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State Street SPDR US Small Cap Low Volatility Index ETF

86 hedge funds and large institutions have $98.6M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 23

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

2% more funds holding

Funds holding: 8486 (+2)

4% more capital invested

Capital invested by funds: $94.9M → $98.6M (+$3.72M)

0.04% more ownership

Funds ownership: 49.85%49.89% (+0.04%)

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
36
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Continuum Advisory
Idaho
$284K +$1.45K +12 +0.5%
AFG
52
Atomi Financial Group
New York
$280K -$5.45K -45 -2%
WWM
53
Western Wealth Management
Colorado
$252K +$121 +1 +0%
IWM
54
IHT Wealth Management
Illinois
$249K +$1.45K +12 +0.6%
PAG
55
Private Advisor Group
New Jersey
$241K -$218K -1,802 -48%
HNWAG
56
High Net Worth Advisory Group
Florida
$234K -$4.24K -35 -2%
SEIA
57
Signature Estate & Investment Advisors
California
$200K +$194K +1,602 New
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$175K
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$169K +$62.5K +516 +62%
IA
60
IFP Advisors
Florida
$132K
SPIA
61
Steward Partners Investment Advisory
New York
$90.1K
SWA
62
SOA Wealth Advisors
New York
$83.5K +$484 +4 +0.6%
PS
63
Principal Securities
Iowa
$78.7K +$1.45K +12 +2%
OSAM
64
O'Shaughnessy Asset Management
Connecticut
$60.1K
SMA
65
Sage Mountain Advisors
Georgia
$56.6K
AF
66
Advisornet Financial
Minnesota
$47.9K +$363 +3 +0.8%
MWA
67
Medallion Wealth Advisors
Connecticut
$31.8K
VNA
68
Valley National Advisers
Pennsylvania
$23K
AssetMark Inc
69
AssetMark Inc
California
$20.6K +$20K +165 New
T
70
Tidemark
California
$20.3K
Fidelity Investments
71
Fidelity Investments
Massachusetts
$19.7K -$2.79K -23 -13%
WCM
72
Winthrop Capital Management
Indiana
$18K -$847 -7 -5%
PPA
73
Painted Porch Advisors
California
$14.4K +$121 +1 +0.9%
NEWAS
74
N.E.W. Advisory Services
Wisconsin
$14.2K +$121 +1 +0.9%
VWM
75
Vermillion Wealth Management
Minnesota
$14K +$121 +1 +0.9%

SMLV Hedge Fund Activity: Q2 2025 in Review

86 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q2 2025, worth a combined $98.6M — up 3.9% from $94.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SMLV positions and 4 closed out — a net gain of 2 holders — while 36 added to existing stakes and 23 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.38M. The largest seller was Congress Wealth Management, cutting an estimated $2.48M.

  • 86 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q2 2025, up from 84 in Q1 2025.
  • Funds reported $98.6M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q2 2025, up 3.9% quarter-over-quarter.
  • 6 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q2 2025 and 4 closed out, a net change of +2 holders.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q2 2025 was Susquehanna International Group, an estimated $2.38M added.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q2 2025 was Congress Wealth Management, an estimated $2.48M sold.

Based on aggregated 13F filings for Q2 2025.