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SPDR SSGA US Small Cap Low Volatility Index ETF

76 hedge funds and large institutions have $88.8M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+2
Holders Change %
+2.7%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
28
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HNWAG
51
High Net Worth Advisory Group
Florida
$226K -$336 -3 -0.1%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$224K +$10.4K +93 +5%
CA
53
Continuum Advisory
Idaho
$210K +$210K +1,878 New
GFWA
54
Grey Fox Wealth Advisors
Delaware
$204K +$4.15K +37 +2%
SWA
55
SOA Wealth Advisors
New York
$148K
IA
56
IFP Advisors
Florida
$84.7K +$16.8K +150 +25%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$80.2K +$80.2K +716 New
PS
58
Principal Securities
Iowa
$58.4K +$23.4K +209 +67%
SMA
59
Sage Mountain Advisors
Georgia
$50.6K
BFPW
60
BOK Financial Private Wealth
Colorado
$46.9K +$46.9K +419 New
AF
61
Advisornet Financial
Minnesota
$41.3K +$224 +2 +0.5%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$40K -$10.4K -94 -21%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$37.2K +$25.7K +229 +222%
SPIA
64
Steward Partners Investment Advisory
New York
$30.3K
VNA
65
Valley National Advisers
Pennsylvania
$21K
T
66
Tidemark
California
$18.2K
SWM
67
Spire Wealth Management
Virginia
$17.7K
WCM
68
Winthrop Capital Management
Indiana
$15K
ADL
69
Asset Dedication LLC
California
$15K
NS
70
NBC Securities
Alabama
$12K
BWL
71
Bogart Wealth LLC
Virginia
$11K
PA
72
PSI Advisors
Florida
$10.1K +$10.1K +90 New
HI
73
Harbour Investments
Wisconsin
$9.04K +$112 +1 +1%
FFA
74
Farther Finance Advisors
California
$6.61K -$110 -1 -2%
SS
75
Sunbelt Securities
Texas
$1.12K