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SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV

Overview Fund Activity

74 hedge funds and large institutions have $93.4M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
19
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.62M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.43M
3
NC
3
NovaPoint Capital
Georgia
$1.28M
4
Citadel Advisors
4
Citadel Advisors
Florida
$777K
5
MWM
5
McNaughton Wealth Management
California
$9.46M

Top Sellers

1
AF
1
Advisornet Financial
Minnesota
$41.3K
2
AI
2
Atria Investments
North Carolina
$0
3
LPL Financial
3
LPL Financial
California
$6.29M
4
GFWA
4
Grey Fox Wealth Advisors
Delaware
$201K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$51K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1
Congress Wealth Management
Massachusetts
$18.7M -$306K -2,721 -2%
MWM
2
McNaughton Wealth Management
California
$9.46M +$674K +5,994 +8%
DC
3
Dorval Corp
Minnesota
$7.34M +$7.34M +65,213 New
LPL Financial
4
LPL Financial
California
$6.29M -$941K -8,364 -13%
KAS
5
Kestra Advisory Services
Texas
$5.01M +$369K +3,276 +8%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.02M -$48.8K -434 -1%
Morgan Stanley
7
Morgan Stanley
New York
$3.62M +$2.01M +17,851 +125%
Goldman Sachs
8
Goldman Sachs
New York
$2.43M +$1.57M +13,910 +181%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.39M -$681K -6,049 -22%
IWP
10
IAG Wealth Partners
Wisconsin
$2.12M -$64.3K -571 -3%
JWWM
11
Johnson & White Wealth Management
Pennsylvania
$1.98M -$79.3K -705 -4%
Ameriprise
12
Ameriprise
Minnesota
$1.89M -$302K -2,683 -14%
Bank of America
13
Bank of America
North Carolina
$1.85M -$14K -124 -0.8%
EH
14
Equitable Holdings
New York
$1.61M -$230K -2,040 -12%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$1.36M -$196K -1,739 -13%
NC
16
NovaPoint Capital
Georgia
$1.28M +$1.28M +11,378 New
AAS
17
Avantax Advisory Services
Texas
$1.05M -$169K -1,499 -14%
UBS Group
18
UBS Group
Switzerland
$1.03M +$563 +5 +0.1%
MFGM
19
Marshall Financial Group (Maryland)
Maryland
$1.03M -$28.2K -251 -3%
IA
20
Insight Advisors
Pennsylvania
$1.01M +$20.3K +180 +2%
CAL
21
Capital Analysts LLC
Pennsylvania
$976K -$61.7K -549 -6%
BI
22
Berkeley Inc
Idaho
$938K -$21.8K -194 -2%
CL
23
COWA LLC
Oklahoma
$919K +$20.1K +179 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$859K +$118K +1,050 +16%
HAS
25
HBW Advisory Services
California
$821K +$57K +507 +7%
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