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SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV

Overview Fund Activity

83 hedge funds and large institutions have $96.3M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 4 closing their positions.

Holders
83
Holders Change
–
Holders Change %
0%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
36
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$9.39M
2
SWGC
2
Summit Wealth Group (Colorado)
Colorado
$562K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.03M
4
DC
4
Dorval Corp
Minnesota
$9.28M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$8.12M

Top Sellers

1
CWM
1
Congress Wealth Management
Massachusetts
$10.7M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.11M
3
EH
3
Equitable Holdings
New York
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$926K
5
CAAM
5
Cornerstone Advisors Asset Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
1
Congress Wealth Management
Massachusetts
$10.7M 85,695 -20,452 -19%
LPL Financial
2
LPL Financial
California
$9.39M 75,092 +15,146 +25%
DC
3
Dorval Corp
Minnesota
$9.28M 74,202 +2,986 +4%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$8.12M 64,889 +2,941 +5%
IC
5
IEQ Capital
California
$7.01M 56,025 – –
AQR Capital Management
6
AQR Capital Management
Connecticut
$5.83M 46,571 – –
Ameriprise
7
Ameriprise
Minnesota
$4.58M 36,642 +656 +2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.11M 24,821 -6,829 -22%
MWM
9
McNaughton Wealth Management
California
$2.93M 23,417 +450 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.16M 17,287 -1,140 -6%
Bank of America
11
Bank of America
North Carolina
$1.7M 13,562 +1,238 +10%
JWWM
12
Johnson & White Wealth Management
Pennsylvania
$1.67M 13,361 +425 +3%
IWP
13
IAG Wealth Partners
Wisconsin
$1.66M 13,280 -706 -5%
AAS
14
Avantax Advisory Services
Texas
$1.38M 11,001 -240 -2%
Morgan Stanley
15
Morgan Stanley
New York
$1.33M 10,664 +646 +6%
UBS Group
16
UBS Group
Switzerland
$1.29M 10,285 +152 +2%
PAS
17
Park Avenue Securities
New York
$1.23M 9,798 +2,864 +41%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$1.17M 9,328 -1,003 -10%
IA
19
Insight Advisors
Pennsylvania
$1.06M 8,480 -343 -4%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.03M 8,080 +3,703 +85%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.03M 8,225 +2,545 +45%
Goldman Sachs
22
Goldman Sachs
New York
$964K 7,702 – –
Two Sigma Investments
23
Two Sigma Investments
New York
$926K 7,400 -3,000 -29%
CL
24
COWA LLC
Oklahoma
$924K 7,387 +319 +5%
HAG
25
HF Advisory Group
Maryland
$912K 7,289 -89 -1%
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