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 $108 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
2,185
shares
|
$302,688
0.03% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Columbia Advisory Partners LLC
|
Oct 18, 2024 Q3 2024 |
2,162
shares
|
$299,501
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
2,122
shares
|
$293,960
0.0% of portfolio
|
Q3 2024
Reduced 80.93%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
2,014
shares
|
$278,999
0.07% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,952
shares
|
$270,410
0.01% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,865
shares
|
$258,358
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,864
shares
|
$258,219
0.0% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,697
shares
|
$235,085
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
1,619
shares
|
$224,280
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,530
shares
|
$211,950
0.01% of portfolio
|
Q2 2020
Added 8.41%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,400
shares
|
$193,942
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
1,334
shares
|
$184,799
0.03% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,303
shares
|
$180,504
0.0% of portfolio
|
Q3 2024
Added 56.8%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
893
shares
|
$123,707
0.0% of portfolio
|
Q2 2024
Added 18.12%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
701
shares
|
$97,109
0.0% of portfolio
|
Q3 2024
Added 1530.23%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
533
shares
|
$73,836
0.0% of portfolio
|
Q2 2024
Added 2.3%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
452
shares
|
$62,615
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
374
shares
|
$51,810
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
343
shares
|
$47,515
0.0% of portfolio
|
Q2 2024
Reduced 18.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
270
shares
|
$37,403
0.0% of portfolio
|
Q1 2023
Reduced 8.47%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
215
shares
|
$29,783
0.01% of portfolio
|
Q4 2023
Added 0.94%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
191
shares
|
$26,459
0.0% of portfolio
|
Q2 2020
Reduced 84.91%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
162
shares
|
$22,441
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
160
shares
|
$22,164
0.0% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
142
shares
|
$19,671
0.01% of portfolio
|
Q4 2022
New holding
|