SMLV icon

SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV

Overview Fund Activity

73 hedge funds and large institutions have $77.1M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-2
Holders Change %
-2.67%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
28
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWWM
1
Johnson & White Wealth Management
Pennsylvania
$2.01M
2
TNB
2
Thomasville National Bank
Georgia
$1.75M
3
PAG
3
Private Advisor Group
New Jersey
$544K
4
BW
4
Bison Wealth
Georgia
$1.07M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.43M

Top Sellers

1
LW
1
Libra Wealth
California
$0
2
LPL Financial
2
LPL Financial
California
$6.89M
3
UCFA
3
United Capital Financial Advisors
Texas
$1.42M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.25M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$201K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Aspire Wealth Management
Massachusetts
$871K +$81.6K +776 +10%
Citigroup
27
Citigroup
New York
$870K +$3.36K +32 +0.4%
CL
28
COWA LLC
Oklahoma
$852K +$8.83K +84 +1%
Goldman Sachs
29
Goldman Sachs
New York
$810K – – –
BPA
30
Beacon Pointe Advisors
California
$804K +$44.4K +422 +6%
RMA
31
Roffman Miller Associates
Pennsylvania
$788K +$5.57K +53 +0.7%
AWS
32
Atria Wealth Solutions
New York
$644K – – –
DL
33
DOHJ LLC
Washington
$635K -$38.2K -363 -6%
HAG
34
HF Advisory Group
Maryland
$616K -$2.42K -23 -0.4%
PAG
35
Private Advisor Group
New Jersey
$544K +$544K +5,175 New
OIA
36
OneDigital Investment Advisors
Kansas
$510K -$4.42K -42 -0.9%
MML Investors Services
37
MML Investors Services
Massachusetts
$491K +$209K +1,988 +74%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$466K -$16.9K -161 -4%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$457K +$422K +4,022 +1,208%
Citadel Advisors
40
Citadel Advisors
Florida
$430K +$430K +4,087 New
SB
41
Strategic Blueprint
Georgia
$402K -$2.31K -22 -0.6%
AFP
42
Ausdal Financial Partners
Iowa
$393K -$16.2K -154 -4%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$345K -$47.2K -449 -12%
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$333K +$2K +19 +0.6%
FAIM
45
Financial Advocates Investment Management
Washington
$307K +$34.9K +332 +13%
PTC
46
Private Trust Company
Ohio
$297K – – –
CIAS
47
Capital Investment Advisory Services
North Carolina
$296K +$27.3K +260 +10%
JIP
48
Jaffetilchin Investment Partners
Florida
$295K +$2.1K +20 +0.7%
SAG
49
SageView Advisory Group
California
$280K -$175K -1,667 -38%
Stifel Financial
50
Stifel Financial
Missouri
$245K -$134K -1,271 -35%
1
2
3 4