Vault-13

SPDR SER TR LGLV

SSGA US LRG ETF · ETP · CUSIP 78468R804

180 institutional holders -1 vs Q3 2025
5,117,0675.1m shares reported held*
$899.0mreported value*
13 new 55 added 71 reduced 18 sold out net bought ≈ $23.7m (+135.0k 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 ($14.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $175.68.

Trends to Q4 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: 183Q3 25: 181Q4 25: 180180Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 2025181
Q4 2025180

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 25Q3 25: 70 bought or addedQ3 25: 78 cut or sold outQ4 25: 68 bought or addedQ4 25: 89 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202452104
Q2 20245272
Q3 20245969
Q4 20245273
Q1 20257673
Q2 20258275
Q3 20257078
Q4 20256889

Biggest buyers

CWM, LLC Added +280,101+280.1k
GOLDMAN SACHS GROUP INC Added +51,033+51.0k
SILVER OAK SECURITIES, INCORPORATED New +22,746+22.7k
AQR CAPITAL MANAGEMENT LLC Added +19,208+19.2k
Gerber Kawasaki Wealth & Investment Management Added +17,784+17.8k
Ethos Financial Group, LLC Added +17,084+17.1k
Elevation Capital Advisory, LLC New +10,402+10.4k
Baltimore-Washington Financial Advisors, Inc. Added +6,942+6.9k
FOUNDERS FINANCIAL SECURITIES LLC Added +4,102+4.1k
DORVAL Corp Added +3,992+4.0k

Biggest sellers

Syntegra Private Wealth Group, LLC Reduced -103,303-103.3k
VestGen Advisors, LLC Reduced -39,323-39.3k
JPMORGAN CHASE & CO Reduced -34,760-34.8k
STATE STREET CORP Reduced -28,614-28.6k
OSAIC HOLDINGS, INC. Reduced -28,438-28.4k
IEQ CAPITAL, LLC Reduced -21,952-22.0k
FIRST AMERICAN TRUST, FSB Reduced -14,718-14.7k
ROYAL BANK OF CANADA Reduced -12,513-12.5k
Cetera Investment Advisers Reduced -6,770-6.8k
TWO SIGMA INVESTMENTS, LP Reduced -5,000-5.0k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CWM, LLC 0.86% of their portfolio OMAHA, NE 1,804,1601.8m $316.8m $316.8m 0.86% Added +280.1k +280,101
2 Syntegra Private Wealth Group, LLC 10.37% of their portfolio Chesterfield, MO 643,355643.4k $113.0m $113.0m 10.37% Reduced -103.3k -103,303
3 Gerber Kawasaki Wealth & Investment Management 1.93% of their portfolio SANTA MONICA, CA 315,628315.6k $55.4m $55.4m 1.93% Added +17.8k +17,784
4 Baltimore-Washington Financial Advisors, Inc. 2.16% of their portfolio Columbia, MD 295,425295.4k $51.9m $51.9m 2.16% Added +6.9k +6,942
5 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 192,722192.7k $33.8m $33.8m 0.05% Reduced -28.4k -28,438
6 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 183,961184.0k $32.3m $32.3m 0.01% Added +676 +676
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 166,958167.0k $29.3m $29.3m 0.00% Added +825 +825
8 DORVAL Corp 6.93% of their portfolio MAPLE GROVE, MN 123,610123.6k $21.7m $21.7m 6.93% Added +4.0k +3,992
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 93,55093.5k $16.4m $16.4m 0.00% Added +1.4k +1,430
10 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 88,68388.7k $15.6m $15.6m 0.01% Added +19.2k +19,208
11 IEQ CAPITAL, LLC 0.05% of their portfolio Foster City, CA 85,86385.9k $15.1m $15.1m 0.05% Reduced -22.0k -21,952
12 FOUNDERS FINANCIAL SECURITIES LLC 0.83% of their portfolio TOWSON, MD 80,14080.1k $14.1m $14.1m 0.83% Added +4.1k +4,102
13 Horizon Investments, LLC 0.18% of their portfolio Charlotte, NC 79,57279.6k $14.0m $14.0m 0.18% Added +3.8k +3,822
14 INTEGRITY ALLIANCE, LLC. 0.41% of their portfolio Urbandale, IA 63,14163.1k $11.1m $11.1m 0.41% Reduced -533 -533
15 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 61,78261.8k $10.8m $10.8m 0.00% Added +51.0k +51,033
16 Ethos Financial Group, LLC 0.71% of their portfolio KING OF PRUSSIA, PA 54,58654.6k $9.6m $9.6m 0.71% Added +17.1k +17,084
17 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 53,86053.9k $9.5m $9.5m 0.00% Reduced -28.6k -28,614
18 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 44,89244.9k $7.9m $7.9m 0.00% Reduced -34.8k -34,760
19 Tempo Wealth, LLC 1.25% of their portfolio INDEPENDENCE, OH 39,81839.8k $7.0m $7.0m 1.25% First filing
20 HF Advisory Group, LLC 2.11% of their portfolio Annapolis, MD 34,37234.4k $6.0m $6.0m 2.11% Added +2.5k +2,498
21 Valmark Advisers, Inc. 0.07% of their portfolio AKRON, OH 32,55832.6k $5.7m $5.7m 0.07% Added +1.2k +1,243
22 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 26,59326.6k $4.7m $4.7m 0.00% Added +1.8k +1,754
23 SILVER OAK SECURITIES, INCORPORATED 0.27% of their portfolio JACKSON, TN 22,74622.7k $4.0m $4.0m 0.27% New
24 Journey Advisory Group, LLC 0.32% of their portfolio COVINGTON, KY 21,65721.7k $3.8m $3.8m 0.32% Added +382 +382
25 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 20,03420.0k $3.6m $3.6m 0.00% Reduced -174 -174
26 Sage Mountain Advisors LLC 0.18% of their portfolio ATLANTA, GA 18,95819.0k $3.3m $3.3m 0.18% Unchanged
27 UBS Group AG 0.00% of their portfolio ZURICH, V8 16,62116.6k $2.9m $2.9m 0.00% Reduced -419 -419
28 FIRST AMERICAN TRUST, FSB 0.19% of their portfolio SANTA ANA, CA 15,99216.0k $2.8m $2.8m 0.19% Reduced -14.7k -14,718
29 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 15,96216.0k $2.8m $2.8m 0.00% Reduced -80 -80
30 McNaughton Wealth Management, LLC 0.98% of their portfolio SAN DIEGO, CA 13,49713.5k $2.4m $2.4m 0.98% Reduced -3.3k -3,272
31 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 12,70012.7k $2.2m $2.2m 0.00% Reduced -5.0k -5,000
32 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 12,52812.5k $2.2m $2.2m 0.00% Added +432 +432
33 Pallas Capital Advisors LLC 0.07% of their portfolio BRAINTREE, MA 12,05212.1k $2.1m $2.1m 0.07% Added +134 +134
34 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 11,94511.9k $2.1m $2.1m 0.00% Added +362 +362
35 ROFFMAN MILLER ASSOCIATES INC /PA/ 0.11% of their portfolio PHILADELPHIA, PA 11,81811.8k $2.1m $2.1m 0.11% Reduced -216 -216
36 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,39611.4k $2.0m $2.0m 0.00% Added +1.7k +1,736
37 VestGen Advisors, LLC 0.08% of their portfolio CHICAGO, IL 11,02211.0k $1.9m $1.9m 0.08% Reduced -39.3k -39,323
38 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 10,87310.9k $1.9m $1.9m 0.01% Reduced -953 -953
39 Legacy Advisory Services, LLC 1.42% of their portfolio Exton, PA 10,78510.8k $1.9m $1.9m 1.42% Reduced -59 -59
40 Elevation Capital Advisory, LLC 0.75% of their portfolio BEND, OR 10,40210.4k $1.8m $1.8m 0.75% New
41 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 10,05410.1k $1.8m $1.8m 0.00% Reduced -6.8k -6,770
42 REGATTA CAPITAL GROUP, LLC 0.26% of their portfolio EL SEGUNDO, CA 9,8529.9k $1.7m $1.7m 0.26% Added +1.9k +1,899
43 THOROUGHBRED FINANCIAL SERVICES, LLC 0.10% of their portfolio BRENTWOOD, TN 9,2229.2k $1.6m $1.6m 0.10% Reduced -917 -917
44 Caliber Wealth Management, LLC / KS 0.17% of their portfolio Overland Park, KS 8,7418.7k $1.5m $1.5m 0.17% Reduced -826 -826
45 Daiwa Securities Group Inc. 0.00% of their portfolio CHIYODA-KU,TOKYO, M0 8,7308.7k $1.5m $1.5m 0.00% Reduced -170 -170
46 NORDEN GROUP LLC 0.15% of their portfolio PROVO, UT 8,4558.5k $1.5m $1.5m 0.15% Reduced -200 -200
47 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 8,2808.3k $1.5m $1.5m 0.00% Added +2.6k +2,644
48 Milestone Investment Advisors LLC 0.35% of their portfolio MIDDLETON, WI 8,1988.2k $1.4m $1.4m 0.35% Reduced -374 -374
49 Financial Insights, Inc. 0.41% of their portfolio TACOMA, WA 7,0407.0k $1.2m $1.2m 0.41% Reduced -159 -159
50 Fortis Group Advisors, LLC 0.21% of their portfolio WESTWOOD, NJ 6,7166.7k $1.2m $1.2m 0.21% Added +31 +31
51 Independent Wealth Network Inc. 0.34% of their portfolio URBANDALE, IA 6,4156.4k $1.1m $1.1m 0.34% Reduced -27 -27
52 Composition Wealth, LLC 0.02% of their portfolio LOS ANGELES, CA 6,2986.3k $1.1m $1.1m 0.02% Reduced -117 -117
53 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 6,2856.3k $1.1m $1.1m 0.01% Reduced -105 -105
54 Flagship Private Wealth, LLC 0.42% of their portfolio Woburn, MA 6,0776.1k $1.1m $1.1m 0.42% Reduced -414 -414
55 Portland Financial Advisors Inc 2.26% of their portfolio PORT WASHINGTON, NY 6,0626.1k $1.1m $1.1m 2.26% Unchanged
56 Family Capital Management, Inc. 0.47% of their portfolio GRAND RAPIDS, MI 6,0086.0k $1.1m $1.1m 0.47% Reduced -141 -141
57 Apollon Financial, LLC 0.15% of their portfolio MOUNT PLEASANT, SC 5,8735.9k $1.0m $1.0m 0.15% Added +18 +18
58 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 5,7625.8k $1.0m $1.0m 0.02% Reduced -2.5k -2,482
59 Gateway Wealth Partners, LLC 0.11% of their portfolio APPLETON, WI 5,6055.6k $984.1k $984.1k 0.11% Added +799 +799
60 Mission Creek Capital Partners, Inc. 0.20% of their portfolio SAN FRANCISCO, CA 5,5915.6k $981.5k $981.5k 0.20% Reduced -45 -45
61 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 5,5065.5k $967.0k $967.0k 0.00% Reduced -12.5k -12,513
62 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 5,3965.4k $947.3k $947.3k 0.00% Reduced -1.1k -1,150
63 Krilogy Financial LLC 0.03% of their portfolio ST. LOUIS, MO 5,0015.0k $911.6k $911.6k 0.03% Reduced -44 -44
64 Cypress Wealth Services, LLC 0.12% of their portfolio PALM DESERT, CA 5,0005.0k $877.9k $877.9k 0.12% Reduced -166 -166
65 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 4,8604.9k $853.3k $853.3k 0.05% Reduced -13 -13
66 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 4,6084.6k $809.0k $809.0k 0.00% Added +1 +1
67 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 4,5934.6k $806.5k $806.5k 0.02% Added +76 +76
68 JBR Co Financial Management Inc 0.32% of their portfolio ARDMORE, OK 4,3894.4k $770.6k $770.6k 0.32% Reduced -274 -274
69 ABOUND FINANCIAL, LLC 0.30% of their portfolio GRANITE BAY, CA 4,3874.4k $770.2k $770.2k 0.30% Added +1 +1
70 SHEETS SMITH WEALTH MANAGEMENT 0.08% of their portfolio WINSTON-SALEM, NC 4,3844.4k $769.7k $769.7k 0.08% Reduced -185 -185
71 Barnes Wealth Management Group, Inc 0.40% of their portfolio Bakersfield, CA 4,3004.3k $755.0k $755.0k 0.40% Added +82 +82
72 Thrive Capital Management, LLC 0.16% of their portfolio FORT WASHINGTON, PA 4,0744.1k $715.2k $715.2k 0.16% Reduced -816 -816
73 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 4,0254.0k $706.6k $706.6k 0.01% Reduced -775 -775
74 RIVERSEDGE ADVISORS, LLC 0.11% of their portfolio Wilmington, DE 3,9243.9k $688.9k $688.9k 0.11% Reduced -158 -158
75 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 3,8813.9k $681.3k $681.3k 0.00% Added +39 +39
76 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% of their portfolio Seattle, WA 3,8553.9k $676.8k $676.8k 0.01% Unchanged
77 Compound Planning, Inc. 0.02% of their portfolio NEW YORK, NY 3,7373.7k $656.2k $656.2k 0.02% Reduced -11 -11
78 PERRYMAN FINANCIAL ADVISORY INC /AD 0.10% of their portfolio DALLAS, TX 3,6973.7k $649.1k $649.1k 0.10% First filing
79 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 3,6443.6k $639.8k $639.8k 0.00% Reduced -48 -48
80 Integrity Advisory Solutions, LLC 0.09% of their portfolio DALLAS, TX 3,5983.6k $631.7k $631.7k 0.09% Added +375 +375
81 Harvest Investment Services, LLC 0.12% of their portfolio Oakbrook Terrace, IL 3,5833.6k $629.1k $629.1k 0.12% Added +518 +518
82 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 3,5613.6k $625.3k $625.3k 0.01% Unchanged
83 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 3,4403.4k $555.7k $555.7k 0.01% Added +2 +2
84 Avant Capital LLC 0.40% of their portfolio LAFAYETTE, LA 3,3483.3k $587.8k $587.8k 0.40% Added +4 +4
85 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 3,2333.2k $567.7k $567.7k 0.01% Added +37 +37
86 Raab & Moskowitz Asset Management LLC 0.12% of their portfolio Chatham, NJ 3,2143.2k $564.3k $564.3k 0.12% Added +1.5k +1,489
87 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 3,1873.2k $559.6k $559.6k 0.00% Added +331 +331
88 WEDBUSH SECURITIES INC 0.02% of their portfolio PASADENA, CA 3,1763.2k $558.0k $558.0k 0.02% Added +192 +192
89 Vista Cima Wealth Management LLC 0.44% of their portfolio SURPRISE, AZ 2,9953.0k $525.8k $525.8k 0.44% Reduced -41 -41
90 Hutchens & Kramer Investment Management Group, LLC 0.18% of their portfolio CARMEL, IN 2,9903.0k $525.0k $525.0k 0.18% Reduced -142 -142
91 RFG - Bristol Wealth Advisors, LLC 0.14% of their portfolio TAUNTON, MA 2,8652.9k $503.1k $503.1k 0.14% Reduced -1.4k -1,387
92 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 2,8312.8k $497.0k $497.0k 0.02% Added +516 +516
93 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 2,8292.8k $496.7k $496.7k 0.00% Added +358 +358
94 CREATIVE FINANCIAL DESIGNS INC /ADV 0.03% of their portfolio KOKOMO, IN 2,8192.8k $495.0k $495.0k 0.03% Reduced -718 -718
95 Insight Advisors, LLC/ PA 0.07% of their portfolio Newtown, PA 2,8122.8k $493.6k $493.6k 0.07% Added +15 +15
96 CARDIFF PARK ADVISORS, LLC 0.04% of their portfolio SAN MARCOS, CA 2,7192.7k $477.4k $477.4k 0.04% Unchanged
97 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 2,6352.6k $462.6k $462.6k 0.00% Reduced -4.3k -4,281
98 Legacy Trust 0.08% of their portfolio GRAND RAPIDS, MI 2,5682.6k $450.9k $450.9k 0.08% Unchanged
99 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 2,5482.5k $447.4k $447.4k 0.01% Reduced -1 -1
100 Mallini Complete Financial Planning LLC 0.35% of their portfolio GAINESVILLE, FL 2,4622.5k $432.3k $432.3k 0.35% Added +1 +1