Who owns State Street SPDR US Large Cap Low Volatility Index ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of LGLV from SEC Form 13F filings across 186 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 186 institutions disclosed 3.2M shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $585.1M — about 52.9% of shares outstanding; the largest disclosed holder is Syntegra Private Wealth Group, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
186
13F holders
$585.1M
value, 2026 filers
52.9%
of shares outstanding (3.2M sh)
13
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of LGLV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Syntegra Private Wealth Group, LLC | 771,561 | $140.0M | 10.8% | 12.7% | +20.7% |
| 2 | Gerber Kawasaki Wealth & Investment Management | 344,896 | $62.6M | 1.7% | 5.7% | +11.6% |
| 3 | LPL Financial LLC | 182,070 | $33.0M | 0.0% | 3% | -2.3% |
| 4 | OSAIC HOLDINGS, INC. | 179,508 | $32.6M | 0.0% | 2.9% | -3.6% |
| 5 | MORGAN STANLEY | 169,550 | $30.8M | 0.0% | 2.8% | 0.0% |
| 6 | DORVAL Corp | 128,408 | $23.3M | 6.7% | 2.1% | +1.9% |
| 7 | AQR CAPITAL MANAGEMENT LLC | 112,494 | $20.4M | 0.0% | 1.8% | +4.8% |
| 8 | BANK OF AMERICA CORP /DE/ | 84,945 | $15.4M | 0.0% | 1.4% | -10.1% |
| 9 | Baltimore-Washington Financial Advisors, Inc. | 82,289 | $14.9M | 0.6% | 1.3% | -72.8% |
| 10 | Valmark Advisers, Inc. | 74,055 | $13.4M | 0.1% | 1.2% | +41.7% |
| 11 | INTEGRITY ALLIANCE, LLC. | 67,220 | $12.2M | 0.4% | 1.1% | +4.7% |
| 12 | Ethos Financial Group, LLC | 65,419 | $11.9M | 0.8% | 1.1% | +9.0% |
| 13 | FOUNDERS FINANCIAL SECURITIES LLC | 61,238 | $11.1M | 0.6% | 1% | +0.4% |
| 14 | Horizon Investments, LLC | 60,523 | $11.0M | 0.1% | 1% | -50.1% |
| 15 | STATE STREET CORP | 47,392 | $8.6M | 0.0% | 0.8% | -8.3% |
| 16 | Tempo Wealth, LLC | 39,411 | $7.2M | 1.1% | 0.6% | -1.0% |
| 17 | HF Advisory Group, LLC | 37,892 | $6.9M | 2.1% | 0.6% | +8.4% |
| 18 | JPMORGAN CHASE & CO | 34,245 | $6.2M | 0.0% | 0.6% | -52.5% |
| 19 | GOLDMAN SACHS GROUP INC | 27,147 | $4.9M | 0.0% | 0.4% | +96.5% |
| 20 | SEI INVESTMENTS CO | 24,829 | $4.5M | 0.0% | 0.4% | -1.2% |
| 21 | RAYMOND JAMES FINANCIAL INC | 21,199 | $3.8M | 0.0% | 0.3% | -11.8% |
| 22 | Sage Mountain Advisors LLC | 18,958 | $3.4M | 0.2% | 0.3% | 0.0% |
| 23 | Journey Advisory Group, LLC | 18,503 | $3.4M | 0.3% | 0.3% | -1.9% |
| 24 | UBS Group AG | 16,895 | $3.1M | 0.0% | 0.3% | -7.0% |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 16,407 | $3.0M | 0.0% | 0.3% | +14.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.