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SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV

Overview Fund Activity

74 hedge funds and large institutions have $93.4M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
19
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.62M
2
Goldman Sachs
Goldman Sachs
New York
$2.43M
3
NC
NovaPoint Capital
Georgia
$1.28M
4
Citadel Advisors
Citadel Advisors
Florida
$777K
5
MWM
McNaughton Wealth Management
California
$9.46M

Top Sellers

1
AF
Advisornet Financial
Minnesota
$41.3K
2
AI
Atria Investments
North Carolina
$0
3
LPL Financial
LPL Financial
California
$6.29M
4
GFWA
Grey Fox Wealth Advisors
Delaware
$201K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$51K
Name Holding Trade Value Shares
Change 		Shares
Change %
PSF
26
Pacific Sun Financial
California
$808K -$99.5K -884 -11%
Osaic Holdings
27
Osaic Holdings
Arizona
$804K -$502K -4,457 -38%
UCFA
28
United Capital Financial Advisors
Texas
$786K -$337K -2,999 -30%
Citadel Advisors
29
Citadel Advisors
Florida
$777K +$777K +6,908 New
Citigroup
30
Citigroup
New York
$771K +$42.3K +376 +6%
BPA
31
Beacon Pointe Advisors
California
$693K -$235K -2,085 -25%
HAG
32
HF Advisory Group
Maryland
$689K +$44K +391 +7%
NWA
33
Navis Wealth Advisors
New York
$653K +$653K +5,799 New
RMA
34
Roffman Miller Associates
Pennsylvania
$590K -$32.5K -289 -5%
OIA
35
OneDigital Investment Advisors
Kansas
$570K +$4.39K +39 +0.8%
PAG
36
Private Advisor Group
New Jersey
$538K +$8.21K +73 +2%
HighTower Advisors
37
HighTower Advisors
Illinois
$537K +$4.16K +37 +0.8%
AFP
38
Ausdal Financial Partners
Iowa
$460K -$2.36K -21 -0.5%
DL
39
DOHJ LLC
Washington
$436K -$255K -2,265 -37%
SB
40
Strategic Blueprint
Georgia
$372K -$46.2K -411 -11%
MMA
41
Miracle Mile Advisors
California
$368K -$419K -3,726 -53%
CIAS
42
Capital Investment Advisory Services
North Carolina
$363K +$3.38K +30 +0.9%
SWP
43
Stratos Wealth Partners
Ohio
$336K +$19.8K +176 +6%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$333K +$333K +2,958 New
JIP
45
Jaffetilchin Investment Partners
Florida
$322K +$2.14K +19 +0.7%
FAIM
46
Financial Advocates Investment Management
Washington
$309K -$18K -160 -6%
SAG
47
SageView Advisory Group
California
$279K +$279K +2,515 New
CA
48
Cetera Advisors
Colorado
$241K – – –
HNWAG
49
High Net Worth Advisory Group
Florida
$227K +$227K +2,017 New
RJFSA
50
Raymond James Financial Services Advisors
Florida
$214K +$214K +1,905 New
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