Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.25K+ 118.29% |
$705K - $777K
|
13.4K
$1.85M
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
5.78K+ 8.47% |
$562K - $619K
|
74K
$10.3M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.71KNew |
$458K - $505K
|
4.71K
$652K
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.98K+ 15.17% |
$387K - $426K
|
30.2K
$4.18M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.92K+ 12.42% |
$382K - $420K
|
35.5K
$4.92M
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
BUY
|
- |
3.46K+ 20.82% |
$337K - $371K
|
20.1K
$2.78M
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.88KNew |
$280K - $309K
|
2.88K
$399K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.66KNew |
$259K - $285K
|
2.66K
$369K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.61K+ 4.47% |
$254K - $279K
|
60.9K
$8.44M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.18K+ 49.19% |
$212K - $233K
|
6.61K
$915K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.51K+ 29.24% |
$147K - $162K
|
6.69K
$926K
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.06K+ 9.74% |
$103K - $114K
|
12K
$1.66M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
937+ 6.88% |
$91.2K - $100K
|
14.6K
$2.02M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
821+ 547.33% |
$79.9K - $88K
|
971
$135K
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
672+ 7.44% |
$65.4K - $72K
|
9.71K
$1.34M
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
452New |
$44K - $48.4K
|
452
$62.6K
|
|
Jul 25, 2023
Q2 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
371+ 1.94% |
$36.1K - $39.7K
|
19.5K
$2.7M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
330+ 2.1% |
$32.1K - $35.4K
|
16K
$2.22M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
316New |
$30.7K - $33.9K
|
316
$43.8K
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
176+ 4.7% |
$17.1K - $18.9K
|
3.92K
$543K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
167+ 3.44% |
$16.3K - $17.9K
|
5.02K
$695K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
150+ 1.96% |
$14.6K - $16.1K
|
7.8K
$1.08M
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
132+ 2.25% |
$12.8K - $14.1K
|
5.99K
$830K
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
78+ 1.29% |
$7.59K - $8.36K
|
6.11K
$847K
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
31+ 0.36% |
$3.02K - $3.32K
|
8.74K
$1.21M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24+ 0.51% |
$2.34K - $2.57K
|
4.7K
$651K
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
15+ 0.53% |
$1.46K - $1.61K
|
2.82K
$391K
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
11+ 0.14% |
$1.07K - $1.18K
|
8.11K
$1.12M
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.32% |
$97.3 - $107
|
311
$43.1K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.28% |
$97.3 - $107
|
352
$48.8K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$97.3 - $107
|
1
$139
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-15- 0.18% |
$1.46K - $1.61K
|
8.25K
$1.14M
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-29- 50.0% |
$2.82K - $3.11K
|
29
$4.02K
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-53- 0.24% |
$5.16K - $5.68K
|
22.1K
$3.07M
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-57- 0.56% |
$5.55K - $6.11K
|
10.1K
$1.4M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-62- 2.87% |
$6.03K - $6.64K
|
2.1K
$290K
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-69- 2.36% |
$6.71K - $7.39K
|
2.85K
$395K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-79- 0.55% |
$7.69K - $8.46K
|
14.2K
$1.97M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-100- 2.62% |
$9.73K - $10.7K
|
3.72K
$515K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-111- 1.14% |
$10.8K - $11.9K
|
9.6K
$1.33M
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-126- 5.88% |
$12.3K - $13.5K
|
2.02K
$279K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-150- 75.0% |
$14.6K - $16.1K
|
50
$6.93K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-234- 8.32% |
$22.8K - $25.1K
|
2.58K
$357K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-240- 7.59% |
$23.4K - $25.7K
|
2.92K
$405K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-504- 1.37% |
$49K - $54K
|
36.3K
$5.03M
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-658- 7.95% |
$64K - $70.5K
|
7.61K
$1.05M
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-690- 25.86% |
$67.1K - $73.9K
|
1.98K
$274K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-769- 17.66% |
$74.8K - $82.4K
|
3.59K
$497K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-812- 2.62% |
$79K - $87K
|
30.1K
$4.17M
|