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State Street SPDR US Small Cap Low Volatility Index ETF

86 hedge funds and large institutions have $98.6M invested in State Street SPDR 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

57% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 23

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

2% more funds holding

Funds holding: 8486 (+2)

4% more capital invested

Capital invested by funds: $94.9M → $98.6M (+$3.72M)

0.04% more ownership

Funds ownership: 49.85%49.89% (+0.04%)

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
1.13%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1
Congress Wealth Management
Massachusetts
$10.7M -$2.48M -20,452 -19%
LPL Financial
2
LPL Financial
California
$9.39M +$1.83M +15,146 +25%
DC
3
Dorval Corp
Minnesota
$9.28M +$362K +2,986 +4%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$8.12M +$356K +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 +$79.4K +656 +2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.1M -$827K -6,829 -22%
MWM
9
McNaughton Wealth Management
California
$2.93M +$54.5K +450 +2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.46M +$2.38M +19,694 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.16M -$138K -1,140 -6%
Bank of America
12
Bank of America
North Carolina
$1.7M +$150K +1,238 +10%
JWWM
13
Johnson & White Wealth Management
Pennsylvania
$1.67M +$51.5K +425 +3%
IWP
14
IAG Wealth Partners
Wisconsin
$1.66M -$85.5K -706 -5%
AAS
15
Avantax Advisory Services
Texas
$1.38M -$29.1K -240 -2%
Morgan Stanley
16
Morgan Stanley
New York
$1.33M +$78.2K +646 +6%
UBS Group
17
UBS Group
Switzerland
$1.29M +$18.4K +152 +2%
PAS
18
Park Avenue Securities
New York
$1.23M +$347K +2,864 +41%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$1.17M -$121K -1,003 -10%
IA
20
Insight Advisors
Pennsylvania
$1.06M -$41.5K -343 -4%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.03M +$308K +2,545 +45%
Goldman Sachs
22
Goldman Sachs
New York
$964K
Two Sigma Investments
23
Two Sigma Investments
New York
$926K -$363K -3,000 -29%
CL
24
COWA LLC
Oklahoma
$924K +$38.6K +319 +5%
HAG
25
HF Advisory Group
Maryland
$912K -$10.8K -89 -1%

SMLV Hedge Fund Activity: Q2 2025 in Review

86 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q2 2025, worth a combined $98.6M — up 3.9% from $94.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SMLV positions and 4 closed out — a net gain of 2 holders — while 36 added to existing stakes and 23 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.38M. The largest seller was Congress Wealth Management, cutting an estimated $2.48M.

  • 86 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q2 2025, up from 84 in Q1 2025.
  • Funds reported $98.6M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q2 2025, up 3.9% quarter-over-quarter.
  • 6 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q2 2025 and 4 closed out, a net change of +2 holders.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q2 2025 was Susquehanna International Group, an estimated $2.38M added.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q2 2025 was Congress Wealth Management, an estimated $2.48M sold.

Based on aggregated 13F filings for Q2 2025.