State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
94 hedge funds and large institutions have $115M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
10% more capital invested
Capital invested by funds: $104M → $115M (+$10.5M)
2.41% more ownership
Funds ownership: 52.36% → 54.77% (+2.4%)
4% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 28
0% more funds holding
Funds holding: 94 → 94 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.17M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$830K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$570K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$413K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$281K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.01M |
| 2 |
IC
IEQ Capital
Foster City,
California
|
-$669K |
| 3 |
LPL Financial
San Diego,
California
|
-$598K |
| 4 |
PAS
Park Avenue Securities
New York
|
-$460K |
| 5 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$368K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$35.7K | -270 | Closed |
|
SMLV Hedge Fund Activity: Q1 2026 in Review
94 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q1 2026, worth a combined $115M — up 10% from $104M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SMLV positions and 7 closed out — a net gain of 2 holders — while 29 added to existing stakes and 28 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.17M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.01M sold.
- 94 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $115M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q1 2026, up 10% quarter-over-quarter.
- 9 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q1 2026 and 7 closed out, a net change of +2 holders.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $1.17M added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q1 2026 was Goldman Sachs, an estimated $1.01M sold.
Based on aggregated 13F filings for Q1 2026.