SS SPDR US SC Low Vol IdxSMLVETF
13F holders, Q3 2025 (September 30)90holders +4
8new positions
1sold out
1famous investor
$128.69avg. 13F price*
At the end of Q3 2025, 90 institutions reported holding SS SPDR US SC Low Vol Idx (SMLV) in their 13F filings, up 4 from Q2 2025. 8 opened new positions and 1 sold out. The largest holders were Osaic Holdings, Inc. ($12.4M), DORVAL Corp ($10.1M) and Cambridge Investment Research Advisors, Inc. ($8.9M). 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 (Q3 2025)
- CUSIP
- 78468R887
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.2M |
| Exits | 1 | $341K |
All 13F filers, Q2 2025 → Q3 2025: 151,668 shares bought and 75,459 shares sold, net +76,209 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| Osaic Holdings, Inc. | 0.02% | Add +1766.8% | 95,542 | $12.4M |
| DORVAL Corp | 3.33% | Add +4.5% | 77,538 | $10.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +6.1% | 68,863 | $8.9M |
| Ieq Capital, LLC | 0.03% | Add +19.3% | 66,842 | $8.7M |
| LPL Financial LLC | 0.00% | Reduce -17.0% | 62,301 | $8.1M |
| AQR Capital Management | 0.00% | No change | 46,571 | $6.0M |
| McNaughton Wealth Management, LLC | 1.32% | Add +3.3% | 24,183 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.5% | 23,467 | $3.0M |
| Cetera Investment Advisers | 0.00% | Add +167.4% | 21,992 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.5% | 16,858 | $2.2M |
| UBS Group AG | 0.00% | Add +33.9% | 13,768 | $1.8M |
| Johnson & White Wealth Management, LLC | 0.80% | Add +0.8% | 13,468 | $1.7M |
| IAG Wealth Partners, LLC | 0.20% | Reduce -3.6% | 12,797 | $1.7M |
| Bank of America Corp. | 0.00% | Reduce -7.7% | 12,514 | $1.6M |
| Morgan Stanley | 0.00% | Reduce -4.1% | 10,227 | $1.3M |
| NorthRock Partners, LLC | 0.02% | New | 9,421 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.5% | 9,096 | $1.2M |
| Insight Advisors, LLC/ PA | 0.17% | Add +0.8% | 8,550 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.8% | 7,762 | $1.0M |
| HF Advisory Group, LLC | 0.36% | Add +4.6% | 7,625 | $989K |
| Cowa, LLC | 0.35% | Add +1.9% | 7,524 | $976K |
| Ameriprise Financial Inc. | 0.00% | Reduce -79.6% | 7,469 | $969K |
| Two Sigma Investments, LP | 0.00% | Reduce -10.8% | 6,600 | $856K |
| Navis Wealth Advisors, LLC | 0.59% | Add +0.7% | 6,090 | $790K |
| Pacific Sun Financial Corp | 0.38% | Reduce -3.0% | 6,009 | $780K |
| Jones Financial Companies LLLP | 0.00% | Add +6.8% | 5,889 | $767K |
| Savant Capital, LLC | 0.00% | Reduce -6.6% | 5,843 | $758K |
| Citigroup Inc. | 0.00% | Reduce -8.4% | 5,589 | $725K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -4.0% | 5,554 | $721K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.8% | 5,428 | $704K |
| Park Avenue Securities LLC | 0.00% | Reduce -51.9% | 4,718 | $612K |
| Portland Financial Advisors Inc | 1.17% | No change | 4,215 | $547K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +2.8% | 4,095 | $531K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.8% | 3,983 | $517K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -11.1% | 3,905 | $507K |
| HighTower Advisors, LLC | 0.00% | Add +0.7% | 3,871 | $502K |
| Summit Wealth Group LLC / Co. | 0.05% | Add +113.7% | 9,600 | $461K |
| Raymond James Financial Inc. | 0.00% | Add +8.8% | 3,330 | $432K |
| McAdam, LLC | 0.02% | Add +5.7% | 3,157 | $410K |
| Strategic Blueprint, LLC | 0.02% | No change | 3,110 | $403K |
| Capital Analysts, LLC | 0.01% | Add +2.5% | 3,047 | $395K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.6% | 2,996 | $389K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -1.3% | 2,871 | $373K |
| Roffman Miller Associates Inc. | 0.02% | Reduce -7.6% | 2,708 | $351K |
| Waverly Advisors, LLC | 0.00% | Reduce -0.2% | 2,539 | $329K |
| Royal Bank of Canada | 0.00% | Add +82.0% | 2,449 | $318K |
| Continuum Advisory, LLC | 0.03% | Add +0.4% | 2,282 | $296K |
| Swisher Financial Concepts, Inc. | 0.18% | Reduce -11.2% | 2,256 | $293K |
| Compound Planning, Inc. | 0.01% | Add +0.5% | 2,246 | $291K |
| Mariner, LLC | 0.00% | New | 2,050 | $266K |
| Western Wealth Management, LLC | 0.01% | No change | 2,015 | $261K |
| Susquehanna International Group, LLP | 0.00% | Reduce -89.8% | 2,005 | $260K |
| IHT Wealth Management, LLC | 0.01% | Add +0.6% | 2,003 | $260K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 1,870 | $243K |
| Private Advisor Group, LLC | 0.00% | Reduce -7.9% | 1,772 | $230K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 1,702 | $221K |
| Grey Fox Wealth Advisors, LLC | 0.04% | New | 1,611 | $209K |
| MML Investors Services, LLC | 0.00% | New | 1,559 | $202K |
| Signature Estate & Investment Advisors LLC | 0.00% | Reduce -2.9% | 1,555 | $202K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,400 | $182K |
| IFP Advisors, Inc | 0.00% | No change | 1,052 | $136K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.8% | 740 | $96K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.6% | 672 | $87K |
| Principal Securities, Inc. | 0.00% | Reduce -0.6% | 625 | $81K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 480 | $62K |
| Sage Mountain Advisors LLC | 0.00% | No change | 452 | $59K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.5% | 385 | $50K |
| Rockefeller Capital Management L.P. | 0.00% | New | 344 | $45K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 250 | $32K |
| US Bancorp \de | 0.00% | Add +2562.5% | 213 | $28K |
| Assetmark, Inc. | 0.00% | No change | 165 | $21K |
| Tidemark, LLC | 0.01% | No change | 162 | $21K |
| FMR LLC | 0.00% | Add +1.3% | 159 | $21K |
| Winthrop Capital Management, LLC | 0.00% | No change | 142 | $18K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +7.1% | 120 | $16K |
| Painted Porch Advisors LLC | 0.01% | Add +0.9% | 116 | $15K |
| N.E.W. Advisory Services LLC | 0.00% | Add +0.9% | 114 | $15K |
| Lanark Financial, Inc. | 0.00% | No change | 110 | $14K |
| Root Financial Partners, LLC | 0.00% | New | 107 | $14K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 100 | $13K |
| United Financial Planning Group LLC | 0.01% | — | 411 | $12K |
| Bogart Wealth, LLC | 0.00% | No change | 74 | $10K |
| AE Wealth Management LLC | 0.00% | No change | 69 | $9K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 67 | $9K |
| Harbour Investments, Inc. | 0.00% | No change | 66 | $9K |
| Farther Finance Advisors, LLC | 0.00% | No change | 59 | $8K |
| Valley National Advisers Inc. | 0.00% | Reduce -73.3% | 51 | $6K |
| Spire Wealth Management | 0.00% | No change | 37 | $5K |
| Global Retirement Partners, LLC | 0.00% | New | 33 | $4K |
| 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.