# SPDR SERIES TRUST (LGLV)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/LGLV/

- Reporting holders: 10
- Reported value: $10.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $6.9M | 39,683 | 2.1% | 16 |
| [McNaughton Wealth Management, LLC](https://holderbook.com/funds/1802691-mcnaughton-wealth-management-llc/) | $2.1M | 11,956 | 0.7% | 22 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $612.2K | 3,512 | 0.1% | 27 |
| [Mallini Complete Financial Planning LLC](https://holderbook.com/funds/2049540-mallini-complete-financial-planning-llc/) | $399.6K | 2,292 | 0.3% | 8 |
| [Retireful, LLC](https://holderbook.com/funds/1919176-retireful-llc/) | $365.5K | 2,097 | 0.3% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $275.7K | 1,582 | 0.0% | 15 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $238.1K | 1,366 | 0.0% | 6 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $27.0K | 155 | 0.0% | 4 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $11.2K | 64 | 0.0% | 26 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $7.1K | 41 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 10 | $10.9M |
| Q2 2026 | 184 | $599.4M |
| Q1 2026 | 193 | $981.8M |
| Q4 2025 | 180 | $913.0M |
| Q3 2025 | 182 | $894.1M |
| Q2 2025 | 182 | $862.6M |
| Q1 2025 | 175 | $744.4M |
| Q4 2024 | 164 | $588.4M |
| Q3 2024 | 154 | $604.9M |
| Q2 2024 | 156 | $490.1M |
| Q1 2024 | 149 | $541.6M |
| Q4 2023 | 178 | $558.5M |