LGLV — Spdr Series Trust Institutional Holders · Q3 2026
Who owns Spdr Series Trust (LGLV)? 11 institutions reported holding $10.94M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: HF Advisory Group, LLC ($6.9M), McNaughton Wealth Management, LLC ($2.1M), Riversedge Advisors, LLC ($612,205).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HF Advisory Group, LLC | $6.9M | 39,683 | Added |
| 2 | McNaughton Wealth Management, LLC | $2.1M | 11,956 | Trimmed |
| 3 | RIVERSEDGE ADVISORS, LLC | $612,205 | 3,512 | Trimmed |
| 4 | Mallini Complete Financial Planning LLC | $399,644 | 0 | Added |
| 5 | Retireful, LLC | $365,528 | 2,097 | Added |
| 6 | Farther Finance Advisors, LLC | $275,723 | 1,582 | Trimmed |
| 7 | Stonebridge Financial Group, LLC | $238,064 | 1,366 | Added |
| 8 | Olistico Wealth, LLC | $27,018 | 155 | Added |
| 9 | Rosenberg Matthew Hamilton | $11,156 | 64 | Hold |
| 10 | CoreCap Advisors, LLC | $7,147 | 41 | Hold |
| 11 | RFG - Bristol Wealth Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30