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Disclosery

LGLV SPDR SERIES TRUST

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ST STR R1K LOWV (fund)

185 managers (185 13F filers) reported a position in LGLV shares at 2026-06-30, 3,225,704 shares in all. 8 filers opened a position and 16 filers sold out during the quarter.

Managers
185
13F filers
185
New
8
Added
54
Reduced
78
Sold out
16
Shares held by filers
3,225,704

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Syntegra Private Wealth Group, LLC771,561$140M10.84%+132,55313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…344,896$62.6M1.67%+35,85813F-HRTimeline
LPL Financial LLC182,070$33M0.01%-4,26713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.179,508$32.6M0.04%-6,76113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY169,550$30.8M<0.01%+5313F-HRTimelineGroup
DORVAL Corp128,408$23.3M6.71%+2,40013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC112,494$20.4M0.01%+5,10513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/84,945$15.4M<0.01%-9,57413F-HRTimelineGroup
Baltimore-Washington Financial Advisors…82,289$14.9M0.56%-220,60213F-HRTimeline
Valmark Advisers, Inc.74,055$13.4M0.14%+21,78313F-HRTimeline
INTEGRITY ALLIANCE, LLC.67,220$12.2M0.38%+2,99613F-HRTimeline
Ethos Financial Group, LLC65,419$11.9M0.79%+5,39013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC61,238$11.1M0.57%+21513F-HRTimeline
Horizon Investments, LLC60,523$11M0.12%-60,87113F-HRTimeline
STATE STREET CORPin group STATE STREET CORP47,392$8.6M<0.01%-4,30513F-HRTimelineGroup
Tempo Wealth, LLC39,411$7.15M1.06%-41213F-HRTimeline
HF Advisory Group, LLC37,892$6.88M2.13%+2,92413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO34,245$6.24M<0.01%-37,84113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC27,147$4.93M<0.01%+13,32913F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO24,829$4.51M<0.01%-31213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC21,199$3.85M<0.01%-2,84913F-HRTimelineGroup
Sage Mountain Advisors LLC18,958$3.44M0.21%013F-HRTimeline
Journey Advisory Group, LLC18,503$3.36M0.26%-35113F-HRTimeline
UBS Group AGin group UBS Group AG16,895$3.07M<0.01%-1,27213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,407$2.98M<0.01%+2,10213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC16,205$2.94M<0.01%-68213F-HRTimeline
IEQ CAPITAL, LLC15,210$2.76M0.01%-69,46713F-HRTimeline
Legacy Advisory Services, LLC15,055$2.73M1.92%+1,19013F-HRTimeline
REGATTA CAPITAL GROUP, LLC14,808$2.69M0.36%+3,16713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,934$2.38M<0.01%+59813F-HRTimeline
HARBOUR INVESTMENTS, INC.12,828$2.33M0.03%+36713F-HRTimeline
Quantinno Capital Management LP12,605$2.29M<0.01%+54313F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.12,500$2.27M0.01%+70013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,150$2.2M<0.01%+79913F-HRTimelineGroup
McNaughton Wealth Management, LLC12,107$2.2M0.78%-1,18813F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/11,682$2.12M0.11%-14413F-HRTimeline
Pallas Capital Advisors LLC10,741$1.95M0.06%+26113F-HRTimeline
Mariner, LLCin group Mariner, LLC9,994$1.81M<0.01%-33113F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC9,004$1.63M0.08%013F-HRTimeline
Integrated Wealth Concepts LLC8,863$1.61M0.01%+4,02213F-HRTimeline
NORDEN GROUP LLC8,455$1.53M0.13%013F-HRTimeline
Cetera Investment Advisers7,531$1.37M<0.01%-1,51113F-HRTimeline
FIRST AMERICAN TRUST, FSB7,464$1.35M0.08%-7,40713F-HRTimeline
JBR Co Financial Management Inc7,434$1.35M0.49%+3,04513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,995$1.27M<0.01%+5,07313F-HRTimelineGroup
Financial Insights, Inc.6,905$1.25M0.33%-4613F-HRTimeline
Caliber Wealth Management, LLC / KS6,898$1.25M0.12%-9813F-HRTimeline
Fortis Group Advisors, LLC6,834$1.24M0.2%+2713F-HRTimeline
Milestone Investment Advisors LLC6,701$1.22M0.26%-1,21713F-HRTimeline
Cambridge Investment Research Advisors,…6,594$1.2M<0.01%-13213F-HR/ATimeline
Independent Wealth Network Inc.6,362$1.15M0.29%-1613F-HRTimeline
Flagship Private Wealth, LLC6,173$1.12M0.4%+2313F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC5,875$1.07M0.13%+15113F-HRTimelineGroup
Private Advisor Group, LLC5,826$1.06M<0.01%+19713F-HRTimeline
Gateway Wealth Partners, LLC5,760$1.05M0.06%-5,55213F-HRTimeline
IHT Wealth Management, LLC5,583$1.01M0.02%-13913F-HRTimeline
Portland Financial Advisors Inc5,515$1M1.83%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,367$979K<0.01%-15813F-HRTimelineGroup
VestGen Advisors, LLC5,306$963K0.03%-46513F-HRTimeline
Mission Creek Capital Partners, Inc.5,277$957K0.17%-27413F-HRTimeline
RFG - Bristol Wealth Advisors, LLC5,226$948K0.23%-31213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,223$948K<0.01%+13313F-HRTimelineGroup
Family Capital Management, Inc.5,182$940K0.36%-9413F-HRTimeline
Krilogy Financial LLC4,942$897K0.03%-2713F-HRTimeline
Strategic Blueprint, LLC4,531$822K0.04%-18013F-HRTimeline
ABOUND FINANCIAL, LLC4,299$780K0.31%-2913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT4,274$776K0.08%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,158$755K<0.01%-45013F-HRTimelineGroup
Integrity Advisory Solutions, LLC4,001$726K0.07%+39613F-HRTimeline
Cypress Wealth Services, LLC4,000$726K0.09%-1,00013F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,855$700K0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC3,806$691K<0.01%+1,21013F-HRTimeline
RIVERSEDGE ADVISORS, LLC3,749$680K0.09%-13813F-HRTimeline
Barnes Wealth Management Group, Inc3,746$680K0.31%+9313F-HRTimeline
Thrive Capital Management, LLC3,720$675K0.13%-33113F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD3,708$673K0.09%-5713F-HRTimeline
FMR LLCin group FMR LLC3,458$628K<0.01%+26413F-HRTimelineGroup
J.W. COLE ADVISORS, INC.3,444$625K0.01%+213F-HRTimeline
WEDBUSH SECURITIES INC3,361$610K0.02%+8513F-HRTimeline
Compound Planning, Inc.3,348$608K0.02%-1613F-HRTimeline
Harvest Investment Services, LLC3,333$605K0.09%-15113F-HRTimeline
Raab & Moskowitz Asset Management LLC3,289$597K0.12%+6413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,208$582K0.01%+2213F-HRTimelineGroup
Mutual Advisors, LLC3,056$554K0.01%-45113F-HRTimeline
Vista Cima Wealth Management LLC2,984$541K0.4%-413F-HRTimeline
Avant Capital LLC2,981$541K0.34%-30213F-HRTimeline
Hutchens & Kramer Investment Management…2,971$539K0.14%-913F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC2,959$537K0.04%-40513F-HRTimelineGroup
Composition Wealth, LLC2,899$526K0.01%-19213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,746$498K<0.01%-111,94413F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC2,666$484K0.04%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,637$478K<0.01%+32713F-HRTimelineGroup
AE Wealth Management LLC2,621$476K<0.01%-1,89813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,612$474K0.02%-13713F-HRTimeline
Legacy Trust2,568$466K0.08%013F-HRTimeline
Insight Advisors, LLC/ PA2,461$447K0.08%-34013F-HRTimeline
HighTower Advisors, LLC2,423$440K<0.01%+17013F-HRTimeline
ARS Wealth Advisors Group, LLC2,371$430K0.03%+713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,367$430K<0.01%-5013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,315$420K0.01%-39413F-HRTimelineGroup
SFG Wealth Management, LLC.2,312$420K0.15%new13F-HRTimeline
Commonwealth Financial Services, LLC2,311$419K0.06%013F-HRTimeline
&PARTNERS2,294$416K<0.01%013F-HRTimeline
High Net Worth Advisory Group LLC2,200$399K0.08%-10013F-HRTimeline
Darwin Wealth Management, LLC2,146$389K0.11%-29613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,146$389K0.01%new13F-HRTimeline
HighPoint Advisor Group LLC2,116$384K0.01%013F-HRTimeline
Retireful, LLC1,975$369K0.34%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,974$358K<0.01%+20613F-HRTimelineGroup
Second Line Capital, LLC1,873$340K0.06%-1213F-HRTimeline
Aptus Capital Advisors, LLC1,873$340K<0.01%-4813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,846$335K<0.01%-2213F-HR/ATimeline
UPTICK PARTNERS, LLC1,837$333K0.05%-52413F-HRTimeline
ARQ WEALTH ADVISORS, LLC1,761$325K0.04%-64913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.1,736$315K<0.01%-28713F-HRTimelineGroup
Merit Financial Group, LLC1,734$315K<0.01%-9413F-HR/ATimeline
EP Wealth Advisors, LLC1,721$312K<0.01%013F-HRTimeline
Sherman Wealth Management LLC1,683$305K0.23%+1513F-HRTimeline
Western Wealth Management, LLC1,682$305K0.01%013F-HRTimeline
Cornerstone Wealth Management, LLC1,678$304K0.01%013F-HRTimeline
WEALTHGARDEN F.S. LLC1,644$298K0.17%+113F-HRTimeline
Trek Financial, LLC1,637$297K0.01%+913F-HRTimeline
Farther Finance Advisors, LLC1,605$291K<0.01%-38113F-HRTimeline
NewEdge Wealth, LLC1,594$289K<0.01%-18213F-HRTimeline
TSFG, LLC1,572$285K0.04%-53613F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,546$281K0.09%-5013F-HRTimelineGroup
Berkeley, Inc1,535$279K0.09%+113F-HRTimeline
Millington Financial Advisors, LLC1,490$277K0.11%-1113F-HRTimeline
Clark Asset Management, LLC1,497$272K0.02%013F-HRTimeline
Fisher Asset Management, LLC1,412$256K<0.01%+18513F-HRTimeline
Bouchey Financial Group, Ltd.1,400$254K0.02%013F-HRTimeline
Balance Wealth Partners LLC1,400$254K0.07%013F-HRTimeline
Janney Montgomery Scott LLC1,386$252K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,380$250K0.01%-8013F-HRTimeline
Stonebridge Financial Group, LLC1,358$246K0.02%+713F-HRTimeline
ERn Financial, LLC1,342$244K0.04%+5313F-HRTimeline
Brookwood Investment Group LLC1,325$240K0.03%-3613F-HRTimeline
Investment Planning Advisors, Inc.1,300$236K0.05%013F-HRTimeline
Foundations Investment Advisors, LLC1,296$235K<0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,285$233K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,212$220K<0.01%-3513F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC1,208$219K0.03%13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,176$213K<0.01%-28413F-HRTimelineGroup
Hughes Financial Services, LLC1,155$210K0.03%013F-HRTimeline
Beacon Pointe Advisors, LLC1,148$208K<0.01%+2113F-HRTimeline
Kirkwood Financial Services1,144$208K0.06%13F-HRTimeline
Arax Advisory Partners1,082$196K<0.01%+45313F-HRTimeline
BARRETT & COMPANY, INC.1,054$191K0.05%013F-HRTimeline
PRIVATE TRUST CO NA920$167K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC851$154K<0.01%new13F-HRTimelineGroup
IMA Advisory Services, Inc.685$124K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…637$116K<0.01%-2,94913F-HRTimelineGroup
NewEdge Advisors, LLC626$114K<0.01%013F-HRTimeline
Bogart Wealth, LLC417$75.6K<0.01%-42313F-HRTimeline
LANARK FINANCIAL, INC.408$74K0.01%013F-HRTimeline
CENTRAL TRUST Co378$68.6K<0.01%013F-HRTimeline
SIGNATUREFD, LLC323$58.6K<0.01%013F-HRTimeline
NFSG Corp306$55.5K0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…305$55.3K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC294$53.3K<0.01%-2613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…258$46.8K<0.01%013F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…257$46.7K0.02%+213F-HRTimeline
Advantage Trust Co219$39.7K0.01%new13F-HRTimeline
Ulland Investment Advisors, LLC212$38K0.03%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.196$35.5K<0.01%+413F-HRTimelineGroup
IFP Advisors, Inc161$29.2K<0.01%+7713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC160$29K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN111$20.1K<0.01%+6613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC110$20K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.108$19.6K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…100$18.1K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC66$12K0.01%-15113F-HRTimeline
Rosenberg Matthew Hamilton64$11.6K<0.01%013F-HRTimeline
Front Row Advisors LLC60$11.3K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management50$9.07K<0.01%-11813F-HRTimelineGroup
Medallion Wealth Advisors, LLC50$9.07K<0.01%013F-HRTimeline
Olistico Wealth, LLC47$8.53K<0.01%-1013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC41$7.48K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC41$7.44K<0.01%+1013F-HRTimeline
Tidemark, LLC33$5.99K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/20$3.48K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…13$2.36K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1$184<0.01%new13F-HRTimeline
Global Retirement Partners, LLC1$181<0.01%13F-HRTimeline
Rossby Financial, LCC1$181<0.01%-47813F-HRTimeline