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SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV

Overview Fund Activity

85 hedge funds and large institutions have $99M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
36
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.46M
2
LPL Financial
LPL Financial
California
$9.39M
3
Osaic Holdings
Osaic Holdings
Arizona
$1.03M
4
DC
Dorval Corp
Minnesota
$9.28M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$8.12M

Top Sellers

1
CWM
Congress Wealth Management
Massachusetts
$10.7M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$3.11M
3
EH
Equitable Holdings
New York
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$926K
5
CAAM
Cornerstone Advisors Asset Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1
Congress Wealth Management
Massachusetts
$10.7M -$2.56M -20,452 -19%
LPL Financial
2
LPL Financial
California
$9.39M +$1.89M +15,146 +25%
DC
3
Dorval Corp
Minnesota
$9.28M +$374K +2,986 +4%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$8.12M +$368K +2,941 +5%
IC
5
IEQ Capital
California
$7.01M – – –
AQR Capital Management
6
AQR Capital Management
Connecticut
$5.83M – – –
Ameriprise
7
Ameriprise
Minnesota
$4.58M +$82.1K +656 +2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.11M -$854K -6,829 -22%
MWM
9
McNaughton Wealth Management
California
$2.93M +$56.3K +450 +2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.46M +$2.46M +19,694 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.16M -$143K -1,140 -6%
Bank of America
12
Bank of America
North Carolina
$1.7M +$155K +1,238 +10%
JWWM
13
Johnson & White Wealth Management
Pennsylvania
$1.67M +$53.2K +425 +3%
IWP
14
IAG Wealth Partners
Wisconsin
$1.66M -$88.3K -706 -5%
AAS
15
Avantax Advisory Services
Texas
$1.38M -$30K -240 -2%
Morgan Stanley
16
Morgan Stanley
New York
$1.33M +$80.8K +646 +6%
UBS Group
17
UBS Group
Switzerland
$1.29M +$19K +152 +2%
PAS
18
Park Avenue Securities
New York
$1.23M +$358K +2,864 +41%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$1.17M -$125K -1,003 -10%
IA
20
Insight Advisors
Pennsylvania
$1.06M -$42.9K -343 -4%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.03M +$472K +3,703 +85%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.03M +$318K +2,545 +45%
Goldman Sachs
23
Goldman Sachs
New York
$964K – – –
Two Sigma Investments
24
Two Sigma Investments
New York
$926K -$375K -3,000 -29%
CL
25
COWA LLC
Oklahoma
$924K +$39.9K +319 +5%
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