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SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV

Overview Fund Activity

83 hedge funds and large institutions have $94.9M invested in SPDR SSGA 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.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
28
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$3.05M
2
LPL Financial
LPL Financial
California
+$1.29M
3
PAS
Park Avenue Securities
New York
+$638K
4
Two Sigma Investments
Two Sigma Investments
New York
+$578K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$294K

Top Sellers

1
MWM
McNaughton Wealth Management
California
-$7.99M
2
JCM
J2 Capital Management
Michigan
-$1.5M
3
EH
Equitable Holdings
New York
-$1.31M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$858K
5
OIA
OneDigital Investment Advisors
Kansas
-$547K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Continuum Advisory
Idaho
$278K +$1.11K +9 +0.4%
WWM
52
Western Wealth Management
Colorado
$248K +$6.02K +49 +2%
IWM
53
IHT Wealth Management
Illinois
$243K +$1.48K +12 +0.6%
HNWAG
54
High Net Worth Advisory Group
Florida
$234K -$13.4K -109 -5%
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$154K – – –
IA
56
IFP Advisors
Florida
$129K – – –
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$102K +$57.4K +467 +129%
SPIA
58
Steward Partners Investment Advisory
New York
$88.5K +$6.14K +50 +7%
SWA
59
SOA Wealth Advisors
New York
$81.5K -$16.7K -136 -17%
PS
60
Principal Securities
Iowa
$78.8K – – –
OSAM
61
O'Shaughnessy Asset Management
Connecticut
$59K – – –
SMA
62
Sage Mountain Advisors
Georgia
$55.5K – – –
AF
63
Advisornet Financial
Minnesota
$46.7K +$246 +2 +0.5%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$45K +$45K +367 New
VNA
65
Valley National Advisers
Pennsylvania
$23K – – –
Fidelity Investments
66
Fidelity Investments
Massachusetts
$22.2K -$2.09K -17 -9%
SWM
67
Spire Wealth Management
Virginia
$19.9K +$123 +1 +0.6%
T
68
Tidemark
California
$19.9K – – –
WCM
69
Winthrop Capital Management
Indiana
$18K +$483 +4 +3%
Wells Fargo
70
Wells Fargo
California
$15.8K +$15.8K +129 New
PPA
71
Painted Porch Advisors
California
$14.1K – – –
NEWAS
72
N.E.W. Advisory Services
Wisconsin
$13.8K +$13.8K +112 New
VWM
73
Vermillion Wealth Management
Minnesota
$13.6K -$10.4K -85 -43%
NS
74
NBC Securities
Alabama
$13K +$13K +110 New
RFA
75
Reyes Financial Architecture
California
$12.3K – – –
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