SPDR SSGA US SMALL CAP LOW (SMLV) Institutional Ownership Changes & 13F Activity

SPDR SSGA US SMALL CAP LOW (SMLV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ieq Capital, Llc, Integrated Wealth Concepts Llc, Royal Bank Of Canada, Two Sigma Investments, Lp, and Ameriprise Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+11,36711,367$1.79MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+3,035+49.6%9,152$1.44MQ2 2026Sep 02, 2026
Beacon Pointe Advisors, LlcSell-165-3.9%4,056$638.34KQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcSell-180-3.5%4,978$783.19KQ2 2026Aug 17, 2026
Royal Bank Of CanadaSell-9,845-45.5%11,813$1.86MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+6,600+124.5%11,900$1.87MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+6,2366,236$981.26KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-6,139-7.4%76,601$12.05MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+4,643+155.8%7,623$1.20MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+1,269+18.8%8,018$1.26MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+809+1.4%58,197$9.16MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+544+4.7%12,083$1.90MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-455-11.8%3,414$537.32KQ2 2026Aug 14, 2026
10Elms LlpBuy+56+160.0%91$14.30KQ2 2026Aug 14, 2026
Navis Wealth Advisors, LlcBuy+37+0.6%6,206$976.56KQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+30+1.1%2,784$438.11KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+13+0.5%2,561$402.97KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+8+0.4%1,902$299.26KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+11$124.00Q2 2026Aug 14, 2026
Quantinno Capital Management LpBuy+1,5561,556$244.86KQ2 2026Aug 13, 2026
Ubs Group AgBuy+1,180+5.6%22,259$3.50MQ2 2026Aug 13, 2026
Morgan StanleyBuy+406+3.6%11,532$1.81MQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcBuy+400+83.3%880$138.48KQ2 2026Aug 13, 2026
Fmr LlcBuy+35+17.2%238$37.51KQ2 2026Aug 13, 2026
Cetera Investment AdvisersSell-4,796-19.2%20,186$3.18MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+2,3202,320$364.58KQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+1,2731,273$200.32KQ2 2026Aug 12, 2026
Newedge Advisors, LlcSell-900-9.4%8,657$1.36MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+20+1.4%1,437$226.09KQ2 2026Aug 12, 2026
Ieq Capital, LlcSell-51,201-82.6%10,817$1.70MQ2 2026Aug 11, 2026
Showing 30 of 88

Frequently asked questions about SMLV activity

  • Which institutional owners are buying SMLV?

    Institutional owners buying SMLV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SMLV activity?

    "Buy" means an investor increased their reported position in SMLV compared to the prior reporting period. This reflects growing exposure to SPDR SSGA US SMALL CAP LOW (SMLV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SMLV increasing?

    Institutional interest in SMLV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.