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SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV

Overview Fund Activity

80 hedge funds and large institutions have $86.3M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
27
Reduced
32
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$1.07M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$877K
3
AAS
Avantax Advisory Services
Texas
$1.54M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.22M
5
DC
Dorval Corp
Minnesota
$7.63M

Top Sellers

1
BI
Berkeley Inc
Idaho
$0
2
HAS
HBW Advisory Services
California
$0
3
UBS Group
UBS Group
Switzerland
$503K
4
Ameriprise
Ameriprise
Minnesota
$1.38M
5
JWWM
Johnson & White Wealth Management
Pennsylvania
$1.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$223K +$2.86K +26 +1%
HNWAG
52
High Net Worth Advisory Group
Florida
$222K – – –
IWM
53
IHT Wealth Management
Illinois
$221K +$221K +2,010 New
Stifel Financial
54
Stifel Financial
Missouri
$202K +$202K +1,832 New
SWA
55
SOA Wealth Advisors
New York
$146K +$990 +9 +0.7%
IA
56
IFP Advisors
Florida
$98.2K +$15.1K +137 +18%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$91.4K +$12.7K +115 +16%
PS
58
Principal Securities
Iowa
$58.6K +$1.32K +12 +2%
SMA
59
Sage Mountain Advisors
Georgia
$49.7K – – –
IAIM
60
International Assets Investment Management
Florida
$46.8K +$46.8K +425 New
AF
61
Advisornet Financial
Minnesota
$40.9K +$330 +3 +0.8%
BFPW
62
BOK Financial Private Wealth
Colorado
$37.7K -$8.36K -76 -18%
SPIA
63
Steward Partners Investment Advisory
New York
$29.7K – – –
Wells Fargo
64
Wells Fargo
California
$26.8K +$26.7K +242 +24,200%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$22.5K -$14.1K -128 -39%
VNA
66
Valley National Advisers
Pennsylvania
$21K – – –
T
67
Tidemark
California
$17.8K – – –
SWM
68
Spire Wealth Management
Virginia
$17.5K +$110 +1 +0.6%
WCM
69
Winthrop Capital Management
Indiana
$15K – – –
ADL
70
Asset Dedication LLC
California
$14.9K – – –
NS
71
NBC Securities
Alabama
$12K – – –
BWL
72
Bogart Wealth LLC
Virginia
$10.8K – – –
PA
73
PSI Advisors
Florida
$10K +$218 +2 +2%
GI
74
Gradient Investments
Minnesota
$8.69K +$8.69K +79 New
HI
75
Harbour Investments
Wisconsin
$7.06K -$1.87K -17 -21%
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