LGLV Institutional Ownership
State Street SPDR US Large Cap Low Volatility Index ETF
1W: -0.9%
1M: -6.0%
3M: -5.4%
YTD: -0.5%
1Y: -1.4%
3Y: +36.3%
5Y: +37.8%
$174.87
+0.39 (+0.22%)
Weekly Expected Move ±1.1%
$171
$173
$175
$177
$179
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — LGLV
202
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
584M
Total Invested
10
New Positions
55
Increased
95
Reduced
16
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (210 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CWM, LLC | 1,783,969 | $312M | -20,191 | -1.1% | 18Q | SEC ↗ |
| 2 | Syntegra Private Wealth Group, LLC | 771,561 | $135M | +132,553 | +20.7% | 15Q | SEC ↗ |
| 3 | Gerber Kawasaki Wealth & Investment Ma | 344,896 | $60M | +35,858 | +11.6% | 23Q | SEC ↗ |
| 4 | LPL Financial LLC | 182,070 | $32M | -4,267 | -2.3% | 39Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 179,508 | $31M | -6,761 | -3.6% | 26Q | SEC ↗ |
| 6 | MORGAN STANLEY | 169,550 | $30M | +53 | +0.0% | 53Q | SEC ↗ |
| 7 | DORVAL Corp | 128,408 | $22M | +2,400 | +1.9% | 11Q | SEC ↗ |
| 8 | AQR CAPITAL MANAGEMENT LLC | 112,494 | $20M | +5,105 | +4.8% | 7Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 84,945 | $15M | -9,574 | -10.1% | 15Q | SEC ↗ |
| 10 | Baltimore-Washington Financial Advisor | 82,289 | $14M | -220,602 | -72.8% | 39Q | SEC ↗ |
| 11 | Valmark Advisers, Inc. | 74,055 | $13M | +21,783 | +41.7% | 15Q | SEC ↗ |
| 12 | INTEGRITY ALLIANCE, LLC. | 67,220 | $12M | +2,996 | +4.7% | 7Q | SEC ↗ |
| 13 | Ethos Financial Group, LLC | 65,419 | $11M | +5,390 | +9.0% | 6Q | SEC ↗ |
| 14 | FOUNDERS FINANCIAL SECURITIES LLC | 61,238 | $11M | +215 | +0.4% | 10Q | SEC ↗ |
| 15 | Horizon Investments, LLC | 60,523 | $11M | -60,871 | -50.1% | 10Q | SEC ↗ |
| 16 | STATE STREET CORP | 47,392 | $8M | -4,305 | -8.3% | 11Q | SEC ↗ |
| 17 | Tempo Wealth, LLC | 39,411 | $7M | -412 | -1.0% | 3Q | SEC ↗ |
| 18 | HF Advisory Group, LLC | 37,892 | $7M | +2,924 | +8.4% | 15Q | SEC ↗ |
| 19 | JPMORGAN CHASE & CO | 34,245 | $6M | -37,841 | -52.5% | 15Q | SEC ↗ |
| 20 | GOLDMAN SACHS GROUP INC | 27,147 | $5M | +13,329 | +96.5% | 15Q | SEC ↗ |
| 21 | SEI INVESTMENTS CO | 24,829 | $4M | -312 | -1.2% | 11Q | SEC ↗ |
| 22 | RAYMOND JAMES FINANCIAL INC | 21,199 | $4M | -2,849 | -11.8% | 7Q | SEC ↗ |
| 23 | Sage Mountain Advisors LLC | 18,958 | $3M | — | +0.0% | 13Q | SEC ↗ |
| 24 | Journey Advisory Group, LLC | 18,503 | $3M | -351 | -1.9% | 14Q | SEC ↗ |
| 25 | UBS Group AG | 16,895 | $3M | -1,272 | -7.0% | 40Q | SEC ↗ |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 16,407 | $3M | +2,102 | +14.7% | 28Q | SEC ↗ |
| 27 | COMMONWEALTH EQUITY SERVICES, LLC | 16,205 | $3M | -682 | -4.0% | 35Q | SEC ↗ |
| 28 | IEQ CAPITAL, LLC | 15,210 | $3M | -69,467 | -82.0% | 7Q | SEC ↗ |
| 29 | Legacy Advisory Services, LLC | 15,055 | $3M | +1,190 | +8.6% | 11Q | SEC ↗ |
| 30 | REGATTA CAPITAL GROUP, LLC | 14,808 | $3M | +3,167 | +27.2% | 5Q | SEC ↗ |
| 31 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 12,934 | $2M | +598 | +4.8% | 33Q | SEC ↗ |
| 32 | HARBOUR INVESTMENTS, INC. | 12,828 | $2M | +367 | +2.9% | 17Q | SEC ↗ |
| 33 | Quantinno Capital Management LP | 12,605 | $2M | +543 | +4.5% | 2Q | SEC ↗ |
| 34 | Daiwa Securities Group Inc. | 12,500 | $2M | +700 | +5.9% | 26Q | SEC ↗ |
| 35 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,150 | $2M | +799 | +7.0% | 7Q | SEC ↗ |
| 36 | McNaughton Wealth Management, LLC | 12,107 | $2M | -1,188 | -8.9% | 21Q | SEC ↗ |
| 37 | ROFFMAN MILLER ASSOCIATES INC /PA | 11,682 | $2M | -144 | -1.2% | 32Q | SEC ↗ |
| 38 | Pallas Capital Advisors LLC | 10,741 | $2M | +261 | +2.5% | 5Q | SEC ↗ |
| 39 | Mariner, LLC | 9,994 | $2M | -331 | -3.2% | 16Q | SEC ↗ |
| 40 | THOROUGHBRED FINANCIAL SERVICES, LLC | 9,004 | $2M | — | +0.0% | 28Q | SEC ↗ |
| 41 | NORDEN GROUP LLC | 8,455 | $1M | — | +0.0% | 8Q | SEC ↗ |
| 42 | Cetera Investment Advisers | 7,531 | $1M | -1,511 | -16.7% | 28Q | SEC ↗ |
| 43 | FIRST AMERICAN TRUST, FSB | 7,464 | $1M | -7,407 | -49.8% | 20Q | SEC ↗ |
| 44 | JBR Co Financial Management Inc | 7,434 | $1M | +3,045 | +69.4% | 5Q | SEC ↗ |
| 45 | ROYAL BANK OF CANADA | 6,995 | $1M | +5,073 | +263.9% | 41Q | SEC ↗ |
| 46 | Financial Insights, Inc. | 6,905 | $1M | -46 | -0.7% | 27Q | SEC ↗ |
| 47 | Caliber Wealth Management, LLC / KS | 6,898 | $1M | -98 | -1.4% | 6Q | SEC ↗ |
| 48 | Fortis Group Advisors, LLC | 6,834 | $1M | +27 | +0.4% | 14Q | SEC ↗ |
| 49 | Milestone Investment Advisors LLC | 6,701 | $1M | -1,217 | -15.4% | 15Q | SEC ↗ |
| 50 | Cambridge Investment Research Advisors | 6,594 | $1M | -132 | -2.0% | 34Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| SFG Wealth Management, LLC. | 2,312 | $404K |
| Integrity Wealth Partners, LLC | 2,263 | $396K |
| AXXCESS WEALTH MANAGEMENT, LLC | 2,146 | $375K |
| INDEPENDENT FINANCIAL GROUP, LLC | 1,285 | $225K |
| COMPASS FINANCIAL MANAGEMENT LLC | 1,208 | $211K |
| CITIGROUP INC | 851 | $149K |
| IMA Advisory Services, Inc. | 685 | $120K |
| Advantage Trust Co | 219 | $38K |
| BANK OF MONTREAL /CAN | 20 | $3K |
| Global Retirement Partners, LLC | 1 | $0K |
| FIDUCIARY FINANCIAL ADVISORS | 1 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FIRST TRUST ADVISORS LP | 44,887 | $8M |
| SILVER OAK SECURITIES, INCORPORATED | 22,746 | $4M |
| TWO SIGMA INVESTMENTS, LP | 15,600 | $3M |
| Elevation Capital Advisory, LLC | 7,483 | $1M |
| JANE STREET GROUP, LLC | 2,833 | $495K |
| Creative Planning | 1,453 | $254K |
| Iowa State Bank | 1,329 | $232K |
| STIFEL FINANCIAL CORP | 1,299 | $227K |
| Kestra Advisory Services, LLC | 380 | $66K |
| Qube Research & Technologies Ltd | 375 | $66K |
| Root Financial Partners, LLC | 134 | $23K |
| US BANCORP \DE | 108 | $19K |
| Lloyd Advisory Services, LLC. | 99 | $17K |
| Kingdom Financial Group LLC. | 99 | $17K |
| Westside Investment Management, Inc | 84 | $15K |
| SageView Advisory Group, LLC | 78 | $14K |
| Networth Advisors, LLC | 72 | $13K |
| Vermillion & White Wealth Managemen | 28 | $5K |
| SIMPLEX TRADING, LLC | 20 | $3K |
| FLAGSHIP HARBOR ADVISORS, LLC | 17 | $3K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Syntegra Private Wealth Group, LLC | +132,553 | +20.7% | 771,561 |
| Gerber Kawasaki Wealth & Investment | +35,858 | +11.6% | 344,896 |
| Valmark Advisers, Inc. | +21,783 | +41.7% | 74,055 |
| GOLDMAN SACHS GROUP INC | +13,329 | +96.5% | 27,147 |
| Ethos Financial Group, LLC | +5,390 | +9.0% | 65,419 |
| AQR CAPITAL MANAGEMENT LLC | +5,105 | +4.8% | 112,494 |
| ROYAL BANK OF CANADA | +5,073 | +263.9% | 6,995 |
| REGATTA CAPITAL GROUP, LLC | +3,167 | +27.2% | 14,808 |
| JBR Co Financial Management Inc | +3,045 | +69.4% | 7,434 |
| INTEGRITY ALLIANCE, LLC. | +2,996 | +4.7% | 67,220 |
| HF Advisory Group, LLC | +2,924 | +8.4% | 37,892 |
| DORVAL Corp | +2,400 | +1.9% | 128,408 |
| ENVESTNET ASSET MANAGEMENT INC | +2,102 | +14.7% | 16,407 |
| MML INVESTORS SERVICES, LLC | +1,210 | +46.6% | 3,806 |
| Legacy Advisory Services, LLC | +1,190 | +8.6% | 15,055 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +799 | +7.0% | 12,150 |
| Daiwa Securities Group Inc. | +700 | +5.9% | 12,500 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +598 | +4.8% | 12,934 |
| Quantinno Capital Management LP | +543 | +4.5% | 12,605 |
| Arax Advisory Partners | +453 | +72.0% | 1,082 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Baltimore-Washington Financial Advi | -220,602 | -72.8% | 82,289 |
| AMERIPRISE FINANCIAL INC | -111,944 | -97.6% | 2,746 |
| IEQ CAPITAL, LLC | -69,467 | -82.0% | 15,210 |
| Horizon Investments, LLC | -60,871 | -50.1% | 60,523 |
| JPMORGAN CHASE & CO | -37,841 | -52.5% | 34,245 |
| CWM, LLC | -20,191 | -1.1% | 1,783,969 |
| BANK OF AMERICA CORP /DE | -9,574 | -10.1% | 84,945 |
| FIRST AMERICAN TRUST, FSB | -7,407 | -49.8% | 7,464 |
| OSAIC HOLDINGS, INC. | -6,761 | -3.6% | 179,508 |
| Gateway Wealth Partners, LLC | -5,552 | -49.1% | 5,760 |
| STATE STREET CORP | -4,305 | -8.3% | 47,392 |
| LPL Financial LLC | -4,267 | -2.3% | 182,070 |
| Tower Research Capital LLC (TRC) | -2,949 | -82.2% | 637 |
| RAYMOND JAMES FINANCIAL INC | -2,849 | -11.8% | 21,199 |
| AE Wealth Management LLC | -1,898 | -42.0% | 2,621 |
| Cetera Investment Advisers | -1,511 | -16.7% | 7,531 |
| UBS Group AG | -1,272 | -7.0% | 16,895 |
| Milestone Investment Advisors LLC | -1,217 | -15.4% | 6,701 |
| McNaughton Wealth Management, LLC | -1,188 | -8.9% | 12,107 |
| Cypress Wealth Services, LLC | -1,000 | -20.0% | 4,000 |