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 |
|---|---|---|---|---|---|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
2,556
shares
|
$313,953
0.07% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
2,355
shares
|
$289,264
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
2,302
shares
|
$282,754
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
2,280
shares
|
$280,052
0.01% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2,260
shares
|
$277,595
0.04% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
2,014
shares
|
$247,379
0.02% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,979
shares
|
$243,080
0.01% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
1,905
shares
|
$233,991
0.07% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,864
shares
|
$228,955
0.0% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,530
shares
|
$187,929
0.01% of portfolio
|
Q2 2020
Added 8.41%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,400
shares
|
$171,962
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,052
shares
|
$129,217
0.0% of portfolio
|
Q4 2024
Added 17.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
830
shares
|
$101,948
0.0% of portfolio
|
Q1 2025
Added 128.65%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
720
shares
|
$88,437
0.0% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
664
shares
|
$81,559
0.01% of portfolio
|
Q1 2025
Reduced 17.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
617
shares
|
$75,786
0.0% of portfolio
|
Q4 2024
Added 15.76%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
480
shares
|
$58,958
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
452
shares
|
$55,519
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
380
shares
|
$46,675
0.0% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
367
shares
|
$45,078
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
215
shares
|
$26,408
0.01% of portfolio
|
Q4 2023
Added 0.94%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
191
shares
|
$23,460
0.0% of portfolio
|
Q2 2020
Reduced 84.91%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
162
shares
|
$19,898
0.0% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
162
shares
|
$19,898
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
149
shares
|
$18,301
0.0% of portfolio
|
Q1 2025
Added 2.76%
|