SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV • ARCA
SPDR SSGA US Small Cap Low Volatility Index ETF is an exchange-traded fund on ARCA. As of Q3 2025, 89 institutional investors hold shares in this ETF, with total holdings valued at $98.0M. Advisor Group Holdings, Inc. is the largest holder with a position valued at $12.4M.
Overview
Overview of institutional ownership in SMLV as of Q3 2025
All Institutions
- Institutions
- 89
- Value Held
- $98.0M
- Shares Held
- 755.8K
- Avg Position
- $1.1M
- Median Position
- $317.7K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $6.9M
- Shares Held
- 53.2K
- Avg Position
- $3.4M
- Median Position
- $3.4M
Biggest Investors
Institutions with the largest positions in SMLV as of Q3 2025
| Institution | Position Value |
|---|---|
A Advisor Group Holdings, Inc. Institution | $12.4M 0.02% of portfolio |
D DORVAL Corp Institution | $10.1M 3.33% of portfolio |
$8.9M 0.03% of portfolio | |
 IEQ CAPITAL, LLC RIA/Wealth | $8.7M 0.03% of portfolio |
L LPL Financial LLC Institution | $8.1M 0.00% of portfolio |
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $6.0M 0.00% of portfolio |
 McNaughton Wealth Management, LLC RIA/Wealth | $3.1M 1.35% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $3.0M 0.00% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $2.9M 0.00% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $2.2M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SMLV in Q3 2025
- Traded
- +$8.7M
- Buyers
- 42
- Sellers
- 28
- Total Bought
- +$19.0M
- Total Sold
- −$10.3M
- Avg Position
- $1.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
A Advisor Group Holdings, Inc. Institution | +$11.8M +90.4K shares |
Cetera Investment Advisers RIA/Wealth | +$1.8M +13.8K shares |
IEQ CAPITAL, LLC RIA/Wealth | +$1.4M +10.8K shares |
 NorthRock Partners, LLC RIA/Wealth | +$1.2M +9.4K shares |
+$515.6K +4.0K shares | |
 UBS Group AG Institution | +$451.9K +3.5K shares |
D DORVAL Corp Institution | +$432.8K +3.3K shares |
 Mariner Wealth Advisors, LLC RIA/Wealth | +$266.0K +2.1K shares |
 KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | +$220.8K +1.7K shares |
 Grey Fox Wealth Advisors, LLC RIA/Wealth | +$209.0K +1.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 AMERIPRISE FINANCIAL INC Institution | −$3.8M −29.2K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$2.3M −17.7K shares |
L LPL Financial LLC Institution | −$1.7M −12.8K shares |
 PARK AVENUE SECURITIES LLC RIA/Wealth | −$659.1K −5.1K shares |
 SUMMIT WEALTH GROUP LLC / CO RIA/Wealth | −$562.1K −4.5K shares |
 Miracle Mile Advisors, LLC RIA/Wealth | −$340.9K −2.7K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$175.7K −1.4K shares |
 BANK OF AMERICA CORP /DE/ Institution | −$136.0K −1.0K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$103.8K −800.0 shares |
 CITIGROUP INC Institution | −$66.3K −511.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SMLV in Q3 2025
- New Positions
- 4
- New Value
- $1.5M
- Exited Positions
- 2
- Exited Value
- $903.1K
New Positions
| Institution | Position Value |
|---|---|
NorthRock Partners, LLC RIA/Wealth | $1.2M 9.4K shares |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | $220.8K 1.7K shares |
R Root Financial Partners, LLC RIA/Wealth | $13.9K 107.0 shares |
 United Financial Planning Group LLC RIA/Wealth | $11.9K 411.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth | $562.1K 4.5K shares |
Miracle Mile Advisors, LLC RIA/Wealth | $340.9K 2.7K shares |
Options Activity
Institutions with the largest Call and Put options positions in SMLV as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with SMLV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
D DORVAL Corp Institution | 3.33% $10.1M |
McNaughton Wealth Management, LLC RIA/Wealth | 1.35% $3.1M |
P Portland Financial Advisors Inc Institution | 1.17% $546.9K |
 Johnson & White Wealth Management, LLC RIA/Wealth | 0.80% $1.7M |
 Navis Wealth Advisors, LLC RIA/Wealth | 0.59% $790.2K |
 PACIFIC SUN FINANCIAL CORP RIA/Wealth | 0.38% $779.6K |
 HF Advisory Group, LLC RIA/Wealth | 0.36% $989.2K |
 COWA, LLC RIA/Wealth | 0.34% $976.3K |
 IAG Wealth Partners, LLC RIA/Wealth | 0.20% $1.7M |
 Swisher Financial Concepts, Inc. RIA/Wealth | 0.18% $292.6K |
Hedge Fund Spotlight
Discover hedge funds investing in SMLV
AQR CAPITAL MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerDavid Gary Kabiller
- Portfolio Value
- $156.17B
- Positions
- 3,453
- Last Reported
- Q3 2025
Sector Allocation
Position in SPDR SSGA US Small Cap Low Volatility Index ETF
- Market Value
- $6.0M
- Shares Held
- 46.6K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
