Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.34M+ 21218.66% |
$134M - $153M
|
1.35M
$173M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.4K+ 113.31% |
$5.33M - $6.1M
|
101K
$13M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
27.2KNew |
$2.72M - $3.11M
|
27.2K
$3.51M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.6K+ 31.65% |
$1.06M - $1.21M
|
44.1K
$5.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
8.25K+ 362.07% |
$824K - $942K
|
10.5K
$1.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
5.94KNew |
$593K - $678K
|
5.94K
$764K
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
5.88KNew |
$588K - $672K
|
5.88K
$758K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.83K+ 30.12% |
$583K - $667K
|
25.2K
$3.25M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.5KNew |
$549K - $628K
|
5.5K
$708K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.34KNew |
$433K - $495K
|
4.34K
$558K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.48K+ 86.31% |
$347K - $397K
|
7.51K
$967K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2.43K+ 606.5% |
$242K - $277K
|
2.83K
$364K
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
2.17KNew |
$217K - $248K
|
2.17K
$279K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.59KNew |
$159K - $182K
|
1.59K
$205K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.52K+ 19.66% |
$152K - $174K
|
9.27K
$1.19M
|
|
|
Jan 31, 2023
Q4 2022
|
Libra Wealth LLC
|
BUY
|
- |
1.46KNew |
$146K - $167K
|
1.46K
$188K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.43K+ 45.36% |
$143K - $164K
|
4.59K
$591K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.35K+ 2.46% |
$135K - $154K
|
56.3K
$7.25M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.11K+ 527.14% |
$111K - $126K
|
1.32K
$170K
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
1.02K+ 12.9% |
$102K - $116K
|
8.9K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
733+ 8.35% |
$73.2K - $83.7K
|
9.51K
$1.22M
|
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
496+ 0.74% |
$49.5K - $56.7K
|
67.6K
$8.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
482+ 2.36% |
$48.1K - $55.1K
|
20.9K
$2.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
452+ 5.98% |
$45.1K - $51.6K
|
8.02K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
440+ 6.48% |
$43.9K - $50.3K
|
7.23K
$931K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
274+ 9.55% |
$27.4K - $31.3K
|
3.14K
$405K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
244New |
$24.4K - $27.9K
|
244
$31.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
142New |
$14.2K - $16.2K
|
142
$18.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
141+ 1.54% |
$14.1K - $16.1K
|
9.32K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
127+ 3.65% |
$12.7K - $14.5K
|
3.61K
$464K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
84+ 2.2% |
$8.39K - $9.6K
|
3.9K
$502K
|
|
|
Jan 17, 2023
Q4 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
52+ 0.7% |
$5.19K - $5.94K
|
7.44K
$959K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
44+ 1.73% |
$4.39K - $5.03K
|
2.59K
$333K
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
43+ 0.68% |
$4.29K - $4.91K
|
6.4K
$824K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
40+ 15.69% |
$3.99K - $4.57K
|
295
$38K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
38+ 0.84% |
$3.79K - $4.34K
|
4.56K
$587K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
19+ 0.69% |
$1.9K - $2.17K
|
2.79K
$359K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.84% |
$200 - $229
|
240
$30.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2+ 0.65% |
$200 - $229
|
308
$39.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 1.64% |
$99.9 - $114
|
62
$7.98K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$99.9 - $114
|
1
$129
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-17- 0.35% |
$1.7K - $1.94K
|
4.9K
$630K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-18- 0.7% |
$1.8K - $2.06K
|
2.55K
$329K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-39- 0.12% |
$3.89K - $4.46K
|
31.3K
$4.03M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-80- 3.51% |
$7.99K - $9.14K
|
2.2K
$283K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-104- 1.19% |
$10.4K - $11.9K
|
8.6K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-131- 4.65% |
$13.1K - $15K
|
2.69K
$346K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-136- 5.07% |
$13.6K - $15.5K
|
2.55K
$328K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-206- 2.44% |
$20.6K - $23.5K
|
8.24K
$1.06M
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-440- 1.95% |
$43.9K - $50.3K
|
22.1K
$2.85M
|