Who Owns SPDR SERIES TRUST (LGLV)? -- Institutional Holders (2026-06-30)
200 institutions reported holding $584.4M of SPDR SERIES TRUST (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.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Syntegra Private Wealth Group, LLC | $140.0M | 771,561 | Added |
| 2 | Gerber Kawasaki Wealth & Investment Management | $62.6M | 344,896 | Added |
| 3 | LPL Financial LLC | $33.0M | 182,070 | Trimmed |
| 4 | OSAIC HOLDINGS, INC. | $32.6M | 179,508 | Trimmed |
| 5 | MORGAN STANLEY | $30.8M | 169,550 | Added |
| 6 | DORVAL Corp | $23.3M | 128,408 | Added |
| 7 | AQR CAPITAL MANAGEMENT LLC | $20.4M | 112,494 | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $15.4M | 84,945 | Trimmed |
| 9 | Baltimore-Washington Financial Advisors, Inc. | $14.9M | 82,289 | Trimmed |
| 10 | Valmark Advisers, Inc. | $13.4M | 74,055 | Added |
| 11 | INTEGRITY ALLIANCE, LLC. | $12.2M | 67,220 | Added |
| 12 | Ethos Financial Group, LLC | $11.9M | 65,419 | Added |
| 13 | FOUNDERS FINANCIAL SECURITIES LLC | $11.1M | 61,238 | Added |
| 14 | Horizon Investments, LLC | $11.0M | 60,523 | Trimmed |
| 15 | STATE STREET CORP | $8.6M | 47,392 | Trimmed |
| 16 | Tempo Wealth, LLC | $7.2M | 39,411 | Trimmed |
| 17 | HF Advisory Group, LLC | $6.9M | 37,892 | Added |
| 18 | JPMORGAN CHASE & CO | $6.2M | 34,245 | Trimmed |
| 19 | GOLDMAN SACHS GROUP INC | $4.9M | 27,147 | Added |
| 20 | SEI INVESTMENTS CO | $4.5M | 24,829 | Trimmed |
| 21 | RAYMOND JAMES FINANCIAL INC | $3.8M | 21,199 | Trimmed |
| 22 | Sage Mountain Advisors LLC | $3.4M | 18,958 | Hold |
| 23 | Journey Advisory Group, LLC | $3.4M | 18,503 | Trimmed |
| 24 | UBS Group AG | $3.1M | 16,895 | Trimmed |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 16,407 | Added |
Source: SEC Form 13F filings · as of 2026-06-30