Vault-13

SPDR SER TR LGLV

SSGA US LRG ETF · ETP · CUSIP 78468R804

183 institutional holders +7 vs Q1 2025
4,864,3924.9m shares reported held*
$849.7mreported value*
22 new 60 added 60 reduced 15 sold out net bought ≈ $115.7m (+662.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($12.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $174.68. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 128Q4 22: 139Q1 23: 148Q2 23: 165Q3 23: 173Q4 23: 179Q1 24: 150Q2 24: 157Q3 24: 155Q4 24: 165Q1 25: 176Q2 25: 183183Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022128
Q4 2022139
Q1 2023148
Q2 2023165
Q3 2023173
Q4 2023179
Q1 2024150
Q2 2024157
Q3 2024155
Q4 2024165
Q1 2025176
Q2 2025183

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 23: 75 bought or addedQ3 23: 70 cut or sold outQ4 23: 53 bought or addedQ4 23: 101 cut or sold outQ4 23Q1 24: 52 bought or addedQ1 24: 104 cut or sold outQ2 24: 52 bought or addedQ2 24: 72 cut or sold outQ2 24Q3 24: 59 bought or addedQ3 24: 69 cut or sold outQ4 24: 52 bought or addedQ4 24: 73 cut or sold outQ4 24Q1 25: 76 bought or addedQ1 25: 73 cut or sold outQ2 25: 82 bought or addedQ2 25: 75 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20237570
Q4 202353101
Q1 202452104
Q2 20245272
Q3 20245969
Q4 20245273
Q1 20257673
Q2 20258275

Biggest buyers

CWM, LLC Added +565,980+566.0k
JPMORGAN CHASE & CO Added +104,963+105.0k
Syntegra Private Wealth Group, LLC Added +52,656+52.7k
STATE STREET CORP Added +51,677+51.7k
VestGen Advisors, LLC New +50,039+50.0k
MAGNOLIA CAPITAL ADVISORS LLC New +42,893+42.9k
FOUNDERS FINANCIAL SECURITIES LLC Added +33,248+33.2k
Horizon Investments, LLC Added +32,124+32.1k
LPL Financial LLC Added +26,093+26.1k
AMERIPRISE FINANCIAL INC Added +22,454+22.5k

Biggest sellers

GeoWealth Management, LLC Sold out -76,192-76.2k
WIN ADVISORS, INC Sold out -72,947-72.9k
Foundations Investment Advisors, LLC Sold out -64,248-64.2k
Ameritas Advisory Services, LLC Sold out -40,631-40.6k
Elevation Capital Advisory, LLC Sold out -40,469-40.5k
INTEGRITY ALLIANCE, LLC. Reduced -31,317-31.3k
GOLDMAN SACHS GROUP INC Reduced -20,000-20.0k
CW Advisors, LLC Reduced -18,707-18.7k
JANE STREET GROUP, LLC Sold out -15,809-15.8k
SILVER OAK SECURITIES, INCORPORATED Sold out -13,529-13.5k

Biggest calls

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CWM, LLC 0.85% of their portfolio OMAHA, NE 1,380,6111.4m $241.1m $241.1m 0.85% Added +566.0k +565,980
2 Syntegra Private Wealth Group, LLC 12.45% of their portfolio Chesterfield, MO 698,710698.7k $122.0m $122.0m 12.45% Added +52.7k +52,656
3 Baltimore-Washington Financial Advisors, Inc. 2.28% of their portfolio Columbia, MD 279,627279.6k $48.8m $48.8m 2.28% Added +4.0k +4,016
4 Gerber Kawasaki Wealth & Investment Management 1.75% of their portfolio SANTA MONICA, CA 259,539259.5k $45.3m $45.3m 1.75% Reduced -1.6k -1,575
5 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 195,209195.2k $34.1m $34.1m 0.01% Added +26.1k +26,093
6 CW Advisors, LLC 0.32% of their portfolio BOSTON, MA 187,919187.9k $32.8m $32.8m 0.32% Reduced -18.7k -18,707
7 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 175,531175.5k $30.6m $30.6m 0.00% Added +105.0k +104,963
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 168,069168.1k $29.3m $29.3m 0.00% Reduced -138 -138
9 DORVAL Corp 7.18% of their portfolio MAPLE GROVE, MN 114,883114.9k $20.1m $20.1m 7.18% Added +2.9k +2,917
10 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 103,795103.8k $18.1m $18.1m 0.00% Added +51.7k +51,677
11 IEQ CAPITAL, LLC 0.10% of their portfolio Foster City, CA 92,60592.6k $16.2m $16.2m 0.10% Unchanged
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 91,39991.4k $16.0m $16.0m 0.00% Added +4.0k +4,046
13 FOUNDERS FINANCIAL SECURITIES LLC 0.98% of their portfolio TOWSON, MD 74,04174.0k $12.9m $12.9m 0.98% Added +33.2k +33,248
14 Horizon Investments, LLC 0.20% of their portfolio Charlotte, NC 73,96174.0k $12.9m $12.9m 0.20% Added +32.1k +32,124
15 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 67,46667.5k $11.8m $11.8m 0.01% Added +2.2k +2,214
16 INTEGRITY ALLIANCE, LLC. 0.55% of their portfolio Urbandale, IA 57,76857.8k $10.1m $10.1m 0.55% Reduced -31.3k -31,317
17 VestGen Advisors, LLC 0.35% of their portfolio CHICAGO, IL 50,03950.0k $8.7m $8.7m 0.35% New
18 MAGNOLIA CAPITAL ADVISORS LLC 1.89% of their portfolio RIDGELAND, MS 42,89342.9k $7.5m $7.5m 1.89% New
19 Ethos Financial Group, LLC 0.56% of their portfolio KING OF PRUSSIA, PA 37,03737.0k $6.5m $6.5m 0.56% Added +17.4k +17,421
20 FIRST AMERICAN TRUST, FSB 0.45% of their portfolio SANTA ANA, CA 32,11732.1k $5.6m $5.6m 0.45% Added +1.2k +1,170
21 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 31,50731.5k $5.5m $5.5m 0.00% Added +259 +259
22 HF Advisory Group, LLC 2.10% of their portfolio Annapolis, MD 30,37030.4k $5.3m $5.3m 2.10% Added +1.2k +1,244
23 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 28,00128.0k $4.9m $4.9m 0.01% Added +7.6k +7,602
24 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 27,24827.2k $4.6m $4.6m 0.00% Added +22.5k +22,454
25 Valmark Advisers, Inc. 0.06% of their portfolio AKRON, OH 26,13226.1k $4.6m $4.6m 0.06% Added +2.9k +2,860
26 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 25,12725.1k $4.4m $4.4m 0.01% Reduced -1.8k -1,824
27 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 21,41021.4k $3.7m $3.7m 0.01% New
28 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 21,29521.3k $3.7m $3.7m 0.01% Reduced -6.2k -6,177
29 Journey Advisory Group, LLC 0.29% of their portfolio COVINGTON, KY 21,00521.0k $3.7m $3.7m 0.29% Added +581 +581
30 Sage Mountain Advisors LLC 0.22% of their portfolio ATLANTA, GA 18,95819.0k $3.3m $3.3m 0.22% Unchanged
31 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 16,44716.4k $2.9m $2.9m 0.00% Reduced -305 -305
32 McNaughton Wealth Management, LLC 1.23% of their portfolio SAN DIEGO, CA 15,83415.8k $2.8m $2.8m 1.23% Added +665 +665
33 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 13,75513.8k $2.4m $2.4m 0.00% Added +4.9k +4,882
34 UBS Group AG 0.00% of their portfolio ZURICH, V8 13,56413.6k $2.4m $2.4m 0.00% Added +1.0k +1,033
35 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 13,24113.2k $2.3m $2.3m 0.00% Added +1.7k +1,679
36 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 12,82812.8k $2.2m $2.2m 0.01% Reduced -9.5k -9,498
37 ROFFMAN MILLER ASSOCIATES INC /PA/ 0.13% of their portfolio PHILADELPHIA, PA 12,09412.1k $2.1m $2.1m 0.13% Added +48 +48
38 Pallas Capital Advisors LLC 0.08% of their portfolio BRAINTREE, MA 11,61711.6k $2.0m $2.0m 0.08% New
39 Caliber Wealth Management, LLC / KS 0.21% of their portfolio Overland Park, KS 11,30911.3k $2.0m $2.0m 0.21% Reduced -3.2k -3,232
40 Legacy Advisory Services, LLC 1.50% of their portfolio Exton, PA 10,81310.8k $1.9m $1.9m 1.50% Added +32 +32
41 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 10,76010.8k $1.9m $1.9m 0.00% Reduced -20.0k -20,000
42 THOROUGHBRED FINANCIAL SERVICES, LLC 0.12% of their portfolio BRENTWOOD, TN 10,13910.1k $1.8m $1.8m 0.12% Reduced -900 -900
43 Mariner, LLC 0.00% of their portfolio Overland Park, KS 10,08910.1k $1.8m $1.8m 0.00% Added +1.6k +1,644
44 Daiwa Securities Group Inc. 0.01% of their portfolio CHIYODA-KU,TOKYO, M0 9,5009.5k $1.7m $1.7m 0.01% Reduced -520 -520
45 Milestone Investment Advisors LLC 0.41% of their portfolio MIDDLETON, WI 8,9679.0k $1.6m $1.6m 0.41% Reduced -431 -431
46 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,7398.7k $1.5m $1.5m 0.00% Added +3.3k +3,339
47 NORDEN GROUP LLC 0.16% of their portfolio PROVO, UT 8,6558.7k $1.5m $1.5m 0.16% Reduced -335 -335
48 IHT Wealth Management, LLC 0.04% of their portfolio Chicago, IL 8,2708.3k $1.4m $1.4m 0.04% Added +302 +302
49 Financial Insights, Inc. 0.46% of their portfolio TACOMA, WA 7,2197.2k $1.3m $1.3m 0.46% Reduced -221 -221
50 Fortis Group Advisors, LLC 0.23% of their portfolio WESTWOOD, NJ 7,2107.2k $1.3m $1.3m 0.23% Reduced -220 -220
51 Composition Wealth, LLC 0.02% of their portfolio LOS ANGELES, CA 7,1687.2k $1.3m $1.3m 0.02% Reduced -680 -680
52 Financial Advocates Investment Management 0.10% of their portfolio OLYMPIA, WA 6,9617.0k $1.2m $1.2m 0.10% Reduced -201 -201
53 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 6,5586.6k $1.1m $1.1m 0.00% Reduced -269 -269
54 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 6,5376.5k $1.1m $1.1m 0.01% Added +15 +15
55 Flagship Private Wealth, LLC 0.48% of their portfolio Woburn, MA 6,4456.4k $1.1m $1.1m 0.48% Added +109 +109
56 Family Capital Management, Inc. 0.57% of their portfolio GRAND RAPIDS, MI 6,1836.2k $1.1m $1.1m 0.57% Reduced -30 -30
57 Portland Financial Advisors Inc 2.54% of their portfolio PORT WASHINGTON, NY 6,0626.1k $1.1m $1.1m 2.54% Unchanged
58 Independent Wealth Network Inc. 0.38% of their portfolio URBANDALE, IA 5,9706.0k $1.0m $1.0m 0.38% Reduced -157 -157
59 Mission Creek Capital Partners, Inc. 0.23% of their portfolio SAN FRANCISCO, CA 5,8165.8k $1.0m $1.0m 0.23% Reduced -268 -268
60 REGATTA CAPITAL GROUP, LLC 0.17% of their portfolio EL SEGUNDO, CA 5,6395.6k $984.7k $984.7k 0.17% New
61 Thrive Capital Management, LLC 0.29% of their portfolio FORT WASHINGTON, PA 5,2565.3k $917.8k $917.8k 0.29% New
62 Cypress Wealth Services, LLC 0.16% of their portfolio PALM DESERT, CA 5,1665.2k $902.0k $902.0k 0.16% Unchanged
63 Apollon Financial, LLC 0.19% of their portfolio MOUNT PLEASANT, SC 5,1555.2k $900.1k $900.1k 0.19% Added +2.7k +2,660
64 RFG - Bristol Wealth Advisors, LLC 0.27% of their portfolio TAUNTON, MA 4,9605.0k $866.0k $866.0k 0.27% New
65 RIVERSEDGE ADVISORS, LLC 0.17% of their portfolio Wilmington, DE 4,9364.9k $861.8k $861.8k 0.17% Reduced -1.1k -1,073
66 Strategic Blueprint, LLC 0.04% of their portfolio ATLANTA, GA 4,9154.9k $858.2k $858.2k 0.04% Reduced -47 -47
67 SHEETS SMITH WEALTH MANAGEMENT 0.10% of their portfolio WINSTON-SALEM, NC 4,7984.8k $837.8k $837.8k 0.10% Unchanged
68 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 4,7964.8k $837.5k $837.5k 0.01% Added +47 +47
69 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 4,7514.8k $829.6k $829.6k 0.00% Reduced -3.4k -3,436
70 Gateway Wealth Partners, LLC 0.16% of their portfolio APPLETON, WI 4,7104.7k $822.3k $822.3k 0.16% New
71 Efficient Advisors, LLC 0.05% of their portfolio BEAVERTON, OR 4,6714.7k $815.6k $815.6k 0.05% New
72 ABOUND FINANCIAL, LLC 0.35% of their portfolio GRANITE BAY, CA 4,5584.6k $795.9k $795.9k 0.35% Reduced -105 -105
73 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 4,2374.2k $739.8k $739.8k 0.02% Added +122 +122
74 WEDBUSH SECURITIES INC 0.02% of their portfolio PASADENA, CA 3,8903.9k $679.0k $679.0k 0.02% Reduced -168 -168
75 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% of their portfolio Seattle, WA 3,8553.9k $673.1k $673.1k 0.02% Reduced -50 -50
76 Compound Planning, Inc. 0.03% of their portfolio NEW YORK, NY 3,7863.8k $661.1k $661.1k 0.03% Reduced -82 -82
77 TSFG, LLC 0.12% of their portfolio LAKE FOREST, IL 3,7183.7k $649.0k $649.0k 0.12% Reduced -37 -37
78 Barnes Wealth Management Group, Inc 0.38% of their portfolio Bakersfield, CA 3,7133.7k $648.3k $648.3k 0.38% Added +1.1k +1,059
79 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 3,5613.6k $628.8k $628.8k 0.02% Reduced -10 -10
80 CREATIVE FINANCIAL DESIGNS INC /ADV 0.04% of their portfolio KOKOMO, IN 3,5313.5k $616.6k $616.6k 0.04% Reduced -109 -109
81 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 3,5183.5k $614.3k $614.3k 0.01% Added +275 +275
82 Harvest Investment Services, LLC 0.13% of their portfolio Oakbrook Terrace, IL 3,2723.3k $571.3k $571.3k 0.13% Added +20 +20
83 Avant Capital LLC 0.44% of their portfolio LAFAYETTE, LA 3,2463.2k $566.7k $566.7k 0.44% Added +105 +105
84 Hutchens & Kramer Investment Management Group, LLC 0.26% of their portfolio CARMEL, IN 3,2093.2k $563.9k $563.9k 0.26% Reduced -172 -172
85 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 3,1713.2k $553.7k $553.7k 0.01% Reduced -3.5k -3,513
86 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,0843.1k $538.0k $538.0k 0.00% Added +1.6k +1,581
87 Vista Cima Wealth Management LLC 0.50% of their portfolio SURPRISE, AZ 3,0443.0k $531.5k $531.5k 0.50% Unchanged
88 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 2,8832.9k $503.0k $503.0k 0.00% Added +504 +504
89 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 2,8122.8k $491.1k $491.1k 0.01% Reduced -334 -334
90 ARQ WEALTH ADVISORS, LLC 0.16% of their portfolio SCOTTSDALE, AZ 2,7422.7k $477.2k $477.2k 0.16% Unchanged
91 Insight Advisors, LLC/ PA 0.08% of their portfolio Newtown, PA 2,7402.7k $478.5k $478.5k 0.08% Reduced -219 -219
92 Berkeley, Inc 0.17% of their portfolio Boise, ID 2,7402.7k $478.3k $478.3k 0.17% Added +5 +5
93 CARDIFF PARK ADVISORS, LLC 0.04% of their portfolio SAN MARCOS, CA 2,7192.7k $474.8k $474.8k 0.04% Unchanged
94 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 2,6832.7k $468.6k $468.6k 0.01% Reduced -126 -126
95 JBR Co Financial Management Inc 0.22% of their portfolio ARDMORE, OK 2,5312.5k $441.9k $441.9k 0.22% New
96 FMR LLC 0.00% of their portfolio BOSTON, MA 2,5252.5k $440.9k $440.9k 0.00% Added +313 +313
97 Mallini Complete Financial Planning LLC 0.54% of their portfolio GAINESVILLE, FL 2,4612.5k $429.7k $429.7k 0.54% Added +58 +58
98 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 2,4092.4k $417.6k $417.6k 0.00% Added +739 +739
99 High Net Worth Advisory Group LLC 0.11% of their portfolio NAPLES, FL 2,4002.4k $419.1k $419.1k 0.11% Unchanged
100 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 2,3602.4k $412.1k $412.1k 0.00% Unchanged