SS SPDR US SC Low Vol IdxSMLVETF
13F holders, Q1 2026 (March 31)94holders
6new positions
7sold out
2famous investors
$137.07avg. 13F price*
At the end of Q1 2026, 94 institutions reported holding SS SPDR US SC Low Vol Idx (SMLV) in their 13F filings, unchanged from Q4 2025. 6 opened new positions and 7 sold out. The largest holders were Osaic Holdings, Inc. ($11.3M), DORVAL Corp ($10.9M) and Cambridge Investment Research Advisors, Inc. ($10.5M). 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 (Q1 2026)
- CUSIP
- 78468R887
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.3M |
| Exits | 7 | $2.1M |
All 13F filers, Q4 2025 → Q1 2026: 42,186 shares bought and 36,916 shares sold, net +5,270 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| Osaic Holdings, Inc. | 0.02% | Reduce -2.1% | 82,740 | $11.3M |
| DORVAL Corp | 3.39% | Reduce -0.7% | 79,718 | $10.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +2.1% | 76,409 | $10.5M |
| Ieq Capital, LLC | 0.04% | Reduce -7.2% | 62,018 | $8.5M |
| LPL Financial LLC | 0.00% | Reduce -6.6% | 61,138 | $8.4M |
| AQR Capital Management | 0.00% | No change | 57,388 | $7.9M |
| Roan Capital Partners | 4.30% | — | 33,938 | $4.7M |
| Cetera Investment Advisers | 0.00% | Reduce -1.9% | 24,982 | $3.4M |
| Royal Bank of Canada | 0.00% | Reduce -0.4% | 21,658 | $3.0M |
| UBS Group AG | 0.00% | Add +39.6% | 21,079 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +80.9% | 18,876 | $2.6M |
| McNaughton Wealth Management, LLC | 1.07% | Reduce -4.6% | 18,820 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.9% | 15,804 | $2.2M |
| Johnson & White Wealth Management, LLC | 0.79% | Reduce -0.4% | 13,555 | $1.9M |
| IAG Wealth Partners, LLC | 0.18% | Reduce -4.3% | 11,994 | $1.6M |
| Capital Developers, LLC | 1.46% | Reduce -3.1% | 11,822 | $1.6M |
| Bank of America Corp. | 0.00% | Reduce -0.2% | 11,539 | $1.6M |
| Morgan Stanley | 0.00% | Add +9.2% | 11,126 | $1.5M |
| NorthRock Partners, LLC | 0.02% | Add +0.0% | 10,812 | $1.5M |
| NewEdge Advisors, LLC | 0.00% | Add +75.4% | 9,557 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.3% | 9,053 | $1.2M |
| Insight Advisors, LLC/ PA | 0.23% | Reduce -0.2% | 8,645 | $1.2M |
| Cowa, LLC | 0.32% | Add +1.9% | 7,925 | $1.1M |
| Citigroup Inc. | 0.00% | Add +33.8% | 7,342 | $1.0M |
| HF Advisory Group, LLC | 0.34% | Reduce -10.2% | 7,193 | $986K |
| Pathfinder Wealth Consulting, Inc. | 0.61% | Reduce -1.0% | 6,893 | $945K |
| Jones Financial Companies LLLP | 0.00% | Reduce -2.9% | 6,749 | $914K |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.4% | 6,294 | $863K |
| Navis Wealth Advisors, LLC | 0.43% | Add +0.5% | 6,169 | $846K |
| Citadel Advisors | 0.00% | Add +21.6% | 6,117 | $839K |
| Pacific Sun Financial Corp | 0.38% | Reduce -2.1% | 5,772 | $791K |
| Two Sigma Investments, LP | 0.00% | No change | 5,300 | $727K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -3.0% | 5,158 | $708K |
| Clearview Wealth Management LLC | 0.41% | — | 4,239 | $581K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +17.3% | 4,221 | $579K |
| Portland Financial Advisors Inc | 1.20% | No change | 4,215 | $578K |
| Savant Capital, LLC | 0.00% | Reduce -27.9% | 4,180 | $573K |
| HighTower Advisors, LLC | 0.00% | Add +0.5% | 3,923 | $538K |
| MML Investors Services, LLC | 0.00% | Add +108.0% | 3,902 | $535K |
| Raymond James Financial Inc. | 0.00% | Reduce -3.9% | 3,869 | $530K |
| McAdam, LLC | 0.02% | Add +11.3% | 3,850 | $528K |
| Summit Wealth Group LLC / Co. | 0.05% | Add +4.1% | 3,795 | $520K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -10.1% | 3,582 | $491K |
| Strategic Blueprint, LLC | 0.02% | No change | 3,110 | $426K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.4% | 3,003 | $412K |
| Susquehanna International Group, LLP | 0.00% | New | 2,980 | $408K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -2.0% | 2,814 | $392K |
| Waverly Advisors, LLC | 0.00% | Add +8.4% | 2,754 | $378K |
| Roffman Miller Associates Inc. | 0.02% | Add +0.4% | 2,706 | $371K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -0.4% | 2,548 | $349K |
| Swisher Financial Concepts, Inc. | 0.19% | Add +6.6% | 2,525 | $346K |
| AdvisorNet Financial, Inc | 0.02% | Add +517.3% | 2,395 | $328K |
| Continuum Advisory, LLC | 0.03% | Add +1.6% | 2,319 | $318K |
| JPMorgan Chase & Co. | 0.00% | Add +122.0% | 2,320 | $314K |
| Compound Planning, Inc. | 0.01% | Reduce -2.0% | 2,189 | $300K |
| Western Wealth Management, LLC | 0.01% | No change | 2,015 | $276K |
| Pinnacle Financial Partners, Inc. | 0.00% | New | 1,973 | $270K |
| IHT Wealth Management, LLC | 0.01% | Reduce -1.2% | 1,894 | $260K |
| Mariner, LLC | 0.00% | No change | 1,817 | $249K |
| Private Advisor Group, LLC | 0.00% | Add +0.1% | 1,745 | $239K |
| Signature Estate & Investment Advisors LLC | 0.00% | Add +0.5% | 1,575 | $216K |
| Sigma Planning Corp | 0.01% | New | 1,553 | $213K |
| Grey Fox Wealth Advisors, LLC | 0.04% | New | 1,511 | $207K |
| Libra Wealth LLC | 0.06% | New | 1,463 | $201K |
| Harbour Investments, Inc. | 0.00% | Add +2014.9% | 1,417 | $194K |
| IFP Advisors, Inc | 0.00% | No change | 1,052 | $144K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 725 | $99K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 480 | $66K |
| Sage Mountain Advisors LLC | 0.00% | No change | 452 | $62K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 344 | $47K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 250 | $34K |
| Capital Analysts, LLC | 0.00% | Reduce -91.8% | 238 | $33K |
| Assetmark, Inc. | 0.00% | No change | 239 | $33K |
| US Bancorp \de | 0.00% | No change | 233 | $32K |
| FMR LLC | 0.00% | Add +32.7% | 203 | $28K |
| International Assets Investment Management, LLC | 0.00% | No change | 200 | $28K |
| Valley National Advisers Inc. | 0.00% | No change | 191 | $26K |
| Tidemark, LLC | 0.01% | No change | 162 | $22K |
| Winthrop Capital Management, LLC | 0.00% | No change | 142 | $19K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +6.6% | 129 | $18K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 115 | $16K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +70.2% | 114 | $16K |
| Lanark Financial, Inc. | 0.00% | No change | 110 | $15K |
| Root Financial Partners, LLC | 0.00% | No change | 107 | $15K |
| Bogart Wealth, LLC | 0.00% | No change | 74 | $10K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 73 | $10K |
| Vanguard Advisers Inc. | 0.00% | — | 73 | $10K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 70 | $10K |
| Farther Finance Advisors, LLC | 0.00% | No change | 59 | $8K |
| AE Wealth Management LLC | 0.00% | Reduce -25.4% | 47 | $6K |
| Spire Wealth Management | 0.00% | No change | 37 | $5K |
| 10Elms LLP | 0.00% | New | 35 | $5K |
| Blair William & Co. | 0.00% | No change | 11 | $2K |
| 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.