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 |
|---|---|---|---|---|---|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
120
shares
|
$15,159
0.0% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
115
shares
|
$14,527
0.01% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
114
shares
|
$14,401
0.0% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
110
shares
|
$13,896
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
100
shares
|
$12,633
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
89
shares
|
$11,243
0.0% of portfolio
|
Q2 2025
Reduced 31.01%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
74
shares
|
$9,348
0.0% of portfolio
|
Q3 2024
Reduced 24.49%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
69
shares
|
$8,716
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
67
shares
|
$8,464
0.0% of portfolio
|
Q1 2025
Reduced 97.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
66
shares
|
$8,337
0.0% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
59
shares
|
$7,453
0.0% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
51
shares
|
$6,442
0.0% of portfolio
|
Q3 2025
Reduced 73.3%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
37
shares
|
$4,674
0.0% of portfolio
|
Q2 2025
Reduced 77.16%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
33
shares
|
$4,168
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
10
shares
|
$1,263
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
8
shares
|
$1,010
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|