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State Street SPDR US Small Cap Low Volatility Index ETF

75 hedge funds and large institutions have $77.9M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

3% more funds holding

Funds holding: 7375 (+2)

1% more capital invested

Capital invested by funds: $77.1M → $77.9M (+$739K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.51% less ownership

Funds ownership: 41.25%40.74% (-0.51%)

16% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 31

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
26
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
McNaughton Wealth Management
California
$7.64M +$588K +5,775 +8%
AF
2
Advisornet Financial
Minnesota
$6.29M +$265K +2,608 +4%
LPL Financial
3
LPL Financial
California
$6.15M -$612K -6,011 -9%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.75M -$51.3K -504 -1%
KAS
5
Kestra Advisory Services
Texas
$3.67M +$399K +3,922 +12%
AI
6
Atria Investments
North Carolina
$3.26M -$1.42M -13,987 -31%
GFWA
7
Grey Fox Wealth Advisors
Delaware
$3.12M +$405K +3,975 +15%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.11M -$82.6K -812 -3%
Ameriprise
9
Ameriprise
Minnesota
$2.29M -$5.39K -53 -0.2%
IWP
10
IAG Wealth Partners
Wisconsin
$2.08M -$126K -1,237 -6%
TNB
11
Thomasville National Bank
Georgia
$2.08M +$352K +3,462 +21%
JWWM
12
Johnson & White Wealth Management
Pennsylvania
$2.01M +$37.8K +371 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.83M -$869K -8,540 -33%
Bank of America
14
Bank of America
North Carolina
$1.72M -$176K -1,726 -9%
EH
15
Equitable Holdings
New York
$1.66M +$33.6K +330 +2%
Morgan Stanley
16
Morgan Stanley
New York
$1.5M +$95.3K +937 +7%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$1.47M -$8.04K -79 -0.6%
AWS
18
Atria Wealth Solutions
New York
$1.38M +$738K +7,249 +118%
BW
19
Bison Wealth
Georgia
$1.24M +$108K +1,063 +10%
UCFA
20
United Capital Financial Advisors
Texas
$1.21M -$186K -1,825 -14%
CAL
21
Capital Analysts LLC
Pennsylvania
$1.04M -$5.8K -57 -0.6%
UBS Group
22
UBS Group
Switzerland
$1.02M -$145K -1,427 -13%
MFGM
23
Marshall Financial Group (Maryland)
Maryland
$1M +$68.4K +672 +7%
AAS
24
Avantax Advisory Services
Texas
$991K -$11.3K -111 -1%
MMA
25
Miracle Mile Advisors
California
$917K -$1.14M -11,167 -56%

SMLV Hedge Fund Activity: Q2 2023 in Review

75 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q2 2023, worth a combined $77.9M — up 0.96% from $77.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SMLV positions and 5 closed out — a net gain of 2 holders — while 26 added to existing stakes and 31 trimmed.

The largest buyer was Atria Wealth Solutions, adding an estimated $738K. The largest seller was Atria Investments, cutting an estimated $1.42M.

  • 75 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q2 2023, up from 73 in Q1 2023.
  • Funds reported $77.9M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q2 2023, up 0.96% quarter-over-quarter.
  • 7 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q2 2023 and 5 closed out, a net change of +2 holders.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q2 2023 was Atria Wealth Solutions, an estimated $738K added.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q2 2023 was Atria Investments, an estimated $1.42M sold.

Based on aggregated 13F filings for Q2 2023.