Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-212- 5.1% |
$25.9K - $28.6K
|
3.95K
$485K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-311- 2.35% |
$38K - $41.9K
|
12.9K
$1.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-389- 5.01% |
$47.5K - $52.4K
|
7.38K
$906K
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-401- 12.09% |
$48.9K - $54.1K
|
2.92K
$358K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-489- 5.25% |
$59.7K - $65.9K
|
8.82K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-831- 6.32% |
$101K - $112K
|
12.3K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-982- 20.86% |
$120K - $132K
|
3.73K
$458K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.04K- 27.01% |
$127K - $140K
|
2.81K
$346K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.4K- 24.27% |
$171K - $189K
|
4.38K
$538K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.6K- 4.82% |
$195K - $216K
|
31.7K
$3.89M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2K- 1.84% |
$243K - $269K
|
106K
$13M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.04K- 15.35% |
$249K - $275K
|
11.2K
$1.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.08K- 12.94% |
$254K - $280K
|
14K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.4K- 31.95% |
$293K - $324K
|
5.12K
$629K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.48K- 99.52% |
$303K - $335K
|
12
$1.47K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.83K- 97.68% |
$345K - $381K
|
67
$8.23K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.7K- 72.84% |
$1.3M - $1.44M
|
3.99K
$489K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-65K- 73.9% |
$7.94M - $8.77M
|
23K
$2.82M
|