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 84 institutions that hold shares in the stock, with a total of 804,019 shares, which have been reported (via 13F filing form) to have a value of $98.8 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
2,267
shares
|
$278,568
0.01% of portfolio
|
Q2 2024
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
2,132
shares
|
$261,980
0.03% of portfolio
|
Q2 2024
Added 13.53%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
2,024
shares
|
$248,709
0.0% of portfolio
|
Q2 2024
Added 1.3%
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 17, 2024 Q2 2024 |
2,014
shares
|
$247,480
0.07% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
2,010
shares
|
$246,988
0.01% of portfolio
|
Q2 2024
New holding
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
1,832
shares
|
$225,116
0.0% of portfolio
|
Q2 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,530
shares
|
$188,006
0.01% of portfolio
|
Q2 2020
Added 8.41%
|
|
Soa Wealth Advisors, Llc.
|
Jul 17, 2024 Q2 2024 |
1,326
shares
|
$162,938
0.03% of portfolio
|
Q2 2024
Added 0.68%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
893
shares
|
$109,731
0.0% of portfolio
|
Q2 2024
Added 18.12%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
831
shares
|
$102,113
0.0% of portfolio
|
Q2 2024
Added 16.06%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
533
shares
|
$65,495
0.0% of portfolio
|
Q2 2024
Added 2.3%
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2024 Q2 2024 |
452
shares
|
$55,541
0.0% of portfolio
|
Q2 2023
New holding
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
425
shares
|
$52,224
0.0% of portfolio
|
Q2 2024
New holding
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
372
shares
|
$45,711
0.0% of portfolio
|
Q2 2024
Added 0.81%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
343
shares
|
$42,147
0.0% of portfolio
|
Q2 2024
Reduced 18.14%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
270
shares
|
$33,177
0.0% of portfolio
|
Q1 2023
Reduced 8.47%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
243
shares
|
$29,859
0.0% of portfolio
|
Q2 2024
Added 24200.0%
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
215
shares
|
$26,419
0.01% of portfolio
|
Q4 2023
Added 0.94%
|
|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
191
shares
|
$23,470
0.0% of portfolio
|
Q2 2020
Reduced 84.91%
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
162
shares
|
$19,906
0.01% of portfolio
|
Q4 2023
New holding
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
159
shares
|
$19,537
0.0% of portfolio
|
Q2 2024
Added 0.63%
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
142
shares
|
$17,448
0.01% of portfolio
|
Q4 2022
New holding
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 09, 2024 Q2 2024 |
138
shares
|
$16,957
0.01% of portfolio
|
Q4 2023
New holding
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
135
shares
|
$16,588
0.0% of portfolio
|
Q2 2019
Added 68.75%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
110
shares
|
$13,516
0.0% of portfolio
|
Q3 2023
New holding
|