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State Street SPDR US Small Cap Low Volatility Index ETF

90 hedge funds and large institutions have $98.5M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

5% more funds holding

Funds holding: 8690 (+4)

0% less capital invested

Capital invested by funds: $98.6M → $98.5M (-$70.5K)

0.17% less ownership

Funds ownership: 49.89%49.72% (-0.17%)

Holders
90
Holders Change
+4
Holders Change %
+4.65%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
33
Reduced
26
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$12.4M +$11.7M +90,424 +1,767%
DC
2
Dorval Corp
Minnesota
$10.1M +$430K +3,336 +4%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$8.93M +$513K +3,974 +6%
IC
4
IEQ Capital
California
$8.67M +$1.4M +10,817 +19%
LPL Financial
5
LPL Financial
California
$8.08M -$1.65M -12,791 -17%
AQR Capital Management
6
AQR Capital Management
Connecticut
$6.04M
MWM
7
McNaughton Wealth Management
California
$3.14M +$98.8K +766 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.04M -$175K -1,354 -5%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.85M +$1.78M +13,767 +167%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.19M -$55.3K -429 -2%
UBS Group
11
UBS Group
Switzerland
$1.79M +$449K +3,483 +34%
JWWM
12
Johnson & White Wealth Management
Pennsylvania
$1.75M +$13.8K +107 +0.8%
IWP
13
IAG Wealth Partners
Wisconsin
$1.66M -$62.3K -483 -4%
Bank of America
14
Bank of America
North Carolina
$1.62M -$135K -1,048 -8%
Morgan Stanley
15
Morgan Stanley
New York
$1.33M -$56.4K -437 -4%
NP
16
NorthRock Partners
Minnesota
$1.22M +$1.22M +9,421 New
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$1.18M -$29.9K -232 -2%
IA
18
Insight Advisors
Pennsylvania
$1.11M +$9.03K +70 +0.8%
Goldman Sachs
19
Goldman Sachs
New York
$1.01M +$7.74K +60 +0.8%
HAG
20
HF Advisory Group
Maryland
$989K +$43.3K +336 +5%
CL
21
COWA LLC
Oklahoma
$976K +$17.7K +137 +2%
Ameriprise
22
Ameriprise
Minnesota
$969K -$3.76M -29,173 -80%
Two Sigma Investments
23
Two Sigma Investments
New York
$856K -$103K -800 -11%
NWA
24
Navis Wealth Advisors
New York
$790K +$5.16K +40 +0.7%
PSF
25
Pacific Sun Financial
California
$780K -$23.9K -185 -3%

SMLV Hedge Fund Activity: Q3 2025 in Review

90 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q3 2025, worth a combined $98.5M — down 0.07% from $98.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SMLV positions and 3 closed out — a net gain of 6 holders — while 33 added to existing stakes and 26 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $11.7M. The largest seller was Ameriprise, cutting an estimated $3.76M.

  • 90 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q3 2025, up from 86 in Q2 2025.
  • Funds reported $98.5M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q3 2025, down 0.07% quarter-over-quarter.
  • 9 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q3 2025 and 3 closed out, a net change of +6 holders.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q3 2025 was Osaic Holdings, an estimated $11.7M added.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q3 2025 was Ameriprise, an estimated $3.76M sold.

Based on aggregated 13F filings for Q3 2025.