State Street SPDR US SC Low Vol Idx ETF (SMLV): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 6, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow SMLV for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 102

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$157.36

+14.8% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of SMLV (all 13F filers)

Howard Capital Management122 KType not verified+122 K
Dorval81 KType not verified+1,151
Cambridge Investment Research Advisors77 KWealth adviser+680
Osaic Holdings77 KWealth adviser−6,139
McKinney Capital Management64 KType not verified+64 K
LPL Financial62 KWealth adviser+843
AQR Capital Management58 KQuant or multi-manager+809
Roan Capital Partners35 KType not verified+1,137
UBS Group22 KBank or trading desk+1,180
Cetera Investment Advisers20 KWealth adviser−4,796

Filer	Type
Howard Capital Management	Type not verified	122 K	+122 K	$19.2M
Dorval	Type not verified	81 K	+1,151	$12.7M
Cambridge Investment Research Advisors	Wealth adviser	77 K	+680	$12.1M
Osaic Holdings	Wealth adviser	77 K	−6,139	$12.1M
McKinney Capital Management	Type not verified	64 K	+64 K	$10.0M
LPL Financial	Wealth adviser	62 K	+843	$9.8M
AQR Capital Management	Quant or multi-manager	58 K	+809	$9.2M
Roan Capital Partners	Type not verified	35 K	+1,137	$5.5M
UBS Group	Bank or trading desk	22 K	+1,180	$3.5M
Cetera Investment Advisers	Wealth adviser	20 K	−4,796	$3.2M

Howard Capital Management
Shares
122 K
Change
+122 K
See more
Type
Type not verified
Value
$19.2M
Dorval
Shares
81 K
Change
+1,151
See more
Type
Type not verified
Value
$12.7M
Cambridge Investment Research Advisors
Shares
77 K
Change
+680
See more
Type
Wealth adviser
Value
$12.1M
Osaic Holdings
Shares
77 K
Change
−6,139
See more
Type
Wealth adviser
Value
$12.1M
McKinney Capital Management
Shares
64 K
Change
+64 K
See more
Type
Type not verified
Value
$10.0M
LPL Financial
Shares
62 K
Change
+843
See more
Type
Wealth adviser
Value
$9.8M
AQR Capital Management
Shares
58 K
Change
+809
See more
Type
Quant or multi-manager
Value
$9.2M
Roan Capital Partners
Shares
35 K
Change
+1,137
See more
Type
Type not verified
Value
$5.5M
UBS Group
Shares
22 K
Change
+1,180
See more
Type
Bank or trading desk
Value
$3.5M
Cetera Investment Advisers
Shares
20 K
Change
−4,796
See more
Type
Wealth adviser
Value
$3.2M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗