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SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV

Overview Fund Activity

73 hedge funds and large institutions have $77.1M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-2
Holders Change %
-2.67%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
28
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWWM
1
Johnson & White Wealth Management
Pennsylvania
$2.01M
2
TNB
2
Thomasville National Bank
Georgia
$1.75M
3
PAG
3
Private Advisor Group
New Jersey
$544K
4
BW
4
Bison Wealth
Georgia
$1.07M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.43M

Top Sellers

1
LW
1
Libra Wealth
California
$0
2
LPL Financial
2
LPL Financial
California
$6.89M
3
UCFA
3
United Capital Financial Advisors
Texas
$1.42M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.25M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$201K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1
McNaughton Wealth Management
California
$7.17M +$70K +666 +1%
LPL Financial
2
LPL Financial
California
$6.89M -$3.68M -34,990 -35%
AF
3
Advisornet Financial
Minnesota
$6.13M +$212K +2,017 +4%
AI
4
Atria Investments
North Carolina
$4.78M +$147K +1,402 +3%
KAS
5
Kestra Advisory Services
Texas
$3.32M +$30.8K +293 +0.9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.25M -$407K -3,871 -11%
GFWA
7
Grey Fox Wealth Advisors
Delaware
$2.76M -$108K -1,026 -4%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.75M +$106K +1,009 +4%
Ameriprise
9
Ameriprise
Minnesota
$2.34M -$350K -3,325 -13%
IWP
10
IAG Wealth Partners
Wisconsin
$2.25M -$79.3K -754 -3%
MMA
11
Miracle Mile Advisors
California
$2.11M -$94.6K -900 -4%
JWWM
12
Johnson & White Wealth Management
Pennsylvania
$2.01M +$1.77M +16,849 +740%
Bank of America
13
Bank of America
North Carolina
$1.93M -$526 -5 -0%
TNB
14
Thomasville National Bank
Georgia
$1.75M +$1.75M +16,632 New
EH
15
Equitable Holdings
New York
$1.65M +$76.7K +730 +5%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$1.5M -$237K -2,256 -14%
Morgan Stanley
17
Morgan Stanley
New York
$1.43M +$458K +4,354 +47%
UCFA
18
United Capital Financial Advisors
Texas
$1.42M -$434K -4,125 -23%
UBS Group
19
UBS Group
Switzerland
$1.19M +$83.4K +793 +8%
CAL
20
Capital Analysts LLC
Pennsylvania
$1.07M +$89.7K +853 +9%
BW
21
Bison Wealth
Georgia
$1.07M +$486K +4,977 +84%
AAS
22
Avantax Advisory Services
Texas
$1.02M +$20.8K +198 +2%
MFGM
23
Marshall Financial Group (Maryland)
Maryland
$950K +$14.1K +134 +2%
IA
24
Insight Advisors
Pennsylvania
$915K +$10.9K +104 +1%
BI
25
Berkeley Inc
Idaho
$892K +$2.84K +27 +0.3%
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