State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
84 hedge funds and large institutions have $94.9M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 10 closing their positions.
10% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 31
2% less funds holding
Funds holding: 86 → 84 (-2)
2.54% less ownership
Funds ownership: 52.39% → 49.85% (-2.5%)
11% less capital invested
Capital invested by funds: $107M → $94.9M (-$12.1M)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.18M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.34M |
| 3 |
PAS
Park Avenue Securities
New York
|
+$667K |
| 4 |
Two Sigma Investments
New York
|
+$603K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$308K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
McNaughton Wealth Management
San Diego,
California
|
-$8.35M |
| 2 |
JCM
J2 Capital Management
Troy,
Michigan
|
-$1.5M |
| 3 |
EH
Equitable Holdings
New York
|
-$1.37M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$858K |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$547K |
SMLV Hedge Fund Activity: Q1 2025 in Review
84 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q1 2025, worth a combined $94.9M — down 11% from $107M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of SMLV and 8 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 28 added.
The largest buyer was Ameriprise, adding an estimated $3.18M. The largest seller was McNaughton Wealth Management, cutting an estimated $8.35M.
- 84 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q1 2025, down from 86 in Q4 2024.
- Funds reported $94.9M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q1 2025, down 11% quarter-over-quarter.
- 8 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q1 2025 and 10 closed out, a net change of -2 holders.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q1 2025 was Ameriprise, an estimated $3.18M added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q1 2025 was McNaughton Wealth Management, an estimated $8.35M sold.
Based on aggregated 13F filings for Q1 2025.