Purchases and Sales Made in Q1 2024 in 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) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR SSGA US SMALL CAP LOW VOL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.72KNew |
$707K - $753K
|
6.72K
$930K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.02K+ 9.03% |
$423K - $451K
|
48.6K
$6.73M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.02KNew |
$423K - $450K
|
4.02K
$556K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.25K+ 441.71% |
$342K - $364K
|
3.99K
$552K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.13K+ 34.77% |
$329K - $350K
|
12.1K
$1.68M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.89KNew |
$305K - $324K
|
2.89K
$401K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.57K+ 27.98% |
$271K - $288K
|
11.8K
$1.63M
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.18K+ 2.6% |
$230K - $245K
|
86.2K
$11.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.12KNew |
$223K - $237K
|
2.12K
$293K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.07KNew |
$218K - $232K
|
2.07K
$287K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.88KNew |
$198K - $211K
|
1.88K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.62K+ 11.29% |
$170K - $181K
|
15.9K
$2.21M
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
1.5K+ 13.17% |
$158K - $168K
|
12.9K
$1.78M
|
|
|
Apr 26, 2024
Q1 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
1.35K+ 2.07% |
$142K - $152K
|
66.6K
$9.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.12K+ 18.32% |
$118K - $126K
|
7.24K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
717+ 10.46% |
$75.5K - $80.4K
|
7.57K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
716New |
$75.4K - $80.3K
|
716
$99.2K
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
448+ 5.48% |
$47.2K - $50.2K
|
8.62K
$1.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
419New |
$44.1K - $47K
|
419
$58K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
300+ 3.34% |
$31.6K - $33.6K
|
9.28K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
226+ 10.54% |
$23.8K - $25.3K
|
2.37K
$328K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
209+ 66.99% |
$22K - $23.4K
|
521
$72.2K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
167+ 1.02% |
$17.6K - $18.7K
|
16.6K
$2.3M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
150+ 24.75% |
$15.8K - $16.8K
|
756
$105K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
114+ 0.07% |
$12K - $12.8K
|
166K
$23M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
93+ 4.88% |
$9.79K - $10.4K
|
2K
$277K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
90New |
$9.47K - $10.1K
|
90
$12.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
57+ 1.19% |
$6K - $6.39K
|
4.84K
$670K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
56+ 1.89% |
$5.89K - $6.28K
|
3.01K
$418K
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
37+ 2.07% |
$3.89K - $4.15K
|
1.83K
$253K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
36+ 0.88% |
$3.79K - $4.04K
|
4.13K
$571K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
30+ 0.52% |
$3.16K - $3.36K
|
5.83K
$807K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
18+ 0.36% |
$1.89K - $2.02K
|
5.08K
$704K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13+ 0.45% |
$1.37K - $1.46K
|
2.87K
$398K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3+ 0.1% |
$316 - $336
|
2.99K
$414K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.54% |
$211 - $224
|
369
$51.1K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$105 - $112
|
1
$139
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 1.25% |
$105 - $112
|
81
$11.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 1.64% |
$105 - $112
|
60
$8.31K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-3- 0.15% |
$316 - $336
|
2.01K
$279K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-28- 0.72% |
$2.95K - $3.14K
|
3.85K
$533K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-37- 1.15% |
$3.89K - $4.15K
|
3.19K
$442K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-94- 20.66% |
$9.89K - $10.5K
|
361
$50K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-124- 3.79% |
$13.1K - $13.9K
|
3.15K
$436K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-125- 1.74% |
$13.2K - $14K
|
7.06K
$978K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-253- 2.72% |
$26.6K - $28.4K
|
9.03K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-293- 4.19% |
$30.8K - $32.8K
|
6.7K
$927K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-325- 0.91% |
$34.2K - $36.4K
|
35.4K
$4.91M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-411- 6.68% |
$43.3K - $46.1K
|
5.75K
$796K
|