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 805,902 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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
2,545
shares
|
$321,509
0.0% of portfolio
|
Q2 2025
Reduced 9.53%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
2,282
shares
|
$288,285
0.03% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
2,256
shares
|
$285,000
0.19% of portfolio
|
Q3 2025
Reduced 11.22%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
2,235
shares
|
$282,347
0.01% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,015
shares
|
$254,554
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,991
shares
|
$251,523
0.01% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,924
shares
|
$243,058
0.0% of portfolio
|
Q2 2025
Reduced 48.36%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
1,870
shares
|
$236,237
0.06% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,864
shares
|
$235,479
0.0% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,602
shares
|
$202,380
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,530
shares
|
$193,284
0.01% of portfolio
|
Q2 2020
Added 8.41%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,400
shares
|
$176,862
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,346
shares
|
$170,040
0.0% of portfolio
|
Q2 2025
Added 62.17%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,052
shares
|
$132,899
0.0% of portfolio
|
Q4 2024
Added 17.81%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
720
shares
|
$90,957
0.0% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
672
shares
|
$84,893
0.01% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
629
shares
|
$79,461
0.0% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
480
shares
|
$60,638
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
452
shares
|
$57,101
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
385
shares
|
$48,637
0.0% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
215
shares
|
$27,160
0.01% of portfolio
|
Q4 2023
Added 0.94%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
165
shares
|
$20,844
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
162
shares
|
$20,465
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
142
shares
|
$17,938
0.0% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
142
shares
|
$17,938
0.01% of portfolio
|
Q4 2022
New holding
|