201 institutions reported holding $961.1M of SPDR SERIES TRUST (LGLV) in SEC 13F filings for 2026-03-31. Largest institutional holders: CWM, LLC ($317.7M), Syntegra Private Wealth Group, LLC ($113.8M), Gerber Kawasaki Wealth & Investment Management ($55.1M), Baltimore-Washington Financial Advisors, Inc. ($53.9M), LPL Financial LLC ($33.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CWM, LLC | $317.7M | 1.8M | Trimmed |
| 2 | Syntegra Private Wealth Group, LLC | $113.8M | 639,008 | Trimmed |
| 3 | Gerber Kawasaki Wealth & Investment Management | $55.1M | 309,038 | Trimmed |
| 4 | Baltimore-Washington Financial Advisors, Inc. | $53.9M | 302,891 | Added |
| 5 | LPL Financial LLC | $33.2M | 186,337 | Added |
| 6 | OSAIC HOLDINGS, INC. | $33.2M | 186,269 | Trimmed |
| 7 | MORGAN STANLEY | $30.2M | 169,497 | Added |
| 8 | DORVAL Corp | $22.4M | 126,008 | Added |
| 9 | Horizon Investments, LLC | $21.6M | 121,394 | Added |
| 10 | AMERIPRISE FINANCIAL INC | $20.4M | 114,690 | Added |
| 11 | AQR CAPITAL MANAGEMENT LLC | $19.1M | 107,389 | Added |
| 12 | BANK OF AMERICA CORP /DE/ | $16.8M | 94,519 | Added |
| 13 | IEQ CAPITAL, LLC | $15.1M | 84,677 | Trimmed |
| 14 | JPMORGAN CHASE & CO | $12.7M | 72,086 | Added |
| 15 | INTEGRITY ALLIANCE, LLC. | $11.4M | 64,224 | Added |
| 16 | FOUNDERS FINANCIAL SECURITIES LLC | $11.1M | 61,023 | Trimmed |
| 17 | Ethos Financial Group, LLC | $10.6M | 60,029 | Added |
| 18 | Valmark Advisers, Inc. | $9.3M | 52,272 | Added |
| 19 | STATE STREET CORP | $9.2M | 51,697 | Trimmed |
| 20 | FIRST TRUST ADVISORS LP | $8.0M | 44,887 | New |
| 21 | Tempo Wealth, LLC | $7.1M | 39,823 | Added |
| 22 | HF Advisory Group, LLC | $6.2M | 34,968 | Added |
| 23 | SEI INVESTMENTS CO | $4.5M | 25,141 | Trimmed |
| 24 | RAYMOND JAMES FINANCIAL INC | $4.3M | 24,048 | Added |
| 25 | Sage Mountain Advisors LLC | $3.4M | 18,958 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31