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 85 institutions that hold shares in the stock, with a total of 779,061 shares, which have been reported (via 13F filing form) to have a value of $99.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
109,372
shares
|
$14 Million
0.19% of portfolio
|
Q3 2024
Reduced 33.99%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
88,938
shares
|
$11.4 Million
5.38% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 23, 2024 Q3 2024 |
68,805
shares
|
$8.79 Million
3.56% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
46,839
shares
|
$5.98 Million
0.02% of portfolio
|
Q3 2024
Added 435.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
46,297
shares
|
$5.91 Million
0.0% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
32,320
shares
|
$4.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
30,401
shares
|
$3.88 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
18,783
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
17,439
shares
|
$2.23 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,766
shares
|
$2.01 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
13,823
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
13,614
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
13,263
shares
|
$1.69 Million
0.01% of portfolio
|
Q3 2024
Reduced 72.47%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 03, 2024 Q3 2024 |
13,102
shares
|
$1.67 Million
1.4% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
12,795
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
12,510
shares
|
$1.6 Million
0.54% of portfolio
|
Q4 2022
Reduced 99.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
12,108
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Added 51.75%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
10,177
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
9,902
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
9,811
shares
|
$1.25 Million
0.33% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
9,479
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
8,976
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Added 96.2%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
8,800
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
7,702
shares
|
$983,545
0.0% of portfolio
|
Q1 2024
Reduced 64.36%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
7,693
shares
|
$982,396
0.04% of portfolio
|
Q3 2024
Added 1.46%
|