SS SPDR US SC Low Vol IdxSMLVETF
13F holders, Q2 2024 (June 30)80holders +5
7new positions
4sold out
1famous investor
$110.02avg. 13F price*
At the end of Q2 2024, 80 institutions reported holding SS SPDR US SC Low Vol Idx (SMLV) in their 13F filings, up 5 from Q1 2024. 7 opened new positions and 4 sold out. The largest holders were CW Advisors, LLC ($18.2M), McNaughton Wealth Management, LLC ($9.7M) and DORVAL Corp ($7.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR US SC Low Vol Idx
- Filed as
- SPDR SER TR (Q2 2024)
- CUSIP
- 78468R887
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.8M |
| Exits | 4 | $2.2M |
All 13F filers, Q1 2024 → Q2 2024: 44,356 shares bought and 53,725 shares sold, net −9,369 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| CW Advisors, LLC | 0.29% | Reduce -0.3% | 165,678 | $18.2M |
| McNaughton Wealth Management, LLC | 5.14% | Add +2.3% | 88,165 | $9.7M |
| DORVAL Corp | 3.36% | Add +4.1% | 69,320 | $7.6M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -0.8% | 48,169 | $5.3M |
| LPL Financial LLC | 0.00% | Reduce -1.9% | 43,454 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.8% | 35,117 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.0% | 19,539 | $2.1M |
| IAG Wealth Partners, LLC | 0.39% | Reduce -2.1% | 17,510 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Add +3.2% | 16,436 | $1.8M |
| Bank of America Corp. | 0.00% | Reduce -11.9% | 14,598 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +54.6% | 13,971 | $1.5M |
| Johnson & White Wealth Management, LLC | 1.40% | Reduce -20.2% | 13,352 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -23.3% | 12,529 | $1.4M |
| NovaPoint Capital, LLC | 0.46% | Reduce -3.5% | 12,428 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +65.7% | 11,125 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.9% | 10,555 | $1.2M |
| Citadel Advisors | 0.00% | New | 9,705 | $1.1M |
| Insight Advisors, LLC/ PA | 0.19% | Add +3.9% | 9,638 | $1.1M |
| Morgan Stanley | 0.00% | Reduce -25.8% | 8,990 | $989K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +25.8% | 8,742 | $962K |
| Cowa, LLC | 0.49% | Reduce -2.9% | 8,369 | $921K |
| Royal Bank of Canada | 0.00% | Add +2110.3% | 7,979 | $877K |
| Goldman Sachs Group Inc. | 0.00% | No change | 7,702 | $847K |
| HF Advisory Group, LLC | 0.43% | Add +4.8% | 7,586 | $835K |
| Capital Analysts, LLC | 0.04% | Reduce -6.9% | 7,582 | $834K |
| Pacific Sun Financial Corp | 0.44% | Reduce -4.4% | 6,748 | $742K |
| Citigroup Inc. | 0.00% | Reduce -11.3% | 6,716 | $739K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -2.6% | 6,518 | $717K |
| Navis Wealth Advisors, LLC | 0.74% | Add +0.8% | 5,878 | $647K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +34.7% | 5,370 | $591K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -11.5% | 5,083 | $559K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -2.4% | 4,963 | $546K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.6% | 4,813 | $529K |
| Osaic Holdings, Inc. | 0.00% | Reduce -27.9% | 4,626 | $509K |
| UBS Group AG | 0.00% | Reduce -61.1% | 4,575 | $503K |
| Roffman Miller Associates Inc. | 0.03% | Reduce -5.3% | 4,292 | $472K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -9.1% | 3,750 | $413K |
| HighTower Advisors, LLC | 0.00% | Add +0.8% | 3,737 | $411K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +22.9% | 3,673 | $404K |
| Strategic Blueprint, LLC | 0.02% | Reduce -0.3% | 3,299 | $363K |
| Waverly Advisors, LLC | 0.01% | Reduce -19.2% | 3,244 | $357K |
| Composition Wealth, LLC | 0.01% | Add +0.5% | 3,167 | $348K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -3.5% | 3,080 | $339K |
| Cetera Investment Advisers | 0.00% | Add +0.1% | 2,895 | $319K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +0.7% | 2,893 | $318K |
| Dohj, LLC | 0.08% | Reduce -27.9% | 2,776 | $305K |
| McAdam, LLC | 0.02% | Add +16.5% | 2,467 | $271K |
| SageView Advisory Group, LLC | 0.02% | New | 2,267 | $249K |
| Sanctuary Advisors, LLC | 0.00% | — | 2,190 | $235K |
| Continuum Advisory, LLC | 0.03% | Add +13.5% | 2,132 | $235K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +1.3% | 2,024 | $223K |
| High Net Worth Advisory Group LLC | 0.07% | No change | 2,014 | $222K |
| IHT Wealth Management, LLC | 0.01% | New | 2,010 | $221K |
| Stifel Financial Corp. | 0.00% | New | 1,832 | $202K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.7% | 1,326 | $146K |
| IFP Advisors, Inc | 0.00% | Add +18.1% | 893 | $98K |
| Jones Financial Companies LLLP | 0.00% | Add +16.1% | 831 | $91K |
| Principal Securities, Inc. | 0.00% | Add +2.3% | 533 | $59K |
| Sage Mountain Advisors LLC | 0.00% | No change | 452 | $50K |
| International Assets Investment Management, LLC | 0.00% | New | 425 | $47K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.8% | 372 | $41K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -18.1% | 343 | $38K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 270 | $30K |
| Wells Fargo & Company | 0.00% | Add +24200.0% | 243 | $27K |
| FMR LLC | 0.00% | Reduce -38.5% | 204 | $22K |
| Valley National Advisers Inc. | 0.00% | No change | 191 | $21K |
| Tidemark, LLC | 0.01% | No change | 162 | $18K |
| Spire Wealth Management | 0.00% | Add +0.6% | 159 | $18K |
| Winthrop Capital Management, LLC | 0.01% | No change | 138 | $15K |
| Asset Dedication, LLC | 0.00% | No change | 135 | $15K |
| Lanark Financial, Inc. | 0.00% | No change | 110 | $12K |
| Bogart Wealth, LLC | 0.00% | No change | 98 | $11K |
| PSI Advisors, LLC | 0.00% | Add +2.2% | 92 | $10K |
| Gradient Investments LLC | 0.00% | New | 79 | $9K |
| Harbour Investments, Inc. | 0.00% | Reduce -21.0% | 64 | $7K |
| Farther Finance Advisors, LLC | 0.00% | No change | 60 | $7K |
| JPMorgan Chase & Co. | 0.00% | Reduce -98.6% | 43 | $5K |
| Painted Porch Advisors LLC | 0.00% | New | 28 | $3K |
| Hobbs Group Advisors, LLC | 0.00% | — | 16 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 10 | $1K |
"% 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.