SPDR SERIES TRUST

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SMLV·78468R887·US·etf·Unknown - Unknown

STATE STREET SPD

SMLV (SPDR SERIES TRUST) is held by 40 institutional investors as of Q1 2026. Largest holders: OSAIC HOLDINGS, INC. ($11.3M), IEQ CAPITAL, LLC ($8.5M), LPL Financial LLC ($8.4M). Net institutional sentiment: Mixed.

40

Holders

Avg rating(7 Elite)

$64.5M

Total Value

48% (43)

Fund Consensus

16 buying - 17 selling

Smart Money Verdict

View all

54Mixed MomentumSingle Source

Institutional (13F)54

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how SMLV's score breaks down across 4 SEC sources

Holder Quality

7

★★★★★

Elite

15

★★★★

Strong

13

★★★

Solid

7

★★

Below

1

★

Weak

Held by 40 funds

7 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (40)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
OSAIC HOLDINGS, INC.	Decreased	82,740(-2.1%)	$11.3M	0.0%	+12.62%	0
IEQ CAPITAL, LLC	Decreased	62,018(-7.2%)	$8.5M	0.0%	+14.54%	0
LPL Financial LLC	Decreased	61,138(-6.6%)	$8.4M	0.0%	+37.20%	0
AQR CAPITAL MANAGEMENT LLC	Unchanged	57,388	$7.9M	0.0%	+13.79%	0
Cetera Investment Advisers	Decreased	24,982(-1.9%)	$3.4M	0.0%	+13.98%	0
ROYAL BANK OF CANADA	Decreased	21,658(-0.4%)	$3M	0.0%	+8.94%	0
UBS Group AG	Increased	21,079(+39.6%)	$2.9M	0.0%	+15.83%	35
ENVESTNET ASSET MANAGEMENT INC	Increased	18,876(+80.9%)	$2.6M	0.0%	+39.53%	40
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	15,804(-2.9%)	$2.2M	0.0%	+86.92%	0
BANK OF AMERICA CORP /DE/	Decreased	11,539(-0.2%)	$1.6M	0.0%	+15.22%	0
MORGAN STANLEY	Increased	11,126(+9.2%)	$1.5M	0.0%	+29.07%	28
PNC FINANCIAL SERVICES GROUP, INC.	Increased	9,053(+1.3%)	$1.2M	0.0%	+54.53%	26
CITIGROUP INC	Increased	7,342(+33.8%)	$1M	0.0%	+11.27%	32
JONES FINANCIAL COMPANIES LLLP	Decreased	6,749(-2.9%)	$914,280	0.0%	+16.73%	0
AMERIPRISE FINANCIAL INC	Decreased	6,294(-1.4%)	$862,733	0.0%	+33.86%	0
CITADEL ADVISORS LLC	Increased	6,117(+21.6%)	$838,502	0.0%	+6.91%	30
TWO SIGMA INVESTMENTS, LP	Unchanged	5,300	$726,510	0.0%	+19.71%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Decreased	5,158(-3.0%)	$707,846	0.0%	+86.43%	0
Beacon Pointe Advisors, LLC	Increased	4,221(+17.3%)	$578,541	0.0%	+49.89%	28
Savant Capital, LLC	Decreased	4,180(-27.9%)	$572,985	0.0%	+20.36%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer