Who owns State Street SPDR US Small Cap Low Volatility Index ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SMLV from SEC Form 13F filings across 100 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 100 institutions disclosed 976,211 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $141.0M — about 61.1% of shares outstanding; the largest disclosed holder is Howard Capital Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
100
13F holders
$141.0M
value, 2026 filers
61.1%
of shares outstanding (976,211 sh)
15
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SMLV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Howard Capital Management, LLCNEW | 121,811 | $19.2M | 0.2% | 7.6% | new |
| 2 | DORVAL Corp | 80,869 | $12.7M | 3.7% | 5.1% | +1.4% |
| 3 | Cambridge Investment Research Advisors, Inc. | 77,089 | $12,131 | 0.0% | 4.8% | +0.9% |
| 4 | OSAIC HOLDINGS, INC. | 76,601 | $12.1M | 0.0% | 4.8% | -7.4% |
| 5 | McKinney Capital Management, LLCNEW | 63,794 | $10.0M | 4.0% | 4% | new |
| 6 | LPL Financial LLC | 61,981 | $9.8M | 0.0% | 3.9% | +1.4% |
| 7 | AQR CAPITAL MANAGEMENT LLC | 58,197 | $9.2M | 0.0% | 3.6% | +1.4% |
| 8 | Roan Capital Partners | 35,075 | $5.5M | 4.6% | 2.2% | +3.4% |
| 9 | UBS Group AG | 22,259 | $3.5M | 0.0% | 1.4% | +5.6% |
| 10 | Cetera Investment Advisers | 20,186 | $3.2M | 0.0% | 1.3% | -19.2% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 19,335 | $3.0M | 0.0% | 1.2% | +2.4% |
| 12 | McNaughton Wealth Management, LLC | 18,455 | $2.9M | 1.0% | 1.2% | -1.9% |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 14,200 | $2.2M | 0.0% | 0.9% | -10.1% |
| 14 | Johnson & White Wealth Management, LLC | 12,562 | $2.0M | 0.7% | 0.8% | -7.3% |
| 15 | BANK OF AMERICA CORP /DE/ | 12,083 | $1.9M | 0.0% | 0.8% | +4.7% |
| 16 | TWO SIGMA INVESTMENTS, LP | 11,900 | $1.9M | 0.0% | 0.7% | +124.5% |
| 17 | ROYAL BANK OF CANADA | 11,813 | $1.9M | 0.0% | 0.7% | -45.5% |
| 18 | IAG Wealth Partners, LLC | 11,606 | $1.8M | 0.2% | 0.7% | -3.2% |
| 19 | MORGAN STANLEY | 11,532 | $1.8M | 0.0% | 0.7% | +3.6% |
| 20 | Integrated Wealth Concepts LLCNEW | 11,367 | $1.8M | 0.0% | 0.7% | new |
| 21 | IEQ CAPITAL, LLC | 10,817 | $1.7M | 0.0% | 0.7% | -82.6% |
| 22 | NorthRock Partners, LLC | 9,880 | $1.6M | 0.0% | 0.6% | -8.6% |
| 23 | PNC Financial Services Group, Inc. | 9,620 | $1.5M | 0.0% | 0.6% | +6.3% |
| 24 | CITADEL ADVISORS LLC | 9,152 | $1.4M | 0.0% | 0.6% | +49.6% |
| 25 | NewEdge Advisors, LLC | 8,657 | $1.4M | 0.0% | 0.5% | -9.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.