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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
SFC
51
Swisher Financial Concepts
Ohio
$346K +$21.8K +157 +7%
AF
52
Advisornet Financial
Minnesota
$328K +$278K +2,007 +517%
CA
53
Continuum Advisory
Idaho
$318K +$5.13K +37 +2%
JP Morgan Chase
54
JP Morgan Chase
New York
$314K +$177K +1,275 +122%
AFG
55
Atomi Financial Group
New York
$300K -$6.11K -44 -2%
WWM
56
Western Wealth Management
Colorado
$276K
PFPG
57
Pinnacle Financial Partners (Georgia)
Georgia
$270K +$274K +1,973 New
IWM
58
IHT Wealth Management
Illinois
$260K -$3.19K -23 -1%
Mariner
59
Mariner
Kansas
$249K
PAG
60
Private Advisor Group
New Jersey
$239K +$139 +1 +0.1%
SEIA
61
Signature Estate & Investment Advisors
California
$216K +$1.11K +8 +0.5%
SPC
62
Sigma Planning Corp
Michigan
$213K +$215K +1,553 New
GFWA
63
Grey Fox Wealth Advisors
Delaware
$207K +$210K +1,511 New
LW
64
Libra Wealth
California
$201K +$203K +1,463 New
HI
65
Harbour Investments
Wisconsin
$194K +$187K +1,350 +2,015%
IA
66
IFP Advisors
Florida
$144K
SPIA
67
Steward Partners Investment Advisory
New York
$99.4K
OSAM
68
O'Shaughnessy Asset Management
Connecticut
$65.8K
SMA
69
Sage Mountain Advisors
Georgia
$62K
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$47.2K
MWA
71
Medallion Wealth Advisors
Connecticut
$34.3K
CAL
72
Capital Analysts LLC
Pennsylvania
$33K -$368K -2,649 -92%
AssetMark Inc
73
AssetMark Inc
California
$32.8K
US Bancorp
74
US Bancorp
Minnesota
$31.9K
Fidelity Investments
75
Fidelity Investments
Massachusetts
$27.9K +$6.94K +50 +33%

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.