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 93 institutions that hold shares in the stock, with a total of 819,997 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 |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
162
shares
|
$20,219
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
142
shares
|
$17,723
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
142
shares
|
$17,723
0.0% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
115
shares
|
$14,353
0.01% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
112
shares
|
$13,978
0.01% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
112
shares
|
$13,978
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
110
shares
|
$13,729
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
100
shares
|
$12,481
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
89
shares
|
$11,108
0.0% of portfolio
|
Q2 2025
Reduced 31.01%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
74
shares
|
$9,235
0.0% of portfolio
|
Q3 2024
Reduced 24.49%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
69
shares
|
$8,611
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
67
shares
|
$8,362
0.0% of portfolio
|
Q1 2025
Reduced 97.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
66
shares
|
$8,237
0.0% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
59
shares
|
$7,363
0.0% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
37
shares
|
$4,617
0.0% of portfolio
|
Q2 2025
Reduced 77.16%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
10
shares
|
$1,248
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
8
shares
|
$998
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
|