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SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV

Overview Fund Activity

69 hedge funds and large institutions have $85.7M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-6
Holders Change %
-8%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
26
Reduced
26
Closed
8
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
CWM
Congress Wealth Management
Massachusetts
$16.7M
2
KAS
Kestra Advisory Services
Texas
$4.08M
3
LPL Financial
LPL Financial
California
$6.35M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$756K
5
MWM
McNaughton Wealth Management
California
$7.72M

Top Sellers

1
TNB
Thomasville National Bank
Georgia
$0
2
GFWA
Grey Fox Wealth Advisors
Delaware
$963K
3
BW
Bison Wealth
Georgia
$334K
4
AWS
Atria Wealth Solutions
New York
$604K
5
Osaic Holdings
Osaic Holdings
Arizona
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
– -$36.9K -316 Closed
WP
77
WealthShield Partners
North Carolina
– -$5.17K -50 Closed
1 2 3
4