SMLV icon

SPDR SSGA US Small Cap Low Volatility Index ETF

78 hedge funds and large institutions have $89.3M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-1
Holders Change %
-1.27%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
16
Reduced
42
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.86M -$1.55M -13,955 -17%
Ameriprise
2
Ameriprise
Minnesota
$6.87M -$3.58M -32,147 -34%
MWM
3
McNaughton Wealth Management
California
$6.8M -$371K -3,329 -5%
UCFA
4
United Capital Financial Advisors
Texas
$6.27M -$1.7M -15,298 -21%
LPL Financial
5
LPL Financial
California
$5.89M +$435K +3,905 +8%
AF
6
Advisornet Financial
Minnesota
$5.82M -$2.31M -20,755 -28%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.11M +$26.3K +236 +0.5%
IWP
8
IAG Wealth Partners
Wisconsin
$3.95M -$127K -1,141 -3%
MMA
9
Miracle Mile Advisors
California
$2.56M -$349K -3,136 -12%
Citigroup
10
Citigroup
New York
$2.56M -$204K -1,835 -7%
AI
11
Atria Investments
North Carolina
$2.49M +$231K +2,077 +10%
EH
12
Equitable Holdings
New York
$2.39M -$90.2K -810 -4%
Bank of America
13
Bank of America
North Carolina
$2.06M -$3.46K -31 -0.2%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$1.98M -$133K -1,192 -6%
CAL
15
Capital Analysts LLC
Pennsylvania
$1.55M +$226K +2,032 +17%
DL
16
DOHJ LLC
Washington
$1.54M -$177K -1,588 -10%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.38M -$164K -1,470 -11%
AAS
18
Avantax Advisory Services
Texas
$1.38M -$72.1K -649 -5%
CL
19
COWA LLC
Oklahoma
$1.37M -$6.9K -61 -0.5%
BI
20
Berkeley Inc
Idaho
$1.08M -$10.5K -94 -1%
Morgan Stanley
21
Morgan Stanley
New York
$918K -$63.5K -570 -6%
IA
22
Insight Advisors
Pennsylvania
$892K -$75.3K -661 -8%
COF
23
Capital One Financial
Virginia
$877K -$108K -972 -11%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$869K +$651K +5,849 +298%
Goldman Sachs
25
Goldman Sachs
New York
$858K