LGLV Institutional Ownership & Shareholders
SPDR SSGA US LARGE CAP LOW V (LGLV) is currently held by 179 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $895.85M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
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 $335.80M, representing an estimated gain of +5.69% 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
179
Total Reported Value
$895.85M
Largest Holder
Cwm, Llc
Largest Position
$317.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
28
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 | $335,796,485 | +$18,071,603 | +5.69% | |
| Syntegra Private Wealth Group, Llc | 10.47% | 781,591 | $136,239,213 | $147,118,874 | +$10,879,661 | +7.99% | |
| Gerber Kawasaki Wealth & Investment Management | 1.64% | 369,406 | $64,390,957 | $69,533,291 | +$5,142,334 | +7.99% | |
| Lpl Financial Llc | 0.01% | 182,070 | $33,038,507 | $34,271,036 | +$1,232,529 | +3.73% | |
| Osaic Holdings, Inc. | 0.04% | 179,508 | $32,574,698 | $33,788,791 | +$1,214,093 | +3.73% | |
| Morgan Stanley | 0.00% | 169,550 | $30,766,616 | $31,914,397 | +$1,147,781 | +3.73% | |
| Dorval Corp | 6.55% | 130,740 | $22,789,287 | $24,609,190 | +$1,819,903 | +7.99% | |
| Aqr Capital Management Llc | 0.01% | 112,494 | $20,413,117 | $21,174,746 | +$761,629 | +3.73% | |
| Bank Of America Corp | 0.00% | 84,945 | $15,414,049 | $15,989,197 | +$575,148 | +3.73% | |
| Baltimore-Washington Financial Advisors, Inc. | 0.56% | 82,289 | $14,932,179 | $15,489,258 | +$557,079 | +3.73% | |
| Valmark Advisers, Inc. | 0.14% | 74,055 | $13,438,000 | $13,939,373 | +$501,373 | +3.73% | |
| Integrity Alliance, Llc. | 0.38% | 71,346 | $12,436,423 | $13,429,458 | +$993,035 | +7.98% | |
| Ethos Financial Group, Llc | 0.79% | 65,419 | $11,870,944 | $12,313,818 | +$442,874 | +3.73% | |
| Horizon Investments, Llc | 0.12% | 60,523 | $10,982,504 | $11,392,244 | +$409,740 | +3.73% | |
| Founders Financial Securities Llc | 0.53% | 61,275 | $10,680,845 | $11,533,793 | +$852,948 | +7.99% | |
| State Street Corp | 0.00% | 47,392 | $8,599,752 | $8,920,596 | +$320,844 | +3.73% | |
| Hf Advisory Group, Llc | 2.06% | 39,683 | $6,917,160 | $7,469,531 | +$552,371 | +7.99% | |
| Schear Investment Advisers, Llc | 0.84% | 39,564 | $6,896,458 | $7,447,132 | +$550,674 | +7.98% | |
| Tempo Wealth, Llc | 0.84% | 39,564 | $6,896,458 | $7,447,132 | +$550,674 | +7.98% | |
| Jpmorgan Chase & Co | 0.00% | 34,245 | $6,238,910 | $6,445,936 | +$207,026 | +3.32% | |
| Goldman Sachs Group Inc | 0.00% | 27,147 | $4,926,095 | $5,109,880 | +$183,785 | +3.73% | |
| Sei Investments Co | 0.00% | 24,829 | $4,505,020 | $4,673,563 | +$168,543 | +3.74% | |
| Raymond James Financial Inc | 0.00% | 21,199 | $3,846,770 | $3,990,288 | +$143,518 | +3.73% | |
| Journey Advisory Group, Llc | 0.26% | 18,503 | $3,357,609 | $3,482,820 | +$125,211 | +3.73% | |
| Sage Mountain Advisors Llc | 0.20% | 18,958 | $3,304,569 | $3,568,464 | +$263,895 | +7.99% | |
| Regatta Capital Group, Llc | 0.40% | 18,074 | $3,150,398 | $3,402,069 | +$251,671 | +7.99% | |
| Ubs Group Ag | 0.00% | 16,895 | $3,065,767 | $3,180,146 | +$114,379 | +3.73% | |
| Envestnet Asset Management Inc | 0.00% | 16,407 | $2,977,292 | $3,088,290 | +$110,998 | +3.73% | |
| Ieq Capital, Llc | 0.01% | 15,210 | $2,760,007 | $2,862,978 | +$102,971 | +3.73% | |
| Harbour Investments, Inc. | 0.03% | 12,828 | $2,327,760 | $2,414,614 | +$86,854 | +3.73% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 13,097 | $2,321,083 | $2,465,248 | +$144,165 | +6.21% | |
| Quantinno Capital Management Lp | 0.00% | 12,605 | $2,287,303 | $2,372,639 | +$85,336 | +3.73% | |
| Daiwa Securities Group Inc. | 0.01% | 12,920 | $2,252,085 | $2,431,932 | +$179,847 | +7.99% | |
| Susquehanna International Group, Llp | 0.00% | 12,150 | $2,204,739 | $2,286,995 | +$82,256 | +3.73% | |
| Mcnaughton Wealth Management, Llc | 0.73% | 11,956 | $2,084,021 | $2,250,478 | +$166,457 | +7.99% | |
| Pallas Capital Advisors Llc | 0.06% | 10,741 | $1,949,083 | $2,021,778 | +$72,695 | +3.73% | |
| Roffman Miller Associates Inc | 0.10% | 11,038 | $1,924,005 | $2,077,683 | +$153,678 | +7.99% | |
| Commonwealth Equity Services, Llc | 0.00% | 10,500 | $1,830,200 | $1,976,415 | +$146,215 | +7.99% | |
| Mariner, Llc | 0.00% | 9,994 | $1,813,522 | $1,881,171 | +$67,649 | +3.73% | |
| Thoroughbred Financial Services, Llc | 0.08% | 9,004 | $1,633,000 | $1,694,823 | +$61,823 | +3.79% | |
| Norden Group Llc | 0.11% | 8,345 | $1,454,617 | $1,570,779 | +$116,162 | +7.99% | |
| Legacy Advisory Services, Llc | 1.02% | 8,141 | $1,419,074 | $1,532,380 | +$113,306 | +7.98% | |
| Cetera Investment Advisers | 0.00% | 7,531 | $1,366,635 | $1,417,560 | +$50,925 | +3.73% | |
| First American Trust, Fsb | 0.08% | 7,464 | $1,354,417 | $1,404,949 | +$50,532 | +3.73% | |
| Jbr Co Financial Management Inc | 0.50% | 7,166 | $1,307,938 | $1,348,856 | +$40,918 | +3.13% | |
| Royal Bank Of Canada | 0.00% | 6,995 | $1,270,000 | $1,316,669 | +$46,669 | +3.67% | |
| Caliber Wealth Management, Llc / Ks | 0.12% | 6,898 | $1,251,720 | $1,298,411 | +$46,691 | +3.73% | |
| Fortis Group Advisors, Llc | 0.20% | 6,834 | $1,240,155 | $1,286,364 | +$46,209 | +3.73% | |
| Milestone Investment Advisors Llc | 0.26% | 6,701 | $1,215,964 | $1,261,329 | +$45,365 | +3.73% | |
| Financial Insights, Inc. | 0.30% | 6,836 | $1,191,583 | $1,286,740 | +$95,157 | +7.99% |
Frequently asked questions about LGLV
Who are the largest institutional holders of LGLV?
The largest institutional holders of LGLV reported in the latest SEC Form 13F filings include Cwm, Llc, Syntegra Private Wealth Group, Llc, Gerber Kawasaki Wealth & Investment Management, Lpl Financial Llc, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported LGLV position.
What is LGLV institutional ownership?
This page tracks LGLV positions reported by institutional investment managers through SEC Form 13F. SPDR SSGA US LARGE CAP LOW V (LGLV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LGLV?
InsiderSet currently tracks 179 institutional managers reporting LGLV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LGLV shareholders.
How much LGLV stock do institutions own?
Institutional investment managers disclosed approximately $895.85M in LGLV holdings for Q1 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LGLV institutional ownership last updated?
The latest LGLV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended March 31, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LGLV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LGLV position after the reporting date.
Are institutions buying or selling LGLV?
Institutional buying and selling can be analyzed by comparing LGLV positions across consecutive 13F reporting periods. InsiderSet's LGLV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LGLV ownership changes.
How has LGLV institutional ownership changed over time?
InsiderSet tracks LGLV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.