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SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV

Overview Fund Activity

83 hedge funds and large institutions have $94.9M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
28
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$3.05M
2
LPL Financial
LPL Financial
California
+$1.29M
3
PAS
Park Avenue Securities
New York
+$638K
4
Two Sigma Investments
Two Sigma Investments
New York
+$578K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$294K

Top Sellers

1
MWM
McNaughton Wealth Management
California
-$7.99M
2
JCM
J2 Capital Management
Michigan
-$1.5M
3
EH
Equitable Holdings
New York
-$1.31M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$858K
5
OIA
OneDigital Investment Advisors
Kansas
-$547K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1
Congress Wealth Management
Massachusetts
$13M -$245K -1,995 -2%
DC
2
Dorval Corp
Minnesota
$9.32M +$59.6K +455 +0.6%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$7.61M +$138K +1,124 +2%
LPL Financial
4
LPL Financial
California
$7.37M +$1.29M +10,466 +21%
IC
5
IEQ Capital
California
$6.88M – – –
AQR Capital Management
6
AQR Capital Management
Connecticut
$5.72M – – –
Ameriprise
7
Ameriprise
Minnesota
$4.42M +$3.05M +24,804 +222%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.89M -$197K -1,602 -5%
MWM
9
McNaughton Wealth Management
California
$2.82M -$7.99M -65,038 -74%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.26M -$10.7K -87 -0.5%
IWP
11
IAG Wealth Partners
Wisconsin
$1.72M -$255K -2,078 -13%
JWWM
12
Johnson & White Wealth Management
Pennsylvania
$1.59M -$38.2K -311 -2%
Bank of America
13
Bank of America
North Carolina
$1.51M -$102K -831 -6%
AAS
14
Avantax Advisory Services
Texas
$1.38M -$251K -2,039 -15%
Two Sigma Investments
15
Two Sigma Investments
New York
$1.28M +$578K +4,700 +82%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$1.27M +$79.5K +647 +7%
UBS Group
17
UBS Group
Switzerland
$1.25M +$14K +114 +1%
Morgan Stanley
18
Morgan Stanley
New York
$1.23M +$369 +3 +0%
IA
19
Insight Advisors
Pennsylvania
$1.08M -$60.1K -489 -5%
Goldman Sachs
20
Goldman Sachs
New York
$946K – – –
HAG
21
HF Advisory Group
Maryland
$907K -$47.8K -389 -5%
CL
22
COWA LLC
Oklahoma
$868K -$25.9K -211 -3%
PAS
23
Park Avenue Securities
New York
$852K +$638K +5,196 +299%
SC
24
Savant Capital
Illinois
$825K +$369 +3 +0%
PSF
25
Pacific Sun Financial
California
$816K -$2.34K -19 -0.3%
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