United Financial Planning Group LLC Spdr Ssga Us Small Cap Low Vol Call Options Transaction History

United Financial Planning Group LLC

$159 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SMLV

# of Institutions

99

Shares Held

881K

Call Options Held

0

Put Options Held

0

Advisor Group Holdings, Inc. Phoenix, AZ

95.5K
Shares

$12.2 Million
0.02% of portfolio
Congress Wealth Management LLC Boston, MA

85.7K
Shares

$10.9 Million
0.11% of portfolio
Dorval Corp Maple Grove, MN

77.5K
Shares

$9.9 Million
3.33% of portfolio
Cambridge Investment Research Advisors, Inc.

68.9K
Shares

$8.8 Million
0.02% of portfolio
Ieq Capital, LLC

66.8K
Shares

$8.54 Million
0.03% of portfolio

About SPDR SSGA US SMALL CAP LOW VOL

Ticker SMLV
Sector ETFs
Industry ETFs

More about SMLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of United Financial Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Financial Planning Group LLC with notifications on news.