SS SPDR US SC Low Vol IdxSMLVETF
13F holders, Q1 2025 (March 31)84holders −2
6new positions
10sold out
1famous investor
$123.60avg. 13F price*
At the end of Q1 2025, 84 institutions reported holding SS SPDR US SC Low Vol Idx (SMLV) in their 13F filings, down 2 from Q4 2024. 6 opened new positions and 10 sold out. The largest holders were CW Advisors, LLC ($13.0M), DORVAL Corp ($9.3M) and Cambridge Investment Research Advisors, Inc. ($7.6M). 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 (Q1 2025)
- CUSIP
- 78468R887
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $634K |
| Exits | 10 | $3.8M |
All 13F filers, Q4 2024 → Q1 2025: 57,923 shares bought and 128,505 shares sold, net −70,582 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| CW Advisors, LLC | 0.16% | Reduce -1.8% | 106,147 | $13.0M |
| DORVAL Corp | 3.75% | Add +0.6% | 71,216 | $9.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +1.9% | 61,948 | $7.6M |
| LPL Financial LLC | 0.00% | Add +21.1% | 59,946 | $7.4M |
| Ieq Capital, LLC | 0.05% | No change | 56,025 | $6.9M |
| AQR Capital Management | 0.01% | No change | 46,571 | $5.7M |
| Ameriprise Financial Inc. | 0.00% | Add +221.8% | 35,986 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.8% | 31,650 | $3.9M |
| McNaughton Wealth Management, LLC | 1.37% | Reduce -73.9% | 22,967 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.5% | 18,427 | $2.3M |
| IAG Wealth Partners, LLC | 0.27% | Reduce -12.9% | 13,986 | $1.7M |
| Johnson & White Wealth Management, LLC | 0.89% | Reduce -2.4% | 12,936 | $1.6M |
| Bank of America Corp. | 0.00% | Reduce -6.3% | 12,324 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -15.3% | 11,241 | $1.4M |
| Two Sigma Investments, LP | 0.00% | Add +82.5% | 10,400 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.7% | 10,331 | $1.3M |
| UBS Group AG | 0.00% | Add +1.1% | 10,133 | $1.2M |
| Morgan Stanley | 0.00% | Add +0.0% | 10,018 | $1.2M |
| Insight Advisors, LLC/ PA | 0.19% | Reduce -5.3% | 8,823 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | No change | 7,702 | $946K |
| HF Advisory Group, LLC | 0.40% | Reduce -5.0% | 7,378 | $907K |
| Cowa, LLC | 0.37% | Reduce -2.9% | 7,068 | $868K |
| Park Avenue Securities LLC | 0.01% | Add +299.0% | 6,934 | $852K |
| Savant Capital, LLC | 0.01% | Add +0.0% | 6,717 | $825K |
| Pacific Sun Financial Corp | 0.46% | Reduce -0.3% | 6,644 | $816K |
| Citigroup Inc. | 0.00% | Add +2.9% | 6,091 | $748K |
| Navis Wealth Advisors, LLC | 0.72% | Add +0.7% | 6,010 | $738K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -3.0% | 5,900 | $725K |
| Cetera Investment Advisers | 0.00% | Add +72.9% | 5,680 | $698K |
| Capital Analysts, LLC | 0.02% | Reduce -31.9% | 5,117 | $628K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.4% | 5,044 | $620K |
| NewEdge Advisors, LLC | 0.00% | Add +37.9% | 4,964 | $610K |
| Osaic Holdings, Inc. | 0.00% | Reduce -46.5% | 4,377 | $539K |
| Portland Financial Advisors Inc | 1.32% | Reduce -1.2% | 4,215 | $518K |
| Equitable Holdings, Inc. | 0.00% | Reduce -72.8% | 3,985 | $490K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +1.1% | 3,959 | $486K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -5.1% | 3,945 | $485K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.3% | 3,821 | $469K |
| Private Advisor Group, LLC | 0.00% | Reduce -20.9% | 3,726 | $458K |
| Strategic Blueprint, LLC | 0.02% | No change | 3,110 | $382K |
| Raymond James Financial Inc. | 0.00% | Reduce -3.7% | 3,021 | $371K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +0.6% | 2,971 | $365K |
| Jones Financial Companies LLLP | 0.00% | Add +18.8% | 2,964 | $364K |
| Roffman Miller Associates Inc. | 0.02% | Reduce -12.1% | 2,916 | $358K |
| McAdam, LLC | 0.02% | Reduce -5.0% | 2,831 | $348K |
| Waverly Advisors, LLC | 0.00% | Reduce -27.0% | 2,813 | $346K |
| Dohj, LLC | 0.07% | Reduce -0.5% | 2,556 | $314K |
| Swisher Financial Concepts, Inc. | 0.24% | New | 2,355 | $289K |
| Cornerstone Advisors Asset Management, LLC | 0.06% | New | 2,302 | $283K |
| Compound Planning, Inc. | 0.01% | Add +0.5% | 2,280 | $280K |
| Continuum Advisory, LLC | 0.04% | Add +0.4% | 2,260 | $278K |
| Western Wealth Management, LLC | 0.02% | Add +2.5% | 2,014 | $248K |
| IHT Wealth Management, LLC | 0.01% | Add +0.6% | 1,979 | $243K |
| High Net Worth Advisory Group LLC | 0.07% | Reduce -5.4% | 1,905 | $234K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,400 | $154K |
| IFP Advisors, Inc | 0.00% | No change | 1,052 | $129K |
| Royal Bank of Canada | 0.00% | Add +128.7% | 830 | $102K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +7.5% | 720 | $88K |
| SOA Wealth Advisors, LLC. | 0.02% | Reduce -17.0% | 664 | $82K |
| Principal Securities, Inc. | 0.00% | No change | 617 | $79K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 480 | $59K |
| Sage Mountain Advisors LLC | 0.00% | No change | 452 | $56K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.5% | 380 | $47K |
| Cwm, LLC | 0.00% | New | 367 | $45K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 250 | $31K |
| Valley National Advisers Inc. | 0.00% | No change | 191 | $23K |
| FMR LLC | 0.00% | Reduce -8.6% | 180 | $22K |
| Spire Wealth Management | 0.00% | Add +0.6% | 162 | $20K |
| Tidemark, LLC | 0.01% | No change | 162 | $20K |
| Winthrop Capital Management, LLC | 0.01% | Add +2.8% | 149 | $18K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 129 | $16K |
| Painted Porch Advisors LLC | 0.01% | No change | 114 | $14K |
| N.E.W. Advisory Services LLC | 0.00% | New | 112 | $14K |
| Vermillion Wealth Management, Inc. | 0.00% | Reduce -43.4% | 111 | $14K |
| Lanark Financial, Inc. | 0.00% | — | 110 | $13K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 100 | $12K |
| Bogart Wealth, LLC | 0.00% | No change | 74 | $9K |
| AE Wealth Management LLC | 0.00% | No change | 69 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -97.7% | 67 | $8K |
| Harbour Investments, Inc. | 0.00% | Add +1.5% | 66 | $8K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -7.9% | 58 | $7K |
| ORG Partners LLC | 0.00% | New | 16 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 10 | $1K |
| US Bancorp \de | 0.00% | New | 8 | $983 |
"% 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.