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State Street SPDR US Small Cap Low Volatility Index ETF
SMLV

90 hedge funds and large institutions have $98.5M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

5% more funds holding

Funds holding: 86 → 90 (+4)

0% less capital invested

Capital invested by funds: $98.6M → $98.5M (-$70.5K)

0.17% less ownership

Funds ownership: 49.89% → 49.72% (-0.17%)

Holders
90
Holders Change
+4
Holders Change %
+4.65%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
33
Reduced
26
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$11.7M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.78M
3
IC
IEQ Capital
California
+$1.4M
4
NP
NorthRock Partners
Minnesota
+$1.22M
5
SWGC
Summit Wealth Group (Colorado)
Colorado
+$659K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$3.76M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.28M
3
LPL Financial
LPL Financial
California
-$1.65M
4
PAS
Park Avenue Securities
New York
-$655K
5
MMA
Miracle Mile Advisors
California
-$341K
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
51
Western Wealth Management
Colorado
$261K – – –
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$260K -$2.28M -17,689 -90%
IWM
53
IHT Wealth Management
Illinois
$260K +$1.55K +12 +0.6%
HNWAG
54
High Net Worth Advisory Group
Florida
$243K – – –
PAG
55
Private Advisor Group
New Jersey
$230K -$19.6K -152 -8%
KPWS
56
Kestra Private Wealth Services
Texas
$221K +$220K +1,702 New
GFWA
57
Grey Fox Wealth Advisors
Delaware
$209K +$208K +1,611 New
MML Investors Services
58
MML Investors Services
Massachusetts
$202K +$201K +1,559 New
SEIA
59
Signature Estate & Investment Advisors
California
$202K -$6.06K -47 -3%
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$182K – – –
IA
61
IFP Advisors
Florida
$136K – – –
SPIA
62
Steward Partners Investment Advisory
New York
$96K +$2.58K +20 +3%
SWA
63
SOA Wealth Advisors
New York
$87.1K +$516 +4 +0.6%
PS
64
Principal Securities
Iowa
$81.1K -$516 -4 -0.6%
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$62.3K – – –
SMA
66
Sage Mountain Advisors
Georgia
$58.6K – – –
AF
67
Advisornet Financial
Minnesota
$50K +$258 +2 +0.5%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$44.6K +$44.4K +344 New
MWA
69
Medallion Wealth Advisors
Connecticut
$32.4K – – –
US Bancorp
70
US Bancorp
Minnesota
$27.6K +$26.4K +205 +2,563%
AssetMark Inc
71
AssetMark Inc
California
$21.4K – – –
T
72
Tidemark
California
$21K – – –
Fidelity Investments
73
Fidelity Investments
Massachusetts
$20.6K +$258 +2 +1%
WCM
74
Winthrop Capital Management
Indiana
$18K – – –
VWM
75
Vermillion Wealth Management
Minnesota
$15.6K +$1.03K +8 +7%
1 2
3
4

SMLV Hedge Fund Activity: Q3 2025 in Review

90 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q3 2025, worth a combined $98.5M — down 0.07% from $98.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SMLV positions and 3 closed out — a net gain of 6 holders — while 33 added to existing stakes and 26 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $11.7M. The largest seller was Ameriprise, cutting an estimated $3.76M.

  • 90 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q3 2025, up from 86 in Q2 2025.
  • Funds reported $98.5M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q3 2025, down 0.07% quarter-over-quarter.
  • 9 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q3 2025 and 3 closed out, a net change of +6 holders.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q3 2025 was Osaic Holdings, an estimated $11.7M added.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q3 2025 was Ameriprise, an estimated $3.76M sold.

Based on aggregated 13F filings for Q3 2025.