Who owns SMLV?
State Street SPDR US Small Cap Low Volatility Index ETF · State Street
100 institutions reported holding SMLV, worth $165.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SMLV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $24.3M | 154,178 | +77,769 shares |
| Howard Capital Management, LLC | Alpharetta, GA | $19.2M | 121,811 | New position |
| DORVAL Corp | Maple Grove, MN | $12.7M | 80,869 | +1,151 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $12.1M | 76,601 | −6,139 shares |
| McKinney Capital Management, LLC | Houston, TX | $10.0M | 63,794 | New position |
| LPL Financial LLC | Fort Mill, SC | $9.8M | 61,981 | +843 shares |
| AQR Capital Management LLC | Greenwich, CT | $9.2M | 58,197 | +809 shares |
| Roan Capital Partners | Johnson City, TN | $5.5M | 35,075 | +1,137 shares |
| UBS Group AG | Zurich, Switzerland | $3.5M | 22,259 | +1,180 shares |
| Cetera Investment Advisers | Schaumburg, IL | $3.2M | 20,186 | −4,796 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: SMLV vs FNK, SMLV vs XSHQ, SMLV vs BSMC, SMLV vs IWMI.
Frequently asked questions
Who owns SMLV?
100 institutional managers reported holding SMLV in Form 13F filings for June 30, 2026, worth $165.7M in total. The largest reported position was held by Cambridge Investment Research Advisors, Inc., at $24.3M.
Did institutions buy or sell SMLV last quarter?
Reported 13F value rose 48.6% from March 31, 2026, which includes price moves as well as buying and selling. 14 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SMLV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.