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State Street SPDR US Small Cap Low Volatility Index ETF

86 hedge funds and large institutions have $98.6M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 23

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

2% more funds holding

Funds holding: 8486 (+2)

4% more capital invested

Capital invested by funds: $94.9M → $98.6M (+$3.72M)

0.04% more ownership

Funds ownership: 49.85%49.89% (+0.04%)

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
36
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Savant Capital
Illinois
$783K -$55.9K -462 -7%
PSF
27
Pacific Sun Financial
California
$775K -$54.5K -450 -7%
Citigroup
28
Citigroup
New York
$763K +$1.09K +9 +0.1%
NWA
29
Navis Wealth Advisors
New York
$757K +$4.84K +40 +0.7%
UCFA
30
United Capital Financial Advisors
Texas
$724K -$13.8K -114 -2%
NA
31
NewEdge Advisors
Louisiana
$721K +$96.6K +798 +16%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$690K +$309K +2,549 +86%
Osaic Holdings
33
Osaic Holdings
Arizona
$641K +$89.7K +741 +17%
SWGC
34
Summit Wealth Group (Colorado)
Colorado
$562K +$544K +4,493 New
BPA
35
Beacon Pointe Advisors
California
$549K -$79.1K -653 -13%
PFA
36
Portland Financial Advisors
New York
$527K
SWP
37
Stratos Wealth Partners
Ohio
$508K +$13.4K +111 +3%
AFP
38
Ausdal Financial Partners
Iowa
$499K +$3.15K +26 +0.7%
HighTower Advisors
39
HighTower Advisors
Illinois
$481K +$3.03K +25 +0.7%
SB
40
Strategic Blueprint
Georgia
$389K
Raymond James Financial
41
Raymond James Financial
Florida
$383K +$4.96K +41 +1%
ML
42
McAdam LLC
Pennsylvania
$374K +$19K +157 +6%
JIP
43
Jaffetilchin Investment Partners
Florida
$373K +$969 +8 +0.3%
CAL
44
Capital Analysts LLC
Pennsylvania
$372K -$259K -2,143 -42%
RMA
45
Roffman Miller Associates
Pennsylvania
$367K +$1.94K +16 +0.5%
FFA
46
Fragasso Financial Advisors
Pennsylvania
$364K +$352K +2,909 New
MMA
47
Miracle Mile Advisors
California
$341K +$330K +2,725 New
WA
48
Waverly Advisors
Alabama
$318K -$32.4K -268 -10%
SFC
49
Swisher Financial Concepts
Ohio
$318K +$22.5K +186 +8%
DL
50
DOHJ LLC
Washington
$300K -$121 -1 -0%

SMLV Hedge Fund Activity: Q2 2025 in Review

86 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q2 2025, worth a combined $98.6M — up 3.9% from $94.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SMLV positions and 4 closed out — a net gain of 2 holders — while 36 added to existing stakes and 23 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.38M. The largest seller was Congress Wealth Management, cutting an estimated $2.48M.

  • 86 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q2 2025, up from 84 in Q1 2025.
  • Funds reported $98.6M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q2 2025, up 3.9% quarter-over-quarter.
  • 6 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q2 2025 and 4 closed out, a net change of +2 holders.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q2 2025 was Susquehanna International Group, an estimated $2.38M added.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q2 2025 was Congress Wealth Management, an estimated $2.48M sold.

Based on aggregated 13F filings for Q2 2025.