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SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV

Overview Fund Activity

79 hedge funds and large institutions have $93.9M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+15
Holders Change %
+23.44%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
20
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
$834K
2
SS
Simplicity Solutions
Minnesota
$604K
3
CCFM
Clear Creek Financial Management
Washington
$392K
4
FFN
Focus Financial Network
Minnesota
$4.49M
5
JWCA
J.W. Cole Advisors
Florida
$297K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$292K
2
Ameriprise
Ameriprise
Minnesota
$8.97M
3
UCFA
United Capital Financial Advisors
Texas
$6.85M
4
AAS
Avantax Advisory Services
Texas
$1.25M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$8.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$8.97M -$1.9M -19,895 -18%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.08M -$852K -8,900 -10%
AF
3
Advisornet Financial
Minnesota
$6.98M +$115K +1,204 +2%
UCFA
4
United Capital Financial Advisors
Texas
$6.85M -$1.33M -13,944 -16%
MWM
5
McNaughton Wealth Management
California
$6.16M +$144K +1,500 +2%
LPL Financial
6
LPL Financial
California
$4.69M -$710K -7,417 -13%
FFN
7
Focus Financial Network
Minnesota
$4.49M +$332K +3,473 +8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.36M -$274K -2,859 -6%
IWP
9
IAG Wealth Partners
Wisconsin
$3.5M +$287 +3 +0%
MMA
10
Miracle Mile Advisors
California
$2.5M -$846K -8,840 -25%
BFG
11
Berger Financial Group
Minnesota
$2.45M +$2.45M +25,648 New
Citigroup
12
Citigroup
New York
$2.37M +$108K +1,126 +5%
EH
13
Equitable Holdings
New York
$2.13M -$166K -1,730 -7%
AI
14
Atria Investments
North Carolina
$1.94M +$96 +1 +0%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$1.81M +$33.3K +348 +2%
Bank of America
16
Bank of America
North Carolina
$1.77M +$383 +4 +0%
DL
17
DOHJ LLC
Washington
$1.57M -$203K -1,987 -11%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.32M -$382K -3,995 -22%
AAS
19
Avantax Advisory Services
Texas
$1.25M -$1.08M -11,233 -46%
CL
20
COWA LLC
Oklahoma
$1.22M +$1.22M +12,208 New
CAL
21
Capital Analysts LLC
Pennsylvania
$1.13M +$143K +1,493 +14%
BI
22
Berkeley Inc
Idaho
$933K +$933K +9,752 New
COF
23
Capital One Financial
Virginia
$846K +$155K +1,620 +22%
Morgan Stanley
24
Morgan Stanley
New York
$843K -$15K -157 -2%
AWM
25
AE Wealth Management
Kansas
$834K +$834K +8,718 New
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