Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-125- 77.16% |
$13.8K - $15.8K
|
37
$4.67K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-240- 2.14% |
$26.4K - $30.3K
|
11K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-268- 9.53% |
$29.5K - $33.8K
|
2.55K
$322K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-343- 3.89% |
$37.8K - $43.3K
|
8.48K
$1.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-450- 6.77% |
$49.6K - $56.8K
|
6.19K
$782K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-462- 6.88% |
$50.9K - $58.3K
|
6.26K
$790K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-653- 12.95% |
$72K - $82.4K
|
4.39K
$555K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-706- 5.05% |
$77.8K - $89.1K
|
13.3K
$1.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 9.71% |
$111K - $127K
|
9.33K
$1.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.14K- 6.19% |
$126K - $144K
|
17.3K
$2.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.8K- 48.36% |
$199K - $227K
|
1.92K
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.14K- 41.88% |
$236K - $270K
|
2.97K
$376K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.96K- 36.66% |
$326K - $374K
|
5.12K
$647K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-3K- 28.85% |
$331K - $379K
|
7.4K
$935K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.83K- 21.58% |
$753K - $862K
|
24.8K
$3.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-20.5K- 19.27% |
$2.25M - $2.58M
|
85.7K
$10.8M
|