Latest Institutional Transactions on Spdr Ssga Us Small Cap Low Vol (SMLV)
This table provides information on the latest institutional transactions involving Spdr Ssga Us Small Cap Low Vol (SMLV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.95K+ 24600.0% |
$360K - $398K
|
2.96K
$366K
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-148- 4.97% |
$18.1K - $20K
|
2.83K
$350K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12+ 0.61% |
$1.46K - $1.62K
|
1.98K
$245K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.36K+ 37.85% |
$166K - $184K
|
4.96K
$613K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.04K- 27.01% |
$127K - $140K
|
2.81K
$348K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-831- 6.32% |
$101K - $112K
|
12.3K
$1.52M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3+ 0.03% |
$366 - $404
|
10K
$1.24M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
467+ 128.65% |
$57K - $63K
|
830
$103K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
41+ 1.05% |
$5K - $5.53K
|
3.96K
$489K
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.7K+ 82.46% |
$574K - $634K
|
10.4K
$1.29M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.8K+ 221.82% |
$3.03M - $3.34M
|
36K
$4.45M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12+ 0.53% |
$1.46K - $1.62K
|
2.28K
$282K
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2K- 1.84% |
$243K - $269K
|
106K
$13.1M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.4K- 31.95% |
$293K - $324K
|
5.12K
$632K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.7K- 72.84% |
$1.3M - $1.44M
|
3.99K
$492K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
129New |
$15.7K - $17.4K
|
129
$15.9K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20+ 0.4% |
$2.44K - $2.7K
|
5.04K
$623K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50+ 7.46% |
$6.1K - $6.74K
|
720
$89K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-184- 3.02% |
$22.5K - $24.8K
|
5.9K
$729K
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-211- 2.9% |
$25.7K - $28.4K
|
7.07K
$873K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-115- 3.67% |
$14K - $15.5K
|
3.02K
$373K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
114+ 1.14% |
$13.9K - $15.4K
|
10.1K
$1.25M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-172- 4.31% |
$21K - $23.2K
|
3.82K
$472K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
170+ 2.87% |
$20.7K - $22.9K
|
6.09K
$753K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
647+ 6.68% |
$79K - $87.2K
|
10.3K
$1.28M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.6K- 4.82% |
$195K - $216K
|
31.7K
$3.91M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
8New |
$976 - $1.08K
|
8
$989
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 1.54% |
$122 - $135
|
66
$8.16K
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-50- 1.17% |
$6.1K - $6.74K
|
4.22K
$521K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
3+ 0.04% |
$366 - $404
|
6.72K
$830K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.5K+ 21.15% |
$1.28M - $1.41M
|
59.9K
$7.41M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
112New |
$13.7K - $15.1K
|
112
$13.8K
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
4+ 2.76% |
$488 - $539
|
149
$18.4K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.4K+ 72.91% |
$292K - $323K
|
5.68K
$702K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.04K- 15.35% |
$249K - $275K
|
11.2K
$1.39M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-982- 20.86% |
$120K - $132K
|
3.73K
$460K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
367New |
$44.8K - $49.5K
|
367
$45.4K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-212- 5.1% |
$25.9K - $28.6K
|
3.95K
$487K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.83K- 97.68% |
$345K - $381K
|
67
$8.28K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-87- 0.47% |
$10.6K - $11.7K
|
18.4K
$2.28M
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-401- 12.09% |
$48.9K - $54.1K
|
2.92K
$360K
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-85- 43.37% |
$10.4K - $11.5K
|
111
$13.7K
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.3KNew |
$281K - $310K
|
2.3K
$284K
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
17+ 0.58% |
$2.07K - $2.29K
|
2.97K
$367K
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
41+ 0.69% |
$5K - $5.53K
|
6.01K
$743K
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
455+ 0.64% |
$55.5K - $61.3K
|
71.2K
$8.8M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.62% |
$122 - $135
|
162
$20K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
49+ 2.49% |
$5.98K - $6.61K
|
2.01K
$249K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9+ 0.4% |
$1.1K - $1.21K
|
2.26K
$279K
|