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Disclosery

LGLV SPDR SERIES TRUST

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ST STR R1K LOWV (fund)

179 managers (179 13F filers) reported a position in LGLV shares at 2025-12-31, 5,196,639 shares in all. 13 filers opened a position and 19 filers sold out during the quarter.

Managers
179
13F filers
179
New
13
Added
55
Reduced
70
Sold out
19
Shares held by filers
5,196,639

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
CWM, LLCin group CWM, LLC1,804,160$317M0.86%+280,10113F-HRTimelineGroup
Syntegra Private Wealth Group, LLC643,355$113M10.37%-103,30313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…315,628$55.4M1.93%+17,78413F-HRTimeline
Baltimore-Washington Financial Advisors…295,425$51.9M2.16%+6,94213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.192,722$33.8M0.05%-28,43813F-HRTimelineGroup
LPL Financial LLC183,961$32.3M0.01%+67613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY166,958$29.3M<0.01%+82513F-HR/ATimelineGroup
DORVAL Corp123,610$21.7M6.93%+3,99213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/93,550$16.4M<0.01%+1,43013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC88,683$15.6M0.01%+19,20813F-HRTimelineGroup
IEQ CAPITAL, LLC85,863$15.1M0.05%-21,95213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC80,140$14.1M0.83%+4,10213F-HRTimeline
Horizon Investments, LLC79,572$14M0.18%+3,82213F-HRTimeline
INTEGRITY ALLIANCE, LLC.63,141$11.1M0.41%-53313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC61,782$10.8M<0.01%+51,03313F-HR/ATimelineGroup
Ethos Financial Group, LLC54,586$9.58M0.71%+17,08413F-HRTimeline
STATE STREET CORPin group STATE STREET CORP53,860$9.46M<0.01%-28,61413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO44,892$7.88M<0.01%+5,06613F-HRTimelineGroup
Tempo Wealth, LLC39,818$6.99M1.25%13F-HRTimeline
HF Advisory Group, LLC34,372$6.03M2.11%+2,49813F-HR/ATimeline
Valmark Advisers, Inc.32,558$5.72M0.07%+1,24313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO26,593$4.67M<0.01%+1,75413F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED22,746$4.03M0.27%new13F-HRTimeline
Journey Advisory Group, LLC21,657$3.8M0.32%+38213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,034$3.57M<0.01%-17413F-HRTimeline
Sage Mountain Advisors LLC18,958$3.33M0.18%013F-HRTimeline
UBS Group AGin group UBS Group AG16,621$2.92M<0.01%-41913F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB15,992$2.81M0.19%-14,71813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,962$2.8M<0.01%-8013F-HRTimeline
McNaughton Wealth Management, LLC13,497$2.37M0.98%-3,27213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP12,700$2.23M<0.01%-5,00013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,528$2.2M<0.01%+43213F-HRTimelineGroup
Pallas Capital Advisors LLC12,052$2.12M0.07%+13413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,945$2.1M<0.01%+36213F-HRTimelineGroup
ROFFMAN MILLER ASSOCIATES INC /PA/11,818$2.07M0.11%-21613F-HRTimeline
Mariner, LLCin group Mariner, LLC11,396$2M<0.01%+1,73613F-HRTimelineGroup
VestGen Advisors, LLC11,022$1.94M0.08%-39,32313F-HRTimeline
Cambridge Investment Research Advisors,…10,873$1.91M0.01%-95313F-HRTimeline
Legacy Advisory Services, LLC10,785$1.89M1.42%-5913F-HRTimeline
Elevation Capital Advisory, LLC10,402$1.83M0.75%new13F-HRTimeline
Cetera Investment Advisers10,054$1.77M<0.01%-6,77013F-HRTimeline
REGATTA CAPITAL GROUP, LLC9,852$1.73M0.26%+1,89913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,222$1.62M0.1%-91713F-HRTimeline
Caliber Wealth Management, LLC / KS8,741$1.53M0.17%-82613F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.8,730$1.53M<0.01%-17013F-HRTimelineGroup
NORDEN GROUP LLC8,455$1.48M0.15%-20013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,280$1.45M<0.01%+2,64413F-HRTimelineGroup
Milestone Investment Advisors LLC8,198$1.44M0.35%-37413F-HRTimeline
Financial Insights, Inc.7,040$1.24M0.41%-15913F-HRTimeline
Fortis Group Advisors, LLC6,716$1.22M0.21%+3113F-HRTimeline
Independent Wealth Network Inc.6,415$1.13M0.34%-2713F-HRTimeline
Composition Wealth, LLC6,298$1.11M0.02%-11713F-HRTimeline
Private Advisor Group, LLC6,285$1.1M0.01%-10513F-HRTimeline
Flagship Private Wealth, LLC6,077$1.07M0.42%-41413F-HRTimeline
Portland Financial Advisors Inc6,062$1.06M2.26%013F-HRTimeline
Family Capital Management, Inc.6,008$1.05M0.47%-14113F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC5,873$1.03M0.15%+1813F-HRTimelineGroup
IHT Wealth Management, LLC5,762$1.01M0.02%-2,48213F-HRTimeline
Gateway Wealth Partners, LLC5,605$984K0.11%+79913F-HRTimeline
Mission Creek Capital Partners, Inc.5,591$982K0.2%-4513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,506$967K<0.01%-12,51313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,396$947K<0.01%-1,15013F-HR/ATimelineGroup
Krilogy Financial LLC5,001$912K0.03%-4413F-HRTimeline
Cypress Wealth Services, LLC5,000$878K0.12%-16613F-HRTimeline
Strategic Blueprint, LLC4,860$853K0.05%-1313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,608$809K<0.01%+113F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.4,593$806K0.02%+7613F-HRTimeline
JBR Co Financial Management Inc4,389$771K0.32%-27413F-HRTimeline
ABOUND FINANCIAL, LLC4,387$770K0.3%+113F-HR/ATimeline
SHEETS SMITH WEALTH MANAGEMENT4,384$770K0.08%-18513F-HRTimeline
Barnes Wealth Management Group, Inc4,300$755K0.4%+8213F-HRTimeline
Thrive Capital Management, LLC4,074$715K0.16%-81613F-HRTimeline
Integrated Wealth Concepts LLC4,025$707K0.01%-77513F-HRTimeline
RIVERSEDGE ADVISORS, LLC3,924$689K0.11%-15813F-HRTimeline
AE Wealth Management LLC3,881$681K<0.01%+3913F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,855$677K0.01%013F-HRTimeline
Compound Planning, Inc.3,737$656K0.02%-1113F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD3,697$649K0.1%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,644$640K<0.01%-4813F-HRTimelineGroup
Integrity Advisory Solutions, LLC3,598$632K0.09%+37513F-HRTimeline
Harvest Investment Services, LLC3,583$629K0.12%+51813F-HRTimeline
Mutual Advisors, LLC3,561$625K0.01%013F-HRTimeline
Avant Capital LLC3,348$588K0.4%+413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,233$568K0.01%+3713F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC3,214$564K0.12%+1,48913F-HRTimeline
MML INVESTORS SERVICES, LLC3,187$560K<0.01%+33113F-HRTimeline
WEDBUSH SECURITIES INC3,176$558K0.02%+19213F-HRTimeline
J.W. COLE ADVISORS, INC.3,440$556K0.01%+213F-HRTimeline
Vista Cima Wealth Management LLC2,995$526K0.44%-4113F-HRTimeline
Hutchens & Kramer Investment Management…2,990$525K0.18%-14213F-HRTimeline
RFG - Bristol Wealth Advisors, LLC2,865$503K0.14%-1,38713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,831$497K0.02%+51613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,829$497K<0.01%+35813F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,819$495K0.03%-71813F-HRTimeline
Insight Advisors, LLC/ PA2,812$494K0.07%+1513F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,719$477K0.04%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,635$463K<0.01%-4,28113F-HRTimelineGroup
Legacy Trust2,568$451K0.08%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,548$447K0.01%-113F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC2,460$432K0.12%-4113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,438$428K0.01%new13F-HR/ATimeline
Darwin Wealth Management, LLC2,437$428K0.13%-6713F-HRTimeline
High Net Worth Advisory Group LLC2,400$421K0.1%013F-HRTimeline
ARS Wealth Advisors Group, LLC2,356$414K0.04%+813F-HRTimeline
FMR LLCin group FMR LLC2,349$412K<0.01%-3413F-HRTimelineGroup
HighTower Advisors, LLC2,347$412K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,326$408K<0.01%-30313F-HRTimeline
Commonwealth Financial Services, LLC2,311$406K0.07%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,262$397K<0.01%new13F-HRTimelineGroup
EP Wealth Advisors, LLC2,216$389K<0.01%13F-HRTimeline
&PARTNERS2,156$379K<0.01%+113F-HRTimeline
TSFG, LLC2,108$370K0.06%013F-HRTimeline
UPTICK PARTNERS, LLC2,036$357K0.08%new13F-HRTimeline
Aptus Capital Advisors, LLC2,006$352K<0.01%-3713F-HRTimeline
Second Line Capital, LLC2,006$352K0.07%-7313F-HRTimeline
Merit Financial Group, LLC1,878$330K<0.01%-613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,785$313K<0.01%-14913F-HRTimeline
Millington Financial Advisors, LLC1,617$300K0.13%-4813F-HRTimeline
WEALTHGARDEN F.S. LLC1,643$299K0.2%-2313F-HRTimeline
Western Wealth Management, LLC1,681$295K0.01%013F-HRTimeline
Cornerstone Wealth Management, LLC1,678$295K0.02%013F-HRTimeline
Sherman Wealth Management LLC1,653$290K0.25%13F-HR/ATimeline
Trek Financial, LLC1,619$284K0.02%+813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,611$283K<0.01%+12713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,598$281K<0.01%+1413F-HRTimelineGroup
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,596$280K0.1%013F-HRTimelineGroup
Berkeley, Inc1,533$269K0.09%+113F-HRTimeline
Iowa State Bank1,491$262K0.05%-16913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,452$255K0.01%+713F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,447$254K<0.01%-5413F-HRTimeline
Janney Montgomery Scott LLC1,400$246K<0.01%013F-HRTimeline
Bouchey Financial Group, Ltd.1,400$246K0.02%013F-HRTimeline
Brookwood Investment Group LLC1,361$239K0.03%-11913F-HRTimeline
Stonebridge Financial Group, LLC1,344$236K0.02%+813F-HRTimeline
Foundations Investment Advisors, LLC1,324$232K<0.01%new13F-HRTimeline
Investment Planning Advisors, Inc.1,300$228K0.07%013F-HRTimeline
AdvisorNet Financial, Inc1,260$221K0.01%-11513F-HRTimeline
Fisher Asset Management, LLC1,227$215K<0.01%-25213F-HRTimeline
Hughes Financial Services, LLC1,155$203K0.03%013F-HRTimeline
BARRETT & COMPANY, INC.1,054$185K0.06%013F-HRTimeline
PRIVATE TRUST CO NA901$158K0.01%013F-HRTimeline
Bogart Wealth, LLC827$145K0.01%+113F-HRTimeline
NewEdge Advisors, LLC626$110K<0.01%-1813F-HRTimeline
Arax Advisory Partners626$110K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.408$71.6K0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC380$66.8K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co378$66.4K<0.01%013F-HRTimeline
SIGNATUREFD, LLC323$56.7K<0.01%013F-HRTimeline
NFSG Corp306$53.7K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC302$53K<0.01%013F-HRTimeline
COMERICA BANK258$45.3K<0.01%-5313F-HRTimeline
Comprehensive Financial Planning, Inc./…254$44.7K0.03%+113F-HRTimeline
Paladin Advisory Group, LLC217$38.1K0.03%-8713F-HRTimeline
Ulland Investment Advisors, LLC212$37K0.03%+2513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.191$33.5K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management168$29.5K<0.01%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC160$28.1K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC110$19.3K<0.01%-9013F-HRTimelineGroup
Geneos Wealth Management Inc.108$19K<0.01%+7813F-HRTimeline
Federation des caisses Desjardins du Qu…100$17.6K<0.01%013F-HRTimeline
Westside Investment Management, Inc.84$14.9K<0.01%013F-HRTimeline
IFP Advisors, Inc84$14.7K<0.01%new13F-HRTimeline
SageView Advisory Group, LLC78$13.7K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\68$11.9K<0.01%+2513F-HRTimelineGroup
Qube Research & Technologies Ltd65$11.4K<0.01%-28013F-HRTimeline
Rosenberg Matthew Hamilton64$11.2K<0.01%-3313F-HRTimeline
Front Row Advisors LLC60$10.5K<0.01%013F-HRTimeline
Olistico Wealth, LLC57$10K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC50$8.78K<0.01%013F-HRTimeline
Tidemark, LLC33$5.79K<0.01%013F-HRTimeline
CoreCap Advisors, LLC31$5.44K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…28$4.95K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC17$3.15K<0.01%new13F-HRTimeline
IFC & Insurance Marketing, Inc.15$3K<0.01%13F-HRTimeline
Capital Investment Advisory Services, L…17$2.98K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN16$2.78K<0.01%-2913F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1$176<0.01%-22213F-HRTimelineGroup
Global Retirement Partners, LLC1$176<0.01%new13F-HRTimeline
WFA of San Diego, LLC1$176<0.01%013F-HRTimeline