Skip to content
Disclosery

LGLV SPDR SERIES TRUST

Follow

ST STR R1K LOWV (fund)

164 managers (164 13F filers) reported a position in LGLV shares at 2024-12-31, 3,560,567 shares in all. 13 filers opened a position and 13 filers sold out during the quarter.

Managers
164
13F filers
164
New
13
Added
40
Reduced
59
Sold out
13
Shares held by filers
3,560,567

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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, LLC615,732$102M11.49%+5,58513F-HRTimeline
CWM, LLCin group CWM, LLC339,865$56.1M0.23%+21,75013F-HRTimelineGroup
Baltimore-Washington Financial Advisors…275,699$45.5M2.34%+1,41413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…250,944$41.5M1.8%+12,19213F-HRTimeline
CW Advisors, LLC211,257$34.9M0.48%-94813F-HRTimeline
STATE STREET CORPin group STATE STREET CORP184,523$30.5M<0.01%+111,92913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY165,085$27.3M<0.01%+70313F-HR/ATimelineGroup
LPL Financial LLC134,832$22.3M0.01%-33,74113F-HRTimeline
DORVAL Corp111,521$18.4M7.32%+2,54213F-HRTimeline
McNaughton Wealth Management, LLC95,762$15.8M7.62%+77713F-HRTimeline
IEQ CAPITAL, LLC92,605$15.3M0.15%new13F-HRTimeline
SYKON CAPITAL LLC70,374$11.6M4.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC65,228$10.8M0.01%new13F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.60,907$10.1M1.09%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/53,273$8.8M<0.01%-4,33113F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC41,832$6.91M0.62%-96113F-HRTimeline
Horizon Investments, LLC41,404$6.84M0.2%-1,02013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,483$5.53M0.01%-35,43013F-HR/ATimelineGroup
FIRST AMERICAN TRUST, FSB31,607$5.22M0.52%-29,11113F-HRTimeline
GeoWealth Management, LLC30,837$5.09M0.17%-104,94913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,826$4.76M0.01%+5,65813F-HR/ATimeline
HF Advisory Group, LLC28,564$4.72M2.17%-30513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO28,191$4.66M0.01%+7,02913F-HRTimelineGroup
Valmark Advisers, Inc.21,285$3.52M0.05%+2,37913F-HRTimeline
Farther Finance Advisors, LLC20,797$3.44M0.12%+2,49613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,984$3.14M<0.01%-77113F-HRTimeline
Sage Mountain Advisors LLC18,958$3.13M0.23%013F-HRTimeline
Journey Advisory Group, LLC18,949$2.89M0.35%013F-HRTimeline
Cambridge Investment Research Advisors,…13,890$2.29M0.01%+4,09813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,868$2.29M<0.01%13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG12,693$2.1M<0.01%-60813F-HRTimelineGroup
Vermillion & White Wealth Management Gr…12,169$2.01M1.48%-9113F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/12,091$2M0.12%-36913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,591$1.91M<0.01%new13F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC11,249$1.86M0.11%-7513F-HRTimeline
Legacy Advisory Services, LLC10,794$1.78M1.52%+5813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,761$1.78M<0.01%+76113F-HRTimelineGroup
Cetera Investment Advisers10,603$1.75M<0.01%-1,36813F-HRTimeline
Milestone Investment Advisors LLC10,278$1.7M0.46%+4,82613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,985$1.65M<0.01%-7,43413F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.9,950$1.64M0.01%013F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC9,527$1.57M0.02%-61913F-HRTimeline
NORDEN GROUP LLC8,990$1.49M0.17%-62013F-HRTimeline
Composition Wealth, LLC8,425$1.39M0.03%-8,17313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,204$1.36M0.01%+2,35513F-HRTimeline
Mariner, LLCin group Mariner, LLC8,153$1.35M<0.01%+2,09713F-HRTimelineGroup
Financial Insights, Inc.7,518$1.24M0.46%+7813F-HRTimeline
Fortis Group Advisors, LLC7,341$1.21M0.23%+9613F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT7,292$1.2M0.15%013F-HRTimeline
Private Advisor Group, LLC7,214$1.19M0.01%-98313F-HRTimeline
Financial Advocates Investment Manageme…6,902$1.14M0.06%-6213F-HRTimeline
Portland Financial Advisors Inc6,877$1.14M3.06%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,631$1.1M<0.01%+5813F-HRTimelineGroup
Flagship Private Wealth, LLC6,522$1.08M0.52%+26713F-HRTimeline
RIVERSEDGE ADVISORS, LLC6,392$1.06M0.24%-17113F-HRTimeline
Family Capital Management, Inc.6,298$1.04M0.63%-3713F-HRTimeline
Mission Creek Capital Partners, Inc.6,094$1.01M0.22%-8513F-HRTimeline
Independent Wealth Network Inc.5,835$964K0.39%-1,12813F-HRTimeline
Eagle Capital Management, LLC5,367$887K0.36%+12113F-HRTimeline
Strategic Blueprint, LLC5,236$865K0.05%-713F-HRTimeline
IHT Wealth Management, LLC5,228$864K0.03%-5,53013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,210$861K<0.01%-2,10913F-HRTimelineGroup
Cypress Wealth Services, LLC5,166$853K0.17%013F-HRTimeline
Integrated Wealth Concepts LLC4,745$784K0.01%-1413F-HRTimeline
ABOUND FINANCIAL, LLC4,662$770K0.39%13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,397$726K0.02%+1,58513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,355$719K<0.01%+1,11913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,219$697K<0.01%+12513F-HRTimelineGroup
WEDBUSH SECURITIES INC4,058$670K0.02%+713F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,905$645K0.02%013F-HRTimeline
Mutual Advisors, LLC3,829$643K0.02%-1713F-HRTimeline
Harvest Investment Services, LLC3,852$636K0.16%+4713F-HRTimeline
Insight Advisors, LLC/ PA3,854$636K0.11%-10513F-HRTimeline
Compound Planning, Inc.3,780$624K0.03%new13F-HRTimeline
TSFG, LLC3,755$620K0.13%-1,01313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,594$594K0.05%-6013F-HRTimeline
Householder Group Estate & Retirement S…3,514$580K0.43%+11413F-HRTimeline
Hutchens & Kramer Investment Management…3,450$570K0.31%-7413F-HRTimeline
J.W. COLE ADVISORS, INC.3,313$547K0.02%+313F-HRTimeline
Vista Cima Wealth Management LLC3,164$523K0.54%13F-HRTimeline
Avant Capital LLC3,152$521K0.43%13F-HRTimeline
Iowa State Bank3,074$508K0.11%-1,20113F-HRTimeline
Berkeley, Inc3,024$500K0.26%-3,19813F-HR/ATimeline
GTS SECURITIES LLC2,872$474K0.02%-3,08413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,831$468K0.01%+2613F-HRTimelineGroup
Darwin Wealth Management, LLC2,805$464K0.16%-1,40813F-HR/ATimeline
ARQ WEALTH ADVISORS, LLC2,766$457K0.17%-1,00113F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,719$449K0.04%013F-HRTimeline
Legacy Trust2,568$424K0.1%013F-HRTimeline
AE Wealth Management LLC2,504$414K<0.01%new13F-HRTimeline
HighTower Advisors, LLC2,503$414K<0.01%-25013F-HRTimeline
Aptus Capital Advisors, LLC2,502$413K<0.01%-31113F-HRTimeline
Second Line Capital, LLC2,502$413K0.11%-31113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,442$403K<0.01%-6813F-HRTimelineGroup
High Net Worth Advisory Group LLC2,400$397K0.11%013F-HRTimeline
ARS Wealth Advisors Group, LLC2,329$385K0.05%-2113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,315$382K0.01%new13F-HRTimelineGroup
Commonwealth Financial Services, LLC2,311$382K0.07%013F-HRTimeline
FMR LLCin group FMR LLC2,284$377K<0.01%+1713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,273$376K<0.01%-5813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,156$356K<0.01%new13F-HRTimelineGroup
&PARTNERS2,143$355K<0.01%+14113F-HRTimeline
Steward Partners Investment Advisory, L…1,880$311K<0.01%+7713F-HRTimeline
Millington Financial Advisors, LLC1,793$306K0.18%-23713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,786$295K<0.01%-11013F-HRTimeline
Merit Financial Group, LLC1,755$290K0.01%-6113F-HRTimeline
WEALTHGARDEN F.S. LLC1,755$290K0.27%-3513F-HRTimeline
Barnes Wealth Management Group, Inc1,700$281K0.19%13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,658$274K0.01%+913F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,622$268K0.01%-1,20413F-HRTimelineGroup
Independent Advisor Alliance1,620$268K<0.01%new13F-HRTimeline
Moloney Securities Asset Management, LLC1,609$266K0.04%013F-HRTimeline
Trek Financial, LLC1,588$262K0.02%+913F-HRTimeline
Signal Advisors Wealth, LLC1,571$260K0.03%-213F-HRTimeline
Cornerstone Wealth Management, LLC1,476$244K0.02%+10013F-HRTimeline
Advisory Alpha, LLC1,409$233K0.01%-21513F-HRTimeline
EP Wealth Advisors, LLC1,403$232K<0.01%013F-HRTimeline
Bouchey Financial Group, Ltd.1,400$231K0.02%013F-HRTimeline
Janney Montgomery Scott LLC1,400$231K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,389$229K<0.01%-98713F-HRTimelineGroup
Accel Wealth Management1,375$227K0.09%013F-HRTimeline
Investment Planning Advisors, Inc.1,340$221K0.1%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,319$218K<0.01%-1,38013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,221$202K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA1,122$185K0.02%013F-HRTimeline
Bogart Wealth, LLC1,074$177K0.01%+113F-HRTimeline
BARRETT & COMPANY, INC.1,054$174K0.07%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,050$174K<0.01%+41013F-HRTimelineGroup
AdvisorNet Financial, Inc918$152K0.01%-1,06013F-HRTimeline
Prestige Wealth Management Group LLC735$121K0.03%013F-HR/ATimeline
NewEdge Advisors, LLC666$110K<0.01%013F-HRTimeline
Arax Advisory Partners613$101K0.01%+313F-HRTimeline
SIGNATUREFD, LLC530$87.6K<0.01%013F-HRTimeline
Avior Wealth Management, LLC405$67K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC390$64.4K<0.01%new13F-HRTimeline
CENTRAL TRUST Co378$62.5K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.356$58.8K<0.01%-1013F-HRTimeline
COMERICA BANK315$52K<0.01%013F-HR/ATimeline
NFSG Corp306$50.6K0.01%013F-HRTimeline
Paladin Advisory Group, LLC304$50.2K0.04%013F-HRTimeline
Comprehensive Financial Planning, Inc./…250$41.2K0.03%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC160$26.4K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…133$22K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management127$21K<0.01%013F-HRTimelineGroup
Rosenberg Matthew Hamilton118$19.5K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…100$16.5K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC96$15.9K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.91$15.5K0.01%13F-HRTimeline
Transcendent Capital Group LLC92$15.2K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN64$10.6K<0.01%-11513F-HRTimelineGroup
NorthRock Partners, LLC64$10.6K<0.01%013F-HR/ATimeline
Ulland Investment Advisors, LLC60$10K0.01%013F-HRTimeline
Front Row Advisors LLC60$9.91K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd60$9.91K<0.01%013F-HRTimeline
Olistico Wealth, LLC57$9.42K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.40$6.61K0.01%13F-HRTimeline
CoreCap Advisors, LLC31$5.12K<0.01%-20013F-HRTimeline
Tidemark, LLC24$3.96K<0.01%013F-HRTimeline
Painted Porch Advisors LLC22$3.63K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…17$2.81K<0.01%-813F-HRTimeline
Sandy Spring Bank16$2.71K<0.01%013F-HRTimeline
WPG Advisers, LLC6$991<0.01%13F-HRTimeline
Fourth Dimension Wealth, LLC5$826<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.