SPDR SSGA US LARGE CAP LOW V (LGLV) Institutional Shareholders
SPDR SSGA US LARGE CAP LOW V (LGLV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $899.75M in LGLV holdings during the latest filing period.
Cwm, Llc is currently the largest disclosed institutional shareholder of LGLV tracked by InsiderSet, reporting ownership valued at approximately $317.72M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $322.02M, representing an estimated gain of +1.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed LGLV value among the investors covered in this analysis. Major shareholders include Cwm, Llc, Syntegra Private Wealth Group, Llc, Gerber Kawasaki Wealth & Investment Management, and several other long-term asset managers with concentrated positions in SPDR SSGA US LARGE CAP LOW V (LGLV).
This page ranks the largest institutional LGLV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
182
Total Reported Value
$899.75M
Largest Holder
Cwm, Llc
Largest Position
$317.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cwm, Llc | 0.84% | 1,783,969 | $317,724,882 | $322,024,244 | +$4,299,362 | +1.35% | |
| Syntegra Private Wealth Group, Llc | 10.84% | 771,561 | $140,007,485 | $139,274,476 | -$733,009 | -0.52% | |
| Gerber Kawasaki Wealth & Investment Management | 1.67% | 344,896 | $62,584,586 | $62,257,177 | -$327,409 | -0.52% | |
| Lpl Financial Llc | 0.01% | 182,070 | $33,038,507 | $32,865,456 | -$173,051 | -0.52% | |
| Osaic Holdings, Inc. | 0.04% | 179,508 | $32,574,698 | $32,402,989 | -$171,709 | -0.53% | |
| Morgan Stanley | 0.00% | 169,550 | $30,766,616 | $30,605,471 | -$161,146 | -0.52% | |
| Dorval Corp | 6.71% | 128,408 | $23,300,909 | $23,178,928 | -$121,981 | -0.52% | |
| Aqr Capital Management Llc | 0.01% | 112,494 | $20,413,117 | $20,306,292 | -$106,825 | -0.52% | |
| Bank Of America Corp | 0.00% | 84,945 | $15,414,049 | $15,333,422 | -$80,627 | -0.52% | |
| Baltimore-Washington Financial Advisors, Inc. | 0.56% | 82,289 | $14,932,179 | $14,853,987 | -$78,192 | -0.52% | |
| Valmark Advisers, Inc. | 0.14% | 74,055 | $13,438,000 | $13,367,668 | -$70,332 | -0.52% | |
| Integrity Alliance, Llc. | 0.38% | 67,220 | $12,197,774 | $12,133,882 | -$63,892 | -0.52% | |
| Ethos Financial Group, Llc | 0.79% | 65,419 | $11,870,944 | $11,808,784 | -$62,160 | -0.52% | |
| Founders Financial Securities Llc | 0.57% | 61,238 | $11,112,247 | $11,054,071 | -$58,176 | -0.52% | |
| Horizon Investments, Llc | 0.12% | 60,523 | $10,982,504 | $10,925,007 | -$57,497 | -0.52% | |
| State Street Corp | 0.00% | 47,392 | $8,599,752 | $8,554,730 | -$45,022 | -0.52% | |
| Tempo Wealth, Llc | 1.06% | 39,411 | $7,151,566 | $7,114,080 | -$37,486 | -0.52% | |
| Hf Advisory Group, Llc | 2.13% | 37,892 | $6,875,921 | $6,839,885 | -$36,036 | -0.52% | |
| Jpmorgan Chase & Co | 0.00% | 34,245 | $6,238,910 | $6,181,565 | -$57,345 | -0.92% | |
| Goldman Sachs Group Inc | 0.00% | 27,147 | $4,926,095 | $4,900,305 | -$25,790 | -0.52% | |
| Sei Investments Co | 0.00% | 24,829 | $4,505,020 | $4,481,883 | -$23,137 | -0.51% | |
| Raymond James Financial Inc | 0.00% | 21,199 | $3,846,770 | $3,826,631 | -$20,139 | -0.52% | |
| Sage Mountain Advisors Llc | 0.21% | 18,958 | $3,440,119 | $3,422,109 | -$18,010 | -0.52% | |
| Journey Advisory Group, Llc | 0.26% | 18,503 | $3,357,609 | $3,339,977 | -$17,632 | -0.53% | |
| Ubs Group Ag | 0.00% | 16,895 | $3,065,767 | $3,049,716 | -$16,051 | -0.52% | |
| Envestnet Asset Management Inc | 0.00% | 16,407 | $2,977,292 | $2,961,628 | -$15,664 | -0.53% | |
| Commonwealth Equity Services, Llc | 0.00% | 16,205 | $2,940,540 | $2,925,165 | -$15,375 | -0.52% | |
| Ieq Capital, Llc | 0.01% | 15,210 | $2,760,007 | $2,745,557 | -$14,450 | -0.52% | |
| Legacy Advisory Services, Llc | 1.92% | 15,055 | $2,731,994 | $2,717,578 | -$14,416 | -0.53% | |
| Regatta Capital Group, Llc | 0.36% | 14,808 | $2,687,129 | $2,672,992 | -$14,137 | -0.53% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 12,934 | $2,378,256 | $2,334,716 | -$43,540 | -1.83% | |
| Harbour Investments, Inc. | 0.03% | 12,828 | $2,327,760 | $2,315,582 | -$12,178 | -0.52% | |
| Quantinno Capital Management Lp | 0.00% | 12,605 | $2,287,303 | $2,275,329 | -$11,974 | -0.52% | |
| Daiwa Securities Group Inc. | 0.01% | 12,500 | $2,268,250 | $2,256,375 | -$11,875 | -0.52% | |
| Susquehanna International Group, Llp | 0.00% | 12,150 | $2,204,739 | $2,193,197 | -$11,543 | -0.52% | |
| Mcnaughton Wealth Management, Llc | 0.78% | 12,107 | $2,196,874 | $2,185,435 | -$11,439 | -0.52% | |
| Roffman Miller Associates Inc | 0.11% | 11,682 | $2,119,787 | $2,108,718 | -$11,069 | -0.52% | |
| Pallas Capital Advisors Llc | 0.06% | 10,741 | $1,949,083 | $1,938,858 | -$10,225 | -0.52% | |
| Mariner, Llc | 0.00% | 9,994 | $1,813,522 | $1,804,017 | -$9,505 | -0.52% | |
| Thoroughbred Financial Services, Llc | 0.08% | 9,004 | $1,633,000 | $1,625,312 | -$7,688 | -0.47% | |
| Norden Group Llc | 0.13% | 8,455 | $1,534,244 | $1,526,212 | -$8,032 | -0.52% | |
| Cetera Investment Advisers | 0.00% | 7,531 | $1,366,635 | $1,359,421 | -$7,214 | -0.53% | |
| First American Trust, Fsb | 0.08% | 7,464 | $1,354,417 | $1,347,327 | -$7,090 | -0.52% | |
| Jbr Co Financial Management Inc | 0.49% | 7,434 | $1,348,974 | $1,341,911 | -$7,063 | -0.52% | |
| Royal Bank Of Canada | 0.00% | 6,995 | $1,270,000 | $1,262,667 | -$7,333 | -0.58% | |
| Financial Insights, Inc. | 0.33% | 6,905 | $1,252,981 | $1,246,422 | -$6,559 | -0.52% | |
| Caliber Wealth Management, Llc / Ks | 0.12% | 6,898 | $1,251,720 | $1,245,158 | -$6,562 | -0.52% | |
| Fortis Group Advisors, Llc | 0.20% | 6,834 | $1,240,155 | $1,233,605 | -$6,550 | -0.53% | |
| Milestone Investment Advisors Llc | 0.26% | 6,701 | $1,215,964 | $1,209,598 | -$6,366 | -0.52% | |
| Independent Wealth Network Inc. | 0.29% | 6,362 | $1,154,483 | $1,148,405 | -$6,078 | -0.53% |
Frequently asked questions about LGLV
Who owns the most LGLV stock?
The largest holders of LGLV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR SSGA US LARGE CAP LOW V (LGLV).
Is LGLV widely held by superinvestors?
Many widely followed stocks like LGLV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly LGLV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.