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Disclosery

LGLV SPDR SERIES TRUST

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ST STR R1K LOWV (fund)

175 managers (175 13F filers) reported a position in LGLV shares at 2025-03-31, 4,276,007 shares in all. 22 filers opened a position and 12 filers sold out during the quarter.

Managers
175
13F filers
175
New
22
Added
53
Reduced
61
Sold out
12
Shares held by filers
4,276,007

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
CWM, LLCin group CWM, LLC814,631$142M0.57%+474,76613F-HRTimelineGroup
Syntegra Private Wealth Group, LLC646,054$112M13.15%+30,32213F-HRTimeline
Baltimore-Washington Financial Advisors…275,611$48M2.54%-8813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…261,114$45.4M2.04%+10,17013F-HRTimeline
CW Advisors, LLC206,626$36M0.43%-4,63113F-HRTimeline
LPL Financial LLC169,116$29.4M0.01%+34,28413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY168,207$29.3M<0.01%+3,12213F-HRTimelineGroup
DORVAL Corp111,966$19.6M7.87%+44513F-HRTimeline
IEQ CAPITAL, LLC92,605$16.1M0.13%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.89,085$15.5M0.61%+28,17813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/87,353$15.2M<0.01%+34,08013F-HRTimelineGroup
GeoWealth Management, LLC76,192$13.3M0.53%+45,35513F-HRTimeline
WIN ADVISORS, INC72,947$12.7M6.52%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO70,568$12.3M<0.01%+66,21313F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC65,252$11.4M0.01%+2413F-HRTimelineGroup
Foundations Investment Advisors, LLC64,248$11.2M0.21%new13F-HRTimeline
STATE STREET CORPin group STATE STREET CORP52,118$9.07M<0.01%-132,40513F-HRTimelineGroup
Horizon Investments, LLC41,837$7.28M0.22%+43313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…40,631$7.05M0.28%+38,31613F-HRTimelineGroup
Elevation Capital Advisory, LLC40,469$7.04M3.07%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC40,793$6.9M0.58%-1,03913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC31,248$5.44M<0.01%+17,38013F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB30,947$5.39M0.5%-66013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC30,760$5.35M<0.01%+19,99913F-HR/ATimelineGroup
HF Advisory Group, LLC29,126$5.07M2.22%+56213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,472$4.78M0.01%-1,35413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO26,951$4.69M0.01%-1,24013F-HR/ATimelineGroup
Valmark Advisers, Inc.23,272$4.05M0.06%+1,98713F-HRTimeline
Cambridge Investment Research Advisors,…22,326$3.89M0.01%+8,43613F-HRTimeline
Journey Advisory Group, LLC20,424$3.55M0.29%+1,47513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,399$3.55M0.01%-13,08413F-HRTimelineGroup
Ethos Financial Group, LLC19,616$3.41M0.33%new13F-HRTimeline
Sage Mountain Advisors LLC18,958$3.3M0.24%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,752$2.92M<0.01%-2,23213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,809$2.75M<0.01%new13F-HR/ATimelineGroup
McNaughton Wealth Management, LLC15,169$2.64M1.28%-80,59313F-HRTimeline
Caliber Wealth Management, LLC / KS14,541$2.53M0.35%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,529$2.33M0.22%new13F-HR/ATimeline
UBS Group AGin group UBS Group AG12,531$2.18M<0.01%-16213F-HRTimelineGroup
ROFFMAN MILLER ASSOCIATES INC /PA/12,046$2.1M0.13%-4513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,562$2.01M<0.01%+6,35213F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC11,039$1.92M0.12%-21013F-HRTimeline
Legacy Advisory Services, LLC10,781$1.88M1.58%-1313F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.10,020$1.74M0.01%+7013F-HRTimelineGroup
Milestone Investment Advisors LLC9,398$1.64M0.45%-88013F-HRTimeline
TOWNSQUARE CAPITAL LLC9,210$1.6M0.02%-31713F-HRTimeline
NORDEN GROUP LLC8,990$1.56M0.18%013F-HRTimeline
Cetera Investment Advisers8,873$1.54M<0.01%-1,73013F-HRTimeline
Mariner, LLCin group Mariner, LLC8,445$1.47M<0.01%+29213F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.8,187$1.42M0.01%-1713F-HRTimeline
IHT Wealth Management, LLC7,968$1.39M0.04%+2,74013F-HRTimeline
Composition Wealth, LLC7,848$1.37M0.03%-57713F-HRTimeline
Financial Insights, Inc.7,440$1.29M0.52%-7813F-HRTimeline
Fortis Group Advisors, LLC7,430$1.29M0.25%+8913F-HRTimeline
Financial Advocates Investment Manageme…7,162$1.25M0.09%+26013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,827$1.19M<0.01%+19613F-HRTimelineGroup
Farther Finance Advisors, LLC6,684$1.16M0.03%-14,11313F-HRTimeline
Private Advisor Group, LLC6,522$1.14M0.01%-69213F-HRTimeline
Flagship Private Wealth, LLC6,336$1.1M0.53%-18613F-HRTimeline
Family Capital Management, Inc.6,213$1.08M0.67%-8513F-HRTimeline
Independent Wealth Network Inc.6,127$1.07M0.43%+29213F-HRTimeline
Mission Creek Capital Partners, Inc.6,084$1.06M0.26%-1013F-HRTimeline
Portland Financial Advisors Inc6,062$1.06M2.7%-81513F-HRTimeline
RIVERSEDGE ADVISORS, LLC6,009$1.05M0.23%-38313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,400$940K<0.01%-6,19113F-HRTimelineGroup
Cypress Wealth Services, LLC5,166$899K0.18%013F-HRTimeline
Strategic Blueprint, LLC4,962$864K0.05%-27413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT4,798$835K0.1%-2,49413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,794$834K<0.01%-5,19113F-HRTimelineGroup
Integrated Wealth Concepts LLC4,749$826K0.01%+413F-HRTimeline
ABOUND FINANCIAL, LLC4,663$812K0.41%+113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,288$746K<0.01%+6913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.4,115$716K0.02%-28213F-HRTimeline
WEDBUSH SECURITIES INC4,058$706K0.03%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,905$680K0.02%013F-HRTimeline
Compound Planning, Inc.3,868$673K0.03%+8813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …3,867$673K0.14%new13F-HRTimeline
TSFG, LLC3,755$654K0.13%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,640$633K0.05%+4613F-HRTimeline
Mutual Advisors, LLC3,571$601K0.02%-25813F-HRTimeline
Hutchens & Kramer Investment Management…3,381$588K0.32%-6913F-HRTimeline
Harvest Investment Services, LLC3,252$566K0.16%-60013F-HRTimeline
J.W. COLE ADVISORS, INC.3,243$564K0.02%-7013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,146$548K0.01%new13F-HRTimelineGroup
Avant Capital LLC3,141$547K0.45%-1113F-HRTimeline
Vista Cima Wealth Management LLC3,044$530K0.57%-12013F-HR/ATimeline
Insight Advisors, LLC/ PA2,959$515K0.09%-89513F-HRTimeline
NewEdge Advisors, LLC2,891$503K<0.01%+2,22513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,809$489K0.01%-2213F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC2,742$477K0.18%-2413F-HRTimeline
Berkeley, Inc2,735$476K0.22%-28913F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,719$473K0.05%013F-HRTimeline
Darwin Wealth Management, LLC2,805$464K0.16%013F-HRTimeline
Barnes Wealth Management Group, Inc2,654$462K0.3%+95413F-HRTimeline
Legacy Trust2,568$447K0.11%013F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC2,495$434K0.1%new13F-HRTimelineGroup
AE Wealth Management LLC2,459$428K<0.01%-4513F-HRTimeline
Iowa State Bank2,409$419K0.09%-66513F-HRTimeline
High Net Worth Advisory Group LLC2,400$418K0.12%013F-HRTimeline
MML INVESTORS SERVICES, LLC2,379$414K<0.01%+10613F-HRTimeline
HighTower Advisors, LLC2,360$411K<0.01%-14313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,357$410K0.01%+73513F-HRTimelineGroup
ARS Wealth Advisors Group, LLC2,335$406K0.06%+613F-HRTimeline
Commonwealth Financial Services, LLC2,311$402K0.08%013F-HRTimeline
FMR LLCin group FMR LLC2,212$385K<0.01%-7213F-HRTimelineGroup
Aptus Capital Advisors, LLC2,184$380K<0.01%-31813F-HRTimeline
Second Line Capital, LLC2,184$380K0.1%-31813F-HRTimeline
&PARTNERS2,144$369K<0.01%+113F-HRTimeline
Merit Financial Group, LLC1,978$344K0.01%+22313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,886$328K<0.01%+10013F-HRTimeline
OLD MISSION CAPITAL LLC1,767$308K0.01%new13F-HRTimeline
WEALTHGARDEN F.S. LLC1,724$300K0.29%-3113F-HRTimeline
Brookwood Investment Group LLC1,703$296K0.05%13F-HRTimeline
Millington Financial Advisors, LLC1,777$296K0.18%-1613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,670$287K<0.01%+62013F-HR/ATimelineGroup
Trek Financial, LLC1,595$278K0.02%+713F-HRTimeline
Steward Partners Investment Advisory, L…1,551$270K<0.01%-32913F-HRTimeline
Cornerstone Wealth Management, LLC1,548$269K0.02%+7213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,535$267K0.01%-12313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,503$261K<0.01%+18413F-HR/ATimelineGroup
Moloney Securities Asset Management, LLC1,465$255K0.03%-14413F-HRTimeline
EP Wealth Advisors, LLC1,425$248K<0.01%+2213F-HRTimeline
Advisory Alpha, LLC1,415$246K0.01%+613F-HR/ATimeline
Janney Montgomery Scott LLC1,400$244K<0.01%013F-HRTimeline
Bouchey Financial Group, Ltd.1,400$244K0.02%013F-HRTimeline
Accel Wealth Management1,375$239K0.09%013F-HRTimeline
Western Wealth Management, LLC1,341$233K0.02%new13F-HRTimeline
Investment Planning Advisors, Inc.1,300$226K0.09%-4013F-HRTimeline
CALTON & ASSOCIATES, INC.1,266$220K0.05%new13F-HR/ATimeline
Aspire Capital Advisors LLC1,239$216K0.06%new13F-HRTimeline
Fisher Asset Management, LLC1,227$214K<0.01%new13F-HRTimeline
ERn Financial, LLC1,188$207K0.03%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,171$204K<0.01%-5013F-HRTimelineGroup
FLYNN ZITO CAPITAL MANAGEMENT, LLC1,169$204K0.09%new13F-HRTimeline
Hughes Financial Services, LLC1,155$201K0.04%new13F-HRTimeline
Pacific Sun Financial Corp1,150$200K0.11%new13F-HRTimeline
Bogart Wealth, LLC1,075$187K0.01%+113F-HRTimeline
BARRETT & COMPANY, INC.1,054$183K0.08%013F-HRTimeline
PRIVATE TRUST CO NA961$167K0.02%-16113F-HRTimeline
AdvisorNet Financial, Inc919$160K0.01%+113F-HRTimeline
Prestige Wealth Management Group LLC735$128K0.03%013F-HR/ATimeline
Geneos Wealth Management Inc.724$126K<0.01%+36813F-HRTimeline
Arax Advisory Partners616$107K0.01%+313F-HRTimeline
SIGNATUREFD, LLC530$92.2K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.408$71K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC383$66.7K<0.01%-713F-HRTimeline
CENTRAL TRUST Co378$65.8K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.346$60.2K<0.01%new13F-HRTimelineGroup
COMERICA BANK315$54.8K<0.01%013F-HRTimeline
NFSG Corp306$53.3K0.01%013F-HRTimeline
Paladin Advisory Group, LLC304$52.9K0.04%013F-HRTimeline
Comprehensive Financial Planning, Inc./…250$43.6K0.04%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC160$27.8K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC135$23.5K<0.01%+3913F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management127$22.1K<0.01%013F-HRTimelineGroup
Rosenberg Matthew Hamilton118$20.5K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…100$17.4K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.91$15.8K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN65$11.3K<0.01%+113F-HRTimelineGroup
NorthRock Partners, LLC64$11.1K<0.01%013F-HRTimeline
Front Row Advisors LLC60$10.4K<0.01%013F-HRTimeline
Olistico Wealth, LLC57$9.92K0.01%013F-HRTimeline
Tidemark, LLC57$9.92K<0.01%+3313F-HRTimeline
Vermillion & White Wealth Management Gr…47$8.21K0.01%-12,12213F-HRTimeline
Ulland Investment Advisors, LLC48$8K0.01%-1213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\42$7.37K<0.01%-2,11413F-HRTimelineGroup
CX Institutional41$7K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.40$6.96K0.01%013F-HRTimeline
CoreCap Advisors, LLC31$5.39K<0.01%013F-HRTimeline
Painted Porch Advisors LLC22$3.83K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…17$2.96K<0.01%013F-HRTimeline
Sandy Spring Bank16$2.87K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9$1.57K<0.01%-12413F-HRTimelineGroup
Dunhill Financial, LLC0$23<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.