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 80 institutions that hold shares in the stock, with a total of 795,021 shares, which have been reported (via 13F filing form) to have a value of $98.6 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Congress Wealth Management LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
166,189
shares
|
$20.6 Million
0.33% of portfolio
|
Q1 2024
Added 0.07%
|
|
Mc Naughton Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
88,165
shares
|
$10.9 Million
5.14% of portfolio
|
Q2 2024
Added 2.26%
|
|
Dorval Corp
Maple Grove, MN |
Apr 26, 2024 Q1 2024 |
66,566
shares
|
$8.26 Million
3.36% of portfolio
|
Q1 2024
Added 2.07%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
48,563
shares
|
$6.03 Million
0.04% of portfolio
|
Q1 2024
Added 9.03%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
44,291
shares
|
$5.5 Million
0.0% of portfolio
|
Q1 2024
Reduced 20.73%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
35,417
shares
|
$4.39 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.91%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
20,351
shares
|
$2.53 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.33%
|
|
Iag Wealth Partners, LLC
|
Jul 16, 2024 Q2 2024 |
17,510
shares
|
$2.17 Million
0.39% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
16,573
shares
|
$2.06 Million
0.0% of portfolio
|
Q1 2024
Added 1.02%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
16,326
shares
|
$2.03 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.97%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
15,926
shares
|
$1.98 Million
0.02% of portfolio
|
Q1 2024
Added 11.29%
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 19, 2024 Q2 2024 |
13,352
shares
|
$1.66 Million
1.4% of portfolio
|
Q2 2024
Reduced 20.22%
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
12,510
shares
|
$1.55 Million
0.54% of portfolio
|
Q4 2022
Reduced 99.07%
|
|
Nova Point Capital, LLC
|
Jul 10, 2024 Q2 2024 |
12,428
shares
|
$1.54 Million
0.47% of portfolio
|
Q2 2024
Reduced 3.49%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
12,116
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2024
Reduced 24.61%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
11,768
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2024
Added 27.98%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
11,099
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.07%
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 15, 2024 Q2 2024 |
9,638
shares
|
$1.2 Million
0.3% of portfolio
|
Q2 2024
Added 3.88%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
9,034
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.72%
|
|
Cowa, LLC
Tulsa, OK |
May 07, 2024 Q1 2024 |
8,618
shares
|
$1.07 Million
0.57% of portfolio
|
Q1 2024
Added 5.48%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
8,144
shares
|
$1.01 Million
0.04% of portfolio
|
Q1 2024
Reduced 6.15%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
7,702
shares
|
$955,664
0.0% of portfolio
|
Q1 2024
Reduced 64.36%
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 18, 2024 Q2 2024 |
7,586
shares
|
$941,270
0.43% of portfolio
|
Q2 2024
Added 4.78%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
7,573
shares
|
$939,657
0.0% of portfolio
|
Q1 2024
Added 10.46%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
6,952
shares
|
$862,604
0.0% of portfolio
|
Q1 2024
Reduced 8.89%
|