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State Street SPDR US Small Cap Low Volatility Index ETF

94 hedge funds and large institutions have $115M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

10% more capital invested

Capital invested by funds: $104M → $115M (+$10.5M)

2.41% more ownership

Funds ownership: 52.36%54.77% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 28

0% more funds holding

Funds holding: 9494 (0)

Holders
94
Holders Change
Holders Change %
0%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
29
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWC
26
Pathfinder Wealth Consulting
North Carolina
$945K -$9.99K -72 -1%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$914K -$28.2K -203 -3%
Ameriprise
28
Ameriprise
Minnesota
$863K -$12.5K -90 -1%
NWA
29
Navis Wealth Advisors
New York
$846K +$4.3K +31 +0.5%
Citadel Advisors
30
Citadel Advisors
Florida
$839K +$151K +1,087 +22%
PSF
31
Pacific Sun Financial
California
$791K -$16.9K -122 -2%
Two Sigma Investments
32
Two Sigma Investments
New York
$727K
UCFA
33
United Capital Financial Advisors
Texas
$708K -$22.5K -162 -3%
CWM
34
Clearview Wealth Management
California
$581K +$588K +4,239 New
BPA
35
Beacon Pointe Advisors
California
$579K +$86.2K +621 +17%
PFA
36
Portland Financial Advisors
New York
$578K
SC
37
Savant Capital
Illinois
$573K -$225K -1,620 -28%
HighTower Advisors
38
HighTower Advisors
Illinois
$538K +$2.91K +21 +0.5%
MML Investors Services
39
MML Investors Services
Massachusetts
$535K +$281K +2,026 +108%
Raymond James Financial
40
Raymond James Financial
Florida
$530K -$21.8K -157 -4%
ML
41
McAdam LLC
Pennsylvania
$528K +$54.3K +391 +11%
SWGC
42
Summit Wealth Group (Colorado)
Colorado
$520K +$20.8K +150 +4%
SWP
43
Stratos Wealth Partners
Ohio
$491K -$55.6K -401 -10%
SB
44
Strategic Blueprint
Georgia
$426K
JIP
45
Jaffetilchin Investment Partners
Florida
$412K +$1.8K +13 +0.4%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$408K +$413K +2,980 New
FFA
47
Fragasso Financial Advisors
Pennsylvania
$392K -$7.91K -57 -2%
WA
48
Waverly Advisors
Alabama
$378K +$29.7K +214 +8%
RMA
49
Roffman Miller Associates
Pennsylvania
$371K +$1.53K +11 +0.4%
AFP
50
Ausdal Financial Partners
Iowa
$349K -$1.39K -10 -0.4%

SMLV Hedge Fund Activity: Q1 2026 in Review

94 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q1 2026, worth a combined $115M — up 10% from $104M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SMLV positions and 7 closed out — a net gain of 2 holders — while 29 added to existing stakes and 28 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.17M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.01M sold.

  • 94 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $115M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q1 2026, up 10% quarter-over-quarter.
  • 9 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q1 2026 and 7 closed out, a net change of +2 holders.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $1.17M added.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q1 2026 was Goldman Sachs, an estimated $1.01M sold.

Based on aggregated 13F filings for Q1 2026.