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SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV

Overview Fund Activity

75 hedge funds and large institutions have $243M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
75
Holders Change
+4
Holders Change %
+5.63%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
31
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LW
1
Libra Wealth
California
$157M
2
LPL Financial
2
LPL Financial
California
$10.8M
3
AI
3
Atria Investments
North Carolina
$4.75M
4
UBS Group
4
UBS Group
Switzerland
$1.13M
5
CAN
5
Claraphi Advisory Network
United States
$1.35M

Top Sellers

1
JWWM
1
Johnson & White Wealth Management
Pennsylvania
$435K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$401K
3
Bank of America
3
Bank of America
North Carolina
$1.98M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$36K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
LW
1
Libra Wealth
California
$157M +$157M +1,463 New
LPL Financial
2
LPL Financial
California
$10.8M +$5.75M +53,416 +113%
MWM
3
McNaughton Wealth Management
California
$7.27M +$53.4K +496 +0.7%
AF
4
Advisornet Financial
Minnesota
$6.06M +$145K +1,350 +2%
AI
5
Atria Investments
North Carolina
$4.75M +$1.14M +10,604 +32%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.1M -$64.8K -602 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.75M -$1.01M -9,351 -21%
KAS
8
Kestra Advisory Services
Texas
$3.37M -$4.2K -39 -0.1%
GFWA
9
Grey Fox Wealth Advisors
Delaware
$2.93M +$2.93M +27,236 New
Ameriprise
10
Ameriprise
Minnesota
$2.75M -$303K -2,818 -10%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.71M +$628K +5,834 +30%
IWP
12
IAG Wealth Partners
Wisconsin
$2.38M -$47.4K -440 -2%
MMA
13
Miracle Mile Advisors
California
$2.25M +$51.9K +482 +2%
Bank of America
14
Bank of America
North Carolina
$1.98M -$1.21M -11,265 -38%
UCFA
15
United Capital Financial Advisors
Texas
$1.9M -$693K -6,434 -27%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$1.78M -$365K -3,392 -17%
EH
17
Equitable Holdings
New York
$1.61M -$95.2K -884 -6%
CAN
18
Claraphi Advisory Network
United States
$1.35M +$667K +6,193 +98%
UBS Group
19
UBS Group
Switzerland
$1.13M +$888K +8,248 +362%
AAS
20
Avantax Advisory Services
Texas
$1.02M +$78.9K +733 +8%
CAL
21
Capital Analysts LLC
Pennsylvania
$1M +$15.2K +141 +2%
Morgan Stanley
22
Morgan Stanley
New York
$998K +$164K +1,523 +20%
MFGM
23
Marshall Financial Group (Maryland)
Maryland
$958K +$109K +1,017 +13%
IA
24
Insight Advisors
Pennsylvania
$927K -$11.2K -104 -1%
BI
25
Berkeley Inc
Idaho
$911K +$2.91K +27 +0.3%
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