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SPDR SSGA US Small Cap Low Volatility Index ETF

29 hedge funds and large institutions have $58.7M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
18
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$10.6M +$3.54M +43,184 +50%
UBS Group
2
UBS Group
Switzerland
$10.2M +$372K +4,538 +4%
UCFA
3
United Capital Financial Advisors
Texas
$9.85M +$968K +11,805 +11%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.12M +$911K +11,115 +11%
LPL Financial
5
LPL Financial
California
$3.55M +$315K +3,915 +10%
RJA
6
Raymond James & Associates
Florida
$3.07M +$3.07M +37,424 New
Morgan Stanley
7
Morgan Stanley
New York
$2.05M +$259K +3,157 +14%
SPC
8
Sigma Planning Corp
Michigan
$1.69M +$1.69M +20,604 New
CAL
9
Capital Analysts LLC
Pennsylvania
$1.22M +$949K +11,579 +352%
AWMS
10
Advocacy Wealth Management Services
Georgia
$1.17M -$129K -1,575 -10%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.05M +$1.05M +12,760 New
Bank of America
12
Bank of America
North Carolina
$913K +$525K +6,407 +135%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$776K +$571K +6,969 +279%
MFS
14
MSI Financial Services
Massachusetts
$718K +$178K +2,169 +33%
VNA
15
Valley National Advisers
Pennsylvania
$641K +$11.6K +142 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$367K +$32.2K +393 +10%
AG
17
Advisor Group
Arizona
$309K +$45.3K +553 +17%
CA
18
Cetera Advisors
Colorado
$302K +$38.2K +467 +14%
CC
19
Courier Capital
New York
$300K +$3.69K +45 +1%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$297K +$24.2K +295 +9%
FHC
21
First Heartland Consultants
Missouri
$228K +$228K +2,777 New
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$73K
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$60K +$53.6K +650 +833%
Wells Fargo
24
Wells Fargo
California
$55K +$21.1K +255 +62%
IA
25
IFP Advisors
Florida
$38K