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 $971.99M 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 $338.40M, representing an estimated gain of +6.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% 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
192
Total Reported Value
$971.99M
Largest Holder
Cwm, Llc
Largest Position
$317.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
110
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 | $338,401,080 | +$20,676,198 | +6.51% | |
| Syntegra Private Wealth Group, Llc | 10.84% | 771,561 | $140,007,485 | $146,357,406 | +$6,349,921 | +4.54% | |
| Gerber Kawasaki Wealth & Investment Management | 1.75% | 309,038 | $55,090,653 | $58,621,418 | +$3,530,765 | +6.41% | |
| Baltimore-Washington Financial Advisors, Inc. | 2.33% | 302,891 | $53,944,811 | $57,455,394 | +$3,510,583 | +6.51% | |
| Lpl Financial Llc | 0.01% | 186,337 | $33,186,640 | $35,346,266 | +$2,159,626 | +6.51% | |
| Osaic Holdings, Inc. | 0.05% | 186,269 | $33,175,325 | $35,333,367 | +$2,158,042 | +6.50% | |
| Morgan Stanley | 0.00% | 169,497 | $30,187,580 | $32,151,886 | +$1,964,306 | +6.51% | |
| Dorval Corp | 6.71% | 128,408 | $23,300,909 | $24,357,714 | +$1,056,805 | +4.54% | |
| Horizon Investments, Llc | 0.24% | 121,394 | $21,620,271 | $23,027,228 | +$1,406,957 | +6.51% | |
| Ameriprise Financial Inc | 0.00% | 114,690 | $20,426,219 | $21,755,546 | +$1,329,327 | +6.51% | |
| Aqr Capital Management Llc | 0.01% | 107,389 | $19,126,041 | $20,370,619 | +$1,244,578 | +6.51% | |
| Bank Of America Corp | 0.00% | 94,519 | $16,833,788 | $17,929,309 | +$1,095,521 | +6.51% | |
| Ieq Capital, Llc | 0.07% | 84,677 | $15,080,973 | $16,062,380 | +$981,407 | +6.51% | |
| Integrity Alliance, Llc. | 0.44% | 64,224 | $11,438,368 | $12,182,651 | +$744,283 | +6.51% | |
| Founders Financial Securities Llc | 0.67% | 61,023 | $11,129,985 | $11,575,453 | +$445,468 | +4.00% | |
| Ethos Financial Group, Llc | 0.77% | 60,029 | $10,575,309 | $11,386,901 | +$811,592 | +7.67% | |
| Valmark Advisers, Inc. | 0.11% | 52,272 | $9,309,729 | $9,915,476 | +$605,747 | +6.51% | |
| State Street Corp | 0.00% | 51,697 | $9,207,236 | $9,806,404 | +$599,168 | +6.51% | |
| First Trust Advisors Lp | 0.01% | 44,887 | $7,994,374 | $8,514,615 | +$520,241 | +6.51% | |
| Tempo Wealth, Llc | 1.24% | 39,823 | $7,092,540 | $7,554,025 | +$461,485 | +6.51% | |
| Hf Advisory Group, Llc | 2.13% | 37,892 | $6,875,921 | $7,187,733 | +$311,812 | +4.53% | |
| Sei Investments Co | 0.00% | 25,141 | $4,477,810 | $4,768,996 | +$291,186 | +6.50% | |
| Raymond James Financial Inc | 0.00% | 24,048 | $4,282,949 | $4,561,665 | +$278,716 | +6.51% | |
| Sage Mountain Advisors Llc | 0.24% | 18,958 | $3,376,420 | $3,596,143 | +$219,723 | +6.51% | |
| Journey Advisory Group, Llc | 0.29% | 18,854 | $3,357,951 | $3,576,415 | +$218,464 | +6.51% | |
| Ubs Group Ag | 0.00% | 18,167 | $3,235,544 | $3,446,098 | +$210,554 | +6.51% | |
| Commonwealth Equity Services, Llc | 0.00% | 16,887 | $3,007,510 | $3,203,295 | +$195,785 | +6.51% | |
| Two Sigma Investments, Lp | 0.00% | 15,600 | $2,778,360 | $2,959,164 | +$180,804 | +6.51% | |
| Legacy Advisory Services, Llc | 1.92% | 15,055 | $2,731,994 | $2,855,783 | +$123,789 | +4.53% | |
| First American Trust, Fsb | 0.18% | 14,871 | $2,648,540 | $2,820,880 | +$172,340 | +6.51% | |
| Envestnet Asset Management Inc | 0.00% | 14,305 | $2,547,779 | $2,713,515 | +$165,736 | +6.51% | |
| Goldman Sachs Group Inc | 0.00% | 13,818 | $2,460,986 | $2,621,136 | +$160,150 | +6.51% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 12,934 | $2,378,256 | $2,453,450 | +$75,194 | +3.16% | |
| Harbour Investments, Inc. | 0.03% | 12,461 | $2,219,316 | $2,363,727 | +$144,411 | +6.51% | |
| Mcnaughton Wealth Management, Llc | 0.78% | 12,107 | $2,196,874 | $2,296,577 | +$99,703 | +4.54% | |
| Quantinno Capital Management Lp | 0.00% | 12,062 | $2,148,242 | $2,288,041 | +$139,799 | +6.51% | |
| Roffman Miller Associates Inc | 0.11% | 11,682 | $2,119,787 | $2,215,959 | +$96,172 | +4.54% | |
| Daiwa Securities Group Inc. | 0.01% | 11,800 | $2,101,580 | $2,238,342 | +$136,762 | +6.51% | |
| Regatta Capital Group, Llc | 0.31% | 11,641 | $2,073,252 | $2,208,181 | +$134,929 | +6.51% | |
| Susquehanna International Group, Llp | 0.00% | 11,351 | $2,021,613 | $2,153,171 | +$131,558 | +6.51% | |
| Gateway Wealth Partners, Llc | 0.08% | 11,312 | $2,014,522 | $2,145,773 | +$131,251 | +6.52% | |
| Pallas Capital Advisors Llc | 0.07% | 10,480 | $1,866,498 | $1,987,951 | +$121,453 | +6.51% | |
| Mariner, Llc | 0.00% | 10,325 | $1,838,938 | $1,958,549 | +$119,611 | +6.50% | |
| Cetera Investment Advisers | 0.00% | 9,042 | $1,610,303 | $1,715,177 | +$104,874 | +6.51% | |
| Norden Group Llc | 0.14% | 8,455 | $1,505,836 | $1,603,829 | +$97,993 | +6.51% | |
| Milestone Investment Advisors Llc | 0.34% | 7,918 | $1,410,196 | $1,501,965 | +$91,769 | +6.51% | |
| Jbr Co Financial Management Inc | 0.49% | 7,434 | $1,348,974 | $1,410,155 | +$61,181 | +4.54% | |
| Elevation Capital Advisory, Llc | 0.57% | 7,483 | $1,332,725 | $1,419,450 | +$86,725 | +6.51% | |
| Caliber Wealth Management, Llc / Ks | 0.12% | 6,898 | $1,251,720 | $1,308,482 | +$56,762 | +4.53% | |
| Fortis Group Advisors, Llc | 0.20% | 6,834 | $1,240,155 | $1,296,341 | +$56,186 | +4.53% |
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.