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SPDR SSGA US Small Cap Low Volatility Index ETF

69 hedge funds and large institutions have $85.7M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
69
Holders Change
-6
Holders Change %
-8%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
26
Reduced
26
Closed
8
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1
Congress Wealth Management
Massachusetts
$16.7M +$16.7M +168,796 New
MWM
2
McNaughton Wealth Management
California
$7.72M +$400K +4,049 +5%
LPL Financial
3
LPL Financial
California
$6.35M +$463K +4,681 +8%
AF
4
Advisornet Financial
Minnesota
$6.22M +$193K +1,950 +3%
KAS
5
Kestra Advisory Services
Texas
$4.08M +$569K +5,753 +16%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.58M -$13.7K -139 -0.4%
AI
7
Atria Investments
North Carolina
$3.25M +$130K +1,313 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.7M -$277K -2,804 -9%
Ameriprise
9
Ameriprise
Minnesota
$1.93M -$261K -2,639 -12%
IWP
10
IAG Wealth Partners
Wisconsin
$1.92M -$70.9K -717 -4%
JWWM
11
Johnson & White Wealth Management
Pennsylvania
$1.81M -$115K -1,162 -6%
Bank of America
12
Bank of America
North Carolina
$1.63M -$10.2K -103 -0.6%
EH
13
Equitable Holdings
New York
$1.62M +$32.1K +325 +2%
Morgan Stanley
14
Morgan Stanley
New York
$1.41M -$26.5K -268 -2%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$1.37M -$37.6K -380 -3%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.15M -$602K -6,080 -34%
AAS
17
Avantax Advisory Services
Texas
$1.07M +$118K +1,190 +12%
UCFA
18
United Capital Financial Advisors
Texas
$988K -$168K -1,697 -15%
GFWA
19
Grey Fox Wealth Advisors
Delaware
$963K -$2.02M -20,448 -68%
MFGM
20
Marshall Financial Group (Maryland)
Maryland
$929K -$31.1K -314 -3%
CAL
21
Capital Analysts LLC
Pennsylvania
$913K -$87.5K -884 -9%
UBS Group
22
UBS Group
Switzerland
$909K -$69.4K -702 -7%
IA
23
Insight Advisors
Pennsylvania
$870K +$6.23K +63 +0.7%
BI
24
Berkeley Inc
Idaho
$844K +$2.18K +22 +0.3%
BPA
25
Beacon Pointe Advisors
California
$815K +$43.6K +441 +6%