13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
LGLV

SPDR SERIES TRUST SPDR SSGA US

202 institutions still hold SPDR SERIES TRUST SPDR SSGA US as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78468r804·202 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.4%
vs prior quarter
13F value held
$815M
52.0% inst. owned
of float
Holders
202
-110 QoQ
filers reporting
Activity
+93 / −6
+1,033 added · −938 reduced
this quarter
Concentration
38.97%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

202 institutions reported LGLV in Q1 2026. CWM, LLC leads at 39.0% of the visible book. -110 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CWM, LLC
CIK 0001535847
$318M1.8M0.83%Q1 202602
Syntegra Private Wealth Group, LLC
CIK 0001964298
$114M639K10.81%Q1 202603
Gerber Kawasaki Wealth & Investment Management
CIK 0001666736
$55M309K1.75%Q1 202604
Baltimore-Washington Financial Advisors, Inc.
CIK 0001555486
$52M295K2.16%Q4 202505
LPL Financial LLC
CIK 0001403438
$33M186K0.01%Q1 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$33M186K0.05%Q1 202607
MORGAN STANLEY
CIK 0000895421
$30M169K0.00%Q1 202608
DORVAL Corp
CIK 0001999144
$22M126K6.96%Q1 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$20M115K0.00%Q1 202610
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$19M107K0.01%Q1 202611
BANK OF AMERICA CORP /DE/
CIK 0000070858
$17M95K0.00%Q1 202612
IEQ CAPITAL, LLC
CIK 0001779789
$15M85K0.07%Q1 202613
Horizon Investments, LLC
CIK 0001560717
$14M80K0.18%Q4 202514
JPMORGAN CHASE & CO
CIK 0000019617
$13M72K0.00%Q1 202615
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$11M64K0.43%Q1 202616
FOUNDERS FINANCIAL SECURITIES LLC
CIK 0001342396
$11M61K0.63%Q1 202617
Ethos Financial Group, LLC
CIK 0001954242
$11M60K0.77%Q1 202618
Valmark Advisers, Inc.
CIK 0001380443
$9M52K0.11%Q1 202619
STATE STREET CORP
CIK 0000093751
$9M52K0.00%Q1 202620
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$8M45K0.01%Q1 2026
Page 1 of 11
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