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SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV

Overview Fund Activity

88 hedge funds and large institutions have $153M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+17
Holders Change %
+23.94%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
24
Increased
32
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Avantax Advisory Services
Texas
$10.3M
2
AI
Atria Investments
North Carolina
$2.04M
3
JFA
Johanson Financial Advisors
California
$1.77M
4
LPL Financial
LPL Financial
California
$9.16M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
$2.32M

Top Sellers

1
Axa
Axa
France
$0
2
PFG
Pacific Financial Group
Washington
$0
3
UBS Group
UBS Group
Switzerland
$3.42M
4
Jane Street
Jane Street
New York
$866K
5
Morgan Stanley
Morgan Stanley
New York
$1.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
26
Merit Financial Group
Georgia
$1.18M +$1.18M +11,736 New
IWP
27
IAG Wealth Partners
Wisconsin
$1.14M +$1.14M +11,352 New
FHA
28
Flagship Harbor Advisors
Massachusetts
$979K +$285K +2,850 +41%
KA
29
Kovack Advisors
Florida
$972K +$54.7K +547 +6%
CFD
30
Creative Financial Designs
Indiana
$951K +$949K +9,502 +39,592%
PSF
31
Pacific Sun Financial
California
$927K +$6K +60 +0.7%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$895K +$59.2K +591 +7%
Jane Street
33
Jane Street
New York
$866K -$1.11M -11,129 -56%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$857K +$857K +8,561 New
RMA
35
Roffman Miller Associates
Pennsylvania
$818K +$1.6K +16 +0.2%
Goldman Sachs
36
Goldman Sachs
New York
$771K – – –
JWCA
37
J.W. Cole Advisors
Florida
$705K +$705K +7,044 New
CAS
38
Cascadia Advisory Services
Oregon
$702K +$702K +7,011 New
MA
39
MONECO Advisors
Connecticut
$679K +$159K +1,578 +31%
CA
40
Cetera Advisors
Colorado
$636K +$81.4K +815 +15%
PCS
41
Personal CFO Solutions
New Jersey
$591K -$32.3K -323 -5%
RJA
42
Raymond James & Associates
Florida
$551K -$45.1K -451 -8%
OIA
43
OneDigital Investment Advisors
Kansas
$490K +$187K +1,865 +62%
SFS
44
Sowell Financial Services
Arkansas
$482K +$171K +1,705 +55%
AP
45
Appleton Partners
Massachusetts
$445K -$31.5K -315 -7%
AWM
46
AE Wealth Management
Kansas
$424K +$20K +200 +5%
CC
47
Courier Capital
New York
$421K – – –
AG
48
Advisor Group
Arizona
$408K +$149K +1,479 +57%
22CM
49
20/20 Capital Management
California
$363K +$363K +3,638 New
Citadel Advisors
50
Citadel Advisors
Florida
$331K +$331K +3,308 New
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2
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