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SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV

Overview Fund Activity

84 hedge funds and large institutions have $87.1M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
27
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$1.02M
2
SMA
Sage Mountain Advisors
Georgia
$969K
3
LPL Financial
LPL Financial
California
$5.01M
4
JWCA
J.W. Cole Advisors
Florida
$325K
5
MWM
McNaughton Wealth Management
California
$7.54M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$0
2
Ameriprise
Ameriprise
Minnesota
$4.83M
3
IWP
IAG Wealth Partners
Wisconsin
$3.02M
4
UCFA
United Capital Financial Advisors
Texas
$4.26M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCS
51
Personal CFO Solutions
New Jersey
$299K – – –
CIAS
52
Capital Investment Advisory Services
North Carolina
$297K – – –
HNWAG
53
High Net Worth Advisory Group
Florida
$274K +$274K +2,290 New
CA
54
Cetera Advisors
Colorado
$266K -$207K -1,730 -44%
SWP
55
Stratos Wealth Partners
Ohio
$265K – – –
IF
56
Intrua Financial
Texas
$256K – – –
RJFSA
57
Raymond James Financial Services Advisors
Florida
$252K – – –
SFG
58
StrategIQ Financial Group
Indiana
$220K +$2.03K +17 +0.9%
UBS Group
59
UBS Group
Switzerland
$218K -$304K -2,545 -58%
FHA
60
Flagship Harbor Advisors
Massachusetts
$204K -$110K -920 -35%
Koshinski Asset Management
61
Koshinski Asset Management
Illinois
$200K +$1.67K +14 +0.8%
APA
62
American Portfolios Advisors
New York
$185K -$17.6K -147 -9%
SWM
63
Spire Wealth Management
Virginia
$57K -$1.54K -13 -3%
LWP
64
Lumature Wealth Partners
Georgia
$44K -$6.15K -52 -12%
SPIA
65
Steward Partners Investment Advisory
New York
$32K – – –
WWM
66
Wolff Wiese Magana
California
$32K – – –
CFGS
67
Concourse Financial Group Securities
Alabama
$28K +$120 +1 +0.4%
EIP
68
Ellis Investment Partners
Pennsylvania
$28K +$233 +2 +0.8%
SWA
69
SOA Wealth Advisors
New York
$25K – – –
DWMG
70
DB Wealth Management Group
California
$24K +$118 +1 +0.5%
VNA
71
Valley National Advisers
Pennsylvania
$23K – – –
HI
72
Harbour Investments
Wisconsin
$19K -$330K -2,760 -95%
RIM
73
Rockbridge Investment Management
New York
$18K – – –
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$18K +$18K +150 New
ADL
75
Asset Dedication LLC
California
$17K – – –
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3
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