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SPDR SSGA US Large Cap Low Volatility Index ETF

149 hedge funds and large institutions have $492M invested in SPDR SSGA US Large Cap Low Volatility Index ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 65 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-28
Holders Change %
-15.82%
% of All Funds
2.16%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
11
Increased
40
Reduced
65
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$283K +$283K +2,036 New
LNC
102
Lincoln National Corp
Pennsylvania
$275K +$779 +5 +0.3%
MSAM
103
Moloney Securities Asset Management
Missouri
$273K
PA
104
PFG Advisors
Arizona
$267K -$310K -1,988 -54%
CBFP
105
Cedar Brook Financial Partners
Ohio
$254K +$1.09K +7 +0.4%
TIAA Trust, National Association
106
TIAA Trust, National Association
North Carolina
$250K
TF
107
Trek Financial
Arizona
$246K
AWAG
108
ARS Wealth Advisors Group
Florida
$239K +$239K +1,536 New
CWM
109
Cornerstone Wealth Management
Missouri
$234K
PSF
110
Pacific Sun Financial
California
$228K -$1.56K -10 -0.7%
EWA
111
EP Wealth Advisors
California
$219K
BFG
112
Bouchey Financial Group
New York
$218K
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$218K
KAS
114
Kestra Advisory Services
Texas
$216K -$136K -873 -39%
AWM
115
Accel Wealth Management
Iowa
$214K +$214K +1,375 New
Fidelity Investments
116
Fidelity Investments
Massachusetts
$208K +$25.1K +161 +14%
BWL
117
Bogart Wealth LLC
Virginia
$167K -$1.56K -10 -0.9%
BC
118
Barrett & Company
Rhode Island
$163K +$623 +4 +0.4%
UIA
119
Ulland Investment Advisors
Minnesota
$146K -$1.56K -10 -1%
PWMG
120
Prestige Wealth Management Group
New Jersey
$114K
1832 Asset Management
121
1832 Asset Management
Ontario, Canada
$112K
NA
122
NewEdge Advisors
Louisiana
$104K
AAP
123
Arax Advisory Partners
Colorado
$94.1K +$467 +3 +0.5%
Wells Fargo
124
Wells Fargo
California
$85.7K -$20.7M -133,168 -100%
S
125
SignatureFD
Georgia
$82.5K