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State Street SPDR US Small Cap Low Volatility Index ETF
SMLV

78 hedge funds and large institutions have $93.6M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 26

8% more capital invested

Capital invested by funds: $86.3M → $93.6M (+$7.26M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.39% less ownership

Funds ownership: 50.29% → 47.9% (-2.4%)

3% less funds holding

Funds holding: 80 → 78 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
78
Holders Change
-2
Holders Change %
-2.5%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
29
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$4.6M
2
Mariner
Mariner
Kansas
+$3.67M
3
SC
Savant Capital
Illinois
+$1.2M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.06M
5
UBS Group
UBS Group
Switzerland
+$532K

Top Sellers

Rank Fund Capital Flow
1
CWM
Congress Wealth Management
Massachusetts
-$6.8M
2
KAS
Kestra Advisory Services
Texas
-$4.22M
3
NC
NovaPoint Capital
Georgia
-$1.37M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.09M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
51
IHT Wealth Management
Illinois
$243K -$7.01K -58 -3%
WWM
52
Western Wealth Management
Colorado
$232K +$225K +1,865 New
RJFSA
53
Raymond James Financial Services Advisors
Florida
$232K -$19.3K -160 -8%
Capstone Investment Advisors
54
Capstone Investment Advisors
New York
$211K +$205K +1,697 New
GFWA
55
Grey Fox Wealth Advisors
Delaware
$201K +$196K +1,619 New
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$174K +$169K +1,400 New
SWA
57
SOA Wealth Advisors
New York
$166K +$967 +8 +0.6%
Jones Financial Companies
58
Jones Financial Companies
Missouri
$161K +$57K +472 +57%
IA
59
IFP Advisors
Florida
$111K – – –
JP Morgan Chase
60
JP Morgan Chase
New York
$87.1K +$79.5K +658 +1,530%
PS
61
Principal Securities
Iowa
$66.2K – – –
SMA
62
Sage Mountain Advisors
Georgia
$56.1K – – –
AF
63
Advisornet Financial
Minnesota
$46.5K +$242 +2 +0.5%
BFPW
64
BOK Financial Private Wealth
Colorado
$42.6K – – –
SPIA
65
Steward Partners Investment Advisory
New York
$33.5K – – –
Fidelity Investments
66
Fidelity Investments
Massachusetts
$24.5K -$846 -7 -3%
VNA
67
Valley National Advisers
Pennsylvania
$23K – – –
T
68
Tidemark
California
$20.1K – – –
SWM
69
Spire Wealth Management
Virginia
$19.9K +$121 +1 +0.6%
WCM
70
Winthrop Capital Management
Indiana
$17K – – –
ADL
71
Asset Dedication LLC
California
$16.8K – – –
PPA
72
Painted Porch Advisors
California
$14.1K +$10.3K +85 +304%
NS
73
NBC Securities
Alabama
$13K – – –
PA
74
PSI Advisors
Florida
$11.4K – – –
BWL
75
Bogart Wealth LLC
Virginia
$9.2K -$2.9K -24 -24%
1 2
3
4

SMLV Hedge Fund Activity: Q3 2024 in Review

78 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q3 2024, worth a combined $93.6M — up 8.4% from $86.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SMLV and 8 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 29 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $4.6M. The largest seller was Congress Wealth Management, cutting an estimated $6.8M.

  • 78 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q3 2024, down from 80 in Q2 2024.
  • Funds reported $93.6M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q3 2024, up 8.4% quarter-over-quarter.
  • 8 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q3 2024 and 9 closed out, a net change of -1 holder.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q3 2024 was Cambridge Investment Research Advisors, an estimated $4.6M added.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q3 2024 was Congress Wealth Management, an estimated $6.8M sold.

Based on aggregated 13F filings for Q3 2024.