Who Owns SMLV?
State Street SPDR US Small Cap Low Volatility Index ETF — Institutional Ownership & 13F Holdings
$144.77
-2.43 (-1.65%)
Market Cap
$217.0M
Shares Outstanding
1,563,555
Institutional Holders
82
Total Inst. Value
$63.5M
% of Float Held
—
QoQ Holder Change
+29
Institutional data as of Q1 2025
New Positions
19
Closed Positions
10
Increased
24
Decreased
25
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CW Advisors, LLC | $13.0M | 106,147 |
| 2 | DORVAL CorpNew | $9.3M | 71,216 |
| 3 | Cambridge Investment Research Advisors, Inc. | $7.6M | 61,948 |
| 4 | AMERIPRISE FINANCIAL INC | $4.4M | 35,986 |
| 5 | McNaughton Wealth Management, LLCNew | $2.8M | 22,967 |
| 6 | IAG Wealth Partners, LLC | $1.7M | 13,986 |
| 7 | Johnson & White Wealth Management, LLCNew | $1.6M | 12,936 |
| 8 | BANK OF AMERICA CORP /DE/ | $1.5M | 12,324 |
| 9 | UBS Group AG | $1.2M | 10,133 |
| 10 | MORGAN STANLEY | $1.2M | 10,018 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| DORVAL CorpNew | +71K | $9.3M |
| Cambridge Investment Research Advisors, Inc. | +1K | $7.6M |
| AMERIPRISE FINANCIAL INC | +25K | $4.4M |
| McNaughton Wealth Management, LLCNew | +23K | $2.8M |
| Johnson & White Wealth Management, LLCNew | +13K | $1.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Equitable Holdings, Inc. | -11K | $490K |
| Capital Investment Advisory Services, LLC | -3K | $8K |
| JONES FINANCIAL COMPANIES LLLP | -2K | $99 |
| Capital Analysts, LLC | -2K | $628K |
| IAG Wealth Partners, LLC | -2K | $1.7M |
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Frequently Asked Questions
How many institutional investors hold SMLV?
As of Q1 2025, 82 institutional investors report holding SMLV (State Street SPDR US Small Cap Low Volatility Index ETF) in their 13F filings.
Which hedge fund owns the most SMLV?
The largest institutional holder of SMLV is CW Advisors, LLC with $13.0M in shares.
Are institutions buying or selling SMLV?
This quarter, 19 institutions opened new positions in SMLV and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.