SMLV icon

SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV

Overview Fund Activity

74 hedge funds and large institutions have $93.4M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
19
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.62M
2
Goldman Sachs
Goldman Sachs
New York
$2.43M
3
NC
NovaPoint Capital
Georgia
$1.28M
4
Citadel Advisors
Citadel Advisors
Florida
$777K
5
MWM
McNaughton Wealth Management
California
$9.46M

Top Sellers

1
AF
Advisornet Financial
Minnesota
$41.3K
2
AI
Atria Investments
North Carolina
$0
3
LPL Financial
LPL Financial
California
$6.29M
4
GFWA
Grey Fox Wealth Advisors
Delaware
$201K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$51K
Name Holding Trade Value Shares
Change 		Shares
Change %
GFWA
51
Grey Fox Wealth Advisors
Delaware
$201K -$895K -7,949 -82%
SWA
52
SOA Wealth Advisors
New York
$148K – – –
BFEC
53
Benjamin F. Edwards & Company
Missouri
$83K +$83K +736 New
IA
54
IFP Advisors
Florida
$68.2K – – –
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$51K -$806K -7,190 -94%
SMA
56
Sage Mountain Advisors
Georgia
$50.9K – – –
AF
57
Advisornet Financial
Minnesota
$41.3K -$7.03M -62,513 -99%
PS
58
Principal Securities
Iowa
$35.1K +$35.1K +312 New
SPIA
59
Steward Partners Investment Advisory
New York
$30.4K – – –
DWMG
60
DB Wealth Management Group
California
$24.2K +$225 +2 +0.9%
VNA
61
Valley National Advisers
Pennsylvania
$21K – – –
T
62
Tidemark
California
$18.2K +$18.2K +162 New
SWM
63
Spire Wealth Management
Virginia
$17.1K +$108 +1 +0.6%
WCM
64
Winthrop Capital Management
Indiana
$15.5K +$15.5K +138 New
ADL
65
Asset Dedication LLC
California
$15K – – –
RIM
66
Rockbridge Investment Management
New York
$15K +$15K +133 New
BIA
67
Bell Investment Advisors
California
$14.9K +$14.9K +132 New
NS
68
NBC Securities
Alabama
$12K – – –
Fidelity Investments
69
Fidelity Investments
Massachusetts
$11.6K -$13.3K -118 -53%
BWL
70
Bogart Wealth LLC
Virginia
$11K – – –
HI
71
Harbour Investments
Wisconsin
$9.03K – – –
AWM
72
Aspire Wealth Management
Massachusetts
$8.69K – – –
FFA
73
Farther Finance Advisors
California
$6.86K +$6.86K +61 New
SS
74
Sunbelt Securities
Texas
$1.13K – – –
Wells Fargo
75
Wells Fargo
California
$55 -$25 – –
1 2
3
4