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SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV

Overview Fund Activity

79 hedge funds and large institutions have $93.9M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+15
Holders Change %
+23.44%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
20
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
$834K
2
SS
Simplicity Solutions
Minnesota
$604K
3
CCFM
Clear Creek Financial Management
Washington
$392K
4
FFN
Focus Financial Network
Minnesota
$4.49M
5
JWCA
J.W. Cole Advisors
Florida
$297K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$292K
2
Ameriprise
Ameriprise
Minnesota
$8.97M
3
UCFA
United Capital Financial Advisors
Texas
$6.85M
4
AAS
Avantax Advisory Services
Texas
$1.25M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$8.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$268K +$8.41K +88 +3%
JIP
52
Jaffetilchin Investment Partners
Florida
$253K +$253K +2,649 New
PCS
53
Personal CFO Solutions
New Jersey
$239K +$239K +2,500 New
IF
54
Intrua Financial
Texas
$224K -$44.7K -467 -17%
CIAS
55
Capital Investment Advisory Services
North Carolina
$222K -$10.2K -106 -4%
AF
56
Affiance Financial
Minnesota
$215K -$116K -1,209 -35%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$211K -$85K -890 -29%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$203K -$478K -4,994 -70%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$187K -$423K -4,434 -69%
NFG
60
Next Financial Group
Texas
$107K -$81.9K -856 -43%
LWP
61
Lumature Wealth Partners
Georgia
$105K +$105K +1,101 New
IA
62
Inspire Advisors
Idaho
$47K +$47K +489 New
SPIA
63
Steward Partners Investment Advisory
New York
$27K +$14.9K +155 +124%
WWM
64
Wolff Wiese Magana
California
$26K +$26K +267 New
RA
65
Reby Advisors
Connecticut
$25K +$25K +265 New
CFGS
66
Concourse Financial Group Securities
Alabama
$23K +$282 +3 +1%
EIP
67
Ellis Investment Partners
Pennsylvania
$22K +$281 +3 +1%
DWMG
68
DB Wealth Management Group
California
$19K +$19K +199 New
VNA
69
Valley National Advisers
Pennsylvania
$18K – – –
RIM
70
Rockbridge Investment Management
New York
$15K – – –
Fidelity Investments
71
Fidelity Investments
Massachusetts
$14K +$14K +148 New
ADL
72
Asset Dedication LLC
California
$13K – – –
BWL
73
Bogart Wealth LLC
Virginia
$12K +$90 +1 +0.8%
JPLA
74
Joseph P. Lucia & Associates
New York
$12K +$12K +125 New
SIM
75
Sonora Investment Management
Arizona
$10K – – –
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3
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