SMLV Institutional Ownership & Shareholders
SPDR SSGA US SMALL CAP LOW (SMLV) is currently held by 99 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $142.13M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Howard Capital Management Inc. is currently the largest disclosed institutional shareholder of SMLV tracked by InsiderSet, reporting ownership valued at approximately $18.79M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $19.43M, representing an estimated gain of +3.41% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed SMLV value among the investors covered in this analysis. Major shareholders include Howard Capital Management Inc., Dorval Corp, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in SPDR SSGA US SMALL CAP LOW (SMLV).
This page ranks the largest institutional SMLV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
99
Total Reported Value
$142.13M
Largest Holder
Howard Capital Management Inc.
Largest Position
$18.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
115
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Howard Capital Management Inc. | 0.23% | 125,231 | $18,788,713 | $19,428,801 | +$640,088 | +3.41% | |
| Dorval Corp | 3.52% | 81,617 | $12,245,229 | $12,662,363 | +$417,134 | +3.41% | |
| Osaic Holdings, Inc. | 0.01% | 76,601 | $12,054,167 | $11,884,163 | -$170,004 | -1.41% | |
| Mckinney Capital Management, Llc | 3.96% | 63,794 | $10,038,809 | $9,897,237 | -$141,572 | -1.41% | |
| Lpl Financial Llc | 0.00% | 61,981 | $9,753,535 | $9,615,962 | -$137,573 | -1.41% | |
| Aqr Capital Management Llc | 0.00% | 58,197 | $9,158,049 | $9,028,898 | -$129,151 | -1.41% | |
| Roan Capital Partners | 4.02% | 36,590 | $5,489,704 | $5,676,708 | +$187,004 | +3.41% | |
| Ubs Group Ag | 0.00% | 22,259 | $3,502,743 | $3,453,344 | -$49,399 | -1.41% | |
| Cetera Investment Advisers | 0.00% | 20,186 | $3,176,519 | $3,131,731 | -$44,788 | -1.41% | |
| Envestnet Asset Management Inc | 0.00% | 19,335 | $3,042,596 | $2,999,703 | -$42,893 | -1.41% | |
| Mcnaughton Wealth Management, Llc | 0.96% | 18,363 | $2,755,098 | $2,848,904 | +$93,806 | +3.40% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,200 | $2,234,587 | $2,203,041 | -$31,546 | -1.41% | |
| Johnson & White Wealth Management, Llc | 0.74% | 12,562 | $1,976,791 | $1,948,915 | -$27,876 | -1.41% | |
| Bank Of America Corp | 0.00% | 12,083 | $1,901,412 | $1,874,601 | -$26,811 | -1.41% | |
| Two Sigma Investments, Lp | 0.00% | 11,900 | $1,872,619 | $1,846,210 | -$26,409 | -1.41% | |
| Royal Bank Of Canada | 0.00% | 11,813 | $1,859,000 | $1,832,713 | -$26,287 | -1.41% | |
| Iag Wealth Partners, Llc | 0.18% | 11,606 | $1,826,352 | $1,800,598 | -$25,754 | -1.41% | |
| Morgan Stanley | 0.00% | 11,532 | $1,814,763 | $1,789,117 | -$25,646 | -1.41% | |
| Integrated Wealth Concepts Llc | 0.01% | 11,367 | $1,788,744 | $1,763,518 | -$25,226 | -1.41% | |
| Ieq Capital, Llc | 0.01% | 10,817 | $1,702,194 | $1,678,189 | -$24,005 | -1.41% | |
| Capital Developers, Llc | 1.46% | 11,822 | $1,620,529 | $1,834,109 | +$213,580 | +13.18% | |
| Northrock Partners, Llc | 0.02% | 9,880 | $1,554,745 | $1,532,820 | -$21,925 | -1.41% | |
| Pnc Financial Services Group, Inc. | 0.00% | 9,620 | $1,513,767 | $1,492,482 | -$21,285 | -1.41% | |
| Citadel Advisors Llc | 0.00% | 9,152 | $1,440,185 | $1,419,875 | -$20,310 | -1.41% | |
| Newedge Advisors, Llc | 0.00% | 8,657 | $1,362,274 | $1,343,079 | -$19,195 | -1.41% | |
| Jones Financial Companies Lllp | 0.00% | 8,018 | $1,263,051 | $1,243,942 | -$19,109 | -1.51% | |
| Insight Advisors, Llc/ Pa | 0.22% | 8,225 | $1,234,014 | $1,276,057 | +$42,043 | +3.41% | |
| Susquehanna International Group, Llp | 0.00% | 7,623 | $1,199,578 | $1,182,660 | -$16,918 | -1.41% | |
| Citigroup Inc | 0.00% | 7,527 | $1,184,471 | $1,167,767 | -$16,704 | -1.41% | |
| Savant Capital, Llc | 0.00% | 7,943 | $1,168,306 | $1,232,306 | +$64,000 | +5.48% | |
| Hf Advisory Group, Llc | 0.34% | 7,541 | $1,131,296 | $1,169,939 | +$38,643 | +3.42% | |
| Cowa, Llc | 0.26% | 7,021 | $1,053,463 | $1,089,264 | +$35,801 | +3.40% | |
| Ameriprise Financial Inc | 0.00% | 6,236 | $981,265 | $967,476 | -$13,789 | -1.41% | |
| Navis Wealth Advisors, Llc | 0.37% | 6,206 | $976,557 | $962,822 | -$13,735 | -1.41% | |
| Pacific Sun Financial Corp | 0.37% | 5,762 | $906,725 | $893,938 | -$12,787 | -1.41% | |
| United Capital Financial Advisors, Llc | 0.00% | 4,978 | $783,190 | $772,305 | -$10,885 | -1.39% | |
| Portland Financial Advisors Inc | 1.20% | 4,596 | $689,548 | $713,040 | +$23,492 | +3.41% | |
| Beacon Pointe Advisors, Llc | 0.00% | 4,056 | $638,341 | $629,263 | -$9,078 | -1.42% | |
| Convergence Financial, Llc | 0.09% | 4,075 | $611,443 | $632,211 | +$20,768 | +3.40% | |
| Clearview Wealth Management Llc | 0.45% | 3,980 | $605,340 | $617,472 | +$12,132 | +2.00% | |
| Mml Investors Services, Llc | 0.00% | 3,757 | $591,173 | $582,875 | -$8,298 | -1.40% | |
| Summit Wealth Group Llc / Co | 0.04% | 3,927 | $589,176 | $609,249 | +$20,073 | +3.41% | |
| Mcadam, Llc | 0.02% | 3,919 | $587,996 | $608,008 | +$20,012 | +3.40% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 3,490 | $549,208 | $541,452 | -$7,756 | -1.41% | |
| Raymond James Financial Inc | 0.00% | 3,414 | $537,317 | $529,661 | -$7,656 | -1.42% | |
| Advisornet Financial, Inc | 0.02% | 3,429 | $516,495 | $531,988 | +$15,493 | +3.00% | |
| Jaffetilchin Investment Partners, Llc | 0.03% | 3,019 | $475,095 | $468,379 | -$6,716 | -1.41% | |
| Strategic Blueprint, Llc | 0.02% | 2,955 | $443,345 | $458,450 | +$15,105 | +3.41% | |
| Waverly Advisors, Llc | 0.00% | 2,784 | $438,109 | $431,920 | -$6,189 | -1.41% | |
| Ausdal Financial Partners, Inc. | 0.02% | 2,561 | $402,974 | $397,323 | -$5,651 | -1.40% |
Frequently asked questions about SMLV
Who are the largest institutional holders of SMLV?
The largest institutional holders of SMLV reported in the latest SEC Form 13F filings include Howard Capital Management Inc., Dorval Corp, Osaic Holdings, Inc., Mckinney Capital Management, Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported SMLV position.
What is SMLV institutional ownership?
This page tracks SMLV positions reported by institutional investment managers through SEC Form 13F. SPDR SSGA US SMALL CAP LOW (SMLV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SMLV?
InsiderSet currently tracks 99 institutional managers reporting SMLV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SMLV shareholders.
How much SMLV stock do institutions own?
Institutional investment managers disclosed approximately $142.13M in SMLV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SMLV institutional ownership last updated?
The latest SMLV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SMLV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SMLV position after the reporting date.
Are institutions buying or selling SMLV?
Institutional buying and selling can be analyzed by comparing SMLV positions across consecutive 13F reporting periods. InsiderSet's SMLV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SMLV ownership changes.
How has SMLV institutional ownership changed over time?
InsiderSet tracks SMLV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.