SPDR SSGA US Large Cap Low Volatility Index ETFLGLV
LGLV
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
40% more funds holding in top 10
Funds holding in top 10: 5 [Q2] → 7 (+2) [Q3]
17% more capital invested
Capital invested by funds: $512M [Q2] → $601M (+$89.3M) [Q3]
1% less funds holding
Funds holding: 152 [Q2] → 150 (-2) [Q3]
2.62% less ownership
Funds ownership: 75.09% [Q2] → 72.47% (-2.62%) [Q3]
15% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 13
23% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 57
Research analyst outlook
We haven’t received any recent analyst ratings for LGLV.
Financial journalist opinion
Negative
Seeking Alpha
4 weeks ago
LGLV: Another Low-Volatility ETF With A 'Sharpe' Problem
SPDR® SSGA US Large Cap Low Volatility Index ETF holds 163 low-volatility stocks, focusing on financials and industrials. The LGLV ETF has underperformed the Russel 1000 in return and Sharpe ratio since inception and shows a deeper drawdown, despite low volatility. LGLV features cheap fees and good performance relative to competitors.
Negative
Seeking Alpha
3 months ago
LGLV: A Low-Volatility ETF Suitable For This Environment
LGLV offers lower volatility with a beta of 0.80-0.85, making it a suitable option for cautious investors amid economic uncertainty and potential market catalysts, such as the U.S. election. The ETF tracks the SSGA US Large Cap Low Volatility Index, focusing on large-cap U.S. stocks with low historical volatility. LGLV's sector allocation emphasizes Financial Services, Real Estate, and Industrials, while underweighting Technology, providing diversified exposure to mitigate concentration risk.
Positive
Zacks Investment Research
3 months ago
Low Volatility ETF (LGLV) Hits New 52-Week High
For investors seeking momentum, SPDR SSGA US Large Cap Low Volatility Index ETF LGLV is probably on the radar. The fund just hit a 52-week high and is up 28% from its 52-week low price of $129.77/share.
Neutral
Zacks Investment Research
4 months ago
Low Volatility ETFs Shining Halfway Through Q3
Low-volatility ETFs have the potential to outpace the broader market in bearish conditions or in an uncertain environment, providing significant protection to the portfolio.
Charts implemented using Lightweight Charts™