SMLV · Insider trading · 13F holders · Congress trades
Spdr Series Trust (SMLV)
Who is buying and selling SMLV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 11
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SMLV at a glance
- No open-market insider purchases or sales of SMLV were filed in the last 90 days.
- 11 13F filers hold SMLV among their 50 largest positions, worth $56.4M combined. The biggest bets by portfolio weight are Roan Capital Partners (4.0%), McKinney Capital Management, LLC (4.0%) and DORVAL Corp (3.5%). In their latest 13Fs, 1 manager opened a new position and 0 added to one.
- No member of Congress has disclosed a trade in SMLV.
SMLV insider trading
No open-market insider purchases or sales of SMLV were filed in the last 90 days.
Who owns SMLV? Hedge funds and superinvestors
11 13F filers hold SMLV among their 50 largest positions, worth $56.4M combined. The biggest bets by portfolio weight are Roan Capital Partners (4.0%), McKinney Capital Management, LLC (4.0%) and DORVAL Corp (3.5%). In their latest 13Fs, 1 manager opened a new position and 0 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Howard Capital Management, LLCWealth manager | 0.2% | $18.8M | 125,231 | +2.8% shares | Q3 2026 |
| DORVAL CorpWealth manager | 3.5% | $12.2M | 81,617 | +0.9% shares | Q3 2026 |
| McKinney Capital Management, LLCWealth manager | 4.0% | $10.0M | 63,794 | New | Q2 2026 |
| Roan Capital PartnersWealth manager | 4.0% | $5.5M | 36,590 | +4.3% shares | Q3 2026 |
| McNaughton Wealth Management, LLCWealth manager | 1.0% | $2.8M | 18,363 | -0.5% shares | Q3 2026 |
| Johnson & White Wealth Management, LLCWealth manager | 0.7% | $2.0M | 12,562 | -7.3% shares | Q2 2026 |
| Capital Developers, LLCAsset manager | 1.5% | $1.6M | 11,822 | -3.1% shares | Q1 2026 |
| Cowa, LLCWealth manager | 0.3% | $1.2M | 7,910 | — | Q2 2026 |
| Pathfinder Wealth Consulting, Inc.Wealth manager | 0.6% | $945K | 6,893 | -1.0% shares | Q1 2026 |
| Portland Financial Advisors IncWealth manager | 1.2% | $690K | 4,596 | -0.8% shares | Q3 2026 |
| Clearview Wealth Management LLCWealth manager | 0.5% | $605K | 3,980 | -3.8% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 6, Q2 2026: 3, Q1 2026: 2). Screen SMLV in the grand portfolio →
SMLV stock trades by members of Congress
No member of Congress has disclosed a trade in SMLV.
SMLV questions and answers
Are insiders buying SMLV stock?
No open-market insider purchases or sales of SMLV were filed in the last 90 days.
Which hedge funds own SMLV?
11 13F filers hold SMLV among their 50 largest positions, worth $56.4M combined. The biggest bets by portfolio weight are Roan Capital Partners (4.0%), McKinney Capital Management, LLC (4.0%) and DORVAL Corp (3.5%). In their latest 13Fs, 1 manager opened a new position and 0 added to one.
Has Congress traded SMLV?
No member of Congress has disclosed a trade in SMLV.
Who is the largest holder of SMLV?
Among 13F filers, Howard Capital Management, LLC reports the largest SMLV position, $18.8M (125,231 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Roan Capital Partners's: 4.0% of its portfolio.
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