SMLV icon

SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV

Overview Fund Activity
131.49 USD
-0.53
0.4%
At close Updated Sep 16, 4:00 PM EDT
1 day
-0.4%
5 days
-0.6%
1 month
2.41%
3 months
6.5%
6 months
5.1%
Year to date
4.03%
1 year
5.28%
5 years
65.21%
10 years
76.88%
0
Funds holding %
of 7,463 funds
–
Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

57% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 23

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

2% more funds holding

Funds holding: 83 [Q1] → 85 (+2) [Q2]

4% more capital invested

Capital invested by funds: $94.9M [Q1] → $99M (+$4.11M) [Q2]

0.23% more ownership

Funds ownership: 49.84% [Q1] → 50.07% (+0.23%) [Q2]

See Fund Rankings

Financial journalist opinion

Neutral
Seeking Alpha
7 months ago
SMLV: A Low-Volatility ETF With Limited Appeal
SPDR SSGA US Small Cap Low Volatility Index ETF focuses on U.S. small-cap stocks with low volatility but doesn't outperform broader or larger-cap low volatility funds. SMLV's portfolio is heavily weighted towards value stocks, with 54% in value and only 6% in growth, leading to weaker growth prospects. The fund has a high 68.7% exposure to the financial sector, making it vulnerable during economic downturns and less diversified.
SMLV: A Low-Volatility ETF With Limited Appeal
Neutral
Seeking Alpha
7 months ago
SMLV: Moderate Volatility With Heavy Allocation To Financials
The SPDR SSGA US Small Cap Low Volatility Index ETF achieves low volatility through a concentrated portfolio in financial services, outperforming the Russell 2000 with lower volatility. SMLV's low price-to-earnings multiples make it suitable for value-oriented investors, especially those bullish on financials, particularly regional banks. Despite sector concentration, SMLV's outlook is positive, as it is poised to benefit from local U.S. infrastructure investments and increased M&A activity.
SMLV: Moderate Volatility With Heavy Allocation To Financials
Negative
Seeking Alpha
11 months ago
SMLV: No Reason Pairing Small-Cap With Low Volatility
SMLV tracks a small-cap low-volatility index in order to provide exposure to the small-cap segment but with a low-volatility bias. This may appear like a good idea for risk-averse investors, but the limited impact the low-volatility factor has here complicates things. For a defensive position, choosing a mid-cap or large-cap fund with a low-volatility bias seems like the wiser choice.
SMLV: No Reason Pairing Small-Cap With Low Volatility
Negative
ETF Trends
1 year ago
The Great Rotation: Just Getting Started?
Friday's disappointing jobs report has put a huge damper on economic sentiment for the moment. Goldman Sachs has bumped up the odds of a recession from 10% to 25% over the next 12 months.
The Great Rotation: Just Getting Started?
Negative
Seeking Alpha
1 year ago
SMLV: A Way To Walk Before You Run To Small-Caps
SPDR® SSGA US Small Cap Low Volatility Index ETF offers exposure to low-volatility US small-cap stocks, focusing on the lower half of the spectrum based on volatility. Fund holdings include Nelnet Inc, Community Financial System, PJT Partners Inc, Hanover Insurance Group, and Old National Bancorp. Sector allocation is surprising, with Financials making up nearly 70% of the fund, followed by Industrials, Real Estate, and Health Care. Peer comparison shows outperformance against iShares MSCI USA Small-Cap Minimum Volatility Factor ETF.
SMLV: A Way To Walk Before You Run To Small-Caps
See News Rankings
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