SMLV icon

SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV

Overview Fund Activity

78 hedge funds and large institutions have $93.6M invested in SPDR SSGA 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
Holders
78
Holders Change
-2
Holders Change %
-2.5%
% of All Funds
1.13%
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

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$5.82M
2
Mariner
2
Mariner
Kansas
$3.78M
3
SC
3
Savant Capital
Illinois
$1.23M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.09M
5
UBS Group
5
UBS Group
Switzerland
$1.12M

Top Sellers

1
CWM
1
Congress Wealth Management
Massachusetts
$13.6M
2
KAS
2
Kestra Advisory Services
Texas
$1.65M
3
NC
3
NovaPoint Capital
Georgia
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$264K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
51
IHT Wealth Management
Illinois
$243K -$7.21K -58 -3%
WWM
52
Western Wealth Management
Colorado
$232K +$232K +1,865 New
RJFSA
53
Raymond James Financial Services Advisors
Florida
$232K -$19.9K -160 -8%
Capstone Investment Advisors
54
Capstone Investment Advisors
New York
$211K +$211K +1,697 New
GFWA
55
Grey Fox Wealth Advisors
Delaware
$201K +$201K +1,619 New
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$174K +$174K +1,400 New
SWA
57
SOA Wealth Advisors
New York
$166K +$994 +8 +0.6%
Jones Financial Companies
58
Jones Financial Companies
Missouri
$161K +$58.2K +472 +57%
IA
59
IFP Advisors
Florida
$111K – – –
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$87.1K +$81.7K +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 +$249 +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 -$870 -7 -3%
VNA
67
Valley National Advisers
Pennsylvania
$23K – – –
T
68
Tidemark
California
$20.1K – – –
SWM
69
Spire Wealth Management
Virginia
$19.9K +$124 +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 +$10.6K +85 +304%
NS
73
NBC Securities
Alabama
$13K – – –
PA
74
PSI Advisors
Florida
$11.4K – – –
BWL
75
Bogart Wealth LLC
Virginia
$9.2K -$2.98K -24 -24%
1 2
3
4