SPDR SSGA US Small Cap Low Volatility Index ETFSMLV
SMLV
0
Funds holding %
of 6,815 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
7% more capital invested
Capital invested by funds: $87.3M [Q2] → $93.5M (+$6.23M) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]
0% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 27
2.98% less ownership
Funds ownership: 50.87% [Q2] → 47.89% (-2.98%) [Q3]
4% less funds holding
Funds holding: 79 [Q2] → 76 (-3) [Q3]
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Research analyst outlook
We haven’t received any recent analyst ratings for SMLV.
Financial journalist opinion
Negative
Seeking Alpha
2 months ago
SMLV: No Reason Pairing Small-Cap With Low Volatility
SMLV tracks a small-cap low-volatility index in order to provide exposure to the small-cap segment but with a low-volatility bias. This may appear like a good idea for risk-averse investors, but the limited impact the low-volatility factor has here complicates things. For a defensive position, choosing a mid-cap or large-cap fund with a low-volatility bias seems like the wiser choice.
Negative
ETF Trends
5 months ago
The Great Rotation: Just Getting Started?
Friday's disappointing jobs report has put a huge damper on economic sentiment for the moment. Goldman Sachs has bumped up the odds of a recession from 10% to 25% over the next 12 months.
Negative
Seeking Alpha
5 months ago
SMLV: A Way To Walk Before You Run To Small-Caps
SPDR® SSGA US Small Cap Low Volatility Index ETF offers exposure to low-volatility US small-cap stocks, focusing on the lower half of the spectrum based on volatility. Fund holdings include Nelnet Inc, Community Financial System, PJT Partners Inc, Hanover Insurance Group, and Old National Bancorp. Sector allocation is surprising, with Financials making up nearly 70% of the fund, followed by Industrials, Real Estate, and Health Care. Peer comparison shows outperformance against iShares MSCI USA Small-Cap Minimum Volatility Factor ETF.
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