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State Street SPDR US Small Cap Low Volatility Index ETF
SMLV

86 hedge funds and large institutions have $107M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

14% more capital invested

Capital invested by funds: $93.6M → $107M (+$13.4M)

10% more funds holding

Funds holding: 78 → 86 (+8)

4.48% more ownership

Funds ownership: 47.9% → 52.39% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
86
Holders Change
+8
Holders Change %
+10.26%
% 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
16
Increased
31
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IC
IEQ Capital
California
+$7.33M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$6.1M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.83M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$603K
5
NA
NewEdge Advisors
Louisiana
+$471K

Top Sellers

Rank Fund Capital Flow
1
Mariner
Mariner
Kansas
-$3.78M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.54M
3
KAS
Kestra Advisory Services
Texas
-$1.51M
4
SC
Savant Capital
Illinois
-$417K
5
Two Sigma Investments
Two Sigma Investments
New York
-$406K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
51
Atomi Financial Group
New York
$289K +$297K +2,268 New
CA
52
Continuum Advisory
Idaho
$287K +$8.64K +66 +3%
JP Morgan Chase
53
JP Morgan Chase
New York
$267K +$182K +1,393 +199%
HNWAG
54
High Net Worth Advisory Group
Florida
$257K – – –
IWM
55
IHT Wealth Management
Illinois
$251K +$1.96K +15 +0.8%
WWM
56
Western Wealth Management
Colorado
$251K +$13.1K +100 +5%
PAS
57
Park Avenue Securities
New York
$222K +$227K +1,738 New
KAS
58
Kestra Advisory Services
Texas
$219K -$1.51M -11,549 -87%
Capstone Investment Advisors
59
Capstone Investment Advisors
New York
$217K – – –
SEIA
60
Signature Estate & Investment Advisors
California
$202K +$207K +1,580 New
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$176K – – –
IA
62
IFP Advisors
Florida
$134K +$20.8K +159 +18%
SWA
63
SOA Wealth Advisors
New York
$102K -$69.9K -534 -40%
SPIA
64
Steward Partners Investment Advisory
New York
$85.5K +$52.4K +400 +148%
PS
65
Principal Securities
Iowa
$78.8K +$11K +84 +16%
OSAM
66
O'Shaughnessy Asset Management
Connecticut
$61.3K +$62.8K +480 New
SMA
67
Sage Mountain Advisors
Georgia
$57.7K – – –
AF
68
Advisornet Financial
Minnesota
$48.2K +$524 +4 +1%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$47K -$1.54M -11,745 -97%
MWA
70
Medallion Wealth Advisors
Connecticut
$31.9K +$32.7K +250 New
Fidelity Investments
71
Fidelity Investments
Massachusetts
$25.2K – – –
VWM
72
Vermillion Wealth Management
Minnesota
$25K +$25.7K +196 New
VNA
73
Valley National Advisers
Pennsylvania
$24K – – –
T
74
Tidemark
California
$20.7K – – –
SWM
75
Spire Wealth Management
Virginia
$20.6K +$131 +1 +0.6%
1 2
3
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SMLV Hedge Fund Activity: Q4 2024 in Review

86 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q4 2024, worth a combined $107M — up 14% from $93.6M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SMLV positions and 7 closed out — a net gain of 9 holders — while 31 added to existing stakes and 27 trimmed.

The largest buyer was IEQ Capital, opening a new position worth an estimated $7.33M. The largest seller was Mariner, exiting entirely with an estimated $3.78M sold.

  • 86 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q4 2024, up from 78 in Q3 2024.
  • Funds reported $107M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q4 2024, up 14% quarter-over-quarter.
  • 16 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q4 2024 and 7 closed out, a net change of +9 holders.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q4 2024 was IEQ Capital, an estimated $7.33M added.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q4 2024 was Mariner, an estimated $3.78M sold.

Based on aggregated 13F filings for Q4 2024.