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Disclosery

LGLV SPDR SERIES TRUST

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ST STR R1K LOWV (fund)

181 managers (181 13F filers) reported a position in LGLV shares at 2025-09-30, 4,976,930 shares in all. 14 filers opened a position and 11 filers sold out during the quarter.

Managers
181
13F filers
181
New
14
Added
56
Reduced
67
Sold out
11
Shares held by filers
4,976,930

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC1,524,059$272M0.82%+143,44813F-HRTimelineGroup
Syntegra Private Wealth Group, LLC746,658$133M12.54%+47,94813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…297,844$53.1M1.82%+38,30513F-HRTimeline
Baltimore-Washington Financial Advisors…288,483$51.4M2.2%+8,85613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.221,160$39.4M0.06%+193,15913F-HRTimelineGroup
LPL Financial LLC183,285$32.7M0.01%-11,92413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY166,133$29.6M<0.01%-1,93613F-HR/ATimelineGroup
DORVAL Corp119,618$21.3M7.05%+4,73513F-HRTimeline
IEQ CAPITAL, LLC107,815$19.2M0.06%+15,21013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/92,120$16.4M<0.01%+72113F-HR/ATimelineGroup
STATE STREET CORPin group STATE STREET CORP82,474$14.7M<0.01%-21,32113F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC76,038$13.5M0.92%+1,99713F-HRTimeline
Horizon Investments, LLC75,750$13.5M0.18%+1,78913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC69,475$12.4M0.01%+2,00913F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.63,674$11.3M0.54%+5,90613F-HRTimeline
VestGen Advisors, LLC50,345$8.97M0.3%+30613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO39,826$7.1M<0.01%-135,70513F-HR/ATimelineGroup
Ethos Financial Group, LLC37,502$6.68M0.52%+46513F-HRTimeline
HF Advisory Group, LLC31,874$5.68M2.09%+1,50413F-HRTimeline
Valmark Advisers, Inc.31,315$5.58M0.07%+5,18313F-HRTimeline
FIRST AMERICAN TRUST, FSB30,710$5.47M0.4%-1,40713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO24,839$4.43M<0.01%-28813F-HRTimelineGroup
Journey Advisory Group, LLC21,275$3.79M0.28%+27013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,208$3.58M0.01%-1,08713F-HRTimeline
Sage Mountain Advisors LLC18,958$3.38M0.19%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA18,019$3.21M<0.01%+16,47713F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP17,700$3.15M<0.01%-3,71013F-HRTimelineGroup
UBS Group AGin group UBS Group AG17,040$3.04M<0.01%+3,47613F-HRTimelineGroup
Cetera Investment Advisers16,824$3M<0.01%+3,06913F-HRTimeline
McNaughton Wealth Management, LLC16,769$2.99M1.26%+93513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,042$2.86M<0.01%-40513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,096$2.16M<0.01%-1,14513F-HRTimelineGroup
ROFFMAN MILLER ASSOCIATES INC /PA/12,034$2.14M0.12%-6013F-HRTimeline
Pallas Capital Advisors LLC11,918$2.12M0.08%+30113F-HRTimeline
Cambridge Investment Research Advisors,…11,826$2.11M0.01%-1,00213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,583$2.06M<0.01%-19,92413F-HRTimelineGroup
Legacy Advisory Services, LLC10,844$1.93M1.46%+3113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,749$1.92M<0.01%-1113F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC10,139$1.81M0.11%013F-HRTimeline
Mariner, LLCin group Mariner, LLC9,660$1.72M<0.01%-42913F-HRTimelineGroup
Caliber Wealth Management, LLC / KS9,567$1.7M0.19%-1,74213F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.8,900$1.59M0.01%-60013F-HRTimelineGroup
NORDEN GROUP LLC8,655$1.54M0.16%013F-HRTimeline
Milestone Investment Advisors LLC8,572$1.53M0.38%-39513F-HRTimeline
IHT Wealth Management, LLC8,244$1.47M0.04%-2613F-HRTimeline
REGATTA CAPITAL GROUP, LLC7,953$1.42M0.22%+2,31413F-HRTimeline
Financial Insights, Inc.7,199$1.28M0.42%-2013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,916$1.23M<0.01%-1,82313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,546$1.17M<0.01%-1213F-HRTimelineGroup
Flagship Private Wealth, LLC6,491$1.16M0.46%+4613F-HRTimeline
Fortis Group Advisors, LLC6,685$1.15M0.2%-52513F-HRTimeline
Independent Wealth Network Inc.6,442$1.15M0.37%+47213F-HRTimeline
Composition Wealth, LLC6,415$1.14M0.02%-75313F-HRTimeline
Private Advisor Group, LLC6,390$1.14M0.01%-14713F-HRTimeline
Family Capital Management, Inc.6,149$1.1M0.52%-3413F-HRTimeline
Portland Financial Advisors Inc6,062$1.08M2.3%013F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC5,855$1.04M0.17%+70013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,636$1M<0.01%+4,27213F-HRTimelineGroup
Mission Creek Capital Partners, Inc.5,636$1M0.2%-18013F-HRTimeline
Cypress Wealth Services, LLC5,166$920K0.15%013F-HRTimeline
Thrive Capital Management, LLC4,890$871K0.22%-36613F-HRTimeline
Krilogy Financial LLC5,045$870K0.03%new13F-HRTimeline
Strategic Blueprint, LLC4,873$868K0.04%-4213F-HRTimeline
Gateway Wealth Partners, LLC4,806$856K0.12%+9613F-HRTimeline
Integrated Wealth Concepts LLC4,800$855K0.01%+413F-HRTimeline
JBR Co Financial Management Inc4,663$831K0.35%+2,13213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,607$821K<0.01%new13F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT4,569$814K0.09%-22913F-HRTimeline
HARBOUR INVESTMENTS, INC.4,517$805K0.02%+28013F-HRTimeline
ABOUND FINANCIAL, LLC4,386$781K0.31%-17213F-HRTimeline
RFG - Bristol Wealth Advisors, LLC4,252$757K0.22%-70813F-HRTimeline
Barnes Wealth Management Group, Inc4,218$751K0.41%+50513F-HRTimeline
RIVERSEDGE ADVISORS, LLC4,082$727K0.12%-85413F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,855$687K0.01%013F-HRTimeline
AE Wealth Management LLC3,842$684K<0.01%+1,48913F-HRTimeline
Compound Planning, Inc.3,748$668K0.02%-3813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,692$658K<0.01%-23,55613F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV3,537$630K0.04%+613F-HRTimeline
Mutual Advisors, LLC3,561$627K0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.3,438$613K0.01%-8013F-HRTimeline
Avant Capital LLC3,344$596K0.42%+9813F-HRTimeline
Mach-1 Financial Group, LLC3,223$574K0.09%new13F-HRTimeline
Integrity Advisory Solutions, LLC3,223$574K0.09%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,196$569K0.01%+38413F-HRTimelineGroup
Hutchens & Kramer Investment Management…3,132$558K0.22%-7713F-HRTimeline
Harvest Investment Services, LLC3,065$546K0.11%-20713F-HRTimeline
Vista Cima Wealth Management LLC3,036$541K0.45%-813F-HRTimeline
WEDBUSH SECURITIES INC2,984$532K0.02%-90613F-HRTimeline
MML INVESTORS SERVICES, LLC2,856$509K<0.01%-2713F-HRTimeline
Insight Advisors, LLC/ PA2,797$498K0.08%+5713F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,719$484K0.04%013F-HRTimeline
Farther Finance Advisors, LLC2,629$468K0.01%-54213F-HRTimeline
Legacy Trust2,568$458K0.09%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,549$454K0.01%-13413F-HRTimelineGroup
Darwin Wealth Management, LLC2,504$446K0.14%+25013F-HRTimeline
ARQ WEALTH ADVISORS, LLC2,501$446K0.13%-24113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,471$437K<0.01%+6213F-HRTimelineGroup
High Net Worth Advisory Group LLC2,400$428K0.1%013F-HRTimeline
FMR LLCin group FMR LLC2,383$425K<0.01%-14213F-HRTimelineGroup
ARS Wealth Advisors Group, LLC2,348$418K0.04%+613F-HRTimeline
HighTower Advisors, LLC2,347$418K<0.01%-1313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,315$412K0.03%new13F-HRTimelineGroup
Commonwealth Financial Services, LLC2,311$412K0.07%013F-HRTimeline
&PARTNERS2,155$384K<0.01%+113F-HRTimeline
TSFG, LLC2,108$376K0.06%-1,61013F-HRTimeline
Second Line Capital, LLC2,079$370K0.08%-10713F-HRTimeline
Aptus Capital Advisors, LLC2,043$364K<0.01%-14313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,934$345K<0.01%+14813F-HRTimeline
Merit Financial Group, LLC1,884$336K<0.01%-8313F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,821$324K0.01%+1,34913F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC1,725$307K0.07%new13F-HRTimeline
Western Wealth Management, LLC1,681$300K0.02%+34013F-HRTimeline
Cornerstone Wealth Management, LLC1,678$299K0.02%013F-HRTimeline
Iowa State Bank1,660$296K0.06%013F-HRTimeline
WEALTHGARDEN F.S. LLC1,666$293K0.21%+113F-HRTimeline
Millington Financial Advisors, LLC1,665$291K0.14%-6913F-HRTimeline
Trek Financial, LLC1,611$287K0.02%+813F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,596$284K0.1%-2513F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,584$282K<0.01%-5513F-HRTimelineGroup
Berkeley, Inc1,532$273K0.09%-1,20813F-HRTimeline
Steward Partners Investment Advisory, L…1,501$267K<0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,484$264K<0.01%+4213F-HRTimelineGroup
Brookwood Investment Group LLC1,480$264K0.03%-22313F-HRTimeline
Fisher Asset Management, LLC1,479$264K<0.01%+25213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,445$257K0.01%+713F-HRTimelineGroup
Bouchey Financial Group, Ltd.1,400$249K0.02%013F-HRTimeline
Janney Montgomery Scott LLC1,400$249K<0.01%013F-HRTimeline
Moloney Securities Asset Management, LLC1,379$246K0.03%013F-HRTimeline
AdvisorNet Financial, Inc1,375$245K0.01%013F-HRTimeline
Accel Wealth Management1,375$245K0.07%013F-HRTimeline
CALTON & ASSOCIATES, INC.1,352$241K0.04%+2913F-HRTimeline
Stonebridge Financial Group, LLC1,336$238K0.02%+613F-HRTimeline
Investment Planning Advisors, Inc.1,300$232K0.07%013F-HRTimeline
Advisory Alpha, LLC1,226$217K0.01%-13613F-HRTimeline
Aspire Capital Advisors LLC1,168$208K0.05%-74413F-HRTimeline
Pacific Sun Financial Corp1,150$205K0.1%013F-HRTimeline
Hughes Financial Services, LLC1,155$201K0.03%013F-HRTimeline
Kirkwood Financial Services1,126$201K0.07%13F-HRTimeline
BARRETT & COMPANY, INC.1,054$188K0.06%013F-HRTimeline
PRIVATE TRUST CO NA901$161K0.01%013F-HRTimeline
Bogart Wealth, LLC826$147K0.01%-24113F-HRTimeline
NewEdge Advisors, LLC644$115K<0.01%-2313F-HRTimeline
Grey Fox Wealth Advisors, LLC619$110K0.02%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.588$105K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.408$72.7K0.01%013F-HRTimeline
CENTRAL TRUST Co378$67.3K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd345$61.5K<0.01%+25513F-HRTimeline
SIGNATUREFD, LLC323$57.5K<0.01%-20713F-HRTimeline
COMERICA BANK311$55.4K<0.01%013F-HRTimeline
NFSG Corp306$54.5K0.01%013F-HRTimeline
Paladin Advisory Group, LLC304$54.2K0.04%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC302$53.8K<0.01%+813F-HRTimeline
Comprehensive Financial Planning, Inc./…253$45.1K0.03%+113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC223$39.7K<0.01%new13F-HRTimelineGroup
Advantage Trust Co219$39K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC200$35.6K<0.01%+7213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.191$34K<0.01%-15513F-HRTimelineGroup
Ulland Investment Advisors, LLC187$33K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management168$29.9K<0.01%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC160$28.5K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL147$26.2K<0.01%-17613F-HRTimeline
Federation des caisses Desjardins du Qu…100$17.8K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton97$17.3K<0.01%013F-HRTimeline
Westside Investment Management, Inc.84$15.1K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC80$14.3K0.01%new13F-HR/ATimeline
Front Row Advisors LLC60$10.7K<0.01%013F-HRTimeline
Advisory Services Network, LLC55$9.8K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC50$8.91K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN45$7.9K<0.01%-4413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\43$7.61K<0.01%013F-HRTimelineGroup
Reyes Financial Architecture, Inc.40$7.13K<0.01%013F-HRTimeline
CX Institutional41$7K<0.01%013F-HRTimeline
Tidemark, LLC33$5.88K<0.01%013F-HRTimeline
CoreCap Advisors, LLC31$5.52K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.30$5.34K<0.01%-33913F-HRTimeline
Vermillion & White Wealth Management Gr…28$5.02K<0.01%-913F-HRTimeline
Painted Porch Advisors LLC19$3.38K<0.01%-313F-HRTimeline
Capital Investment Advisory Services, L…17$3.03K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp17$2.96K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7$1.25K<0.01%new13F-HRTimelineGroup
WFA of San Diego, LLC1$178<0.01%-513F-HRTimeline