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SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV

Overview Fund Activity

75 hedge funds and large institutions have $243M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
75
Holders Change
+4
Holders Change %
+5.63%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
31
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LW
1
Libra Wealth
California
$157M
2
LPL Financial
2
LPL Financial
California
$10.8M
3
AI
3
Atria Investments
North Carolina
$4.75M
4
UBS Group
4
UBS Group
Switzerland
$1.13M
5
CAN
5
Claraphi Advisory Network
United States
$1.35M

Top Sellers

1
JWWM
1
Johnson & White Wealth Management
Pennsylvania
$435K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$401K
3
Bank of America
3
Bank of America
North Carolina
$1.98M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$36K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
51
Financial Advocates Investment Management
Washington
$279K +$4.74K +44 +2%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$276K -$14.7K -136 -5%
CIAS
53
Capital Investment Advisory Services
North Carolina
$275K -$1.94K -18 -0.7%
HNWAG
54
High Net Worth Advisory Group
Florida
$237K -$8.61K -80 -4%
WFAG
55
Worth Financial Advisory Group
North Carolina
$233K +$233K +2,169 New
CA
56
Cetera Advisors
Colorado
$232K – – –
AF
57
Affiance Financial
Minnesota
$171K +$171K +1,589 New
SWA
58
SOA Wealth Advisors
New York
$142K +$119K +1,107 +527%
BAM
59
Belpointe Asset Management
Nevada
$93.8K -$66.6K -619 -42%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$36K -$1.03M -9,510 -97%
DWMG
61
DB Wealth Management Group
California
$33.1K +$215 +2 +0.7%
SPIA
62
Steward Partners Investment Advisory
New York
$31.8K +$4.31K +40 +16%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$26K +$26K +244 New
CFGS
64
Concourse Financial Group Securities
Alabama
$25.9K +$215 +2 +0.8%
VNA
65
Valley National Advisers
Pennsylvania
$21K – – –
MCC
66
Money Concepts Capital
Florida
$18K +$18K +167 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$16.5K -$972 -9 -6%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$16K – – –
LWP
69
Lumature Wealth Partners
Georgia
$15.3K +$15.3K +142 New
ADL
70
Asset Dedication LLC
California
$15K – – –
BWL
71
Bogart Wealth LLC
Virginia
$10.6K – – –
HI
72
Harbour Investments
Wisconsin
$6.62K +$107 +1 +2%
WWM
73
Wolff Wiese Magana
California
$6.24K – – –
DWP
74
Destiny Wealth Partners
Florida
$1.08K – – –
Wells Fargo
75
Wells Fargo
California
$108 +$108 +1 New
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3
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