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SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV

Overview Fund Activity

76 hedge funds and large institutions have $88.8M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+2
Holders Change %
+2.7%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
28
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$752K
2
KAS
Kestra Advisory Services
Texas
$5.44M
3
WA
Waverly Advisors
Alabama
$450K
4
BFEC
Benjamin F. Edwards & Company
Missouri
$447K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$324K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.36M
2
Goldman Sachs
Goldman Sachs
New York
$863K
3
LPL Financial
LPL Financial
California
$4.96M
4
MFGM
Marshall Financial Group (Maryland)
Maryland
$0
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1
Congress Wealth Management
Massachusetts
$18.6M +$12.8K +114 +0.1%
MWM
2
McNaughton Wealth Management
California
$9.66M +$244K +2,181 +3%
DC
3
Dorval Corp
Minnesota
$7.26M +$147K +1,353 +2%
KAS
4
Kestra Advisory Services
Texas
$5.44M +$451K +4,022 +9%
LPL Financial
5
LPL Financial
California
$4.96M -$1.3M -11,581 -21%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.97M -$36.4K -325 -0.9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.28M -$103K -920 -4%
IWP
8
IAG Wealth Partners
Wisconsin
$2M -$107K -953 -5%
JWWM
9
Johnson & White Wealth Management
Pennsylvania
$1.88M -$99.9K -892 -5%
Bank of America
10
Bank of America
North Carolina
$1.86M +$18.7K +167 +1%
Ameriprise
11
Ameriprise
Minnesota
$1.83M -$55.9K -499 -3%
EH
12
Equitable Holdings
New York
$1.78M +$181K +1,615 +11%
NC
13
NovaPoint Capital
Georgia
$1.44M +$168K +1,499 +13%
Morgan Stanley
14
Morgan Stanley
New York
$1.36M -$2.24M -20,028 -62%
UBS Group
15
UBS Group
Switzerland
$1.32M +$288K +2,573 +28%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$1.24M -$109K -974 -8%
IA
17
Insight Advisors
Pennsylvania
$1.04M +$33.6K +300 +3%
AAS
18
Avantax Advisory Services
Texas
$1.01M -$28.3K -253 -3%
CL
19
COWA LLC
Oklahoma
$966K +$50.2K +448 +5%
BI
20
Berkeley Inc
Idaho
$931K -$3.36K -30 -0.4%
CAL
21
Capital Analysts LLC
Pennsylvania
$913K -$59.9K -534 -6%
Goldman Sachs
22
Goldman Sachs
New York
$863K -$1.56M -13,910 -64%
Citigroup
23
Citigroup
New York
$848K +$80.3K +717 +10%
HAS
24
HBW Advisory Services
California
$821K – – –
HAG
25
HF Advisory Group
Maryland
$811K +$126K +1,121 +18%
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