SS SPDR US SC Low Vol IdxSMLVETF
13F holders, Q4 2024 (December 31)86holders +8
10new positions
6sold out
1famous investor
$127.61avg. 13F price*
At the end of Q4 2024, 86 institutions reported holding SS SPDR US SC Low Vol Idx (SMLV) in their 13F filings, up 8 from Q3 2024. 10 opened new positions and 6 sold out. The largest holders were CW Advisors, LLC ($13.8M), McNaughton Wealth Management, LLC ($11.2M) and DORVAL Corp ($9.0M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR US SC Low Vol Idx
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78468R887
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $14.3M |
| Exits | 6 | $4.7M |
All 13F filers, Q3 2024 → Q4 2024: 147,380 shares bought and 79,042 shares sold, net +68,338 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| CW Advisors, LLC | 0.19% | Reduce -1.1% | 108,142 | $13.8M |
| McNaughton Wealth Management, LLC | 5.41% | Reduce -1.1% | 88,005 | $11.2M |
| DORVAL Corp | 3.59% | Add +2.8% | 70,761 | $9.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +29.9% | 60,824 | $7.8M |
| Ieq Capital, LLC | 0.07% | New | 56,025 | $7.2M |
| LPL Financial LLC | 0.00% | Add +6.9% | 49,480 | $6.3M |
| AQR Capital Management | 0.01% | New | 46,571 | $5.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.9% | 33,252 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.4% | 18,514 | $2.4M |
| IAG Wealth Partners, LLC | 0.36% | Reduce -7.9% | 16,064 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | Reduce -6.9% | 14,672 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -2.5% | 13,280 | $1.7M |
| Bank of America Corp. | 0.00% | Reduce -4.8% | 13,155 | $1.7M |
| Johnson & White Wealth Management, LLC | 1.01% | Add +1.1% | 13,247 | $1.7M |
| J2 Capital Management Inc | 1.41% | — | 11,782 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.6% | 11,182 | $1.4M |
| UBS Group AG | 0.00% | Add +11.6% | 10,019 | $1.3M |
| Morgan Stanley | 0.00% | Add +5.7% | 10,015 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.8% | 9,684 | $1.2M |
| Insight Advisors, LLC/ PA | 0.20% | Reduce -5.1% | 9,312 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +42.3% | 8,185 | $1.0M |
| HF Advisory Group, LLC | 0.46% | Add +4.4% | 7,767 | $991K |
| Goldman Sachs Group Inc. | 0.00% | No change | 7,702 | $983K |
| Capital Analysts, LLC | 0.04% | Reduce -2.3% | 7,520 | $959K |
| Cowa, LLC | 0.45% | Reduce -2.9% | 7,279 | $929K |
| Susquehanna International Group, LLP | 0.00% | Add +217.0% | 6,726 | $858K |
| Savant Capital, LLC | 0.01% | Reduce -32.2% | 6,714 | $857K |
| Pacific Sun Financial Corp | 0.46% | Reduce -0.6% | 6,663 | $850K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -3.5% | 6,084 | $776K |
| Navis Wealth Advisors, LLC | 0.83% | Add +0.8% | 5,969 | $762K |
| Citigroup Inc. | 0.00% | Reduce -8.7% | 5,921 | $756K |
| Two Sigma Investments, LP | 0.00% | Reduce -35.2% | 5,700 | $728K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.4% | 5,024 | $641K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.2% | 4,708 | $601K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -7.5% | 4,283 | $547K |
| Portland Financial Advisors Inc | 1.46% | — | 4,265 | $544K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +6.6% | 4,157 | $531K |
| HighTower Advisors, LLC | 0.00% | Add +6.1% | 3,993 | $510K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -0.1% | 3,918 | $500K |
| Waverly Advisors, LLC | 0.01% | Add +17.9% | 3,854 | $492K |
| NewEdge Advisors, LLC | 0.00% | New | 3,601 | $460K |
| Roffman Miller Associates Inc. | 0.03% | Reduce -23.1% | 3,317 | $423K |
| Cetera Investment Advisers | 0.00% | Add +50.1% | 3,285 | $419K |
| Raymond James Financial Inc. | 0.00% | — | 3,136 | $400K |
| Strategic Blueprint, LLC | 0.02% | Reduce -5.7% | 3,110 | $397K |
| McAdam, LLC | 0.02% | Add +5.3% | 2,979 | $380K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +1.5% | 2,954 | $377K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -1.1% | 2,893 | $369K |
| Dohj, LLC | 0.08% | Add +0.6% | 2,568 | $328K |
| Jones Financial Companies LLLP | 0.00% | Add +91.6% | 2,496 | $319K |
| Compound Planning, Inc. | 0.01% | New | 2,268 | $289K |
| Continuum Advisory, LLC | 0.04% | Add +3.0% | 2,251 | $287K |
| JPMorgan Chase & Co. | 0.00% | Add +198.7% | 2,094 | $267K |
| High Net Worth Advisory Group LLC | 0.07% | No change | 2,014 | $257K |
| IHT Wealth Management, LLC | 0.01% | Add +0.8% | 1,967 | $251K |
| Western Wealth Management, LLC | 0.01% | Add +5.4% | 1,965 | $251K |
| Park Avenue Securities LLC | 0.00% | New | 1,738 | $222K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -87.1% | 1,714 | $219K |
| Capstone Investment Advisors, LLC | 0.00% | No change | 1,697 | $217K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 1,580 | $202K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,400 | $176K |
| IFP Advisors, Inc | 0.00% | Add +17.8% | 1,052 | $134K |
| SOA Wealth Advisors, LLC. | 0.02% | Reduce -40.0% | 800 | $102K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +148.2% | 670 | $86K |
| Principal Securities, Inc. | 0.00% | Add +15.8% | 617 | $79K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 480 | $61K |
| Sage Mountain Advisors LLC | 0.00% | No change | 452 | $58K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.1% | 378 | $48K |
| Royal Bank of Canada | 0.00% | Reduce -97.0% | 363 | $47K |
| Medallion Wealth Advisors, LLC | 0.02% | — | 250 | $32K |
| FMR LLC | 0.00% | No change | 197 | $25K |
| Vermillion Wealth Management, Inc. | 0.01% | — | 196 | $25K |
| Valley National Advisers Inc. | 0.00% | No change | 191 | $24K |
| Tidemark, LLC | 0.01% | No change | 162 | $21K |
| Spire Wealth Management | 0.00% | Add +0.6% | 161 | $21K |
| Winthrop Capital Management, LLC | 0.01% | Add +5.1% | 145 | $19K |
| Painted Porch Advisors LLC | 0.01% | Add +0.9% | 114 | $15K |
| Reyes Financial Architecture, Inc. | 0.01% | — | 100 | $13K |
| PSI Advisors, LLC | 0.00% | Add +1.1% | 93 | $12K |
| Bogart Wealth, LLC | 0.00% | No change | 74 | $9K |
| AE Wealth Management LLC | 0.00% | New | 69 | $9K |
| Harbour Investments, Inc. | 0.00% | No change | 65 | $8K |
| Farther Finance Advisors, LLC | 0.00% | No change | 63 | $8K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 51 | $6K |
| Sunbelt Securities, Inc. | 0.00% | No change | 10 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 3 | $383 |
"% 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.