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SPDR SSGA US Small Cap Low Volatility Index ETF

75 hedge funds and large institutions have $77.9M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
26
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WFAG
51
Worth Financial Advisory Group
North Carolina
$239K
CA
52
Cetera Advisors
Colorado
$216K -$6.4K -62 -3%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$208K -$130K -1,261 -38%
HNWAG
54
High Net Worth Advisory Group
Florida
$208K -$13K -126 -6%
SAG
55
SageView Advisory Group
California
$204K -$71.3K -690 -26%
SWA
56
SOA Wealth Advisors
New York
$136K
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$100K +$84.6K +821 +547%
IA
58
IFP Advisors
Florida
$62.6K
SMA
59
Sage Mountain Advisors
Georgia
$46.7K +$46.7K +452 New
PTC
60
Private Trust Company
Ohio
$41.3K -$251K -2,426 -86%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$36.9K +$36.9K +316 New
SWM
62
Spire Wealth Management
Virginia
$36.4K +$103 +1 +0.3%
DWMG
63
DB Wealth Management Group
California
$32.1K +$103 +1 +0.3%
SPIA
64
Steward Partners Investment Advisory
New York
$27.9K
VNA
65
Valley National Advisers
Pennsylvania
$20K
LWP
66
Lumature Wealth Partners
Georgia
$14.7K
Fidelity Investments
67
Fidelity Investments
Massachusetts
$14.6K -$1.24K -12 -8%
ADL
68
Asset Dedication LLC
California
$14K
BWL
69
Bogart Wealth LLC
Virginia
$10.1K
AWM
70
Aspire Wealth Management
Massachusetts
$7.98K -$851K -8,209 -99%
HI
71
Harbour Investments
Wisconsin
$6.44K
WP
72
WealthShield Partners
North Carolina
$5.17K -$15.5K -150 -75%
WWM
73
Wolff Wiese Magana
California
$3K -$3K -29 -50%
SS
74
Sunbelt Securities
Texas
$1.03K
Wells Fargo
75
Wells Fargo
California
$60 +$60 +1 New