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SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV

Overview Fund Activity

78 hedge funds and large institutions have $93.6M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-2
Holders Change %
-2.5%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
29
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$5.82M
2
Mariner
2
Mariner
Kansas
$3.78M
3
SC
3
Savant Capital
Illinois
$1.23M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.09M
5
UBS Group
5
UBS Group
Switzerland
$1.12M

Top Sellers

1
CWM
1
Congress Wealth Management
Massachusetts
$13.6M
2
KAS
2
Kestra Advisory Services
Texas
$1.65M
3
NC
3
NovaPoint Capital
Georgia
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$264K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1
Congress Wealth Management
Massachusetts
$13.6M -$6.99M -56,306 -34%
MWM
2
McNaughton Wealth Management
California
$11M +$96K +773 +0.9%
DC
3
Dorval Corp
Minnesota
$8.67M -$64.9K -515 -0.7%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.82M +$4.73M +38,097 +436%
LPL Financial
5
LPL Financial
California
$5.75M +$353K +2,843 +7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.02M -$347K -2,797 -8%
Mariner
7
Mariner
Kansas
$3.78M +$3.78M +30,401 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.33M -$93.9K -756 -4%
IWP
9
IAG Wealth Partners
Wisconsin
$2.17M -$8.82K -71 -0.4%
EH
10
Equitable Holdings
New York
$1.96M -$83.2K -670 -4%
Bank of America
11
Bank of America
North Carolina
$1.72M -$96.3K -775 -5%
AAS
12
Avantax Advisory Services
Texas
$1.69M -$44.3K -357 -3%
KAS
13
Kestra Advisory Services
Texas
$1.65M -$4.34M -34,906 -72%
JWWM
14
Johnson & White Wealth Management
Pennsylvania
$1.63M -$31.1K -250 -2%
Ameriprise
15
Ameriprise
Minnesota
$1.59M +$33K +266 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.5M +$513K +4,129 +52%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$1.26M -$47K -378 -4%
SC
18
Savant Capital
Illinois
$1.23M +$1.23M +9,902 New
IA
19
Insight Advisors
Pennsylvania
$1.22M +$21.5K +173 +2%
Morgan Stanley
20
Morgan Stanley
New York
$1.18M +$60.7K +489 +5%
UBS Group
21
UBS Group
Switzerland
$1.12M +$547K +4,401 +96%
Two Sigma Investments
22
Two Sigma Investments
New York
$1.09M +$1.09M +8,800 New
Goldman Sachs
23
Goldman Sachs
New York
$957K – – –
CAL
24
Capital Analysts LLC
Pennsylvania
$956K +$13.8K +111 +1%
CL
25
COWA LLC
Oklahoma
$931K -$109K -874 -10%
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