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SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV

Overview Fund Activity

73 hedge funds and large institutions have $77.1M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-2
Holders Change %
-2.67%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
28
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWWM
1
Johnson & White Wealth Management
Pennsylvania
$2.01M
2
TNB
2
Thomasville National Bank
Georgia
$1.75M
3
PAG
3
Private Advisor Group
New Jersey
$544K
4
BW
4
Bison Wealth
Georgia
$1.07M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.43M

Top Sellers

1
LW
1
Libra Wealth
California
$0
2
LPL Financial
2
LPL Financial
California
$6.89M
3
UCFA
3
United Capital Financial Advisors
Texas
$1.42M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.25M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$201K
Name Holding Trade Value Shares
Change 		Shares
Change %
WFAG
51
Worth Financial Advisory Group
North Carolina
$243K +$15.2K +145 +7%
CA
52
Cetera Advisors
Colorado
$227K – – –
HNWAG
53
High Net Worth Advisory Group
Florida
$225K -$5.78K -55 -3%
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$207K +$207K +1,973 New
RJFSA
55
Raymond James Financial Services Advisors
Florida
$201K -$376K -3,580 -65%
SWA
56
SOA Wealth Advisors
New York
$138K – – –
BAM
57
Belpointe Asset Management
Nevada
$67.5K -$24.1K -229 -26%
IA
58
IFP Advisors
Florida
$57.1K +$57.1K +606 New
SWM
59
Spire Wealth Management
Virginia
$36.9K +$36.9K +351 New
DWMG
60
DB Wealth Management Group
California
$32.5K +$210 +2 +0.6%
SPIA
61
Steward Partners Investment Advisory
New York
$28.4K -$2.63K -25 -8%
WP
62
WealthShield Partners
North Carolina
$21K +$21K +200 New
VNA
63
Valley National Advisers
Pennsylvania
$20K – – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$16.2K +$16.2K +154 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$16.1K – – –
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$16K – – –
LWP
67
Lumature Wealth Partners
Georgia
$14.9K – – –
ADL
68
Asset Dedication LLC
California
$14K – – –
BWL
69
Bogart Wealth LLC
Virginia
$10.3K – – –
HI
70
Harbour Investments
Wisconsin
$6.52K – – –
WWM
71
Wolff Wiese Magana
California
$6.1K – – –
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$3.87K -$135 -1,286 -3%
SS
73
Sunbelt Securities
Texas
$1.04K +$1.04K +10 New
Wells Fargo
74
Wells Fargo
California
$50 -$108 -1 Closed
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
– -$276K -2,546 Closed
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