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SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV

Overview Fund Activity

75 hedge funds and large institutions have $111M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-13
Holders Change %
-14.77%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
26
Reduced
25
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Affiance Financial
Minnesota
+$8.79M
2
LPL Financial
LPL Financial
California
+$4.69M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.47M
4
SB
Strategic Blueprint
Georgia
+$1.31M
5
AF
Advisornet Financial
Minnesota
+$1.31M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$2.12M
2
JFA
Johanson Financial Advisors
California
-$1.77M
3
RFA
Reilly Financial Advisors
California
-$1.46M
4
KA
Kovack Advisors
Florida
-$972K
5
CFD
Creative Financial Designs
Indiana
-$951K
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
51
Valley National Advisers
Pennsylvania
$84K -$116K -1,751 -58%
MWM
52
MBE Wealth Management
Wisconsin
$80K +$80K +1,219 New
PFGIA
53
Patriot Financial Group Insurance Agency
Massachusetts
$51K -$30.1K -458 -37%
US Bancorp
54
US Bancorp
Minnesota
$41K +$196 +3 +0.5%
CFGS
55
Concourse Financial Group Securities
Alabama
$36K +$265 +4 +0.7%
EIP
56
Ellis Investment Partners
Pennsylvania
$36K +$242 +4 +0.7%
CIAS
57
Capital Investment Advisory Services
North Carolina
$25K -$94.9K -1,454 -79%
William Blair & Company
58
William Blair & Company
Illinois
$15K – – –
WP
59
WealthShield Partners
North Carolina
$15K – – –
Wells Fargo
60
Wells Fargo
California
$10K -$67 -1 -0.7%
ADL
61
Asset Dedication LLC
California
$9K – – –
BWL
62
Bogart Wealth LLC
Virginia
$8K -$12.8K -204 -61%
JPLA
63
Joseph P. Lucia & Associates
New York
$8K – – –
IA
64
IFP Advisors
Florida
$8K +$2.12K +30 +36%
SPIA
65
Steward Partners Investment Advisory
New York
$8K +$8K +125 New
SIM
66
Sonora Investment Management
Arizona
$7K – – –
RFA
67
Reilly Financial Advisors
California
$6K -$1.46M -23,066 -100%
GWM
68
Geneos Wealth Management
Colorado
$6K – – –
LFG
69
LifePlan Financial Group
Ohio
$4K – – –
PFSC
70
Peoples Financial Services Corp
Pennsylvania
$4K – – –
AIC
71
Ameritas Investment Company
Nebraska
$4K +$4K +74 New
AIP
72
Ameritas Investment Partners
Nebraska
$2K – – –
BlackRock
73
BlackRock
New York
$1K -$190 -4 -16%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$1K – – –
JFA
75
Johanson Financial Advisors
California
– -$1.77M -177,454 Closed
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