SMLV icon

SPDR SSGA US Small Cap Low Volatility Index ETF

85 hedge funds and large institutions have $107M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 7 closing their positions.

Holders
85
Holders Change
+7
Holders Change %
+8.97%
% 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
15
Increased
31
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1
Congress Wealth Management
Massachusetts
$13.8M -$157K -1,230 -1%
MWM
2
McNaughton Wealth Management
California
$11.2M -$119K -933 -1%
DC
3
Dorval Corp
Minnesota
$9.03M +$250K +1,956 +3%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.76M +$1.78M +13,985 +30%
IC
5
IEQ Capital
California
$7.15M +$7.15M +56,025 New
LPL Financial
6
LPL Financial
California
$6.32M +$406K +3,183 +7%
AQR Capital Management
7
AQR Capital Management
Connecticut
$5.94M +$5.94M +46,571 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.24M +$119K +932 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.36M -$34.3K -269 -1%
IWP
10
IAG Wealth Partners
Wisconsin
$2.05M -$176K -1,375 -8%
EH
11
Equitable Holdings
New York
$1.87M -$140K -1,094 -7%
AAS
12
Avantax Advisory Services
Texas
$1.69M -$42.6K -334 -2%
Bank of America
13
Bank of America
North Carolina
$1.68M -$85.3K -668 -5%
JWWM
14
Johnson & White Wealth Management
Pennsylvania
$1.67M +$18.3K +145 +1%
JCM
15
J2 Capital Management
Michigan
$1.5M +$1.5M +11,782 New
Ameriprise
16
Ameriprise
Minnesota
$1.43M -$206K -1,613 -13%
UBS Group
17
UBS Group
Switzerland
$1.28M +$133K +1,043 +12%
Morgan Stanley
18
Morgan Stanley
New York
$1.28M +$68.4K +536 +6%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$1.24M -$62.9K -493 -5%
IA
20
Insight Advisors
Pennsylvania
$1.19M -$63.8K -499 -5%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.05M +$311K +2,432 +42%
HAG
22
HF Advisory Group
Maryland
$991K +$41.5K +325 +4%
Goldman Sachs
23
Goldman Sachs
New York
$983K
CAL
24
Capital Analysts LLC
Pennsylvania
$959K -$22.1K -173 -2%
CL
25
COWA LLC
Oklahoma
$929K -$27.6K -216 -3%