washington, PA2026-10-28
Perryman Financial Advisory Inc
3,626$632.0K0.1%GrowthVery LowDallas, TX2026-10-16
Riversedge Advisors, LLC
3,512$612.2K0.1%ETFMediumWilmington, DE2026-10-09
Raab & Moskowitz Asset Management LLC
3,167$552.0K0.1%CoreLowChatham, NJ2026-11-02
Brookstone Capital Management
3,030$528.2K0.0%ETFMediumWheaton, IL2026-10-22
Wedbush Securities Inc
2,961$5160.0%CoreLowPasadena, CA2026-10-22
Hutchens & Kramer Investment Management Group, LLC
2,947$513.7K0.2%ETFLowIndianapolis, IN2026-10-16
Creative Financial Designs Inc
2,411$420.2K0.0%ETFMediumKokomo, IN2026-11-04
ARS Wealth Advisors Group, LLC
2,379$414.7K0.0%CoreLowSt. Petersburg, FL2026-10-16
Insight Advisors, LLC/ PA
2,303$401.4K0.1%ETFMediumNewtown, PA2026-10-22
Mallini Complete Financial Planning LLC
2,292$399.6K0.3%ETFMediumGainesville, FL2026-10-06
High Net Worth Advisory Group LLC
2,200$383.5K0.1%ETFVery LowNaples, FL2026-10-26
Retireful, LLC
2,097$365.5K0.3%GrowthVery HighHaslett, MI2026-10-09
Integrity Wealth Partners, LLC
2,049$357.2K0.3%ETFN/AWalnut Creek, CA2026-10-14
ARQ Wealth Advisors, LLC
1,706$297.4K0.0%ETFLowScottsdale, AZ2026-10-29
Sherman Wealth Management LLC
1,689$294.5K0.2%ETFLowGaithersburg, MD2026-10-16
Uptick Partners, LLC
1,680$292.8K0.0%ETFLowNacogdoches, TX2026-11-04
Cornerstone Wealth Management, LLC
1,678$292.5K0.0%ETFVery LowSt. Peters, MO2026-11-04
Trek Financial, LLC
1,646$286.9K0.0%ETFHighScottsdale, AZ2026-10-29
Creative Planning
1,606$280.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Farther Finance Advisors, LLC
1,582$275.7K0.0%IndexLowSan Francisco, CA2026-10-08
15 Wealth Advisors LLC
1,572$274.0K0.1%ETFN/AMundelein, IL2026-10-14
Prosperity Financial Group, Inc.
1,546$269.5K0.1%GrowthMediumSan Ramon, CA2026-10-29
Berkeley, Inc
1,536$267.7K0.1%CoreLowBoise, ID2026-10-20
Clark Asset Management, LLC
1,497$260.9K0.0%ETFVery LowStratham, NH2026-10-19
AdvisorNet Financial, Inc
1,400$252.5K0.0%ETFLowMinnetonka, MN2026-10-15
ERn Financial, LLC
1,382$241.0K0.0%ETFVery LowMiddleton, WI2026-10-28
Stonebridge Financial Group, LLC
1,366$238.1K0.0%ETFMediumWormleysburg, PA2026-10-01
Investment Planning Advisors, Inc.
1,300$226.6K0.1%ETFMediumCumming, GA2026-10-14
Balance Wealth Partners LLC
1,263$220.2K0.1%ETFMediumWorthington, OH2026-10-27
Compass Financial Management LLC
1,208$210.6K0.0%CoreN/ATampa, FL2026-10-30
Signature Estate & Investment Advisors LLC
1,183$206.2K0.0%ETFMediumLos Angeles, CA2026-10-13
Kingsbury Capital Investment Advisors LLC
1,175$204.8K0.2%GrowthMediumEvanston, IL2026-10-20
Hughes Financial Services, LLC
1,155$217.0K0.0%ETFLowHerndon, VA2026-10-30
Barrett & Company, Inc.
1,054$183.7K0.1%ETFLowProvidence, RI2026-10-22
Private Trust Co NA
865$150.8K0.0%CoreLowCleveland, OH2026-10-20
Lanark Financial, Inc.
408$71.1K0.0%CoreMediumBirmingham, AL2026-10-26
Signaturefd, LLC
323$56.3K0.0%IndexLowAtlanta, GA2026-10-23
Nfsg Corp
306$53.3K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Comprehensive Financial Planning, Inc.
258$45.1K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Advantage Trust Co
219$38.2K0.0%ETFVery LowSalina, KS2026-10-19
Ulland Investment Advisors, LLC
212$370.0%GrowthVery LowMinneapolis, MN2026-10-13
IFP Advisors, Inc
161$28.1K0.0%GrowthLowTampa, FL2026-10-16
Blue Bell Private Wealth Management, LLC
160$27.9K0.0%YieldVery LowBlue Bell, PA2026-10-29
Olistico Wealth, LLC
155$27.0K0.0%GrowthVery LowTulsa, OK2026-10-05
Heritage Family Offices, LLP
139$24.1K0.0%GrowthHighScottsdale, AZ2026-11-02
Assetmark, Inc
110$19.2K0.0%ETFLowConcord, CA2026-10-21
Kingdom Financial Group Llc.
78$13.7K0.0%ETFMediumPeoria, AZ2026-11-04
Rosenberg Matthew Hamilton
64$11.2K0.0%ETFVery LowGrand Junction, CO2026-10-05
CoreCap Advisors, LLC
41$7.1K0.0%ETFMediumSouthfield, MI2026-10-08
Networth Advisors, LLC
31$5.4K0.0%ETFMediumCanonsburg, PA2026-11-03
Abound Wealth Management
29$5.1K0.0%ETFVery LowFranklin, TN2026-10-26
Capital Investment Advisory Services, LLC
12$2.1K0.0%CoreMediumRaleigh, NC2026-10-30
Creative Capital Management Investments LLC
7$1.2K0.0%ETFLowSan Diego, CA2026-10-28
Lloyd Advisory Services, Llc.
3$5260.0%ETFVery HighSuwanee, GA2026-11-02