SPDR SER TR

Watch

Share

SMLV·78468R887·US·ETF

SMLV (SPDR SER TR) is held by 42 institutional investors as of Q2 2026. Largest holders: OSAIC HOLDINGS, INC. ($12.1M), LPL Financial LLC ($9.8M), AQR CAPITAL MANAGEMENT LLC ($9.2M). Net institutional sentiment: Mixed.

42

Holders

(6 Elite)

$69.8M

Total Value

61% (38)

Consensus

23 buying - 15 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Loading verdict

Institutional (13F)59

Insider (Form 4)40

Activist (13D/13G)77

Congressional (STOCK Act)81

Holder Quality

37

★★★★★

Elite

25

★★★★

Strong

45

★★★

Solid

83

★★

Below

26

★

Weak

Held by 42 funds

6 elite

Who's Trading

Source dates: Price Oct 14, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for SMLV.

Top Holders

Top Holders (42)History

AllNewIncreasedHeldDecreasedExitedFirst report

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
OSAIC HOLDINGS, INC.	Decreased	76,601(-7.4%)	$12.1M	0.0%	+20.31%	0
LPL Financial LLC	Increased	61,981(+1.4%)	$9.8M	0.0%	+46.08%	28
AQR CAPITAL MANAGEMENT LLC	Increased	58,197(+1.4%)	$9.2M	0.0%	+21.78%	28
UBS Group AG	Increased	22,259(+5.6%)	$3.5M	0.0%	+23.11%	28
Cetera Investment Advisers	Decreased	20,186(-19.2%)	$3.2M	0.0%	+22.06%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	19,335(+2.4%)	$3M	0.0%	+50.18%	27
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	14,200(-10.2%)	$2.2M	0.0%	+100.32%	0
BANK OF AMERICA CORP /DE/	Increased	12,083(+4.7%)	$1.9M	0.0%	+47.75%	27
TWO SIGMA INVESTMENTS, LP	Increased	11,900(+124.5%)	$1.9M	0.0%	+8.18%	42
ROYAL BANK OF CANADA	Decreased	11,813(-45.5%)	$1.9M	0.0%	+17.72%	0
MORGAN STANLEY	Increased	11,532(+3.6%)	$1.8M	0.0%	+36.59%	27
IWIntegrated Wealth Concepts LLC	New	11,367	$1.8M	0.0%	-3.67%	36
IEQ CAPITAL, LLC	Decreased	10,817(-82.6%)	$1.7M	0.0%	+22.80%	0
PNC FINANCIAL SERVICES GROUP, INC.	Increased	9,620(+6.3%)	$1.5M	0.0%	+72.21%	27
CITADEL ADVISORS LLC	Increased	9,152(+49.6%)	$1.4M	0.0%	+8.57%	35
NewEdge Advisors, LLC	Decreased	8,657(-9.4%)	$1.4M	0.0%	+18.45%	0
JONES FINANCIAL COMPANIES LLLP	Increased	8,018(+18.8%)	$1.3M	0.0%	+19.53%	30
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	7,623(+155.8%)	$1.2M	0.0%	+1.66%	41
CITIGROUP INC	Increased	7,527(+2.5%)	$1.2M	0.0%	+32.56%	26
Savant Capital, LLC	Increased	7,943(+90.0%)	$1.2M	0.0%	+10.75%	40

Showing 1-20 of 45

Per page:

1 / 3

SMLVSPDR SER TR

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Similar stocks

FISVFISERV INC

336 holders · $21.1B

SPYSS SPDR S&P 500 ETF TRUST-US

296 holders · $348.5B

IVVISHARES CORE S&P 500 ETF

263 holders · $566.9B

QQQInvesco QQQ Trust Series 1

246 holders · $125.8B

VOOVanguard S&P 500

246 holders · $265B

IWMiShares Russell 2000 ETF

242 holders · $68.1B

GLDSPDR GOLD TR

238 holders · $33.2B

XLFSELECT SECTOR SPDR TR

225 holders · $31.5B

XLESPDR Energy Select Sector ETF

223 holders · $17.3B

EFAISHARES MSCI EAFE ETF

221 holders · $47.1B

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer