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SPDR SSGA US Small Cap Low Volatility Index ETF

80 hedge funds and large institutions have $86.3M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
27
Reduced
32
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1
Congress Wealth Management
Massachusetts
$18.2M -$56.2K -511 -0.3%
MWM
2
McNaughton Wealth Management
California
$9.7M +$214K +1,948 +2%
DC
3
Dorval Corp
Minnesota
$7.63M +$303K +2,754 +4%
KAS
4
Kestra Advisory Services
Texas
$5.3M -$43.3K -394 -0.8%
LPL Financial
5
LPL Financial
California
$4.78M -$92.1K -837 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.86M -$33K -300 -0.8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.15M -$89.3K -812 -4%
IWP
8
IAG Wealth Partners
Wisconsin
$1.93M -$41.1K -374 -2%
EH
9
Equitable Holdings
New York
$1.81M +$56.1K +510 +3%
Bank of America
10
Bank of America
North Carolina
$1.61M -$217K -1,975 -12%
AAS
11
Avantax Advisory Services
Texas
$1.54M +$543K +4,937 +55%
JWWM
12
Johnson & White Wealth Management
Pennsylvania
$1.47M -$372K -3,385 -20%
Ameriprise
13
Ameriprise
Minnesota
$1.38M -$418K -3,797 -23%
NC
14
NovaPoint Capital
Georgia
$1.37M -$49.4K -449 -3%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.22M +$485K +4,410 +66%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$1.16M -$59.9K -544 -5%
Citadel Advisors
17
Citadel Advisors
Florida
$1.07M +$1.07M +9,705 New
IA
18
Insight Advisors
Pennsylvania
$1.06M +$39.6K +360 +4%
Morgan Stanley
19
Morgan Stanley
New York
$989K -$344K -3,126 -26%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$962K +$197K +1,790 +26%
CL
21
COWA LLC
Oklahoma
$921K -$27.4K -249 -3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$877K +$837K +7,618 +2,110%
Goldman Sachs
23
Goldman Sachs
New York
$847K
HAG
24
HF Advisory Group
Maryland
$835K +$38.1K +346 +5%
CAL
25
Capital Analysts LLC
Pennsylvania
$834K -$61.8K -562 -7%