We are live on ! Find out more
SMLV icon

State Street SPDR US Small Cap Low Volatility Index ETF

94 hedge funds and large institutions have $115M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

10% more capital invested

Capital invested by funds: $104M → $115M (+$10.5M)

2.41% more ownership

Funds ownership: 52.36%54.77% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 28

0% more funds holding

Funds holding: 9494 (0)

Holders
94
Holders Change
Holders Change %
0%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
29
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$11.3M -$247K -1,777 -2%
DC
2
Dorval Corp
Minnesota
$10.9M -$78.3K -564 -0.7%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.5M +$220K +1,587 +2%
IC
4
IEQ Capital
California
$8.5M -$669K -4,824 -7%
LPL Financial
5
LPL Financial
California
$8.38M -$598K -4,309 -7%
AQR Capital Management
6
AQR Capital Management
Connecticut
$7.87M
RCP
7
Roan Capital Partners
Tennessee
$4.65M +$4.71M +33,938 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.42M -$66.9K -482 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.97M -$11.9K -86 -0.4%
UBS Group
10
UBS Group
Switzerland
$2.89M +$830K +5,985 +40%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.59M +$1.17M +8,441 +81%
MWM
12
McNaughton Wealth Management
California
$2.58M -$126K -905 -5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.17M -$65.2K -470 -3%
JWWM
14
Johnson & White Wealth Management
Pennsylvania
$1.86M -$6.94K -50 -0.4%
IWP
15
IAG Wealth Partners
Wisconsin
$1.64M -$74.1K -534 -4%
CD
16
Capital Developers
North Carolina
$1.62M -$52K -375 -3%
Bank of America
17
Bank of America
North Carolina
$1.58M -$3.05K -22 -0.2%
Morgan Stanley
18
Morgan Stanley
New York
$1.53M +$130K +934 +9%
NP
19
NorthRock Partners
Minnesota
$1.48M +$139 +1 +0%
NA
20
NewEdge Advisors
Louisiana
$1.31M +$570K +4,109 +75%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$1.24M +$15.5K +112 +1%
IA
22
Insight Advisors
Pennsylvania
$1.19M -$1.94K -14 -0.2%
CL
23
COWA LLC
Oklahoma
$1.09M +$20K +144 +2%
Citigroup
24
Citigroup
New York
$1.01M +$257K +1,853 +34%
HAG
25
HF Advisory Group
Maryland
$986K -$113K -816 -10%

SMLV Hedge Fund Activity: Q1 2026 in Review

94 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q1 2026, worth a combined $115M — up 10% from $104M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SMLV positions and 7 closed out — a net gain of 2 holders — while 29 added to existing stakes and 28 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.17M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.01M sold.

  • 94 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $115M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q1 2026, up 10% quarter-over-quarter.
  • 9 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q1 2026 and 7 closed out, a net change of +2 holders.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $1.17M added.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q1 2026 was Goldman Sachs, an estimated $1.01M sold.

Based on aggregated 13F filings for Q1 2026.