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SPDR SSGA US Large Cap Low Volatility Index ETF (LGLV) Institutional Ownership

SPDR SSGA US Large Cap Low Volatility Index ETF logo
$189.36 +0.32 (+0.17%)
As of 12:48 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR SSGA US Large Cap Low Volatility Index ETF (NYSEARCA:LGLV)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$9.38M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$53.18M
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LGLV Institutional Buying and Selling by Quarter

SPDR SSGA US Large Cap Low Volatility Index ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2026 Compass Financial Management LLC1,208$219K0.0%N/A0.019%
7/8/2026 Mallini Complete Financial Planning LLC2,291$416K0.3%-7.0%0.036%
5/5/2026 Ethos Financial Group LLC60,029$10.58M0.8%+10.0%0.950%
4/17/2026 AdvisorNet Financial Inc1,460$260K0.0%+15.9%0.023%
2/10/2026 Thoroughbred Financial Services LLC9,222$1.62M0.1%-9.0%0.149%
2/9/2026 Fisher Asset Management LLC1,227$215K0.0%-17.0%0.020%
2/6/2026 Creative Financial Designs Inc. ADV2,819$495K0.0%-20.3%0.046%
2/2/2026Horizon Investments LLC79,572$13.97M0.2%+5.0%1.281%
1/23/2026 Farther Finance Advisors LLC2,326$408K0.0%-11.5%0.037%
1/22/2026 Roffman Miller Associates Inc. PA11,818$2.08M0.1%-1.8%0.189%
1/20/2026 Ethos Financial Group LLC54,586$9.58M0.7%+45.6%0.873%
1/6/2026 Iowa State Bank1,491$262K0.0%-10.2%0.023%
1/1/2026 JPMorgan Chase & Co.39,826$7.10M0.0%-77.3%0.643%
11/17/2025Ameriprise Financial Inc.3,692$658K0.0%-86.5%0.060%
11/14/2025Horizon Investments LLC75,750$13.50M0.2%+2.4%1.224%
11/12/2025 Fisher Asset Management LLC1,479$264K0.0%+20.5%0.024%
11/7/2025 JPMorgan Chase & Co.39,826$7.10M0.0%-77.3%0.643%
11/4/2025Jones Financial Companies Lllp2,471$437K0.0%+2.6%0.040%
10/29/2025 Grey Fox Wealth Advisors LLC619$110K0.0%N/A0.010%
10/27/2025 Bogart Wealth LLC826$147K0.0%-22.6%0.013%
10/23/2025 Ethos Financial Group LLC37,502$6.68M0.5%+1.3%0.607%
10/14/2025 Farther Finance Advisors LLC2,629$468K0.0%-17.1%0.043%
10/14/2025 Roffman Miller Associates Inc. PA12,034$2.14M0.1%-0.5%0.195%
8/15/2025Ameriprise Financial Inc.27,248$4.62M0.0%+468.4%0.445%
8/12/2025 JPMorgan Chase & Co.175,531$30.65M0.0%+148.7%2.863%
8/6/2025 Ethos Financial Group LLC37,037$6.47M0.6%+88.8%0.605%
8/4/2025 Creative Financial Designs Inc. ADV3,531$617K0.0%-3.0%0.058%
7/31/2025Moloney Securities Asset Management LLC1,379$241K0.0%-5.9%0.023%
7/30/2025 Advantage Trust Co219$38K0.0%N/A0.004%
7/29/2025 Private Trust Co. NA901$157K0.0%-6.2%0.015%
7/24/2025 Ulland Investment Advisors LLC187$33K0.0%+289.6%0.003%
7/22/2025 Iowa State Bank1,660$290K0.1%-31.1%0.027%
7/14/2025 AdvisorNet Financial Inc1,375$240K0.0%+49.6%0.022%
7/11/2025 Mallini Complete Financial Planning LLC2,461$430K0.4%+2.4%0.039%
7/11/2025 Farther Finance Advisors LLC3,171$554K0.0%-52.6%0.051%
5/15/2025OLD Mission Capital LLC1,767$308K0.0%N/A0.029%
5/13/2025Ethos Financial Group LLC19,616$3.41M0.3%N/A0.326%
5/13/2025Horizon Investments LLC41,837$7.28M0.2%+1.0%0.695%
5/1/2025Hughes Financial Services LLC1,155$201K0.0%N/A0.021%
4/30/2025Moloney Securities Asset Management LLC1,465$255K0.0%-8.9%0.027%
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4/29/2025Strategic Blueprint LLC4,962$864K0.0%-5.2%0.090%
4/28/2025Private Trust Co. NA961$167K0.0%-14.3%0.017%
4/14/2025Farther Finance Advisors LLC6,684$1.17M0.0%-67.9%0.121%
4/9/2025NBC Securities Inc.408$71K0.0%N/A0.008%
4/9/2025Iowa State Bank2,409$419K0.1%-21.6%0.044%
2/17/2025Vermillion & White Wealth Management Group LLC12,169$2.01M1.5%-0.7%0.266%
2/17/2025Ameriprise Financial Inc.9,985$1.65M0.0%-42.7%0.218%
2/12/2025JPMorgan Chase & Co.4,355$719K0.0%+34.6%0.095%
2/10/2025Horizon Investments LLC41,404$6.84M0.2%-2.4%0.904%
2/10/2025Creative Financial Designs Inc. ADV3,594$594K0.0%-1.6%0.078%
2/10/2025Farther Finance Advisors LLC20,797$3.44M0.1%+13.6%0.454%
2/6/2025Jones Financial Companies Lllp1,050$174K0.0%+64.1%0.023%
2/4/2025Roffman Miller Associates Inc. PA12,091$2.00M0.1%-3.0%0.264%
1/29/2025Comprehensive Financial Planning Inc. PA250$41K0.0%N/A0.005%
1/17/2025Avior Wealth Management LLC405$67K0.0%N/A0.009%
1/13/2025AdvisorNet Financial Inc918$152K0.0%-53.6%0.020%
1/6/2025Iowa State Bank3,074$508K0.1%-28.1%0.067%
11/13/2024Private Trust Co. NA1,122$190K0.0%+14.5%0.024%
10/29/2024Farther Finance Advisors LLC18,301$3.10M0.1%+7,048.8%0.400%
10/25/2024Strategic Blueprint LLC5,243$887K0.1%-2.9%0.114%
10/9/2024Iowa State Bank4,275$723K0.1%-1.5%0.093%
8/7/2024Wedbush Securities Inc.4,051$618K0.0%-41.9%0.088%
7/30/2024Moloney Securities Asset Management LLC1,660$253K0.0%-5.1%0.036%
7/27/2024Strategic Blueprint LLC5,399$824K0.1%-8.3%0.118%
7/23/2024Iowa State Bank4,338$662K0.1%-14.0%0.095%
5/8/2024Roffman Miller Associates Inc. PA12,361$1.93M0.1%-15.8%0.265%
4/23/2024Iowa State Bank5,042$785K0.2%-8.8%0.110%
4/23/2024Strategic Blueprint LLC5,886$917K0.1%-15.6%0.128%
4/12/2024AdvisorNet Financial Inc1,976$308K0.0%-18.0%0.043%
2/20/2024Able Wealth Management LLC270$39K0.0%N/A0.005%
2/14/2024Vermillion & White Wealth Management Group LLC12,842$1.86M1.8%N/A0.221%
2/7/2024Strategic Advocates LLC1,855$269K0.1%-36.8%0.032%
2/6/2024Legacy Financial Advisors Inc.2,038$296K0.1%-30.4%0.035%
2/2/2024Roffman Miller Associates Inc. PA14,674$2.13M0.2%+0.5%0.253%
1/25/2024Strategic Blueprint LLC6,976$1.01M0.1%-7.7%0.120%
1/24/2024Private Trust Co. NA969$141K0.0%-27.0%0.017%
1/23/2024TIAA Trust National Association1,604$233K0.0%-35.7%0.028%
1/19/2024AdvisorNet Financial Inc2,410$349K0.0%-97.7%0.041%
1/16/2024Ulland Investment Advisors LLC948$137K0.1%-47.3%0.016%
1/10/2024Creative Financial Designs Inc. ADV3,830$555K0.1%-1.8%0.066%
11/4/2023NBC Securities Inc.408$54K0.0%N/A0.007%
10/27/2023TIAA Trust National Association2,494$333K0.0%N/A0.043%
10/24/2023Bank of New York Mellon Corp4,835$646K0.0%-8.0%0.083%
10/24/2023Iowa State Bank5,501$735K0.2%+11.4%0.095%
10/18/2023Strategic Blueprint LLC7,556$1.01M0.1%-2.1%0.130%
10/18/2023Private Trust Co. NA1,327$177K0.0%+27.2%0.023%
10/12/2023AdvisorNet Financial Inc104,517$13.96M1.3%+2.2%1.799%
8/7/2023Roffman Miller Associates Inc. PA14,532$2.04M0.2%-12.2%0.250%
8/4/2023Iowa State Bank4,938$694K0.2%+19.9%0.085%
7/28/2023Private Trust Co. NA1,043$147K0.0%+46.7%0.018%
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7/26/2023Creative Financial Designs Inc. ADV4,123$580K0.1%+4.0%0.083%
7/20/2023Ulland Investment Advisors LLC1,813$255K0.3%+9.0%0.037%
7/14/2023AdvisorNet Financial Inc102,299$14.38M1.2%+3.7%2.062%
5/12/2023Retirement Group LLC420$57K0.0%-38.8%0.009%
5/9/2023Wedbush Securities Inc.7,145$977K0.0%N/A0.146%
5/3/2023Legacy Financial Advisors Inc.3,433$470K0.1%+5.7%0.070%
4/28/2023AdvisorNet Financial Inc98,648$13.50M1.2%+1.8%2.017%
4/28/2023Janney Montgomery Scott LLC1,525$209K0.0%N/A0.031%
4/28/2023Strategic Blueprint LLC7,997$1.09M0.1%-3.6%0.164%
4/25/2023Iowa State Bank4,118$563K0.1%+22.6%0.084%


LGLV Institutional Ownership - Frequently Asked Questions

During the previous two years, 27 institutional investors and hedge funds held shares of SPDR SSGA US Large Cap Low Volatility Index ETF. The most heavily invested institutionals were Horizon Investments LLC ($13.97M), Ethos Financial Group LLC ($10.58M), JPMorgan Chase & Co. ($7.10M), Roffman Miller Associates Inc. PA ($2.08M), Vermillion & White Wealth Management Group LLC ($2.01M), Thoroughbred Financial Services LLC ($1.62M), and Strategic Blueprint LLC ($864K).Learn more on SPDR SSGA US Large Cap Low Volatility Index ETF's institutional investors.

Of the 19 institutional investors that purchased SPDR SSGA US Large Cap Low Volatility Index ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($106.08K), Ethos Financial Group LLC ($60.03K), Ameriprise Financial Inc. ($22.45K), Farther Finance Advisors LLC ($20.54K), Horizon Investments LLC ($6.04K), OLD Mission Capital LLC ($1.77K), and Compass Financial Management LLC ($1.21K).

Institutional investors have bought a total of 53,398 shares in the last 24 months. This purchase volume represents approximately $9.38M in transactions.

Of the 10 institutional investors that sold SPDR SSGA US Large Cap Low Volatility Index ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($271.41K), Ameriprise Financial Inc. ($23.56K), Thoroughbred Financial Services LLC ($917.00), Farther Finance Advisors LLC ($845.00), Creative Financial Designs Inc. ADV ($718.00), Roffman Miller Associates Inc. PA ($276.00), and Fisher Asset Management LLC ($252.00).

Institutional investors have sold a total of 298,556 shares in the last 24 months. This volume of shares sold represents approximately $53.18M in transactions.


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Institutional ownership data for NYSEARCA:LGLV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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