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SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV

Overview Fund Activity

75 hedge funds and large institutions have $111M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-13
Holders Change %
-14.77%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
26
Reduced
25
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Affiance Financial
Minnesota
$8.79M
2
LPL Financial
LPL Financial
California
$10.7M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$2.03M
4
SB
Strategic Blueprint
Georgia
$1.31M
5
AF
Advisornet Financial
Minnesota
$4.88M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$15.3M
2
JFA
Johanson Financial Advisors
California
$0
3
RFA
Reilly Financial Advisors
California
$6K
4
KA
Kovack Advisors
Florida
$0
5
CFD
Creative Financial Designs
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$15.3M -$2.12M -32,061 -12%
LPL Financial
2
LPL Financial
California
$10.7M +$4.69M +70,961 +77%
AF
3
Affiance Financial
Minnesota
$8.79M +$8.79M +133,060 New
AAS
4
Avantax Advisory Services
Texas
$7.7M +$910K +13,775 +13%
UCFA
5
United Capital Financial Advisors
Texas
$7.63M -$672K -10,164 -8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7M -$374K -5,655 -5%
Citigroup
7
Citigroup
New York
$5.1M +$1.17M +17,681 +30%
AF
8
Advisornet Financial
Minnesota
$4.88M +$1.31M +19,840 +37%
MWM
9
McNaughton Wealth Management
California
$3.77M +$503K +7,605 +15%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.18M -$76.4K -1,156 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.07M +$620K +9,384 +25%
FFN
12
Focus Financial Network
Minnesota
$2.65M +$478K +7,233 +22%
CCFM
13
Clear Creek Financial Management
Washington
$2.46M -$670K -10,031 -21%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.03M +$1.47M +22,169 +259%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.89M -$106K -1,599 -5%
IWP
16
IAG Wealth Partners
Wisconsin
$1.7M +$946K +14,311 +126%
SPC
17
Sigma Planning Corp
Michigan
$1.64M +$21.7K +328 +1%
UBS Group
18
UBS Group
Switzerland
$1.59M -$666K -10,076 -30%
Bank of America
19
Bank of America
North Carolina
$1.39M -$98K -1,483 -7%
EH
20
Equitable Holdings
New York
$1.38M +$85.8K +1,299 +7%
SB
21
Strategic Blueprint
Georgia
$1.31M +$1.31M +19,870 New
Osaic Holdings
22
Osaic Holdings
Arizona
$1.28M +$1.28M +19,469 New
DL
23
DOHJ LLC
Washington
$1.25M +$64.4K +974 +5%
MFG
24
Merit Financial Group
Georgia
$1.25M +$477K +7,218 +62%
VA
25
Valmark Advisers
Ohio
$1.19M -$76.5K -1,157 -6%
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