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 92 institutions that hold shares in the stock, with a total of 805,901 shares, which have been reported (via 13F filing form) to have a value of $102 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
85,695
shares
|
$10.8 Million
0.11% of portfolio
|
Q2 2025
Reduced 19.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
75,092
shares
|
$9.49 Million
0.0% of portfolio
|
Q2 2025
Added 25.27%
|
|
|
Dorval Corp
Maple Grove, MN |
Jul 28, 2025 Q2 2025 |
74,202
shares
|
$9.37 Million
3.32% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
64,889
shares
|
$8.2 Million
0.02% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
56,025
shares
|
$7.08 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
46,571
shares
|
$5.88 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
36,642
shares
|
$4.63 Million
0.0% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
24,183
shares
|
$3.06 Million
1.38% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
23,467
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
19,694
shares
|
$2.49 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
17,287
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
13,562
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
13,468
shares
|
$1.7 Million
0.85% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
13,280
shares
|
$1.68 Million
0.24% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
12,510
shares
|
$1.58 Million
0.54% of portfolio
|
Q4 2022
Reduced 99.07%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,001
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
10,664
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
10,285
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
9,328
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.71%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
8,480
shares
|
$1.07 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
8,225
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Added 44.81%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
7,702
shares
|
$972,993
0.0% of portfolio
|
Q1 2024
Reduced 64.36%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
7,625
shares
|
$963,266
0.36% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
7,400
shares
|
$934,842
0.0% of portfolio
|
Q2 2025
Reduced 28.85%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
7,387
shares
|
$933,199
0.35% of portfolio
|
Q2 2025
Added 4.51%
|