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 |
|---|---|---|---|---|---|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
6,644
shares
|
$816,082
0.49% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
6,091
shares
|
$748,157
0.0% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
6,010
shares
|
$738,208
0.74% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
5,900
shares
|
$724,697
0.01% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
5,680
shares
|
$697,674
0.0% of portfolio
|
Q1 2025
Added 72.91%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,370
shares
|
$659,597
0.01% of portfolio
|
Q2 2024
Added 34.69%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
5,117
shares
|
$628,521
0.02% of portfolio
|
Q1 2025
Reduced 31.95%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
5,044
shares
|
$619,554
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
4,964
shares
|
$609,728
0.0% of portfolio
|
Q1 2025
Added 37.85%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
4,557
shares
|
$559,736
0.31% of portfolio
|
Q4 2022
Added 0.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
4,377
shares
|
$537,626
0.0% of portfolio
|
Q4 2024
Added 87.0%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
4,215
shares
|
$517,728
1.32% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
3,985
shares
|
$489,477
0.0% of portfolio
|
Q1 2025
Reduced 72.84%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
3,959
shares
|
$486,283
0.04% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
3,945
shares
|
$484,564
0.01% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
3,821
shares
|
$469,333
0.0% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
3,726
shares
|
$457,664
0.0% of portfolio
|
Q1 2025
Reduced 20.86%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
3,110
shares
|
$382,001
0.02% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
3,021
shares
|
$371,069
0.0% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
2,971
shares
|
$364,927
0.03% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,964
shares
|
$364,068
0.0% of portfolio
|
Q1 2025
Added 24600.0%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
2,939
shares
|
$360,997
0.0% of portfolio
|
Q3 2023
Added 0.55%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Apr 29, 2025 Q1 2025 |
2,916
shares
|
$358,172
0.02% of portfolio
|
Q1 2025
Reduced 12.09%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
2,831
shares
|
$347,731
0.02% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
2,813
shares
|
$345,520
0.0% of portfolio
|
Q1 2025
Reduced 27.01%
|