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SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV

Overview Fund Activity

74 hedge funds and large institutions have $93.4M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
19
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.62M
2
Goldman Sachs
Goldman Sachs
New York
$2.43M
3
NC
NovaPoint Capital
Georgia
$1.28M
4
Citadel Advisors
Citadel Advisors
Florida
$777K
5
MWM
McNaughton Wealth Management
California
$9.46M

Top Sellers

1
AF
Advisornet Financial
Minnesota
$41.3K
2
AI
Atria Investments
North Carolina
$0
3
LPL Financial
LPL Financial
California
$6.29M
4
GFWA
Grey Fox Wealth Advisors
Delaware
$201K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$51K
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
76
Atria Investments
North Carolina
– -$3.25M -32,837 Closed
AWS
77
Atria Wealth Solutions
New York
– -$604K -6,107 Closed
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
– -$476K -4,812 Closed
MML Investors Services
79
MML Investors Services
Massachusetts
– -$469K -4,747 Closed
BW
80
Bison Wealth
Georgia
– -$334K -3,382 Closed
WFAG
81
Worth Financial Advisory Group
North Carolina
– -$229K -2,314 Closed
Comerica Bank
82
Comerica Bank
Texas
– -$40.2K -406 Closed
PTC
83
Private Trust Company
Ohio
– -$39.6K -400 Closed
WWM
84
Wolff Wiese Magana
California
– -$2.87K -29 Closed
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