SS SPDR US SC Low Vol IdxSMLVETF
13F holders, Q2 2025 (June 30)86holders +2
5new positions
4sold out
1famous investor
$125.09avg. 13F price*
At the end of Q2 2025, 86 institutions reported holding SS SPDR US SC Low Vol Idx (SMLV) in their 13F filings, up 2 from Q1 2025. 5 opened new positions and 4 sold out. The largest holders were CW Advisors, LLC ($10.7M), LPL Financial LLC ($9.4M) and DORVAL Corp ($9.3M). 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 SERIES TRUST (Q2 2025)
- CUSIP
- 78468R887
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $3.4M |
| Exits | 4 | $819K |
All 13F filers, Q1 2025 → Q2 2025: 62,734 shares bought and 46,640 shares sold, net +16,094 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| CW Advisors, LLC | 0.10% | Reduce -19.3% | 85,695 | $10.7M |
| LPL Financial LLC | 0.00% | Add +25.3% | 75,092 | $9.4M |
| DORVAL Corp | 3.32% | Add +4.2% | 74,202 | $9.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +4.8% | 64,889 | $8.1M |
| Ieq Capital, LLC | 0.04% | No change | 56,025 | $7.0M |
| AQR Capital Management | 0.00% | No change | 46,571 | $5.8M |
| Ameriprise Financial Inc. | 0.00% | Add +1.8% | 36,642 | $4.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -21.6% | 24,821 | $3.1M |
| McNaughton Wealth Management, LLC | 1.31% | Add +2.0% | 23,417 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | New | 19,694 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.2% | 17,287 | $2.2M |
| Bank of America Corp. | 0.00% | Add +10.1% | 13,562 | $1.7M |
| Johnson & White Wealth Management, LLC | 0.84% | Add +3.3% | 13,361 | $1.7M |
| IAG Wealth Partners, LLC | 0.22% | Reduce -5.0% | 13,280 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -2.1% | 11,001 | $1.4M |
| Morgan Stanley | 0.00% | Add +6.5% | 10,664 | $1.3M |
| UBS Group AG | 0.00% | Add +1.5% | 10,285 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Add +41.3% | 9,798 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.7% | 9,328 | $1.2M |
| Insight Advisors, LLC/ PA | 0.17% | Reduce -3.9% | 8,480 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +44.8% | 8,225 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | No change | 7,702 | $964K |
| Two Sigma Investments, LP | 0.00% | Reduce -28.9% | 7,400 | $926K |
| Cowa, LLC | 0.35% | Add +4.5% | 7,387 | $924K |
| HF Advisory Group, LLC | 0.36% | Reduce -1.2% | 7,289 | $912K |
| Savant Capital, LLC | 0.01% | Reduce -6.9% | 6,255 | $783K |
| Pacific Sun Financial Corp | 0.40% | Reduce -6.8% | 6,194 | $775K |
| Citigroup Inc. | 0.00% | Add +0.1% | 6,100 | $763K |
| Navis Wealth Advisors, LLC | 0.64% | Add +0.7% | 6,050 | $757K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -1.9% | 5,786 | $724K |
| NewEdge Advisors, LLC | 0.00% | Add +16.1% | 5,762 | $721K |
| Jones Financial Companies LLLP | 0.00% | Add +86.0% | 5,513 | $690K |
| Osaic Holdings, Inc. | 0.00% | Add +16.9% | 5,118 | $641K |
| Summit Wealth Group LLC / Co. | 0.14% | — | 4,493 | $562K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -12.9% | 4,391 | $549K |
| Portland Financial Advisors Inc | 1.27% | No change | 4,215 | $527K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.8% | 4,056 | $508K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +0.7% | 3,985 | $499K |
| HighTower Advisors, LLC | 0.00% | Add +0.7% | 3,846 | $481K |
| Strategic Blueprint, LLC | 0.02% | No change | 3,110 | $389K |
| Raymond James Financial Inc. | 0.00% | Add +1.4% | 3,062 | $383K |
| McAdam, LLC | 0.02% | Add +5.5% | 2,988 | $374K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.3% | 2,979 | $373K |
| Capital Analysts, LLC | 0.01% | Reduce -41.9% | 2,974 | $372K |
| Roffman Miller Associates Inc. | 0.02% | Add +0.6% | 2,932 | $367K |
| Fragasso Financial Advisors Inc | 0.02% | New | 2,909 | $364K |
| Composition Wealth, LLC | 0.01% | New | 2,725 | $341K |
| Waverly Advisors, LLC | 0.00% | Reduce -9.5% | 2,545 | $318K |
| Swisher Financial Concepts, Inc. | 0.21% | Add +7.9% | 2,541 | $318K |
| Dohj, LLC | 0.09% | Reduce -0.0% | 2,555 | $300K |
| Continuum Advisory, LLC | 0.03% | Add +0.5% | 2,272 | $284K |
| Compound Planning, Inc. | 0.01% | Reduce -2.0% | 2,235 | $280K |
| Western Wealth Management, LLC | 0.01% | Add +0.1% | 2,015 | $252K |
| IHT Wealth Management, LLC | 0.01% | Add +0.6% | 1,991 | $249K |
| Private Advisor Group, LLC | 0.00% | Reduce -48.4% | 1,924 | $241K |
| High Net Worth Advisory Group LLC | 0.06% | Reduce -1.8% | 1,870 | $234K |
| Signature Estate & Investment Advisors LLC | 0.00% | New | 1,602 | $200K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,400 | $175K |
| Royal Bank of Canada | 0.00% | Add +62.2% | 1,346 | $169K |
| IFP Advisors, Inc | 0.00% | No change | 1,052 | $132K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 720 | $90K |
| SOA Wealth Advisors, LLC. | 0.02% | Add +0.6% | 668 | $84K |
| Principal Securities, Inc. | 0.00% | Add +1.9% | 629 | $79K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 480 | $60K |
| Sage Mountain Advisors LLC | 0.00% | No change | 452 | $57K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.8% | 383 | $48K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 250 | $32K |
| Valley National Advisers Inc. | 0.00% | No change | 191 | $23K |
| Assetmark, Inc. | 0.00% | New | 165 | $21K |
| Tidemark, LLC | 0.01% | No change | 162 | $20K |
| FMR LLC | 0.00% | Reduce -12.8% | 157 | $20K |
| Winthrop Capital Management, LLC | 0.00% | Reduce -4.7% | 142 | $18K |
| Painted Porch Advisors LLC | 0.01% | Add +0.9% | 115 | $14K |
| N.E.W. Advisory Services LLC | 0.00% | Add +0.9% | 113 | $14K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.9% | 112 | $14K |
| Lanark Financial, Inc. | 0.00% | No change | 110 | $13K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 100 | $13K |
| Wells Fargo & Company | 0.00% | Reduce -31.0% | 89 | $11K |
| Bogart Wealth, LLC | 0.00% | No change | 74 | $9K |
| AE Wealth Management LLC | 0.00% | No change | 69 | $9K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 67 | $8K |
| Harbour Investments, Inc. | 0.00% | No change | 66 | $8K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.7% | 59 | $7K |
| Spire Wealth Management | 0.00% | Reduce -77.2% | 37 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 10 | $1K |
| US Bancorp \de | 0.00% | No change | 8 | $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.