Institutional Ownership Spdr Ssga Us Small Cap Low Vol (SMLV)
This table provides information about the institutional ownership of Spdr Ssga Us Small Cap Low Vol (SMLV). We have compiled data on the 90 institutions that hold shares in the stock, with a total of 796,312 shares, which have been reported (via 13F filing form) to have a value of $98.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
106,147
shares
|
$13 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Dorval Corp
Maple Grove, MN |
Apr 23, 2025 Q1 2025 |
71,216
shares
|
$8.75 Million
3.75% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
61,948
shares
|
$7.61 Million
0.03% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
59,946
shares
|
$7.36 Million
0.0% of portfolio
|
Q1 2025
Added 21.15%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
56,025
shares
|
$6.88 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
46,571
shares
|
$5.72 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
35,986
shares
|
$4.42 Million
0.0% of portfolio
|
Q1 2025
Added 221.82%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
31,650
shares
|
$3.89 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
22,967
shares
|
$2.82 Million
1.42% of portfolio
|
Q1 2025
Reduced 73.9%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
18,427
shares
|
$2.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
13,986
shares
|
$1.72 Million
0.3% of portfolio
|
Q1 2025
Reduced 12.94%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Apr 10, 2025 Q1 2025 |
12,936
shares
|
$1.59 Million
0.89% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
12,510
shares
|
$1.54 Million
0.54% of portfolio
|
Q4 2022
Reduced 99.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
12,324
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
11,241
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.35%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
10,400
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 82.46%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
10,331
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
10,133
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
10,018
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
8,823
shares
|
$1.08 Million
0.3% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
7,702
shares
|
$946,036
0.0% of portfolio
|
Q1 2024
Reduced 64.36%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
7,378
shares
|
$906,239
0.4% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
7,068
shares
|
$868,162
0.37% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
6,934
shares
|
$851,703
0.01% of portfolio
|
Q1 2025
Added 298.96%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
6,717
shares
|
$825,049
0.01% of portfolio
|
Q1 2025
Added 0.04%
|