Vault-13

SPDR SER TR LGLV

SSGA US LRG ETF · ETP · CUSIP 78468R804

186 institutional holders -7 vs Q1 2026
3,171,7753.2m shares reported held*
$576.1mreported value*
8 new 55 added 78 reduced 16 sold out net sold ≈ $68.6m (-377.9k 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 ($11.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $181.62.

Trends to Q2 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: 193Q2 26: 186186Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026186

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q1 26: 84 bought or addedQ1 26: 78 cut or sold outQ2 26: 63 bought or addedQ2 26: 94 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245969
Q4 20245273
Q1 20257673
Q2 20258275
Q3 20257078
Q4 20256889
Q1 20268478
Q2 20266394

Biggest buyers

Syntegra Private Wealth Group, LLC Added +132,553+132.6k
Gerber Kawasaki Wealth & Investment Management Added +35,858+35.9k
Valmark Advisers, Inc. Added +21,783+21.8k
GOLDMAN SACHS GROUP INC Added +13,329+13.3k
Cambridge Investment Research Advisors, Inc. Added +6,462+6.5k
Ethos Financial Group, LLC Added +5,390+5.4k
AQR CAPITAL MANAGEMENT LLC Added +5,105+5.1k
ROYAL BANK OF CANADA Added +5,073+5.1k
Integrated Wealth Concepts LLC Added +4,022+4.0k
REGATTA CAPITAL GROUP, LLC Added +3,167+3.2k

Biggest sellers

Baltimore-Washington Financial Advisors, Inc. Reduced -220,602-220.6k
AMERIPRISE FINANCIAL INC Reduced -111,944-111.9k
IEQ CAPITAL, LLC Reduced -69,467-69.5k
Horizon Investments, LLC Reduced -60,871-60.9k
FIRST TRUST ADVISORS LP Sold out -44,887-44.9k
JPMORGAN CHASE & CO Reduced -37,841-37.8k
TWO SIGMA INVESTMENTS, LP Sold out -15,600-15.6k
BANK OF AMERICA CORP /DE/ Reduced -9,574-9.6k
Elevation Capital Advisory, LLC Sold out -7,483-7.5k
FIRST AMERICAN TRUST, FSB Reduced -7,407-7.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Syntegra Private Wealth Group, LLC 10.84% of their portfolio Chesterfield, MO 771,561771.6k $140.0m $140.0m 10.84% Added +132.6k +132,553
2 Gerber Kawasaki Wealth & Investment Management 1.67% of their portfolio SANTA MONICA, CA 344,896344.9k $62.6m $62.6m 1.67% Added +35.9k +35,858
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 182,070182.1k $33.0m $33.0m 0.01% Reduced -4.3k -4,267
4 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 179,508179.5k $32.6m $32.6m 0.04% Reduced -6.8k -6,761
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 169,550169.6k $30.8m $30.8m 0.00% Added +53 +53
6 DORVAL Corp 6.71% of their portfolio MAPLE GROVE, MN 128,408128.4k $23.3m $23.3m 6.71% Added +2.4k +2,400
7 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 112,494112.5k $20.4m $20.4m 0.01% Added +5.1k +5,105
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 84,94584.9k $15.4m $15.4m 0.00% Reduced -9.6k -9,574
9 Baltimore-Washington Financial Advisors, Inc. 0.56% of their portfolio Columbia, MD 82,28982.3k $14.9m $14.9m 0.56% Reduced -220.6k -220,602
10 Valmark Advisers, Inc. 0.14% of their portfolio AKRON, OH 74,05574.1k $13.4m $13.4m 0.14% Added +21.8k +21,783
11 INTEGRITY ALLIANCE, LLC. 0.38% of their portfolio Urbandale, IA 67,22067.2k $12.2m $12.2m 0.38% Added +3.0k +2,996
12 Ethos Financial Group, LLC 0.79% of their portfolio KING OF PRUSSIA, PA 65,41965.4k $11.9m $11.9m 0.79% Added +5.4k +5,390
13 FOUNDERS FINANCIAL SECURITIES LLC 0.57% of their portfolio TOWSON, MD 61,23861.2k $11.1m $11.1m 0.57% Added +215 +215
14 Horizon Investments, LLC 0.12% of their portfolio Charlotte, NC 60,52360.5k $11.0m $11.0m 0.12% Reduced -60.9k -60,871
15 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 47,39247.4k $8.6m $8.6m 0.00% Reduced -4.3k -4,305
16 Tempo Wealth, LLC 1.06% of their portfolio INDEPENDENCE, OH 39,41139.4k $7.2m $7.2m 1.06% Reduced -412 -412
17 HF Advisory Group, LLC 2.13% of their portfolio Annapolis, MD 37,89237.9k $6.9m $6.9m 2.13% Added +2.9k +2,924
18 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 34,24534.2k $6.2m $6.2m 0.00% Reduced -37.8k -37,841
19 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 27,14727.1k $4.9m $4.9m 0.00% Added +13.3k +13,329
20 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 24,82924.8k $4.5m $4.5m 0.00% Reduced -312 -312
21 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 21,19921.2k $3.8m $3.8m 0.00% Reduced -2.8k -2,849
22 Sage Mountain Advisors LLC 0.21% of their portfolio ATLANTA, GA 18,95819.0k $3.4m $3.4m 0.21% Unchanged
23 Journey Advisory Group, LLC 0.26% of their portfolio COVINGTON, KY 18,50318.5k $3.4m $3.4m 0.26% Reduced -351 -351
24 UBS Group AG 0.00% of their portfolio ZURICH, V8 16,89516.9k $3.1m $3.1m 0.00% Reduced -1.3k -1,272
25 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 16,40716.4k $3.0m $3.0m 0.00% Added +2.1k +2,102
26 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 16,20516.2k $2.9m $2.9m 0.00% Reduced -682 -682
27 IEQ CAPITAL, LLC 0.01% of their portfolio Foster City, CA 15,21015.2k $2.8m $2.8m 0.01% Reduced -69.5k -69,467
28 Legacy Advisory Services, LLC 1.92% of their portfolio Exton, PA 15,05515.1k $2.7m $2.7m 1.92% Added +1.2k +1,190
29 REGATTA CAPITAL GROUP, LLC 0.36% of their portfolio EL SEGUNDO, CA 14,80814.8k $2.7m $2.7m 0.36% Added +3.2k +3,167
30 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 13,18813.2k $2.4m $2.4m 0.00% Added +6.5k +6,462
31 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 12,93412.9k $2.4m $2.4m 0.00% Added +598 +598
32 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 12,82812.8k $2.3m $2.3m 0.03% Added +367 +367
33 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 12,60512.6k $2.3m $2.3m 0.00% Added +543 +543
34 Daiwa Securities Group Inc. 0.01% of their portfolio CHIYODA-KU,TOKYO, M0 12,50012.5k $2.3m $2.3m 0.01% Added +700 +700
35 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,15012.2k $2.2m $2.2m 0.00% Added +799 +799
36 McNaughton Wealth Management, LLC 0.78% of their portfolio SAN DIEGO, CA 12,10712.1k $2.2m $2.2m 0.78% Reduced -1.2k -1,188
37 ROFFMAN MILLER ASSOCIATES INC /PA/ 0.11% of their portfolio PHILADELPHIA, PA 11,68211.7k $2.1m $2.1m 0.11% Reduced -144 -144
38 Pallas Capital Advisors LLC 0.06% of their portfolio BRAINTREE, MA 10,74110.7k $1.9m $1.9m 0.06% Added +261 +261
39 Mariner, LLC 0.00% of their portfolio Overland Park, KS 9,99410.0k $1.8m $1.8m 0.00% Reduced -331 -331
40 THOROUGHBRED FINANCIAL SERVICES, LLC 0.08% of their portfolio BRENTWOOD, TN 9,0049.0k $1.6m $1.6m 0.08% Unchanged
41 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 8,8638.9k $1.6m $1.6m 0.01% Added +4.0k +4,022
42 NORDEN GROUP LLC 0.13% of their portfolio PROVO, UT 8,4558.5k $1.5m $1.5m 0.13% Unchanged
43 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 7,5317.5k $1.4m $1.4m 0.00% Reduced -1.5k -1,511
44 FIRST AMERICAN TRUST, FSB 0.08% of their portfolio SANTA ANA, CA 7,4647.5k $1.4m $1.4m 0.08% Reduced -7.4k -7,407
45 JBR Co Financial Management Inc 0.49% of their portfolio ARDMORE, OK 7,4347.4k $1.3m $1.3m 0.49% Added +3.0k +3,045
46 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6,9957.0k $1.3m $1.3m 0.00% Added +5.1k +5,073
47 Financial Insights, Inc. 0.33% of their portfolio TACOMA, WA 6,9056.9k $1.3m $1.3m 0.33% Reduced -46 -46
48 Caliber Wealth Management, LLC / KS 0.12% of their portfolio Overland Park, KS 6,8986.9k $1.3m $1.3m 0.12% Reduced -98 -98
49 Fortis Group Advisors, LLC 0.20% of their portfolio WESTWOOD, NJ 6,8346.8k $1.2m $1.2m 0.20% Added +27 +27
50 Milestone Investment Advisors LLC 0.26% of their portfolio MIDDLETON, WI 6,7016.7k $1.2m $1.2m 0.26% Reduced -1.2k -1,217
51 Independent Wealth Network Inc. 0.29% of their portfolio URBANDALE, IA 6,3626.4k $1.2m $1.2m 0.29% Reduced -16 -16
52 Flagship Private Wealth, LLC 0.40% of their portfolio Woburn, MA 6,1736.2k $1.1m $1.1m 0.40% Added +23 +23
53 Apollon Financial, LLC 0.13% of their portfolio MOUNT PLEASANT, SC 5,8755.9k $1.1m $1.1m 0.13% Added +151 +151
54 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 5,8265.8k $1.1m $1.1m 0.00% Added +197 +197
55 Gateway Wealth Partners, LLC 0.06% of their portfolio APPLETON, WI 5,7605.8k $1.0m $1.0m 0.06% Reduced -5.6k -5,552
56 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 5,5835.6k $1.0m $1.0m 0.02% Reduced -139 -139
57 Portland Financial Advisors Inc 1.83% of their portfolio PORT WASHINGTON, NY 5,5155.5k $1.0m $1.0m 1.83% Unchanged
58 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 5,3675.4k $979.4k $979.4k 0.00% Reduced -158 -158
59 VestGen Advisors, LLC 0.03% of their portfolio CHICAGO, IL 5,3065.3k $962.8k $962.8k 0.03% Reduced -465 -465
60 Mission Creek Capital Partners, Inc. 0.17% of their portfolio SAN FRANCISCO, CA 5,2775.3k $957.5k $957.5k 0.17% Reduced -274 -274
61 RFG - Bristol Wealth Advisors, LLC 0.23% of their portfolio TAUNTON, MA 5,2265.2k $948.3k $948.3k 0.23% Reduced -312 -312
62 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 5,2235.2k $947.7k $947.7k 0.00% Added +133 +133
63 Family Capital Management, Inc. 0.36% of their portfolio GRAND RAPIDS, MI 5,1825.2k $940.2k $940.2k 0.36% Reduced -94 -94
64 Krilogy Financial LLC 0.03% of their portfolio ST. LOUIS, MO 4,9424.9k $896.7k $896.7k 0.03% Reduced -27 -27
65 Strategic Blueprint, LLC 0.04% of their portfolio ATLANTA, GA 4,5314.5k $822.2k $822.2k 0.04% Reduced -180 -180
66 ABOUND FINANCIAL, LLC 0.31% of their portfolio GRANITE BAY, CA 4,2994.3k $780.1k $780.1k 0.31% Reduced -29 -29
67 SHEETS SMITH WEALTH MANAGEMENT 0.08% of their portfolio WINSTON-SALEM, NC 4,2744.3k $775.6k $775.6k 0.08% Unchanged
68 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 4,1584.2k $754.6k $754.6k 0.00% Reduced -450 -450
69 Integrity Advisory Solutions, LLC 0.07% of their portfolio DALLAS, TX 4,0014.0k $726.0k $726.0k 0.07% Added +396 +396
70 Cypress Wealth Services, LLC 0.09% of their portfolio PALM DESERT, CA 4,0004.0k $725.8k $725.8k 0.09% Reduced -1.0k -1,000
71 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% of their portfolio Seattle, WA 3,8553.9k $699.5k $699.5k 0.01% Unchanged
72 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 3,8063.8k $690.6k $690.6k 0.00% Added +1.2k +1,210
73 RIVERSEDGE ADVISORS, LLC 0.09% of their portfolio Wilmington, DE 3,7493.7k $680.3k $680.3k 0.09% Reduced -138 -138
74 Barnes Wealth Management Group, Inc 0.31% of their portfolio Bakersfield, CA 3,7463.7k $679.7k $679.7k 0.31% Added +93 +93
75 Thrive Capital Management, LLC 0.13% of their portfolio FORT WASHINGTON, PA 3,7203.7k $675.1k $675.1k 0.13% Reduced -331 -331
76 PERRYMAN FINANCIAL ADVISORY INC /AD 0.09% of their portfolio DALLAS, TX 3,7083.7k $672.9k $672.9k 0.09% Reduced -57 -57
77 FMR LLC 0.00% of their portfolio BOSTON, MA 3,4583.5k $627.5k $627.5k 0.00% Added +264 +264
78 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 3,4443.4k $625.0k $625.0k 0.01% Added +2 +2
79 WEDBUSH SECURITIES INC 0.02% of their portfolio PASADENA, CA 3,3613.4k $610.0k $610.0k 0.02% Added +85 +85
80 Compound Planning, Inc. 0.02% of their portfolio NEW YORK, NY 3,3483.3k $607.5k $607.5k 0.02% Reduced -16 -16
81 Harvest Investment Services, LLC 0.09% of their portfolio Oakbrook Terrace, IL 3,3333.3k $604.8k $604.8k 0.09% Reduced -151 -151
82 Raab & Moskowitz Asset Management LLC 0.12% of their portfolio Chatham, NJ 3,2893.3k $596.8k $596.8k 0.12% Added +64 +64
83 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 3,2083.2k $582.1k $582.1k 0.01% Added +22 +22
84 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 3,0563.1k $554.5k $554.5k 0.01% Reduced -451 -451
85 Vista Cima Wealth Management LLC 0.40% of their portfolio SURPRISE, AZ 2,9843.0k $541.5k $541.5k 0.40% Reduced -4 -4
86 Avant Capital LLC 0.34% of their portfolio LAFAYETTE, LA 2,9813.0k $541.0k $541.0k 0.34% Reduced -302 -302
87 Hutchens & Kramer Investment Management Group, LLC 0.14% of their portfolio CARMEL, IN 2,9713.0k $539.1k $539.1k 0.14% Reduced -9 -9
88 Inspire Advisors, LLC 0.04% of their portfolio Meridian, ID 2,9593.0k $537.0k $537.0k 0.04% Reduced -405 -405
89 Composition Wealth, LLC 0.01% of their portfolio LOS ANGELES, CA 2,8992.9k $526.0k $526.0k 0.01% Reduced -192 -192
90 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 2,7462.7k $498.2k $498.2k 0.00% Reduced -111.9k -111,944
91 CARDIFF PARK ADVISORS, LLC 0.04% of their portfolio SAN MARCOS, CA 2,6662.7k $483.8k $483.8k 0.04% Unchanged
92 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 2,6372.6k $478.0k $478.0k 0.00% Added +327 +327
93 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 2,6212.6k $475.7k $475.7k 0.00% Reduced -1.9k -1,898
94 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% of their portfolio KOKOMO, IN 2,6122.6k $474.0k $474.0k 0.02% Reduced -137 -137
95 Legacy Trust 0.08% of their portfolio GRAND RAPIDS, MI 2,5682.6k $466.0k $466.0k 0.08% Unchanged
96 Insight Advisors, LLC/ PA 0.08% of their portfolio Newtown, PA 2,4612.5k $446.6k $446.6k 0.08% Reduced -340 -340
97 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 2,4232.4k $439.7k $439.7k 0.00% Added +170 +170
98 ARS Wealth Advisors Group, LLC 0.03% of their portfolio St. Petersburg, FL 2,3712.4k $430.3k $430.3k 0.03% Added +7 +7
99 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 2,3672.4k $429.5k $429.5k 0.00% Reduced -50 -50
100 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 2,3152.3k $420.1k $420.1k 0.01% Reduced -394 -394