Who Owns SPDR (LGLV)? -- Institutional Holders (2026-06-30)

202 institutions reported holding $585.1M of SPDR (LGLV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Syntegra Private Wealth Group, LLC ($140.0M), Gerber Kawasaki Wealth & Investment Management ($62.6M), LPL Financial LLC ($33.0M), OSAIC HOLDINGS, INC. ($32.6M), MORGAN STANLEY ($30.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Syntegra Private Wealth Group, LLC$140.0M771,561Added
2Gerber Kawasaki Wealth & Investment Management$62.6M344,896Added
3LPL Financial LLC$33.0M182,070Trimmed
4OSAIC HOLDINGS, INC.$32.6M179,508Trimmed
5MORGAN STANLEY$30.8M169,550Added
6DORVAL Corp$23.3M128,408Added
7AQR CAPITAL MANAGEMENT LLC$20.4M112,494Added
8BANK OF AMERICA CORP /DE/$15.4M84,945Trimmed
9Baltimore-Washington Financial Advisors, Inc.$14.9M82,289Trimmed
10Valmark Advisers, Inc.$13.4M74,055Added
11INTEGRITY ALLIANCE, LLC.$12.2M67,220Added
12Ethos Financial Group, LLC$11.9M65,419Added
13FOUNDERS FINANCIAL SECURITIES LLC$11.1M61,238Added
14Horizon Investments, LLC$11.0M60,523Trimmed
15STATE STREET CORP$8.6M47,392Trimmed
16Tempo Wealth, LLC$7.2M39,411Trimmed
17HF Advisory Group, LLC$6.9M37,892Added
18JPMORGAN CHASE & CO$6.2M34,245Trimmed
19GOLDMAN SACHS GROUP INC$4.9M27,147Added
20SEI INVESTMENTS CO$4.5M24,829Trimmed
21RAYMOND JAMES FINANCIAL INC$3.8M21,199Trimmed
22Sage Mountain Advisors LLC$3.4M18,958Hold
23Journey Advisory Group, LLC$3.4M18,503Trimmed
24UBS Group AG$3.1M16,895Trimmed
25ENVESTNET ASSET MANAGEMENT INC$3.0M16,407Added

Source: SEC Form 13F filings · as of 2026-06-30