SMLV icon

SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV

Overview Fund Activity

75 hedge funds and large institutions have $77.9M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
26
Reduced
31
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
Atria Wealth Solutions
New York
$1.38M
2
MWM
McNaughton Wealth Management
California
$7.64M
3
HighTower Advisors
HighTower Advisors
Illinois
$487K
4
GFWA
Grey Fox Wealth Advisors
Delaware
$3.12M
5
KAS
Kestra Advisory Services
Texas
$3.67M

Top Sellers

1
AI
Atria Investments
North Carolina
$3.26M
2
MMA
Miracle Mile Advisors
California
$917K
3
Osaic Holdings
Osaic Holdings
Arizona
$1.83M
4
AWM
Aspire Wealth Management
Massachusetts
$7.98K
5
LPL Financial
LPL Financial
California
$6.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
Insight Advisors
Pennsylvania
$902K +$3.2K +31 +0.4%
BI
27
Berkeley Inc
Idaho
$879K +$2.07K +20 +0.2%
PSF
28
Pacific Sun Financial
California
$868K +$868K +8,252 New
CL
29
COWA LLC
Oklahoma
$838K +$1.14K +11 +0.1%
BPA
30
Beacon Pointe Advisors
California
$806K +$15.5K +150 +2%
Goldman Sachs
31
Goldman Sachs
New York
$796K – – –
Citigroup
32
Citigroup
New York
$786K -$68K -658 -8%
PAG
33
Private Advisor Group
New Jersey
$702K +$159K +1,513 +29%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$682K +$225K +2,178 +49%
DL
35
DOHJ LLC
Washington
$632K +$8.06K +78 +1%
RMA
36
Roffman Miller Associates
Pennsylvania
$620K -$154K -1,494 -20%
HAG
37
HF Advisory Group
Maryland
$619K +$13.6K +132 +2%
OIA
38
OneDigital Investment Advisors
Kansas
$519K +$17.3K +167 +3%
HighTower Advisors
39
HighTower Advisors
Illinois
$487K +$487K +4,710 New
MML Investors Services
40
MML Investors Services
Massachusetts
$485K +$2.48K +24 +0.5%
AFP
41
Ausdal Financial Partners
Iowa
$405K +$18.2K +176 +5%
SB
42
Strategic Blueprint
Georgia
$384K -$10.3K -100 -3%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$370K -$79.3K -769 -18%
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$302K -$24.8K -240 -8%
HAS
45
HBW Advisory Services
California
$298K +$298K +2,881 New
FAIM
46
Financial Advocates Investment Management
Washington
$295K -$7.13K -69 -2%
JIP
47
Jaffetilchin Investment Partners
Florida
$292K +$1.55K +15 +0.5%
SWP
48
Stratos Wealth Partners
Ohio
$275K +$275K +2,663 New
CIAS
49
Capital Investment Advisory Services
North Carolina
$266K -$24.2K -234 -8%
Citadel Advisors
50
Citadel Advisors
Florida
$258K -$164K -1,588 -39%
1
2
3 4