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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +11,367 | — | 11,367 | $1.79M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +3,035 | +49.6% | 9,152 | $1.44M | Q2 2026 | Sep 02, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -165 | -3.9% | 4,056 | $638.34K | Q2 2026 | Aug 18, 2026 |
| United Capital Financial Advisors, Llc | Sell | -180 | -3.5% | 4,978 | $783.19K | Q2 2026 | Aug 17, 2026 |
| Royal Bank Of Canada | Sell | -9,845 | -45.5% | 11,813 | $1.86M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +6,600 | +124.5% | 11,900 | $1.87M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +6,236 | — | 6,236 | $981.26K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -6,139 | -7.4% | 76,601 | $12.05M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +4,643 | +155.8% | 7,623 | $1.20M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +1,269 | +18.8% | 8,018 | $1.26M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +809 | +1.4% | 58,197 | $9.16M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +544 | +4.7% | 12,083 | $1.90M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -455 | -11.8% | 3,414 | $537.32K | Q2 2026 | Aug 14, 2026 |
| 10Elms Llp | Buy | +56 | +160.0% | 91 | $14.30K | Q2 2026 | Aug 14, 2026 |
| Navis Wealth Advisors, Llc | Buy | +37 | +0.6% | 6,206 | $976.56K | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +30 | +1.1% | 2,784 | $438.11K | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +13 | +0.5% | 2,561 | $402.97K | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Buy | +8 | +0.4% | 1,902 | $299.26K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +1 | — | 1 | $124.00 | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management Lp | Buy | +1,556 | — | 1,556 | $244.86K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +1,180 | +5.6% | 22,259 | $3.50M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +406 | +3.6% | 11,532 | $1.81M | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Buy | +400 | +83.3% | 880 | $138.48K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +35 | +17.2% | 238 | $37.51K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Sell | -4,796 | -19.2% | 20,186 | $3.18M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +2,320 | — | 2,320 | $364.58K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +1,273 | — | 1,273 | $200.32K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Sell | -900 | -9.4% | 8,657 | $1.36M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +20 | +1.4% | 1,437 | $226.09K | Q2 2026 | Aug 12, 2026 |
| Ieq Capital, Llc | Sell | -51,201 | -82.6% | 10,817 | $1.70M | Q2 2026 | Aug 11, 2026 |
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.