SS SPDR US SC Low Vol IdxSMLVETF
13F holders, Q2 2026 (June 30)100holders +6
14new positions
5sold out
2famous investors
$157.28avg. 13F price*
At the end of Q2 2026, 100 institutions reported holding SS SPDR US SC Low Vol Idx (SMLV) in their 13F filings, up 6 from Q1 2026. 14 opened new positions and 5 sold out. The largest holders were Howard Capital Management, LLC ($19.2M), DORVAL Corp ($12.7M) and Cambridge Investment Research Advisors, Inc. ($12.1M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR US SC Low Vol Idx
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78468R887
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $33.7M |
| Exits | 5 | $375K |
All 13F filers, Q1 2026 → Q2 2026: 244,010 shares bought and 84,031 shares sold, net +159,979 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 100 holders
| Howard Capital Management, LLC | 0.23% | New | 121,811 | $19.2M |
| DORVAL Corp | 3.66% | Add +1.4% | 80,869 | $12.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +0.9% | 77,089 | $12.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -7.4% | 76,601 | $12.1M |
| McKinney Capital Management, LLC | 3.96% | New | 63,794 | $10.0M |
| LPL Financial LLC | 0.00% | Add +1.4% | 61,981 | $9.8M |
| AQR Capital Management | 0.00% | Add +1.4% | 58,197 | $9.2M |
| Roan Capital Partners | 4.58% | Add +3.4% | 35,075 | $5.5M |
| UBS Group AG | 0.00% | Add +5.6% | 22,259 | $3.5M |
| Cetera Investment Advisers | 0.00% | Reduce -19.2% | 20,186 | $3.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.4% | 19,335 | $3.0M |
| McNaughton Wealth Management, LLC | 1.03% | Reduce -1.9% | 18,455 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.2% | 14,200 | $2.2M |
| Johnson & White Wealth Management, LLC | 0.74% | Reduce -7.3% | 12,562 | $2.0M |
| Bank of America Corp. | 0.00% | Add +4.7% | 12,083 | $1.9M |
| Two Sigma Investments, LP | 0.00% | Add +124.5% | 11,900 | $1.9M |
| Royal Bank of Canada | 0.00% | Reduce -45.5% | 11,813 | $1.9M |
| IAG Wealth Partners, LLC | 0.18% | Reduce -3.2% | 11,606 | $1.8M |
| Morgan Stanley | 0.00% | Add +3.6% | 11,532 | $1.8M |
| Integrated Wealth Concepts LLC | 0.01% | New | 11,367 | $1.8M |
| Ieq Capital, LLC | 0.01% | Reduce -82.6% | 10,817 | $1.7M |
| NorthRock Partners, LLC | 0.02% | Reduce -8.6% | 9,880 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.3% | 9,620 | $1.5M |
| Citadel Advisors | 0.00% | Add +49.6% | 9,152 | $1.4M |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.4% | 8,657 | $1.4M |
| Insight Advisors, LLC/ PA | 0.23% | Reduce -3.7% | 8,325 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +18.8% | 8,018 | $1.3M |
| Cowa, LLC | 0.34% | Reduce -0.2% | 7,910 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +155.8% | 7,623 | $1.2M |
| HF Advisory Group, LLC | 0.37% | Add +5.5% | 7,591 | $1.2M |
| Citigroup Inc. | 0.00% | Add +2.5% | 7,527 | $1.2M |
| Savant Capital, LLC | 0.00% | Add +90.0% | 7,943 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.9% | 6,236 | $981K |
| Navis Wealth Advisors, LLC | 0.37% | Add +0.6% | 6,206 | $977K |
| Pacific Sun Financial Corp | 0.37% | Reduce -0.2% | 5,762 | $907K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -3.5% | 4,978 | $783K |
| Portland Financial Advisors Inc | 1.33% | Add +9.9% | 4,631 | $729K |
| Clearview Wealth Management LLC | 0.42% | Reduce -2.4% | 4,137 | $651K |
| HighTower Advisors, LLC | 0.00% | Add +3.6% | 4,065 | $640K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -3.9% | 4,056 | $638K |
| Summit Wealth Group LLC / Co. | 0.05% | Add +3.8% | 3,939 | $620K |
| MML Investors Services, LLC | 0.00% | Reduce -3.7% | 3,757 | $591K |
| McAdam, LLC | 0.02% | Reduce -8.2% | 3,535 | $556K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.6% | 3,490 | $549K |
| Raymond James Financial Inc. | 0.00% | Reduce -11.8% | 3,414 | $537K |
| AdvisorNet Financial, Inc | 0.02% | Add +33.9% | 3,207 | $505K |
| Strategic Blueprint, LLC | 0.02% | No change | 3,110 | $489K |
| Waverly Advisors, LLC | 0.00% | Add +1.1% | 2,784 | $438K |
| Park Avenue Securities LLC | 0.00% | New | 2,570 | $404K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +0.5% | 2,561 | $403K |
| Roffman Miller Associates Inc. | 0.02% | Reduce -7.3% | 2,508 | $395K |
| Continuum Advisory, LLC | 0.03% | Add +0.7% | 2,335 | $367K |
| JPMorgan Chase & Co. | 0.00% | No change | 2,320 | $365K |
| Compound Planning, Inc. | 0.01% | Reduce -1.8% | 2,150 | $338K |
| Western Wealth Management, LLC | 0.01% | No change | 2,015 | $317K |
| Pinnacle Financial Partners, Inc. | 0.00% | No change | 1,973 | $310K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -30.5% | 1,956 | $308K |
| IHT Wealth Management, LLC | 0.01% | Add +0.4% | 1,902 | $299K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,859 | $293K |
| Private Advisor Group, LLC | 0.00% | No change | 1,745 | $275K |
| Swisher Financial Concepts, Inc. | 0.17% | Reduce -33.7% | 1,674 | $263K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 1,601 | $252K |
| Signature Estate & Investment Advisors LLC | 0.00% | Add +0.6% | 1,584 | $249K |
| Quantinno Capital Management LP | 0.00% | New | 1,556 | $245K |
| Grey Fox Wealth Advisors, LLC | 0.04% | Reduce -0.7% | 1,501 | $236K |
| Worth Financial Advisory Group, LLC | 0.10% | New | 1,483 | $233K |
| Libra Wealth LLC | 0.06% | No change | 1,463 | $230K |
| Level Four Advisory Services, LLC | 0.01% | New | 1,445 | $227K |
| Harbour Investments, Inc. | 0.00% | Add +1.4% | 1,437 | $226K |
| Koshinski Asset Management, Inc. | 0.01% | New | 1,376 | $217K |
| Creative Planning | 0.00% | New | 1,371 | $216K |
| Sigma Planning Corp | 0.01% | Reduce -11.8% | 1,369 | $216K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 1,367 | $215K |
| Optimist Retirement Group LLC | 0.08% | New | 1,324 | $208K |
| Stifel Financial Corp. | 0.00% | New | 1,273 | $200K |
| IFP Advisors, Inc | 0.00% | No change | 1,052 | $166K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +83.3% | 880 | $138K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 344 | $54K |
| Sage Mountain Advisors LLC | 0.00% | Reduce -24.8% | 340 | $54K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 250 | $39K |
| Capital Analysts, LLC | 0.00% | Add +0.8% | 240 | $38K |
| Assetmark, Inc. | 0.00% | No change | 239 | $38K |
| FMR LLC | 0.00% | Add +17.2% | 238 | $38K |
| US Bancorp \de | 0.00% | No change | 233 | $37K |
| International Assets Investment Management, LLC | 0.00% | No change | 200 | $32K |
| Valley National Advisers Inc. | 0.00% | No change | 191 | $30K |
| Tidemark, LLC | 0.01% | No change | 162 | $25K |
| Winthrop Capital Management, LLC | 0.01% | No change | 142 | $22K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +0.8% | 130 | $20K |
| N.E.W. Advisory Services LLC | 0.00% | Add +0.9% | 116 | $18K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 114 | $18K |
| Lanark Financial, Inc. | 0.00% | No change | 110 | $17K |
| 10Elms LLP | 0.01% | Add +160.0% | 91 | $14K |
| Bogart Wealth, LLC | 0.00% | No change | 74 | $12K |
| Vanguard Advisers Inc. | 0.00% | No change | 73 | $11K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +1.4% | 71 | $11K |
| Farther Finance Advisors, LLC | 0.00% | No change | 59 | $9K |
| Spire Wealth Management | 0.00% | No change | 37 | $6K |
| AE Wealth Management LLC | 0.00% | Reduce -55.3% | 21 | $3K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $124 |
"% of holder's portfolio" is SMLV's weight in each manager's 13F, not the share of SS SPDR US SC Low Vol Idx the manager owns.