SPDR SERIES TRUST (LGLV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
176
Reporting holders
$580.2M
Reported value
0.0%
Held as options
-8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Syntegra Private Wealth Group, LLC | $140.0M | 771,561 | 10.84% | 15q | +20.7%+$24.1M |
| Gerber Kawasaki Wealth & Investment Management | $62.6M | 344,896 | 1.67% | 23q | +11.6%+$6.5M |
| LPL Financial LLC | $33.0M | 182,070 | 0.01% | 31q | -2.3%-$774.3K |
| OSAIC HOLDINGS, INC. | $32.6M | 179,508 | 0.04% | 26q | -3.6%-$1.2M |
| MORGAN STANLEY | $30.8M | 169,550 | 0.00% | 35q | HELD |
| DORVAL Corp | $23.3M | 128,408 | 6.71% | 11q | +1.9%+$435.5K |
| AQR CAPITAL MANAGEMENT LLC | $20.4M | 112,494 | 0.01% | 7q | +4.8%+$926.4K |
| BANK OF AMERICA CORP /DE/ | $15.4M | 84,945 | 0.00% | 31q | -10.1%-$1.7M |
| Baltimore-Washington Financial Advisors, Inc. | $14.9M | 82,289 | 0.56% | 31q | -72.8%-$40.0M |
| Valmark Advisers, Inc. | $13.4M | 74,055 | 0.14% | 15q | +41.7%+$4.0M |
| INTEGRITY ALLIANCE, LLC. | $12.2M | 67,220 | 0.38% | 7q | +4.7%+$543.7K |
| Ethos Financial Group, LLC | $11.9M | 65,419 | 0.79% | 6q | +9.0%+$978.1K |
| FOUNDERS FINANCIAL SECURITIES LLC | $11.1M | 61,238 | 0.57% | 10q | HELD |
| Horizon Investments, LLC | $11.0M | 60,523 | 0.12% | 10q | -50.1%-$11.0M |
| STATE STREET CORP | $8.6M | 47,392 | 0.00% | 11q | -8.3%-$781.2K |
| Tempo Wealth, LLC | $7.2M | 39,411 | 1.06% | 3q | -1.0%-$74.8K |
| HF Advisory Group, LLC | $6.9M | 37,892 | 2.13% | 15q | +8.4%+$530.6K |
| JPMORGAN CHASE & CO | $6.2M | 34,245 | 0.00% | 15q | -52.5%-$6.9M |
| GOLDMAN SACHS GROUP INC | $4.9M | 27,147 | 0.00% | 30q | +96.5%+$2.4M |
| SEI INVESTMENTS CO | $4.5M | 24,829 | 0.00% | 11q | -1.2%-$56.6K |
| RAYMOND JAMES FINANCIAL INC | $3.8M | 21,199 | 0.00% | 7q | -11.8%-$517.0K |
| Sage Mountain Advisors LLC | $3.4M | 18,958 | 0.21% | 13q | HELD |
| Journey Advisory Group, LLC | $3.4M | 18,503 | 0.26% | 14q | -1.9%-$63.7K |
| UBS Group AG | $3.1M | 16,895 | 0.00% | 31q | -7.0%-$230.8K |
| ENVESTNET ASSET MANAGEMENT INC | $3.0M | 16,407 | 0.00% | 28q | +14.7%+$381.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.9M | 16,205 | 0.00% | 31q | -4.0%-$123.8K |
| IEQ CAPITAL, LLC | $2.8M | 15,210 | 0.01% | 7q | -82.0%-$12.6M |
| Legacy Advisory Services, LLC | $2.7M | 15,055 | 1.92% | 11q | +8.6%+$215.9K |
| REGATTA CAPITAL GROUP, LLC | $2.7M | 14,808 | 0.36% | 5q | +27.2%+$574.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.4M | 12,934 | 0.00% | 31q | +4.8%+$110.0K |
| HARBOUR INVESTMENTS, INC. | $2.3M | 12,828 | 0.03% | 21q | +2.9%+$66.6K |
| Quantinno Capital Management LP | $2.3M | 12,605 | 0.00% | 2q | +4.5%+$98.5K |
| Daiwa Securities Group Inc. | $2.3M | 12,500 | 0.00% | 26q | +5.9%+$127.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.2M | 12,150 | 0.00% | 7q | +7.0%+$145.0K |
| McNaughton Wealth Management, LLC | $2.2M | 12,107 | 0.78% | 21q | -8.9%-$215.6K |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | $2.1M | 11,682 | 0.11% | 31q | -1.2%-$26.1K |
| Pallas Capital Advisors LLC | $1.9M | 10,741 | 0.06% | 5q | +2.5%+$47.4K |
| Mariner, LLC | $1.8M | 9,994 | 0.00% | 16q | -3.2%-$60.1K |
| Integrated Wealth Concepts LLC | $1.6M | 8,863 | 0.01% | 23q | +83.1%+$729.9K |
| NORDEN GROUP LLC | $1.5M | 8,455 | 0.13% | 8q | HELD |
| Cetera Investment Advisers | $1.4M | 7,531 | 0.00% | 28q | -16.7%-$274.2K |
| FIRST AMERICAN TRUST, FSB | $1.4M | 7,464 | 0.08% | 20q | -49.8%-$1.3M |
| JBR Co Financial Management Inc | $1.3M | 7,434 | 0.49% | 5q | +69.4%+$552.5K |
| ROYAL BANK OF CANADA | $1.3M | 6,995 | 0.00% | 31q | +263.9%+$921.0K |
| Caliber Wealth Management, LLC / KS | $1.3M | 6,898 | 0.12% | 6q | -1.4%-$17.8K |
| Fortis Group Advisors, LLC | $1.2M | 6,834 | 0.20% | 15q | HELD |
| Milestone Investment Advisors LLC | $1.2M | 6,701 | 0.26% | 15q | -15.4%-$220.8K |
| Independent Wealth Network Inc. | $1.2M | 6,362 | 0.29% | 13q | HELD |
| Flagship Private Wealth, LLC | $1.1M | 6,173 | 0.40% | 23q | HELD |
| Apollon Financial, LLC | $1.1M | 5,875 | 0.13% | 6q | +2.6%+$27.4K |
| Private Advisor Group, LLC | $1.1M | 5,826 | 0.00% | 27q | +3.5%+$35.7K |
| Gateway Wealth Partners, LLC | $1.0M | 5,760 | 0.06% | 5q | -49.1%-$1.0M |
| IHT Wealth Management, LLC | $1.0M | 5,583 | 0.02% | 24q | -2.4%-$25.2K |
| Portland Financial Advisors Inc | $1.0M | 5,515 | 1.83% | 7q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $979.4K | 5,367 | 0.00% | 9q | -2.9%-$28.8K |
| VestGen Advisors, LLC | $962.8K | 5,306 | 0.03% | 5q | -8.1%-$84.4K |
| Mission Creek Capital Partners, Inc. | $957.5K | 5,277 | 0.17% | 13q | -4.9%-$49.7K |
| RFG - Bristol Wealth Advisors, LLC | $948.3K | 5,226 | 0.23% | 5q | -5.6%-$56.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $947.7K | 5,223 | 0.00% | 28q | +2.6%+$24.1K |
| Family Capital Management, Inc. | $940.2K | 5,182 | 0.36% | 15q | -1.8%-$17.1K |
| Krilogy Financial LLC | $896.7K | 4,942 | 0.03% | 4q | -0.5%-$4.9K |
| Strategic Blueprint, LLC | $822.2K | 4,531 | 0.04% | 26q | -3.8%-$32.7K |
| ABOUND FINANCIAL, LLC | $780.1K | 4,299 | 0.31% | 7q | -0.7%-$5.3K |
| SHEETS SMITH WEALTH MANAGEMENT | $775.6K | 4,274 | 0.08% | 12q | HELD |
| Rockefeller Capital Management L.P. | $754.6K | 4,158 | 0.00% | 4q | -9.8%-$81.7K |
| Integrity Advisory Solutions, LLC | $726.0K | 4,001 | 0.07% | 4q | +11.0%+$71.9K |
| Cypress Wealth Services, LLC | $725.8K | 4,000 | 0.09% | 26q | -20.0%-$181.5K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $699.5K | 3,855 | 0.01% | 19q | HELD |
| MML INVESTORS SERVICES, LLC | $690.6K | 3,806 | 0.00% | 15q | +46.6%+$219.6K |
| RIVERSEDGE ADVISORS, LLC | $680.3K | 3,749 | 0.09% | 26q | -3.6%-$25.0K |
| Barnes Wealth Management Group, Inc | $679.7K | 3,746 | 0.31% | 7q | +2.5%+$16.9K |
| Thrive Capital Management, LLC | $675.1K | 3,720 | 0.13% | 5q | -8.2%-$60.1K |
| PERRYMAN FINANCIAL ADVISORY INC /AD | $672.9K | 3,708 | 0.09% | 3q | -1.5%-$10.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $670.0K | 3,692 | 0.00% | 13q | +97.6%+$331.0K |
| Merit Financial Group, LLC | $629.3K | 3,468 | 0.00% | 13q | +89.7%+$297.6K |
| FMR LLC | $627.5K | 3,458 | 0.00% | 31q | +8.3%+$47.9K |
| J.W. COLE ADVISORS, INC. | $625.0K | 3,444 | 0.01% | 19q | HELD |
| Compound Planning, Inc. | $607.5K | 3,348 | 0.02% | 7q | HELD |
| Harvest Investment Services, LLC | $604.8K | 3,333 | 0.09% | 29q | -4.3%-$27.4K |
| Raab & Moskowitz Asset Management LLC | $596.8K | 3,289 | 0.12% | 4q | +2.0%+$11.6K |
| Brookstone Capital Management | $582.1K | 3,208 | 0.01% | 6q | +0.7%+$4.0K |
| Mutual Advisors, LLC | $554.5K | 3,056 | 0.01% | 29q | -12.9%-$81.8K |
| Vista Cima Wealth Management LLC | $541.5K | 2,984 | 0.40% | 7q | HELD |
| Avant Capital LLC | $541.0K | 2,981 | 0.34% | 15q | -9.2%-$54.8K |
| Hutchens & Kramer Investment Management Group, LLC | $539.1K | 2,971 | 0.14% | 19q | HELD |
| Inspire Advisors, LLC | $537.0K | 2,959 | 0.04% | 2q | -12.0%-$73.5K |
| Composition Wealth, LLC | $526.0K | 2,899 | 0.01% | 24q | -6.2%-$34.8K |
| AMERIPRISE FINANCIAL INC | $498.2K | 2,746 | 0.00% | 31q | -98.8%-$41.1M |
| CARDIFF PARK ADVISORS, LLC | $483.8K | 2,666 | 0.04% | 19q | HELD |
| AE Wealth Management LLC | $475.7K | 2,621 | 0.00% | 7q | -42.0%-$344.4K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $474.0K | 2,612 | 0.02% | 28q | -5.0%-$24.9K |
| Legacy Trust | $466.0K | 2,568 | 0.08% | 4q | HELD |
| Insight Advisors, LLC/ PA | $446.6K | 2,461 | 0.08% | 21q | -12.1%-$61.7K |
| HighTower Advisors, LLC | $439.7K | 2,423 | 0.00% | 12q | +7.5%+$30.8K |
| ARS Wealth Advisors Group, LLC | $430.3K | 2,371 | 0.03% | 10q | HELD |
| CITADEL ADVISORS LLC | $429.5K | 2,367 | 0.00% | 5q | -2.1%-$9.1K |
| Ameritas Advisory Services, LLC | $420.1K | 2,315 | 0.01% | 4q | -14.5%-$71.5K |
| SFG Wealth Management, LLC. | $419.5K | 2,312 | 0.15% | new | NEW |
| Commonwealth Financial Services, LLC | $419.3K | 2,311 | 0.06% | 12q | HELD |
| &PARTNERS | $416.3K | 2,294 | 0.00% | 8q | HELD |
Showing the largest 100 of 184 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 176 | $580.2M | 3,196,786 | 9 | 45 | 70 | 0.0% |
| Q1 2026 | 184 | $976.8M | 5,483,836 | 22 | 47 | 63 | 0.0% |
| Q4 2025 | 169 | $589.2M | 3,355,345 | 12 | 36 | 62 | 0.0% |
| Q3 2025 | 170 | $612.5M | 3,438,821 | 14 | 45 | 55 | 0.0% |
| Q2 2025 | 168 | $610.1M | 3,494,862 | 20 | 48 | 52 | 0.0% |
| Q1 2025 | 163 | $590.0M | 3,391,553 | 20 | 38 | 52 | 0.0% |
| Q4 2024 | 151 | $519.6M | 3,146,162 | 13 | 30 | 51 | 0.0% |
| Q3 2024 | 140 | $538.4M | 3,185,523 | 11 | 32 | 42 | 0.0% |
| Q2 2024 | 142 | $477.6M | 3,130,112 | 13 | 25 | 56 | 0.0% |
| Q1 2024 | 135 | $528.3M | 3,395,316 | 11 | 31 | 52 | 0.0% |
| Q4 2023 | 160 | $542.8M | 3,743,032 | 12 | 32 | 71 | 0.0% |
| Q3 2023 | 156 | $577.8M | 4,326,617 | 15 | 46 | 50 | 0.0% |
| Q2 2023 | 147 | $520.9M | 3,705,097 | 29 | 40 | 40 | 0.0% |
| Q1 2023 | 124 | $351.8M | 2,571,725 | 17 | 35 | 38 | 0.0% |
| Q4 2022 | 115 | $329.6M | 2,428,503 | 16 | 28 | 35 | 0.0% |
| Q3 2022 | 125 | $301.5M | 2,428,771 | 15 | 34 | 32 | 0.0% |
| Q2 2022 | 126 | $293.2M | 2,246,170 | 18 | 28 | 45 | 0.0% |
| Q1 2022 | 125 | $345.0M | 2,406,178 | 7 | 36 | 44 | 0.0% |
| Q4 2021 | 131 | $354.4M | 2,359,029 | 14 | 31 | 38 | 0.0% |
| Q3 2021 | 114 | $295.0M | 2,204,896 | 6 | 32 | 36 | 0.0% |
| Q2 2021 | 118 | $253.0M | 1,817,172 | 13 | 23 | 45 | 0.0% |
| Q1 2021 | 113 | $227.4M | 1,812,071 | 10 | 34 | 37 | 0.0% |
| Q4 2020 | 116 | $230.3M | 1,921,924 | 12 | 30 | 36 | 0.0% |
| Q3 2020 | 110 | $212.0M | 1,949,812 | 12 | 17 | 50 | 0.2% |
| Q2 2020 | 121 | $274.6M | 2,683,810 | 13 | 28 | 53 | 0.0% |
| Q1 2020 | 139 | $399.1M | 4,436,853 | 30 | 60 | 35 | 0.0% |
| Q4 2019 | 141 | $362.8M | 3,203,760 | 21 | 61 | 20 | 0.0% |
| Q3 2019 | 113 | $283.8M | 2,549,333 | 33 | 51 | 12 | 0.0% |
| Q2 2019 | 84 | $185.7M | 1,722,594 | 28 | 36 | 6 | 0.0% |
| Q1 2019 | 63 | $91.3M | 909,944 | 16 | 29 | 5 | 0.0% |
| Q4 2018 | 52 | $54.5M | 612,265 | 3 | 1 | 0 | 0.0% |