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State Street SPDR US Small Cap Low Volatility Index ETF

90 hedge funds and large institutions have $98.5M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

5% more funds holding

Funds holding: 8690 (+4)

0% less capital invested

Capital invested by funds: $98.6M → $98.5M (-$70.5K)

0.17% less ownership

Funds ownership: 49.89%49.72% (-0.17%)

Holders
90
Holders Change
+4
Holders Change %
+4.65%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
33
Reduced
26
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
26
Jones Financial Companies
Missouri
$767K +$48.5K +376 +7%
SC
27
Savant Capital
Illinois
$758K -$53.2K -412 -7%
Citigroup
28
Citigroup
New York
$725K -$65.9K -511 -8%
UCFA
29
United Capital Financial Advisors
Texas
$721K -$29.9K -232 -4%
NA
30
NewEdge Advisors
Louisiana
$704K -$43.1K -334 -6%
PAS
31
Park Avenue Securities
New York
$612K -$655K -5,080 -52%
PFA
32
Portland Financial Advisors
New York
$547K
AFP
33
Ausdal Financial Partners
Iowa
$531K +$14.2K +110 +3%
SWP
34
Stratos Wealth Partners
Ohio
$517K -$9.42K -73 -2%
BPA
35
Beacon Pointe Advisors
California
$507K -$62.7K -486 -11%
HighTower Advisors
36
HighTower Advisors
Illinois
$502K +$3.23K +25 +0.7%
SWGC
37
Summit Wealth Group (Colorado)
Colorado
$461K +$659K +5,107 +114%
Raymond James Financial
38
Raymond James Financial
Florida
$432K +$34.6K +268 +9%
ML
39
McAdam LLC
Pennsylvania
$410K +$21.8K +169 +6%
SB
40
Strategic Blueprint
Georgia
$403K
CAL
41
Capital Analysts LLC
Pennsylvania
$395K +$9.42K +73 +2%
JIP
42
Jaffetilchin Investment Partners
Florida
$389K +$2.19K +17 +0.6%
FFA
43
Fragasso Financial Advisors
Pennsylvania
$373K -$4.9K -38 -1%
RMA
44
Roffman Miller Associates
Pennsylvania
$351K -$28.9K -224 -8%
WA
45
Waverly Advisors
Alabama
$329K -$774 -6 -0.2%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$318K +$142K +1,103 +82%
CA
47
Continuum Advisory
Idaho
$296K +$1.29K +10 +0.4%
SFC
48
Swisher Financial Concepts
Ohio
$293K -$36.8K -285 -11%
AFG
49
Atomi Financial Group
New York
$291K +$1.42K +11 +0.5%
Mariner
50
Mariner
Kansas
$266K +$264K +2,050 New

SMLV Hedge Fund Activity: Q3 2025 in Review

90 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q3 2025, worth a combined $98.5M — down 0.07% from $98.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SMLV positions and 3 closed out — a net gain of 6 holders — while 33 added to existing stakes and 26 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $11.7M. The largest seller was Ameriprise, cutting an estimated $3.76M.

  • 90 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q3 2025, up from 86 in Q2 2025.
  • Funds reported $98.5M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q3 2025, down 0.07% quarter-over-quarter.
  • 9 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q3 2025 and 3 closed out, a net change of +6 holders.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q3 2025 was Osaic Holdings, an estimated $11.7M added.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q3 2025 was Ameriprise, an estimated $3.76M sold.

Based on aggregated 13F filings for Q3 2025.