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Disclosery

SMLV SPDR SERIES TRUST

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ST STR R2K LOWV (fund)

95 managers (95 13F filers) reported a position in SMLV shares at 2026-03-31, 837,960 shares in all. 6 filers opened a position and 7 filers sold out during the quarter.

Managers
95
13F filers
95
New
6
Added
29
Reduced
29
Sold out
7
Shares held by filers
837,960

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.82,740$11.3M0.02%-1,77713F-HRTimelineGroup
DORVAL Corp79,718$10.9M3.39%-56413F-HRTimeline
Cambridge Investment Research Advisors,…76,409$10.5M0.03%+1,58713F-HRTimeline
IEQ CAPITAL, LLC62,018$8.5M0.04%-4,82413F-HRTimeline
LPL Financial LLC61,138$8.38M<0.01%-4,30913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC57,388$7.87M<0.01%013F-HRTimelineGroup
Roan Capital Partners33,938$4.65M4.3%13F-HRTimeline
Cetera Investment Advisers24,982$3.42M<0.01%-48213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA21,658$2.97M<0.01%-8613F-HRTimelineGroup
UBS Group AGin group UBS Group AG21,079$2.89M<0.01%+5,98513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,876$2.59M<0.01%+8,44113F-HRTimelineGroup
McNaughton Wealth Management, LLC18,820$2.58M1.07%-90513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,804$2.17M<0.01%-47013F-HRTimeline
Johnson & White Wealth Management, LLC13,555$1.86M0.79%-5013F-HRTimeline
IAG Wealth Partners, LLC11,994$1.64M0.18%-53413F-HRTimeline
Capital Developers, LLC11,822$1.62M1.46%-37513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,539$1.58M<0.01%-2213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY11,126$1.53M<0.01%+93413F-HRTimelineGroup
NorthRock Partners, LLC10,812$1.48M0.02%+113F-HRTimeline
NewEdge Advisors, LLC9,557$1.31M<0.01%+4,10913F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,053$1.24M<0.01%+11213F-HRTimelineGroup
Insight Advisors, LLC/ PA8,645$1.19M0.23%-1413F-HRTimeline
COWA, LLC7,925$1.09M0.29%+14413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,342$1.01M<0.01%+1,85313F-HRTimelineGroup
HF Advisory Group, LLC7,193$986K0.34%-81613F-HRTimeline
Pathfinder Wealth Consulting, Inc.6,893$945K0.61%-7213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,749$914K<0.01%-20313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,294$863K<0.01%-9013F-HR/ATimelineGroup
Navis Wealth Advisors, LLC6,169$846K0.43%+3113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,117$839K<0.01%+1,08713F-HRTimelineGroup
Pacific Sun Financial Corp5,772$791K0.38%-12213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP5,300$727K<0.01%013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,158$708K<0.01%-16213F-HRTimelineGroup
Clearview Wealth Management LLC4,239$581K0.41%13F-HRTimeline
Beacon Pointe Advisors, LLC4,221$579K<0.01%+62113F-HRTimeline
Portland Financial Advisors Inc4,215$578K1.2%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,180$573K<0.01%-1,62013F-HRTimelineGroup
HighTower Advisors, LLC3,923$538K<0.01%+2113F-HRTimeline
MML INVESTORS SERVICES, LLC3,902$535K<0.01%+2,02613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,869$530K<0.01%-15713F-HRTimelineGroup
McAdam, LLC3,850$528K0.02%+39113F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO3,795$520K0.05%+15013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,582$491K0.01%-40113F-HRTimelineGroup
Strategic Blueprint, LLC3,110$426K0.02%013F-HRTimeline
Jaffetilchin Investment Partners, LLC3,003$412K0.02%+1313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,980$408K<0.01%new13F-HRTimelineGroup
Fragasso Financial Advisors Inc2,814$392K0.02%-5713F-HRTimeline
Waverly Advisors, LLC2,754$378K<0.01%+21413F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/2,706$371K0.02%+1113F-HRTimeline
Ausdal Financial Partners, Inc.2,548$349K0.02%-1013F-HRTimeline
Swisher Financial Concepts, Inc.2,525$346K0.19%+15713F-HRTimeline
AdvisorNet Financial, Inc2,395$328K0.02%+2,00713F-HRTimeline
Continuum Advisory, LLC2,319$318K0.03%+3713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,320$314K<0.01%+1,27513F-HR/ATimelineGroup
Compound Planning, Inc.2,189$300K0.01%-4413F-HRTimeline
Western Wealth Management, LLC2,015$276K0.01%013F-HR/ATimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …1,973$270K<0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC1,894$260K0.01%-2313F-HRTimeline
Mariner, LLCin group Mariner, LLC1,817$249K<0.01%013F-HRTimelineGroup
Private Advisor Group, LLC1,745$239K<0.01%+113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,575$216K<0.01%+813F-HRTimelineGroup
Sigma Planning Corp1,553$213K0.01%new13F-HRTimeline
Grey Fox Wealth Advisors, LLC1,511$207K0.04%new13F-HRTimeline
LIBRA WEALTH LLC1,463$201K0.06%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,417$194K<0.01%+1,35013F-HRTimeline
IFP Advisors, Inc1,052$144K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…725$99.4K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC480$65.8K<0.01%013F-HRTimeline
Sage Mountain Advisors LLC452$62K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…344$47.2K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC250$34.3K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC238$33K<0.01%-2,64913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC239$32.8K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\233$31.9K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC203$27.9K<0.01%+5013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…200$27.6K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC191$26K<0.01%013F-HRTimeline
Tidemark, LLC162$22.2K0.01%013F-HRTimeline
Winthrop Capital Management, LLC142$19K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.129$17.7K0.01%+813F-HRTimeline
N.E.W. Advisory Services LLC115$15.8K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…114$15.6K<0.01%+4713F-HRTimeline
LANARK FINANCIAL, INC.110$15.1K<0.01%013F-HRTimeline
Root Financial Partners, LLC107$14.7K<0.01%013F-HRTimeline
Bogart Wealth, LLC74$10.1K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.73$10K0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC73$9.94K<0.01%13F-HRTimelineGroup
SOA Wealth Advisors, LLC.70$9.64K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC59$8.14K<0.01%013F-HRTimeline
AE Wealth Management LLC47$6.44K<0.01%-1613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management37$5.07K<0.01%013F-HRTimelineGroup
10Elms LLP35$4.76K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL11$1.53K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.10$1.37K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$24<0.01%-113F-HR/ATimelineGroupAmount filed as zero, left out of ratios.