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Disclosery

LGLV SPDR SERIES TRUST

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ST STR R1K LOWV (fund)

193 managers (193 13F filers) reported a position in LGLV shares at 2026-03-31, 5,395,192 shares in all. 23 filers opened a position and 9 filers sold out during the quarter.

Managers
193
13F filers
193
New
23
Added
61
Reduced
69
Sold out
9
Shares held by filers
5,395,192

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC1,783,969$318M0.84%-20,19113F-HRTimelineGroup
Syntegra Private Wealth Group, LLC639,008$114M10.81%-4,34713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…309,038$55.1M1.75%-6,59013F-HRTimeline
Baltimore-Washington Financial Advisors…302,891$53.9M2.33%+7,46613F-HRTimeline
LPL Financial LLC186,337$33.2M0.01%+2,37613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.186,269$33.2M0.05%-6,45313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY169,497$30.2M<0.01%+2,53913F-HRTimelineGroup
DORVAL Corp126,008$22.4M6.96%+2,39813F-HRTimeline
Horizon Investments, LLC121,394$21.6M0.24%+41,82213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC114,690$20.4M<0.01%+111,04613F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC107,389$19.1M0.01%+18,70613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/94,519$16.8M<0.01%+96913F-HRTimelineGroup
IEQ CAPITAL, LLC84,677$15.1M0.07%-1,18613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO72,086$12.7M<0.01%+27,19413F-HR/ATimelineGroup
INTEGRITY ALLIANCE, LLC.64,224$11.4M0.44%+1,08313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC61,023$11.1M0.63%-19,11713F-HR/ATimeline
Ethos Financial Group, LLC60,029$10.6M0.77%+5,44313F-HRTimeline
Valmark Advisers, Inc.52,272$9.31M0.11%+19,71413F-HRTimeline
STATE STREET CORPin group STATE STREET CORP51,697$9.21M<0.01%-2,16313F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP44,887$7.99M0.01%new13F-HRTimelineGroup
Tempo Wealth, LLC39,823$7.09M1.24%+513F-HRTimeline
HF Advisory Group, LLC34,968$6.23M2.12%+59613F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO25,141$4.48M<0.01%-1,45213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC24,048$4.28M<0.01%+12,10313F-HRTimelineGroup
Sage Mountain Advisors LLC18,958$3.38M0.24%013F-HRTimeline
Journey Advisory Group, LLC18,854$3.36M0.29%-2,80313F-HRTimeline
UBS Group AGin group UBS Group AG18,167$3.24M<0.01%+1,54613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC16,887$3.01M<0.01%+92513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP15,600$2.78M<0.01%+2,90013F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB14,871$2.65M0.18%-1,12113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,305$2.55M<0.01%+1,77713F-HRTimelineGroup
Legacy Advisory Services, LLC13,865$2.47M1.89%+3,08013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,818$2.46M<0.01%-47,96413F-HRTimelineGroup
McNaughton Wealth Management, LLC13,295$2.37M0.98%-20213F-HRTimeline
HARBOUR INVESTMENTS, INC.12,461$2.22M0.03%+7,86813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,336$2.22M<0.01%-7,69813F-HRTimeline
Quantinno Capital Management LP12,062$2.15M<0.01%new13F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/11,826$2.11M0.12%+813F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.11,800$2.1M0.01%+3,07013F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC11,641$2.07M0.31%+1,78913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,351$2.02M<0.01%+8,71613F-HRTimelineGroup
Gateway Wealth Partners, LLC11,312$2.01M0.08%+5,70713F-HRTimeline
Pallas Capital Advisors LLC10,480$1.87M0.07%-1,57213F-HRTimeline
Mariner, LLCin group Mariner, LLC10,325$1.84M<0.01%-1,07113F-HRTimelineGroup
Cetera Investment Advisers9,042$1.61M<0.01%-1,01213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,004$1.6M0.1%-21813F-HRTimeline
NORDEN GROUP LLC8,455$1.51M0.14%013F-HRTimeline
Milestone Investment Advisors LLC7,918$1.41M0.34%-28013F-HRTimeline
Elevation Capital Advisory, LLC7,483$1.33M0.57%-2,91913F-HRTimeline
Caliber Wealth Management, LLC / KS6,996$1.25M0.14%-1,74513F-HRTimeline
Financial Insights, Inc.6,951$1.24M0.4%-8913F-HRTimeline
Fortis Group Advisors, LLC6,807$1.24M0.2%+9113F-HRTimeline
Cambridge Investment Research Advisors,…6,726$1.2M<0.01%-4,14713F-HRTimeline
Independent Wealth Network Inc.6,378$1.14M0.34%-3713F-HRTimeline
Flagship Private Wealth, LLC6,150$1.1M0.44%+7313F-HRTimeline
VestGen Advisors, LLC5,771$1.03M0.03%-5,25113F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC5,724$1.02M0.14%-14913F-HRTimelineGroup
IHT Wealth Management, LLC5,722$1.02M0.02%-4013F-HRTimeline
Private Advisor Group, LLC5,629$1M<0.01%-65613F-HRTimeline
Mission Creek Capital Partners, Inc.5,551$989K0.2%-4013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC5,538$986K0.27%+2,67313F-HRTimeline
Portland Financial Advisors Inc5,515$982K2.04%-54713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,525$970K<0.01%+2,69613F-HRTimelineGroup
Family Capital Management, Inc.5,276$940K0.42%-73213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,090$906K<0.01%-30613F-HRTimelineGroup
Krilogy Financial LLC4,969$902K0.03%-3213F-HRTimeline
Cypress Wealth Services, LLC5,000$890K0.13%013F-HRTimeline
Integrated Wealth Concepts LLC4,841$862K0.01%+81613F-HRTimeline
Strategic Blueprint, LLC4,711$839K0.05%-14913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,608$821K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC4,519$805K<0.01%+63813F-HRTimeline
ABOUND FINANCIAL, LLC4,328$771K0.34%-5913F-HRTimeline
JBR Co Financial Management Inc4,389$771K0.32%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT4,274$761K0.09%-11013F-HRTimeline
Thrive Capital Management, LLC4,051$722K0.16%-2313F-HRTimeline
RIVERSEDGE ADVISORS, LLC3,887$692K0.11%-3713F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,855$687K0.01%013F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD3,765$671K0.1%+6813F-HR/ATimeline
Barnes Wealth Management Group, Inc3,653$651K0.33%-64713F-HRTimeline
Integrity Advisory Solutions, LLC3,605$642K0.08%+713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,586$639K0.02%new13F-HRTimelineGroup
Mutual Advisors, LLC3,507$625K0.01%-5413F-HRTimeline
Harvest Investment Services, LLC3,484$621K0.11%-9913F-HRTimeline
J.W. COLE ADVISORS, INC.3,442$613K0.02%+213F-HRTimeline
Compound Planning, Inc.3,364$599K0.02%-37313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,364$599K0.05%new13F-HRTimelineGroup
Avant Capital LLC3,283$585K0.41%-6513F-HRTimeline
WEDBUSH SECURITIES INC3,276$583K0.02%+10013F-HRTimeline
Raab & Moskowitz Asset Management LLC3,225$574K0.13%+1113F-HRTimeline
FMR LLCin group FMR LLC3,194$569K<0.01%+84513F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management3,186$567K0.01%-4713F-HRTimelineGroup
Composition Wealth, LLC3,091$550K0.01%-3,20713F-HRTimeline
Vista Cima Wealth Management LLC2,988$532K0.53%-713F-HRTimeline
Hutchens & Kramer Investment Management…2,980$531K0.17%-1013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,833$505K<0.01%new13F-HRTimelineGroup
Insight Advisors, LLC/ PA2,801$499K0.09%-1113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,749$490K0.03%-7013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,709$483K0.02%-12213F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC2,666$475K0.04%-5313F-HRTimeline
MML INVESTORS SERVICES, LLC2,596$462K<0.01%-59113F-HRTimeline
Legacy Trust2,568$457K0.09%013F-HRTimeline
Darwin Wealth Management, LLC2,442$435K0.14%+513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,417$430K<0.01%-5,86313F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC2,410$429K0.08%-5013F-HRTimeline
ARS Wealth Advisors Group, LLC2,364$421K0.04%+813F-HRTimeline
UPTICK PARTNERS, LLC2,361$420K0.08%+32513F-HRTimeline
Commonwealth Financial Services, LLC2,311$412K0.07%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,310$411K<0.01%+4813F-HRTimelineGroup
High Net Worth Advisory Group LLC2,300$410K0.1%-10013F-HRTimeline
&PARTNERS2,294$409K<0.01%+13813F-HRTimeline
Integrity Wealth Partners, LLC2,263$403K0.36%13F-HRTimeline
HighTower Advisors, LLC2,253$401K<0.01%-9413F-HRTimeline
HighPoint Advisor Group LLC2,116$377K0.02%new13F-HRTimeline
TSFG, LLC2,108$375K0.06%013F-HRTimeline
Retireful, LLC1,975$361K0.51%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,023$360K<0.01%-52513F-HRTimelineGroup
Farther Finance Advisors, LLC1,986$355K<0.01%-34013F-HRTimeline
Second Line Capital, LLC1,885$342K0.06%-12113F-HRTimeline
Aptus Capital Advisors, LLC1,921$342K<0.01%-8513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,922$342K<0.01%-3,58413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,868$333K<0.01%+8313F-HRTimeline
Merit Financial Group, LLC1,828$326K<0.01%-5013F-HRTimeline
NewEdge Wealth, LLC1,776$316K<0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,768$315K<0.01%+17013F-HRTimelineGroup
EP Wealth Advisors, LLC1,721$307K<0.01%-49513F-HRTimeline
Western Wealth Management, LLC1,682$299K0.01%+113F-HR/ATimeline
Cornerstone Wealth Management, LLC1,678$299K0.01%013F-HRTimeline
Sherman Wealth Management LLC1,668$297K0.26%+1513F-HRTimeline
WEALTHGARDEN F.S. LLC1,643$293K0.2%013F-HRTimeline
Trek Financial, LLC1,628$290K0.02%+913F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,596$284K0.1%013F-HRTimelineGroup
Berkeley, Inc1,534$273K0.09%+113F-HRTimeline
Millington Financial Advisors, LLC1,501$270K0.11%-11613F-HRTimeline
Clark Asset Management, LLC1,497$267K0.03%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,460$260K0.01%+813F-HRTimelineGroup
AdvisorNet Financial, Inc1,460$260K0.01%+20013F-HRTimeline
Creative Planningin group Creative Planning1,453$259K<0.01%new13F-HRTimelineGroup
Bouchey Financial Group, Ltd.1,400$255K0.02%013F-HRTimeline
Balance Wealth Partners LLC1,400$249K0.08%new13F-HRTimeline
Janney Montgomery Scott LLC1,386$247K<0.01%-1413F-HRTimeline
Brookwood Investment Group LLC1,361$242K0.03%013F-HRTimeline
Stonebridge Financial Group, LLC1,351$241K0.02%+713F-HRTimeline
Iowa State Bank1,329$237K0.04%-16213F-HRTimeline
Investment Planning Advisors, Inc.1,300$232K0.06%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,299$231K<0.01%-31213F-HRTimelineGroup
Foundations Investment Advisors, LLC1,296$231K<0.01%-2813F-HRTimeline
ERn Financial, LLC1,289$230K0.04%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,247$222K<0.01%-20013F-HRTimeline
Fisher Asset Management, LLC1,227$219K<0.01%013F-HRTimeline
Hughes Financial Services, LLC1,155$206K0.03%013F-HRTimeline
Kirkwood Financial Services1,138$203K0.07%new13F-HRTimeline
Beacon Pointe Advisors, LLC1,127$201K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.1,054$188K0.06%013F-HRTimeline
PRIVATE TRUST CO NA920$164K0.01%+1913F-HRTimeline
Bogart Wealth, LLC840$150K0.01%+1313F-HRTimeline
Arax Advisory Partners629$112K<0.01%+313F-HRTimeline
NewEdge Advisors, LLC626$111K<0.01%013F-HR/ATimeline
Rossby Financial, LCC479$85.6K0.02%new13F-HRTimeline
LANARK FINANCIAL, INC.408$72.7K0.01%013F-HRTimeline
CENTRAL TRUST Co378$67.3K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd375$66.8K<0.01%+31013F-HRTimeline
SIGNATUREFD, LLC323$57.5K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC320$57K<0.01%+1813F-HRTimeline
NFSG Corp306$54.5K0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…305$54.3K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…258$46K<0.01%new13F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…255$45.6K0.03%+113F-HRTimeline
Paladin Advisory Group, LLC217$38.6K0.03%013F-HRTimeline
Ulland Investment Advisors, LLC212$38K0.03%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.192$34.2K<0.01%+113F-HRTimelineGroup
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
Root Financial Partners, LLC134$23.9K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC110$19.6K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\108$19.2K<0.01%+4013F-HRTimelineGroup
Geneos Wealth Management Inc.108$19.2K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…100$17.8K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.99$17.7K0.01%new13F-HRTimeline
Kingdom Financial Group LLC.99$17.7K0.01%new13F-HRTimeline
IFP Advisors, Inc84$15K<0.01%013F-HRTimeline
Networth Advisors, LLC72$12.8K0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton64$11.4K<0.01%013F-HRTimeline
Front Row Advisors LLC60$10.7K<0.01%013F-HRTimeline
Olistico Wealth, LLC57$10.2K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC50$8.9K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN45$8.04K<0.01%+2913F-HR/ATimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC41$7.34K<0.01%13F-HRTimelineGroup
Tidemark, LLC33$5.88K<0.01%013F-HRTimeline
CoreCap Advisors, LLC31$5.52K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC20$3.56K<0.01%new13F-HRTimeline
Advisory Services Network, LLC15$2.67K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…13$2.31K<0.01%-413F-HRTimeline
WFA of San Diego, LLC1$178<0.01%013F-HRTimeline