Vault-13

SPDR SER TR LGLV

SSGA US LRG ETF · ETP · CUSIP 78468R804

193 institutional holders +13 vs Q4 2025
5,333,0315.3m shares reported held*
$950.1mreported value*
22 new 62 added 69 reduced 9 sold out net bought ≈ $34.8m (+195.4k 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 ($11.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $178.20.

Trends to Q1 2026

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: 180Q1 26: 193193Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026193

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 52 bought or addedQ2 24: 72 cut or sold outQ3 24: 59 bought or addedQ3 24: 69 cut or sold outQ3 24Q4 24: 52 bought or addedQ4 24: 73 cut or sold outQ1 25: 76 bought or addedQ1 25: 73 cut or sold outQ1 25Q2 25: 82 bought or addedQ2 25: 75 cut or sold outQ3 25: 70 bought or addedQ3 25: 78 cut or sold outQ3 25Q4 25: 68 bought or addedQ4 25: 89 cut or sold outQ1 26: 84 bought or addedQ1 26: 78 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20245272
Q3 20245969
Q4 20245273
Q1 20257673
Q2 20258275
Q3 20257078
Q4 20256889
Q1 20268478

Biggest buyers

AMERIPRISE FINANCIAL INC Added +111,046+111.0k
FIRST TRUST ADVISORS LP New +44,887+44.9k
Horizon Investments, LLC Added +41,822+41.8k
JPMORGAN CHASE & CO Added +27,194+27.2k
Valmark Advisers, Inc. Added +19,714+19.7k
AQR CAPITAL MANAGEMENT LLC Added +18,706+18.7k
RAYMOND JAMES FINANCIAL INC Added +12,103+12.1k
Quantinno Capital Management LP New +12,062+12.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +8,716+8.7k
HARBOUR INVESTMENTS, INC. Added +7,868+7.9k

Biggest sellers

GOLDMAN SACHS GROUP INC Reduced -47,964-48.0k
SILVER OAK SECURITIES, INCORPORATED Sold out -22,746-22.7k
CWM, LLC Reduced -20,191-20.2k
FOUNDERS FINANCIAL SECURITIES LLC Reduced -19,117-19.1k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -7,698-7.7k
Gerber Kawasaki Wealth & Investment Management Reduced -6,590-6.6k
OSAIC HOLDINGS, INC. Reduced -6,453-6.5k
CITADEL ADVISORS LLC Reduced -5,863-5.9k
VestGen Advisors, LLC Reduced -5,251-5.3k
Syntegra Private Wealth Group, LLC Reduced -4,347-4.3k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CWM, LLC 0.84% of their portfolio OMAHA, NE 1,783,9691.8m $317.7m $317.7m 0.84% Reduced -20.2k -20,191
2 Syntegra Private Wealth Group, LLC 10.81% of their portfolio Chesterfield, MO 639,008639.0k $113.8m $113.8m 10.81% Reduced -4.3k -4,347
3 Gerber Kawasaki Wealth & Investment Management 1.75% of their portfolio SANTA MONICA, CA 309,038309.0k $55.1m $55.1m 1.75% Reduced -6.6k -6,590
4 Baltimore-Washington Financial Advisors, Inc. 2.33% of their portfolio Columbia, MD 302,891302.9k $53.9m $53.9m 2.33% Added +7.5k +7,466
5 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 186,337186.3k $33.2m $33.2m 0.01% Added +2.4k +2,376
6 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 186,269186.3k $33.2m $33.2m 0.05% Reduced -6.5k -6,453
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 169,497169.5k $30.2m $30.2m 0.00% Added +2.5k +2,539
8 DORVAL Corp 6.96% of their portfolio MAPLE GROVE, MN 126,008126.0k $22.4m $22.4m 6.96% Added +2.4k +2,398
9 Horizon Investments, LLC 0.24% of their portfolio Charlotte, NC 121,394121.4k $21.6m $21.6m 0.24% Added +41.8k +41,822
10 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 114,690114.7k $20.4m $20.4m 0.00% Added +111.0k +111,046
11 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 107,389107.4k $19.1m $19.1m 0.01% Added +18.7k +18,706
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 94,51994.5k $16.8m $16.8m 0.00% Added +969 +969
13 IEQ CAPITAL, LLC 0.07% of their portfolio Foster City, CA 84,67784.7k $15.1m $15.1m 0.07% Reduced -1.2k -1,186
14 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 72,08672.1k $12.7m $12.7m 0.00% Added +27.2k +27,194
15 INTEGRITY ALLIANCE, LLC. 0.44% of their portfolio Urbandale, IA 64,22464.2k $11.4m $11.4m 0.44% Added +1.1k +1,083
16 FOUNDERS FINANCIAL SECURITIES LLC 0.63% of their portfolio TOWSON, MD 61,02361.0k $11.1m $11.1m 0.63% Reduced -19.1k -19,117
17 Ethos Financial Group, LLC 0.77% of their portfolio KING OF PRUSSIA, PA 60,02960.0k $10.6m $10.6m 0.77% Added +5.4k +5,443
18 Valmark Advisers, Inc. 0.11% of their portfolio AKRON, OH 52,27252.3k $9.3m $9.3m 0.11% Added +19.7k +19,714
19 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 51,69751.7k $9.2m $9.2m 0.00% Reduced -2.2k -2,163
20 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 44,88744.9k $8.0m $8.0m 0.01% New
21 Tempo Wealth, LLC 1.24% of their portfolio INDEPENDENCE, OH 39,82339.8k $7.1m $7.1m 1.24% Added +5 +5
22 HF Advisory Group, LLC 2.12% of their portfolio Annapolis, MD 34,96835.0k $6.2m $6.2m 2.12% Added +596 +596
23 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 25,14125.1k $4.5m $4.5m 0.00% Reduced -1.5k -1,452
24 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 24,04824.0k $4.3m $4.3m 0.00% Added +12.1k +12,103
25 Sage Mountain Advisors LLC 0.24% of their portfolio ATLANTA, GA 18,95819.0k $3.4m $3.4m 0.24% Unchanged
26 Journey Advisory Group, LLC 0.29% of their portfolio COVINGTON, KY 18,85418.9k $3.4m $3.4m 0.29% Reduced -2.8k -2,803
27 UBS Group AG 0.00% of their portfolio ZURICH, V8 18,16718.2k $3.2m $3.2m 0.00% Added +1.5k +1,546
28 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 16,88716.9k $3.0m $3.0m 0.00% Added +925 +925
29 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 15,60015.6k $2.8m $2.8m 0.00% Added +2.9k +2,900
30 FIRST AMERICAN TRUST, FSB 0.18% of their portfolio SANTA ANA, CA 14,87114.9k $2.6m $2.6m 0.18% Reduced -1.1k -1,121
31 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 14,30514.3k $2.5m $2.5m 0.00% Added +1.8k +1,777
32 Legacy Advisory Services, LLC 1.89% of their portfolio Exton, PA 13,86513.9k $2.5m $2.5m 1.89% Added +3.1k +3,080
33 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 13,81813.8k $2.5m $2.5m 0.00% Reduced -48.0k -47,964
34 McNaughton Wealth Management, LLC 0.98% of their portfolio SAN DIEGO, CA 13,29513.3k $2.4m $2.4m 0.98% Reduced -202 -202
35 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 12,46112.5k $2.2m $2.2m 0.03% Added +7.9k +7,868
36 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 12,33612.3k $2.2m $2.2m 0.00% Reduced -7.7k -7,698
37 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 12,06212.1k $2.1m $2.1m 0.00% New
38 ROFFMAN MILLER ASSOCIATES INC /PA/ 0.12% of their portfolio PHILADELPHIA, PA 11,82611.8k $2.1m $2.1m 0.12% Added +8 +8
39 Daiwa Securities Group Inc. 0.01% of their portfolio CHIYODA-KU,TOKYO, M0 11,80011.8k $2.1m $2.1m 0.01% Added +3.1k +3,070
40 REGATTA CAPITAL GROUP, LLC 0.31% of their portfolio EL SEGUNDO, CA 11,64111.6k $2.1m $2.1m 0.31% Added +1.8k +1,789
41 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,35111.4k $2.0m $2.0m 0.00% Added +8.7k +8,716
42 Gateway Wealth Partners, LLC 0.08% of their portfolio APPLETON, WI 11,31211.3k $2.0m $2.0m 0.08% Added +5.7k +5,707
43 Pallas Capital Advisors LLC 0.07% of their portfolio BRAINTREE, MA 10,48010.5k $1.9m $1.9m 0.07% Reduced -1.6k -1,572
44 Mariner, LLC 0.00% of their portfolio Overland Park, KS 10,32510.3k $1.8m $1.8m 0.00% Reduced -1.1k -1,071
45 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 9,0429.0k $1.6m $1.6m 0.00% Reduced -1.0k -1,012
46 THOROUGHBRED FINANCIAL SERVICES, LLC 0.10% of their portfolio BRENTWOOD, TN 9,0049.0k $1.6m $1.6m 0.10% Reduced -218 -218
47 NORDEN GROUP LLC 0.14% of their portfolio PROVO, UT 8,4558.5k $1.5m $1.5m 0.14% Unchanged
48 Milestone Investment Advisors LLC 0.34% of their portfolio MIDDLETON, WI 7,9187.9k $1.4m $1.4m 0.34% Reduced -280 -280
49 Elevation Capital Advisory, LLC 0.57% of their portfolio BEND, OR 7,4837.5k $1.3m $1.3m 0.57% Reduced -2.9k -2,919
50 Caliber Wealth Management, LLC / KS 0.14% of their portfolio Overland Park, KS 6,9967.0k $1.2m $1.2m 0.14% Reduced -1.7k -1,745
51 Financial Insights, Inc. 0.40% of their portfolio TACOMA, WA 6,9517.0k $1.2m $1.2m 0.40% Reduced -89 -89
52 Fortis Group Advisors, LLC 0.20% of their portfolio WESTWOOD, NJ 6,8076.8k $1.2m $1.2m 0.20% Added +91 +91
53 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 6,7266.7k $1.2m $1.2m 0.00% Reduced -4.1k -4,147
54 Independent Wealth Network Inc. 0.34% of their portfolio URBANDALE, IA 6,3786.4k $1.1m $1.1m 0.34% Reduced -37 -37
55 Flagship Private Wealth, LLC 0.44% of their portfolio Woburn, MA 6,1506.2k $1.1m $1.1m 0.44% Added +73 +73
56 VestGen Advisors, LLC 0.03% of their portfolio CHICAGO, IL 5,7715.8k $1.0m $1.0m 0.03% Reduced -5.3k -5,251
57 Apollon Financial, LLC 0.14% of their portfolio MOUNT PLEASANT, SC 5,7245.7k $1.0m $1.0m 0.14% Reduced -149 -149
58 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 5,7225.7k $1.0m $1.0m 0.02% Reduced -40 -40
59 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 5,6295.6k $1.0m $1.0m 0.00% Reduced -656 -656
60 Mission Creek Capital Partners, Inc. 0.20% of their portfolio SAN FRANCISCO, CA 5,5515.6k $988.5k $988.5k 0.20% Reduced -40 -40
61 RFG - Bristol Wealth Advisors, LLC 0.27% of their portfolio TAUNTON, MA 5,5385.5k $986.4k $986.4k 0.27% Added +2.7k +2,673
62 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 5,5255.5k $970.0k $970.0k 0.00% Added +2.7k +2,696
63 Portland Financial Advisors Inc 2.04% of their portfolio PORT WASHINGTON, NY 5,5155.5k $982.2k $982.2k 2.04% Reduced -547 -547
64 Family Capital Management, Inc. 0.42% of their portfolio GRAND RAPIDS, MI 5,2765.3k $939.6k $939.6k 0.42% Reduced -732 -732
65 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 5,0905.1k $906.5k $906.5k 0.00% Reduced -306 -306
66 Cypress Wealth Services, LLC 0.13% of their portfolio PALM DESERT, CA 5,0005.0k $890.5k $890.5k 0.13% Unchanged
67 Krilogy Financial LLC 0.03% of their portfolio ST. LOUIS, MO 4,9695.0k $902.3k $902.3k 0.03% Reduced -32 -32
68 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 4,8414.8k $862.2k $862.2k 0.01% Added +816 +816
69 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 4,7114.7k $839.0k $839.0k 0.05% Reduced -149 -149
70 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 4,6084.6k $820.7k $820.7k 0.00% Unchanged
71 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 4,5194.5k $804.8k $804.8k 0.00% Added +638 +638
72 JBR Co Financial Management Inc 0.32% of their portfolio ARDMORE, OK 4,3894.4k $770.6k $770.6k 0.32% Unchanged
73 ABOUND FINANCIAL, LLC 0.34% of their portfolio GRANITE BAY, CA 4,3284.3k $770.8k $770.8k 0.34% Reduced -59 -59
74 SHEETS SMITH WEALTH MANAGEMENT 0.09% of their portfolio WINSTON-SALEM, NC 4,2744.3k $761.2k $761.2k 0.09% Reduced -110 -110
75 Thrive Capital Management, LLC 0.16% of their portfolio FORT WASHINGTON, PA 4,0514.1k $721.6k $721.6k 0.16% Reduced -23 -23
76 RIVERSEDGE ADVISORS, LLC 0.11% of their portfolio Wilmington, DE 3,8873.9k $692.3k $692.3k 0.11% Reduced -37 -37
77 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% of their portfolio Seattle, WA 3,8553.9k $686.6k $686.6k 0.01% Unchanged
78 PERRYMAN FINANCIAL ADVISORY INC /AD 0.10% of their portfolio DALLAS, TX 3,7653.8k $670.6k $670.6k 0.10% Added +68 +68
79 Barnes Wealth Management Group, Inc 0.33% of their portfolio Bakersfield, CA 3,6533.7k $650.6k $650.6k 0.33% Reduced -647 -647
80 Integrity Advisory Solutions, LLC 0.08% of their portfolio DALLAS, TX 3,6053.6k $642.1k $642.1k 0.08% Added +7 +7
81 Tower Research Capital LLC (TRC) 0.02% of their portfolio NEW YORK, NY 3,5863.6k $638.7k $638.7k 0.02% New
82 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 3,5073.5k $624.5k $624.5k 0.01% Reduced -54 -54
83 Harvest Investment Services, LLC 0.11% of their portfolio Oakbrook Terrace, IL 3,4843.5k $620.6k $620.6k 0.11% Reduced -99 -99
84 J.W. COLE ADVISORS, INC. 0.02% of their portfolio TAMPA, FL 3,4423.4k $613.1k $613.1k 0.02% Added +2 +2
85 Inspire Advisors, LLC 0.05% of their portfolio Meridian, ID 3,3643.4k $599.1k $599.1k 0.05% New
86 Compound Planning, Inc. 0.02% of their portfolio NEW YORK, NY 3,3643.4k $599.1k $599.1k 0.02% Reduced -373 -373
87 Avant Capital LLC 0.41% of their portfolio LAFAYETTE, LA 3,2833.3k $584.7k $584.7k 0.41% Reduced -65 -65
88 WEDBUSH SECURITIES INC 0.02% of their portfolio PASADENA, CA 3,2763.3k $583.0k $583.0k 0.02% Added +100 +100
89 Raab & Moskowitz Asset Management LLC 0.13% of their portfolio Chatham, NJ 3,2253.2k $574.4k $574.4k 0.13% Added +11 +11
90 FMR LLC 0.00% of their portfolio BOSTON, MA 3,1943.2k $568.8k $568.8k 0.00% Added +845 +845
91 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 3,1863.2k $567.5k $567.5k 0.01% Reduced -47 -47
92 Composition Wealth, LLC 0.01% of their portfolio LOS ANGELES, CA 3,0913.1k $550.4k $550.4k 0.01% Reduced -3.2k -3,207
93 Vista Cima Wealth Management LLC 0.53% of their portfolio SURPRISE, AZ 2,9883.0k $532.2k $532.2k 0.53% Reduced -7 -7
94 Hutchens & Kramer Investment Management Group, LLC 0.17% of their portfolio CARMEL, IN 2,9803.0k $530.7k $530.7k 0.17% Reduced -10 -10
95 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 2,8332.8k $504.6k $504.6k 0.00% New
96 Insight Advisors, LLC/ PA 0.09% of their portfolio Newtown, PA 2,8012.8k $498.8k $498.8k 0.09% Reduced -11 -11
97 CREATIVE FINANCIAL DESIGNS INC /ADV 0.03% of their portfolio KOKOMO, IN 2,7492.7k $489.5k $489.5k 0.03% Reduced -70 -70
98 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 2,7092.7k $482.6k $482.6k 0.02% Reduced -122 -122
99 CARDIFF PARK ADVISORS, LLC 0.04% of their portfolio SAN MARCOS, CA 2,6662.7k $474.8k $474.8k 0.04% Reduced -53 -53
100 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 2,5962.6k $462.3k $462.3k 0.00% Reduced -591 -591