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SPDR SSGA US Small Cap Low Volatility Index ETF

75 hedge funds and large institutions have $77.9M invested in SPDR SSGA 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.

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
Shares
Change %
MWM
1
McNaughton Wealth Management
California
$7.64M +$597K +5,775 +8%
AF
2
Advisornet Financial
Minnesota
$6.29M +$269K +2,608 +4%
LPL Financial
3
LPL Financial
California
$6.15M -$621K -6,011 -9%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.75M -$52.1K -504 -1%
KAS
5
Kestra Advisory Services
Texas
$3.67M +$405K +3,922 +12%
AI
6
Atria Investments
North Carolina
$3.26M -$1.44M -13,987 -31%
GFWA
7
Grey Fox Wealth Advisors
Delaware
$3.12M +$411K +3,975 +15%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.11M -$83.9K -812 -3%
Ameriprise
9
Ameriprise
Minnesota
$2.29M -$5.48K -53 -0.2%
IWP
10
IAG Wealth Partners
Wisconsin
$2.08M -$128K -1,237 -6%
TNB
11
Thomasville National Bank
Georgia
$2.08M +$358K +3,462 +21%
JWWM
12
Johnson & White Wealth Management
Pennsylvania
$2.01M +$38.3K +371 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.83M -$882K -8,540 -33%
Bank of America
14
Bank of America
North Carolina
$1.72M -$178K -1,726 -9%
EH
15
Equitable Holdings
New York
$1.66M +$34.1K +330 +2%
Morgan Stanley
16
Morgan Stanley
New York
$1.5M +$96.8K +937 +7%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$1.47M -$8.16K -79 -0.6%
AWS
18
Atria Wealth Solutions
New York
$1.38M +$749K +7,249 +118%
BW
19
Bison Wealth
Georgia
$1.24M +$110K +1,063 +10%
UCFA
20
United Capital Financial Advisors
Texas
$1.21M -$189K -1,825 -14%
CAL
21
Capital Analysts LLC
Pennsylvania
$1.04M -$5.89K -57 -0.6%
UBS Group
22
UBS Group
Switzerland
$1.02M -$147K -1,427 -13%
MFGM
23
Marshall Financial Group (Maryland)
Maryland
$1M +$69.4K +672 +7%
AAS
24
Avantax Advisory Services
Texas
$991K -$11.5K -111 -1%
MMA
25
Miracle Mile Advisors
California
$917K -$1.15M -11,167 -56%