SS SPDR US SC Low Vol IdxSMLVETF
13F holders, Q4 2025 (December 31)94holders +4
8new positions
7sold out
2famous investors
$131.13avg. 13F price*
At the end of Q4 2025, 94 institutions reported holding SS SPDR US SC Low Vol Idx (SMLV) in their 13F filings, up 4 from Q3 2025. 8 opened new positions and 7 sold out. The largest holders were Osaic Holdings, Inc. ($11.1M), DORVAL Corp ($10.5M) and Cambridge Investment Research Advisors, Inc. ($9.8M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR US SC Low Vol Idx
- Filed as
- SPDR SERIES TRUST (Q4 2025)
- CUSIP
- 78468R887
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.2M |
| Exits | 7 | $802K |
All 13F filers, Q3 2025 → Q4 2025: 61,318 shares bought and 50,325 shares sold, net +10,993 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| Osaic Holdings, Inc. | 0.02% | Reduce -11.5% | 84,517 | $11.1M |
| DORVAL Corp | 3.36% | Add +3.5% | 80,282 | $10.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +8.7% | 74,822 | $9.8M |
| Ieq Capital, LLC | 0.03% | No change | 66,842 | $8.8M |
| LPL Financial LLC | 0.00% | Add +5.0% | 65,447 | $8.6M |
| AQR Capital Management | 0.00% | Add +23.2% | 57,388 | $7.5M |
| Cetera Investment Advisers | 0.00% | Add +15.8% | 25,464 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +787.9% | 21,744 | $2.9M |
| McNaughton Wealth Management, LLC | 1.06% | Reduce -18.4% | 19,725 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -30.6% | 16,274 | $2.1M |
| UBS Group AG | 0.00% | Add +9.6% | 15,094 | $2.0M |
| Johnson & White Wealth Management, LLC | 0.78% | Add +1.0% | 13,605 | $1.8M |
| IAG Wealth Partners, LLC | 0.19% | Reduce -2.1% | 12,528 | $1.6M |
| Capital Developers, LLC | 1.43% | — | 12,197 | $1.6M |
| Bank of America Corp. | 0.00% | Reduce -7.6% | 11,561 | $1.5M |
| NorthRock Partners, LLC | 0.02% | Add +14.8% | 10,811 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -38.1% | 10,435 | $1.4M |
| Morgan Stanley | 0.00% | Reduce -0.3% | 10,192 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.7% | 8,941 | $1.2M |
| Insight Advisors, LLC/ PA | 0.17% | Add +1.3% | 8,659 | $1.1M |
| HF Advisory Group, LLC | 0.37% | Add +5.0% | 8,009 | $1.1M |
| Cowa, LLC | 0.31% | Add +3.4% | 7,781 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.8% | 7,702 | $1.0M |
| Pathfinder Wealth Consulting, Inc. | 0.58% | — | 6,965 | $913K |
| Jones Financial Companies LLLP | 0.00% | Add +18.1% | 6,952 | $912K |
| Ameriprise Financial Inc. | 0.00% | Reduce -14.5% | 6,384 | $837K |
| Navis Wealth Advisors, LLC | 0.34% | Add +0.8% | 6,138 | $805K |
| Pacific Sun Financial Corp | 0.37% | Reduce -1.9% | 5,894 | $773K |
| Savant Capital, LLC | 0.00% | Reduce -0.7% | 5,800 | $761K |
| Citigroup Inc. | 0.00% | Reduce -1.8% | 5,489 | $720K |
| NewEdge Advisors, LLC | 0.00% | Add +0.4% | 5,448 | $714K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -4.2% | 5,320 | $698K |
| Two Sigma Investments, LP | 0.00% | Reduce -19.7% | 5,300 | $695K |
| Citadel Advisors | 0.00% | New | 5,030 | $660K |
| Portland Financial Advisors Inc | 1.18% | No change | 4,215 | $553K |
| Raymond James Financial Inc. | 0.00% | Add +20.9% | 4,026 | $528K |
| Stratos Wealth Partners, LTD. | 0.01% | No change | 3,983 | $522K |
| HighTower Advisors, LLC | 0.00% | Add +0.8% | 3,902 | $512K |
| Summit Wealth Group LLC / Co. | 0.06% | Reduce -62.0% | 3,645 | $478K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -7.8% | 3,600 | $472K |
| Park Avenue Securities LLC | 0.00% | Reduce -25.7% | 3,504 | $460K |
| McAdam, LLC | 0.02% | Add +9.6% | 3,459 | $454K |
| Strategic Blueprint, LLC | 0.02% | No change | 3,110 | $408K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -0.2% | 2,990 | $392K |
| Capital Analysts, LLC | 0.01% | Reduce -5.3% | 2,887 | $378K |
| Fragasso Financial Advisors Inc | 0.02% | No change | 2,871 | $376K |
| Roffman Miller Associates Inc. | 0.02% | Reduce -0.5% | 2,695 | $353K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -37.5% | 2,558 | $335K |
| Waverly Advisors, LLC | 0.00% | Add +0.0% | 2,540 | $333K |
| Swisher Financial Concepts, Inc. | 0.18% | Add +5.0% | 2,368 | $310K |
| Continuum Advisory, LLC | 0.03% | No change | 2,282 | $299K |
| Compound Planning, Inc. | 0.01% | Reduce -0.6% | 2,233 | $293K |
| Western Wealth Management, LLC | 0.01% | No change | 2,015 | $264K |
| IHT Wealth Management, LLC | 0.01% | Reduce -4.3% | 1,917 | $251K |
| MML Investors Services, LLC | 0.00% | Add +20.3% | 1,876 | $246K |
| Mariner, LLC | 0.00% | Reduce -11.4% | 1,817 | $238K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.6% | 1,744 | $229K |
| High Net Worth Advisory Group LLC | 0.05% | Reduce -9.0% | 1,702 | $223K |
| Signature Estate & Investment Advisors LLC | 0.00% | Add +0.8% | 1,567 | $205K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,400 | $184K |
| IFP Advisors, Inc | 0.00% | No change | 1,052 | $138K |
| JPMorgan Chase & Co. | 0.00% | New | 1,045 | $137K |
| SageView Advisory Group, LLC | 0.00% | New | 990 | $130K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 966 | $127K |
| Kestra Advisory Services, LLC | 0.00% | New | 927 | $122K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.0% | 725 | $95K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 480 | $63K |
| Sage Mountain Advisors LLC | 0.00% | No change | 452 | $59K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.8% | 388 | $51K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 344 | $45K |
| Bank of Montreal | 0.00% | New | 270 | $36K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 250 | $33K |
| Assetmark, Inc. | 0.00% | Add +44.9% | 239 | $31K |
| US Bancorp \de | 0.00% | Add +9.4% | 233 | $31K |
| International Assets Investment Management, LLC | 0.00% | New | 200 | $26K |
| Valley National Advisers Inc. | 0.00% | Add +274.5% | 191 | $25K |
| Tidemark, LLC | 0.01% | No change | 162 | $21K |
| FMR LLC | 0.00% | Reduce -3.8% | 153 | $20K |
| Winthrop Capital Management, LLC | 0.00% | No change | 142 | $19K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.8% | 121 | $16K |
| N.E.W. Advisory Services LLC | 0.00% | Add +0.9% | 115 | $15K |
| Lanark Financial, Inc. | 0.00% | No change | 110 | $14K |
| Root Financial Partners, LLC | 0.00% | No change | 107 | $14K |
| Bogart Wealth, LLC | 0.00% | No change | 74 | $10K |
| Reyes Financial Architecture, Inc. | 0.01% | Reduce -27.0% | 73 | $10K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -89.6% | 70 | $9K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 67 | $9K |
| Harbour Investments, Inc. | 0.00% | Add +1.5% | 67 | $9K |
| AE Wealth Management LLC | 0.00% | Reduce -8.7% | 63 | $8K |
| Farther Finance Advisors, LLC | 0.00% | No change | 59 | $8K |
| Spire Wealth Management | 0.00% | No change | 37 | $5K |
| Blair William & Co. | 0.00% | New | 11 | $1K |
| Sunbelt Securities, Inc. | 0.00% | No change | 10 | $1K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $109 |
"% 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.