STATE STREET SPDR US LARGE CAP LOW VOLATILITYINDEX ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Syntegra Private Wealth Group, LLC | 10.84% | 10.81% | #1 | $140.0M | 771,561 | $113.8M | 639,008 | +132,553+20.74% | Add | |
| Gerber Kawasaki Wealth & Investment Management | 1.67% | 1.75% | #6 | $62.6M | 344,896 | $55.1M | 309,038 | +35,858+11.60% | Add | |
| LPL Financial LLC | 0.01% | 0.01% | #104 | $33.0M | 182,070 | $33.2M | 186,337 | -4,267-2.29% | Reduce | |
| OSAIC HOLDINGS, INC. | 0.04% | 0.05% | #69 | $32.6M | 179,508 | $33.2M | 186,269 | -6,761-3.63% | Reduce | |
| MORGAN STANLEY | <0.01% | <0.01% | #138 | $30.8M | 169,550 | $29.6M | 166,133 | +3,417+2.06% | Add | |
| DORVAL Corp | 6.71% | 6.96% | #2 | $23.3M | 128,408 | $22.4M | 126,008 | +2,400+1.90% | Add | |
| AQR CAPITAL MANAGEMENT LLC | 0.01% | 0.01% | #105 | $20.4M | 112,494 | $19.1M | 107,389 | +5,105+4.75% | Add | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #148 | $15.4M | 84,945 | $16.8M | 94,519 | -9,574-10.13% | Reduce | |
| Baltimore-Washington Financial Advisors, Inc. | 0.56% | 2.33% | #11 | $14.9M | 82,289 | $53.9M | 302,891 | -220,602-72.83% | Reduce | |
| Valmark Advisers, Inc. | 0.14% | 0.11% | #35 | $13.4M | 74,055 | $9.3M | 52,272 | +21,783+41.67% | Add | |
| INTEGRITY ALLIANCE, LLC. | 0.38% | 0.43% | #15 | $12.2M | 67,220 | $11.4M | 64,224 | +2,996+4.66% | Add | |
| Ethos Financial Group, LLC | 0.79% | 0.77% | #8 | $11.9M | 65,419 | $10.6M | 60,029 | +5,390+8.98% | Add | |
| FOUNDERS FINANCIAL SECURITIES LLC | 0.57% | 0.63% | #10 | $11.1M | 61,238 | $11.1M | 61,023 | +215+0.35% | Add | |
| Horizon Investments, LLC | 0.12% | 0.24% | #41 | $11.0M | 60,523 | $21.6M | 121,394 | -60,871-50.14% | Reduce | |
| STATE STREET CORP | <0.01% | <0.01% | #165 | $8.6M | 47,392 | $9.2M | 51,697 | -4,305-8.33% | Reduce | |
| Tempo Wealth, LLC | 1.06% | 1.24% | #7 | $7.2M | 39,411 | $7.1M | 39,823 | -412-1.03% | Reduce | |
| HF Advisory Group, LLC | 2.13% | 2.12% | #3 | $6.9M | 37,892 | $6.2M | 34,968 | +2,924+8.36% | Add | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #162 | $6.2M | 34,245 | $12.7M | 72,086 | -37,841-52.49% | Reduce | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #156 | $4.9M | 27,147 | $2.5M | 13,818 | +13,329+96.46% | Add | |
| SEI INVESTMENTS CO | <0.01% | <0.01% | #115 | $4.5M | 24,829 | $4.5M | 25,141 | -312-1.24% | Reduce | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #147 | $3.8M | 21,199 | $4.3M | 24,048 | -2,849-11.85% | Reduce | |
| Sage Mountain Advisors LLC | 0.21% | 0.24% | #29 | $3.4M | 18,958 | $3.4M | 18,958 | 00.00% | Unchanged | |
| Journey Advisory Group, LLC | 0.26% | 0.29% | #26 | $3.4M | 18,503 | $3.4M | 18,854 | -351-1.86% | Reduce | |
| UBS Group AG | <0.01% | <0.01% | #161 | $3.1M | 16,895 | $3.2M | 18,167 | -1,272-7.00% | Reduce | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #152 | $3.0M | 16,407 | $2.5M | 14,305 | +2,102+14.69% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | <0.01% | <0.01% | #117 | $2.9M | 16,205 | $3.0M | 16,887 | -682-4.04% | Reduce | |
| IEQ CAPITAL, LLC | 0.01% | 0.07% | #94 | $2.8M | 15,210 | $15.1M | 84,677 | -69,467-82.04% | Reduce | |
| Legacy Advisory Services, LLC | 1.92% | 1.89% | #4 | $2.7M | 15,055 | $2.5M | 13,865 | +1,190+8.58% | Add | |
| REGATTA CAPITAL GROUP, LLC | 0.36% | 0.31% | #17 | $2.7M | 14,808 | $2.1M | 11,641 | +3,167+27.21% | Add | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | <0.01% | <0.01% | #114 | $2.4M | 12,934 | $2.2M | 12,336 | +598+4.85% | Add | |
| HARBOUR INVESTMENTS, INC. | 0.03% | 0.03% | #74 | $2.3M | 12,828 | $2.2M | 12,461 | +367+2.95% | Add | |
| Quantinno Capital Management LP | <0.01% | <0.01% | #127 | $2.3M | 12,605 | $2.1M | 12,062 | +543+4.50% | Add | |
| Daiwa Securities Group Inc. | <0.01% | 0.01% | #112 | $2.3M | 12,500 | $2.1M | 11,800 | +700+5.93% | Add | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #169 | $2.2M | 12,150 | $2.0M | 11,351 | +799+7.04% | Add | |
| McNaughton Wealth Management, LLC | 0.78% | 0.98% | #9 | $2.2M | 12,107 | $2.4M | 13,295 | -1,188-8.94% | Reduce | |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | 0.11% | 0.12% | #42 | $2.1M | 11,682 | $2.1M | 11,826 | -144-1.22% | Reduce | |
| Pallas Capital Advisors LLC | 0.06% | 0.07% | #61 | $1.9M | 10,741 | $1.9M | 10,480 | +261+2.49% | Add | |
| Mariner, LLC | <0.01% | <0.01% | #136 | $1.8M | 9,994 | $1.8M | 10,325 | -331-3.21% | Reduce | |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 0.07% | 0.1% | #57 | $1.6M | 9,004 | $1.6M | 9,004 | 00.00% | Unchanged | |
| Integrated Wealth Concepts LLC | 0.01% | 0.01% | #102 | $1.6M | 8,863 | $862,171 | 4,841 | +4,022+83.08% | Add | |
| NORDEN GROUP LLC | 0.13% | 0.14% | #38 | $1.5M | 8,455 | $1.5M | 8,455 | 00.00% | Unchanged | |
| Cetera Investment Advisers | <0.01% | <0.01% | #142 | $1.4M | 7,531 | $1.6M | 9,042 | -1,511-16.71% | Reduce | |
| FIRST AMERICAN TRUST, FSB | 0.08% | 0.18% | #53 | $1.4M | 7,464 | $2.6M | 14,871 | -7,407-49.81% | Reduce | |
| JBR Co Financial Management Inc | 0.49% | 0.32% | #12 | $1.3M | 7,434 | $770,577 | 4,389 | +3,045+69.38% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #168 | $1.3M | 6,995 | $342,000 | 1,922 | +5,073+263.94% | Add | |
| Financial Insights, Inc. | 0.34% | 0.4% | #19 | $1.3M | 6,905 | $1.2M | 6,951 | -46-0.66% | Reduce | |
| CALIBER WEALTH MANAGEMENT, LLC / KS | 0.12% | 0.14% | #39 | $1.3M | 6,898 | $1.2M | 6,996 | -98-1.40% | Reduce | |
| Fortis Group Advisors, LLC | 0.2% | 0.2% | #30 | $1.2M | 6,834 | $1.2M | 6,807 | +27+0.40% | Add | |
| Milestone Investment Advisors LLC | 0.26% | 0.34% | #25 | $1.2M | 6,701 | $1.4M | 7,918 | -1,217-15.37% | Reduce | |
| Cambridge Investment Research Advisors, Inc. | <0.01% | <0.01% | #126 | $1.2M | 6,594 | $1.2M | 6,726 | -132-1.96% | Reduce |