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SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV

Overview Fund Activity

69 hedge funds and large institutions have $85.7M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-6
Holders Change %
-8%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
26
Reduced
26
Closed
8
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
CWM
Congress Wealth Management
Massachusetts
$16.7M
2
KAS
Kestra Advisory Services
Texas
$4.08M
3
LPL Financial
LPL Financial
California
$6.35M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$756K
5
MWM
McNaughton Wealth Management
California
$7.72M

Top Sellers

1
TNB
Thomasville National Bank
Georgia
$0
2
GFWA
Grey Fox Wealth Advisors
Delaware
$963K
3
BW
Bison Wealth
Georgia
$334K
4
AWS
Atria Wealth Solutions
New York
$604K
5
Osaic Holdings
Osaic Holdings
Arizona
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSF
26
Pacific Sun Financial
California
$798K -$18.3K -185 -2%
CL
27
COWA LLC
Oklahoma
$790K -$11.9K -120 -1%
Goldman Sachs
28
Goldman Sachs
New York
$762K – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$756K +$401K +4,059 +113%
MMA
30
Miracle Mile Advisors
California
$692K -$185K -1,875 -21%
HAS
31
HBW Advisory Services
California
$672K +$387K +3,913 +136%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$651K -$2.57K -26 -0.4%
Citigroup
33
Citigroup
New York
$641K -$112K -1,134 -15%
AWS
34
Atria Wealth Solutions
New York
$604K -$719K -7,270 -54%
DL
35
DOHJ LLC
Washington
$601K +$2.64K +27 +0.4%
HAG
36
HF Advisory Group
Maryland
$567K -$26.2K -265 -4%
RMA
37
Roffman Miller Associates
Pennsylvania
$547K -$46.5K -470 -8%
OIA
38
OneDigital Investment Advisors
Kansas
$497K +$593 +6 +0.1%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$476K +$276K +2,794 +138%
HighTower Advisors
40
HighTower Advisors
Illinois
$469K +$2.97K +30 +0.6%
MML Investors Services
41
MML Investors Services
Massachusetts
$469K +$4.74K +48 +1%
PAG
42
Private Advisor Group
New Jersey
$466K -$196K -1,978 -30%
AFP
43
Ausdal Financial Partners
Iowa
$407K +$19K +192 +5%
SB
44
Strategic Blueprint
Georgia
$368K – – –
BW
45
Bison Wealth
Georgia
$334K -$850K -8,593 -72%
CIAS
46
Capital Investment Advisory Services
North Carolina
$316K +$61.3K +620 +24%
JPMPWA
47
J.P. Morgan Private Wealth Advisors
California
$291K +$1.58K +16 +0.5%
FAIM
48
Financial Advocates Investment Management
Washington
$287K +$5.14K +52 +2%
JIP
49
Jaffetilchin Investment Partners
Florida
$281K +$1.58K +16 +0.6%
SWP
50
Stratos Wealth Partners
Ohio
$278K +$14.5K +147 +6%
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