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 93 institutions that hold shares in the stock, with a total of 819,997 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 |
|---|---|---|---|---|---|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
7,387
shares
|
$921,971
0.35% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
7,289
shares
|
$909,740
0.36% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
6,255
shares
|
$780,686
0.01% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
6,194
shares
|
$773,073
0.43% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
6,100
shares
|
$761,341
0.0% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
6,050
shares
|
$755,100
0.65% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
5,786
shares
|
$722,150
0.01% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
5,762
shares
|
$719,155
0.0% of portfolio
|
Q2 2025
Added 16.08%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
5,513
shares
|
$688,077
0.0% of portfolio
|
Q2 2025
Added 86.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,370
shares
|
$670,229
0.01% of portfolio
|
Q2 2024
Added 34.69%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
4,557
shares
|
$568,759
0.31% of portfolio
|
Q4 2022
Added 0.84%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
4,493
shares
|
$560,771
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
4,391
shares
|
$548,040
0.01% of portfolio
|
Q2 2025
Reduced 12.95%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Jul 29, 2025 Q2 2025 |
4,215
shares
|
$526,074
1.27% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
4,056
shares
|
$506,229
0.01% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
3,985
shares
|
$497,367
0.04% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,846
shares
|
$480,019
0.0% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
3,110
shares
|
$388,159
0.02% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
3,062
shares
|
$382,168
0.0% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
2,988
shares
|
$372,932
0.02% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
2,979
shares
|
$371,808
0.02% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,974
shares
|
$371,184
0.01% of portfolio
|
Q2 2025
Reduced 41.88%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
2,939
shares
|
$366,816
0.0% of portfolio
|
Q3 2023
Added 0.55%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Aug 05, 2025 Q2 2025 |
2,932
shares
|
$365,942
0.02% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
2,909
shares
|
$363,072
0.03% of portfolio
|
Q2 2025
New holding
|