Who Owns State Street SPDR US Small Cap Low Volatility Index ETF (SMLV)?Hedge Fund & Institutional Holders

$135.07-0.65 (-0.48%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.0527000900000069e+266T

% of Float Held

—

QoQ Change in Holders

+10 / -2

Price History

$110.20$118.66$127.13$135.59$144.05Sep 24Jun 25Mar 26

SMLV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
DORVAL CorpNew Position+80K+$10.5B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+16K+$2.0B
ROYAL BANK OF CANADAIncreased+19K+$1.7B
AQR CAPITAL MANAGEMENT LLCIncreased+11K+$957.8M
SUMMIT WEALTH GROUP LLC / CONew Position+4K+$477.0M
Strategic Blueprint, LLCNew Position+3K+$407.0M
Swisher Financial Concepts, Inc.New Position+2K+$310.0M
High Net Worth Advisory Group LLCNew Position+2K+$223.0M
SIGNATURE ESTATE & INVESTMENT ADVISORS LLCNew Position+2K+$205.0M
UBS Group AGIncreased+1K+$192.7M
FLAGSHIP HARBOR ADVISORS, LLCNew Position+966+$126.0M
HF Advisory Group, LLCIncreased+57K+$116.8M
Sage Mountain Advisors LLCNew Position+452+$59.0M
COWA, LLCIncreased+257+$43.7M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+200+$26.0M

SMLV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
OSAIC HOLDINGS, INC.Decreased-11K-$2.4B
AMERIPRISE FINANCIAL INCDecreased-1K-$969.0M
TWO SIGMA INVESTMENTS, LPDecreased-1K-$856.3M
CITIGROUP INCDecreased-100-$725.2M
UNITED CAPITAL FINANCIAL ADVISORS, LLCDecreased-234-$720.6M
McNaughton Wealth Management, LLCDecreased-4K-$551.5M
Ausdal Financial Partners, Inc.Decreased-2K-$531.0M
Beacon Pointe Advisors, LLCDecreased-305-$506.6M
Mariner, LLCDecreased-233-$266.0M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-2K-$260.1M
IHT Wealth Management, LLCDecreased-86-$259.9M
Private Advisor Group, LLCDecreased-28-$229.9M
PNC FINANCIAL SERVICES GROUP, INC.Decreased-155-$180.2M
Steward Partners Investment Advisory, LLCDecreased-15-$96.0M
Painted Porch Advisors LLCClosed Position-116-$15.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1DORVAL Corp80,282$10.5B3.36%Share
2OSAIC HOLDINGS, INC.74,846$9.0B0.01%Share
3AQR CAPITAL MANAGEMENT LLC57,388$7.0B0.00%Share
4McNaughton Wealth Management, LLC19,725$2.6B1.06%Share
5ROYAL BANK OF CANADA21,723$2.0B0.00%Share
6COMMONWEALTH EQUITY SERVICES, LLC16,274$2.0B0.00%Share
7UBS Group AG15,048$2.0B0.00%Share
8Insight Advisors, LLC/ PA8,659$1.1B0.17%Share
9HF Advisory Group, LLC64,165$1.1B0.37%Share
10COWA, LLC7,781$1.0B0.31%Share
11OSAIC HOLDINGS, INC.8,195$1.0B0.00%Share
12GOLDMAN SACHS GROUP INC7,702$1.0B0.00%Share
13PNC FINANCIAL SERVICES GROUP, INC.8,941$1.0B0.00%Share
14Navis Wealth Advisors, LLC6,138$804.0M0.34%Share
15PACIFIC SUN FINANCIAL CORP5,894$772.0M0.37%Share
16Stratos Wealth Partners, LTD.3,983$522.0M0.01%Share
17SUMMIT WEALTH GROUP LLC / CO3,645$477.0M0.06%Share
18Strategic Blueprint, LLC3,110$407.0M0.02%Share
19Jaffetilchin Investment Partners, LLC2,990$392.0M0.02%Share
20Fragasso Financial Advisors Inc2,871$376.0M0.02%Share
21ROFFMAN MILLER ASSOCIATES INC /PA/2,695$353.0M0.02%Share
22Swisher Financial Concepts, Inc.2,368$310.0M0.18%Share
23Compound Planning, Inc.1,753$229.0M0.01%Share
24High Net Worth Advisory Group LLC1,702$223.0M0.05%Share
25SIGNATURE ESTATE & INVESTMENT ADVISORS LLC1,567$205.0M0.00%Share
26FLAGSHIP HARBOR ADVISORS, LLC966$126.0M0.01%Share
27Compound Planning, Inc.480$62.0M0.00%Share
28Sage Mountain Advisors LLC452$59.0M0.00%Share
29AdvisorNet Financial, Inc388$50.0M0.00%Share
30ASSETMARK, INC239$31.0M0.00%Share
31US BANCORP \DE\233$30.0M0.00%Share
32INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC200$26.0M0.00%Share
33Tidemark, LLC162$21.0M0.01%Share
34Vermillion Wealth Management, Inc.121$15.0M0.01%Share
35N.E.W. Advisory Services LLC115$15.0M0.00%Share
36Root Financial Partners, LLC107$14.0M0.00%Share
37Reyes Financial Architecture, Inc.73$9.0M0.01%Share
38SOA Wealth Advisors, LLC.70$9.0M0.00%Share
39Cambridge Investment Research Advisors, Inc.74,822$9.0M0.02%Share
40LPL Financial LLC65,447$8.0M0.00%Share
41Capital Investment Advisory Services, LLC67$8.0M0.00%Share
42Farther Finance Advisors, LLC59$7.0M0.00%Share
43IEQ CAPITAL, LLC57,388$7.0M0.02%Share
44UBS Group AG46$6.0M0.00%Share
45Spire Wealth Management37$4.0M0.00%Share
46Cetera Investment Advisers25,464$3.0M0.00%Share
47Johnson & White Wealth Management, LLC13,605$1.8M0.78%Share
48IAG Wealth Partners, LLC12,528$1.6M0.19%Share
49Capital Developers, LLC12,197$1.6M1.43%Share
50MORGAN STANLEY10,191$1.0M0.00%Share

SMLV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202593$46.9B+31
Q3 202562$61.5B-13
Q2 202575$65.1B-7
Q1 202582$68.6B+9
Q4 202473$150.2B+13
Q3 202460$22.1T+0
Q2 202460$28.6T+6
Q1 202454$773.7T—

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As of Q4 2025, 50 institutional investors hold SMLV (State Street SPDR US Small Cap Low Volatility Index ETF). The largest holder is DORVAL Corp with $10.5B in shares. This quarter, 10 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own SMLV?

As of Q4 2025, 50 institutional investors report holding SMLV (State Street SPDR US Small Cap Low Volatility Index ETF) in their 13F filings.

Who is the largest institutional holder of SMLV?

The largest institutional holder of SMLV is DORVAL Corp with $10.5B in shares.

Is institutional ownership of SMLV increasing or decreasing?

This quarter, 10 institutions opened new positions in SMLV and 2 closed their positions.