Go Pro
→ Trump Takes Emergency Action - Plus Elon Musk's New Venture (From Altimetry) (Ad)tc pixel Free LGLV Stock Alerts

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

SPDR SSGA US Large Cap Low Volatility Index ETF logo
$187.89 +2.69 (+1.45%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for SPDR SSGA US Large Cap Low Volatility Index ETF (NYSEARCA:LGLV)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$30.57M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$53.23M
Get LGLV Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR SSGA US Large Cap Low Volatility Index ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

LGLV Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026 Mallini Complete Financial Planning LLC2,291$416K0.3%-7.0%0.036%
5/5/2026Ethos Financial Group LLC60,029$10.58M0.8%+10.0%0.950%
4/17/2026 AdvisorNet Financial Inc1,460$260K0.0%+15.9%0.023%
2/10/2026Thoroughbred Financial Services LLC9,222$1.62M0.1%-9.0%0.149%
2/9/2026Fisher Asset Management LLC1,227$215K0.0%-17.0%0.020%
2/6/2026Creative 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%
1/20/2026Ethos Financial Group LLC54,586$9.58M0.7%+45.6%0.873%
1/6/2026Iowa State Bank1,491$262K0.0%-10.2%0.023%
1/1/2026JPMorgan 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%
11/12/2025Fisher Asset Management LLC1,479$264K0.0%+20.5%0.024%
11/7/2025JPMorgan 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%
10/27/2025Bogart Wealth LLC826$147K0.0%-22.6%0.013%
10/23/2025Ethos 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%
8/12/2025JPMorgan Chase & Co.175,531$30.65M0.0%+148.7%2.863%
8/6/2025Ethos Financial Group LLC37,037$6.47M0.6%+88.8%0.605%
8/4/2025Creative 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%
7/29/2025Private Trust Co. NA901$157K0.0%-6.2%0.015%
7/24/2025 Ulland Investment Advisors LLC187$33K0.0%+289.6%0.003%
7/22/2025Iowa 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%
4/29/2025Strategic Blueprint LLC4,962$864K0.0%-5.2%0.090%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
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%
7/26/2023Creative Financial Designs Inc. ADV4,123$580K0.1%+4.0%0.083%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
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%
4/25/2023Creative Financial Designs Inc. ADV3,964$542K0.1%-7.4%0.081%


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 18 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 Hughes Financial Services LLC ($1.16K).

Institutional investors have bought a total of 174,793 shares in the last 24 months. This purchase volume represents approximately $30.57M in transactions.

Of the 12 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 ($827.00), Roffman Miller Associates Inc. PA ($276.00), and Fisher Asset Management LLC ($252.00).

Institutional investors have sold a total of 298,811 shares in the last 24 months. This volume of shares sold represents approximately $53.23M in transactions.


Related Companies

This page (NYSEARCA:LGLV) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
BofA: Digital Dollar Coming 2025-2030
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel