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Disclosery

LGLV SPDR SERIES TRUST

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ST STR R1K LOWV (fund)

182 managers (182 13F filers) reported a position in LGLV shares at 2025-06-30, 4,936,811 shares in all. 22 filers opened a position and 15 filers sold out during the quarter.

Managers
182
13F filers
182
New
22
Added
59
Reduced
60
Sold out
15
Shares held by filers
4,936,811

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
CWM, LLCin group CWM, LLC1,380,611$241M0.85%+565,98013F-HRTimelineGroup
Syntegra Private Wealth Group, LLC698,710$122M12.45%+52,65613F-HRTimeline
Baltimore-Washington Financial Advisors…279,627$48.8M2.28%+4,01613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…259,539$45.3M1.75%-1,57513F-HRTimeline
LPL Financial LLC195,209$34.1M0.01%+26,09313F-HRTimeline
CW Advisors, LLC187,919$32.8M0.32%-18,70713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO175,531$30.6M<0.01%+104,96313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY168,069$29.3M<0.01%-13813F-HRTimelineGroup
DORVAL Corp114,883$20.1M7.18%+2,91713F-HRTimeline
STATE STREET CORPin group STATE STREET CORP103,795$18.1M<0.01%+51,67713F-HRTimelineGroup
IEQ CAPITAL, LLC92,605$16.2M0.1%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/91,399$16M<0.01%+4,04613F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC74,041$12.9M0.98%+33,24813F-HRTimeline
Horizon Investments, LLC73,961$12.9M0.2%+32,12413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC67,466$11.8M0.01%+2,21413F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.57,768$10.1M0.55%-31,31713F-HRTimeline
VestGen Advisors, LLC50,039$8.74M0.35%new13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC42,893$7.49M1.89%new13F-HRTimeline
Ethos Financial Group, LLC37,037$6.47M0.56%+17,42113F-HRTimeline
FIRST AMERICAN TRUST, FSB32,117$5.61M0.45%+1,17013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC31,507$5.5M<0.01%+25913F-HRTimelineGroup
HF Advisory Group, LLC30,370$5.3M2.1%+1,24413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,001$4.89M0.01%+7,60213F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC27,248$4.62M<0.01%+22,45413F-HRTimelineGroup
Valmark Advisers, Inc.26,132$4.56M0.06%+2,86013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO25,127$4.39M0.01%-1,82413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,295$3.75M0.01%-6,17713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP21,410$3.74M0.01%new13F-HRTimelineGroup
Journey Advisory Group, LLC21,005$3.67M0.29%+58113F-HRTimeline
Sage Mountain Advisors LLC18,958$3.31M0.22%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,447$2.87M<0.01%-30513F-HRTimeline
McNaughton Wealth Management, LLC15,834$2.76M1.23%+66513F-HRTimeline
Cetera Investment Advisers13,755$2.4M<0.01%+4,88213F-HRTimeline
UBS Group AGin group UBS Group AG13,564$2.37M<0.01%+1,03313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,241$2.31M<0.01%+1,67913F-HRTimelineGroup
Cambridge Investment Research Advisors,…12,828$2.24M0.01%-9,49813F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/12,094$2.11M0.13%+4813F-HRTimeline
Pallas Capital Advisors LLC11,617$2.03M0.08%new13F-HRTimeline
Caliber Wealth Management, LLC / KS11,309$1.97M0.21%-3,23213F-HRTimeline
Legacy Advisory Services, LLC10,813$1.89M1.5%+3213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,760$1.88M<0.01%-20,00013F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC10,139$1.77M0.12%-90013F-HRTimeline
Mariner, LLCin group Mariner, LLC10,089$1.76M<0.01%+1,64413F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.9,500$1.66M0.01%-52013F-HRTimelineGroup
Milestone Investment Advisors LLC8,967$1.57M0.41%-43113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,739$1.53M<0.01%+3,33913F-HRTimelineGroup
NORDEN GROUP LLC8,655$1.51M0.16%-33513F-HRTimeline
IHT Wealth Management, LLC8,270$1.44M0.04%+30213F-HRTimeline
Financial Insights, Inc.7,219$1.26M0.46%-22113F-HRTimeline
Composition Wealth, LLC7,168$1.25M0.02%-68013F-HRTimeline
Fortis Group Advisors, LLC7,210$1.25M0.23%-22013F-HRTimeline
Financial Advocates Investment Manageme…6,961$1.22M0.1%-20113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,558$1.15M<0.01%-26913F-HRTimelineGroup
Private Advisor Group, LLC6,537$1.14M0.01%+1513F-HRTimeline
Flagship Private Wealth, LLC6,445$1.13M0.48%+10913F-HR/ATimeline
Family Capital Management, Inc.6,183$1.08M0.57%-3013F-HRTimeline
Portland Financial Advisors Inc6,062$1.06M2.54%013F-HRTimeline
Independent Wealth Network Inc.5,970$1.04M0.38%-15713F-HRTimeline
Mission Creek Capital Partners, Inc.5,816$1.02M0.23%-26813F-HRTimeline
REGATTA CAPITAL GROUP, LLC5,639$985K0.17%new13F-HRTimeline
Thrive Capital Management, LLC5,256$918K0.29%new13F-HRTimeline
Cypress Wealth Services, LLC5,166$902K0.16%013F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC5,155$900K0.19%+2,66013F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC4,960$866K0.27%new13F-HRTimeline
RIVERSEDGE ADVISORS, LLC4,936$862K0.17%-1,07313F-HRTimeline
Strategic Blueprint, LLC4,915$858K0.04%-4713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT4,798$838K0.1%013F-HRTimeline
Integrated Wealth Concepts LLC4,796$837K0.01%+4713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.4,751$830K<0.01%-3,43613F-HRTimeline
Gateway Wealth Partners, LLC4,710$822K0.16%new13F-HRTimeline
Efficient Advisors, LLC4,671$816K0.05%new13F-HRTimeline
ABOUND FINANCIAL, LLC4,558$796K0.35%-10513F-HRTimeline
HARBOUR INVESTMENTS, INC.4,237$740K0.02%+12213F-HRTimeline
WEDBUSH SECURITIES INC3,890$679K0.02%-16813F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,855$673K0.02%-5013F-HRTimeline
Compound Planning, Inc.3,786$661K0.03%-8213F-HRTimeline
TSFG, LLC3,718$649K0.12%-3713F-HRTimeline
Barnes Wealth Management Group, Inc3,713$648K0.38%+1,05913F-HRTimeline
Mutual Advisors, LLC3,561$629K0.02%-1013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,531$617K0.04%-10913F-HRTimeline
J.W. COLE ADVISORS, INC.3,518$614K0.01%+27513F-HRTimeline
Harvest Investment Services, LLC3,272$571K0.13%+2013F-HRTimeline
Avant Capital LLC3,246$567K0.44%+10513F-HRTimeline
Hutchens & Kramer Investment Management…3,209$564K0.26%-17213F-HRTimeline
Farther Finance Advisors, LLC3,171$554K0.01%-3,51313F-HRTimeline
Vista Cima Wealth Management LLC3,044$532K0.5%013F-HRTimeline
MML INVESTORS SERVICES, LLC2,883$503K<0.01%+50413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,812$491K0.01%-33413F-HRTimelineGroup
Insight Advisors, LLC/ PA2,740$479K0.08%-21913F-HRTimeline
Berkeley, Inc2,740$478K0.17%+513F-HRTimeline
ARQ WEALTH ADVISORS, LLC2,742$477K0.16%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,719$475K0.04%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,683$469K0.01%-12613F-HRTimelineGroup
JBR Co Financial Management Inc2,531$442K0.22%new13F-HRTimeline
FMR LLCin group FMR LLC2,525$441K<0.01%+31313F-HRTimelineGroup
High Net Worth Advisory Group LLC2,400$419K0.11%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,409$418K<0.01%+73913F-HRTimelineGroup
HighTower Advisors, LLC2,360$412K<0.01%013F-HRTimeline
AE Wealth Management LLC2,353$411K<0.01%-10613F-HRTimeline
Good Life Advisors, LLC2,350$410K0.03%new13F-HRTimeline
ARS Wealth Advisors Group, LLC2,342$409K0.05%+713F-HRTimeline
Commonwealth Financial Services, LLC2,311$403K0.08%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,261$395K<0.01%new13F-HR/ATimelineGroup
Darwin Wealth Management, LLC2,254$394K0.14%-55113F-HRTimeline
Aptus Capital Advisors, LLC2,186$382K<0.01%+213F-HRTimeline
Second Line Capital, LLC2,186$382K0.09%+213F-HRTimeline
&PARTNERS2,154$376K<0.01%+1013F-HRTimeline
Merit Financial Group, LLC1,967$343K<0.01%-1113F-HRTimeline
Aspire Capital Advisors LLC1,912$334K0.09%+67313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,786$312K<0.01%-10013F-HRTimeline
Millington Financial Advisors, LLC1,734$306K0.15%-4313F-HRTimeline
Brookwood Investment Group LLC1,703$297K0.05%013F-HRTimeline
Cornerstone Wealth Management, LLC1,678$293K0.02%+13013F-HRTimeline
Iowa State Bank1,660$290K0.06%-74913F-HRTimeline
WEALTHGARDEN F.S. LLC1,665$289K0.24%-5913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,639$286K<0.01%new13F-HRTimelineGroup
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,621$283K0.12%new13F-HRTimelineGroup
Trek Financial, LLC1,603$280K0.02%+813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,542$269K<0.01%+3913F-HR/ATimelineGroup
EP Wealth Advisors, LLC1,525$266K<0.01%+10013F-HRTimeline
Steward Partners Investment Advisory, L…1,501$262K<0.01%-5013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,442$252K<0.01%-2,84613F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,438$251K0.01%-9713F-HRTimelineGroup
Bouchey Financial Group, Ltd.1,400$244K0.02%013F-HRTimeline
Janney Montgomery Scott LLC1,400$244K<0.01%013F-HRTimeline
Moloney Securities Asset Management, LLC1,379$241K0.03%-8613F-HRTimeline
Accel Wealth Management1,375$240K0.08%013F-HRTimeline
AdvisorNet Financial, Inc1,375$240K0.02%+45613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,364$238K<0.01%new13F-HRTimelineGroup
Advisory Alpha, LLC1,362$238K0.01%-5313F-HRTimeline
Western Wealth Management, LLC1,341$234K0.01%013F-HRTimeline
Stonebridge Financial Group, LLC1,330$232K0.02%new13F-HRTimeline
CALTON & ASSOCIATES, INC.1,323$231K0.04%+5713F-HRTimeline
Atria Wealth Solutions, Inc.1,311$229K0.01%new13F-HRTimeline
Investment Planning Advisors, Inc.1,300$227K0.08%013F-HRTimeline
Fisher Asset Management, LLC1,227$214K<0.01%013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC1,175$205K0.09%+613F-HRTimeline
Hughes Financial Services, LLC1,155$202K0.03%013F-HRTimeline
Pacific Sun Financial Corp1,150$201K0.1%013F-HRTimeline
Bogart Wealth, LLC1,067$186K0.01%-813F-HRTimeline
BARRETT & COMPANY, INC.1,054$184K0.07%013F-HRTimeline
PRIVATE TRUST CO NA901$157K0.01%-6013F-HRTimeline
NewEdge Advisors, LLC667$116K<0.01%-2,22413F-HRTimeline
Arax Advisory Partners619$108K<0.01%+313F-HRTimeline
SIGNATUREFD, LLC530$92.5K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…472$82.4K<0.01%-1,88513F-HRTimelineGroup
LANARK FINANCIAL, INC.408$71K0.01%013F-HRTimeline
CENTRAL TRUST Co378$66K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.369$64.4K<0.01%-35513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.346$60.4K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL323$56.4K<0.01%new13F-HRTimeline
COMERICA BANK311$54.3K<0.01%-413F-HRTimeline
NFSG Corp306$53.4K0.01%013F-HRTimeline
Paladin Advisory Group, LLC304$53.1K0.04%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC294$51.3K<0.01%-8913F-HRTimeline
Comprehensive Financial Planning, Inc./…252$44K0.03%+213F-HRTimeline
Advantage Trust Co219$38.2K0.02%new13F-HRTimeline
Ulland Investment Advisors, LLC187$33K0.03%+13913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management168$29.3K<0.01%+4113F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC160$27.9K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC128$22.4K<0.01%-713F-HRTimelineGroup
Federation des caisses Desjardins du Qu…100$17.5K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton97$16.9K<0.01%-2113F-HRTimeline
AMERIFLEX GROUP, INC.91$15.7K0.01%013F-HRTimeline
Qube Research & Technologies Ltd90$15.7K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN89$15.5K<0.01%+2413F-HRTimelineGroup
Front Row Advisors LLC60$10.5K<0.01%013F-HRTimeline
Brooklyn Investment Group60$10.5K<0.01%new13F-HR/ATimeline
Olistico Wealth, LLC57$9.95K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\43$7.42K<0.01%+113F-HRTimelineGroup
CX Institutional41$7K<0.01%013F-HR/ATimeline
Reyes Financial Architecture, Inc.40$6.98K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…37$6.5K<0.01%-1013F-HRTimeline
Tidemark, LLC33$5.76K<0.01%-2413F-HRTimeline
CoreCap Advisors, LLC31$5.41K<0.01%013F-HRTimeline
Painted Porch Advisors LLC22$3.84K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…17$2.97K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp17$2.89K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9$1.57K<0.01%013F-HRTimelineGroup
WFA of San Diego, LLC6$1.05K<0.01%13F-HRTimeline
Dunhill Financial, LLC0$23<0.01%013F-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.