Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
67.3KNew |
$6.3M - $7.68M
|
67.3K
$8.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
65.2KNew |
$6.1M - $7.44M
|
65.2K
$8.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.9K+ 180.6% |
$1.3M - $1.59M
|
21.6K
$2.78M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
11.4KNew |
$1.06M - $1.3M
|
11.4K
$1.47M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.08K+ 78.78% |
$663K - $808K
|
16.1K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.91KNew |
$647K - $788K
|
6.91K
$890K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
5.99K+ 7.68% |
$561K - $684K
|
84K
$10.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
5.8KNew |
$543K - $661K
|
5.8K
$747K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.28K+ 7.94% |
$307K - $374K
|
44.5K
$5.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.96KNew |
$277K - $337K
|
2.96K
$381K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.52KNew |
$235K - $287K
|
2.52K
$324K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.02KNew |
$189K - $230K
|
2.02K
$260K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.91KNew |
$178K - $217K
|
1.91K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.78K+ 12.45% |
$166K - $203K
|
16.1K
$2.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.05K+ 15.96% |
$98.3K - $120K
|
7.63K
$983K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
736New |
$68.9K - $84K
|
736
$94.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
507+ 7.46% |
$47.5K - $57.8K
|
7.3K
$940K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
391+ 6.83% |
$36.6K - $44.6K
|
6.12K
$788K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
376+ 5.8% |
$35.2K - $42.9K
|
6.86K
$883K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
312New |
$29.2K - $35.6K
|
312
$40.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
180+ 2.05% |
$16.8K - $20.5K
|
8.98K
$1.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
179+ 2.24% |
$16.8K - $20.4K
|
8.17K
$1.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
176+ 6.26% |
$16.5K - $20.1K
|
2.99K
$385K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
162New |
$15.2K - $18.5K
|
162
$20.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
138New |
$12.9K - $15.7K
|
138
$17.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
132New |
$12.4K - $15.1K
|
132
$17K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
73+ 1.55% |
$6.83K - $8.33K
|
4.78K
$616K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
61New |
$5.71K - $6.96K
|
61
$7.86K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
39+ 0.78% |
$3.65K - $4.45K
|
5.07K
$652K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37+ 0.78% |
$3.46K - $4.22K
|
4.78K
$615K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
30+ 0.94% |
$2.81K - $3.42K
|
3.23K
$416K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
19+ 0.67% |
$1.78K - $2.17K
|
2.86K
$368K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
5+ 0.05% |
$468 - $570
|
9.2K
$1.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2+ 0.94% |
$187 - $228
|
215
$27.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.64% |
$93.6 - $114
|
158
$20.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-15- 10.14% |
$1.4K - $1.71K
|
133
$17.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-21- 0.51% |
$1.97K - $2.4K
|
4.09K
$527K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-160- 5.51% |
$15K - $18.3K
|
2.74K
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-227- 1.36% |
$21.2K - $25.9K
|
16.4K
$2.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-251- 2.67% |
$23.5K - $28.6K
|
9.14K
$1.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-289- 5.22% |
$27K - $33K
|
5.24K
$675K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-411- 11.05% |
$38.5K - $46.9K
|
3.31K
$426K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-434- 1.2% |
$40.6K - $49.5K
|
35.7K
$4.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-549- 5.95% |
$51.4K - $62.6K
|
8.68K
$1.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-571- 2.94% |
$53.4K - $65.1K
|
18.8K
$2.43M
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-705- 3.85% |
$66K - $80.4K
|
17.6K
$2.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-884- 10.96% |
$82.7K - $101K
|
7.18K
$925K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.5K- 13.9% |
$140K - $171K
|
9.29K
$1.2M
|