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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-7- 4.7% |
$771 - $883
|
142
$17.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-462- 6.88% |
$50.9K - $58.3K
|
6.26K
$790K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
165New |
$18.2K - $20.8K
|
165
$20.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-125- 77.16% |
$13.8K - $15.8K
|
37
$4.67K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.14K- 6.19% |
$126K - $144K
|
17.3K
$2.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.94K+ 4.75% |
$324K - $371K
|
64.9K
$8.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-450- 6.77% |
$49.6K - $56.8K
|
6.19K
$782K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-343- 3.89% |
$37.8K - $43.3K
|
8.48K
$1.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
111+ 2.81% |
$12.2K - $14K
|
4.06K
$512K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.6KNew |
$177K - $202K
|
1.6K
$202K
|
|
|
Jul 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
2.99K+ 4.19% |
$329K - $377K
|
74.2K
$9.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1- 0.04% |
$110 - $126
|
2.56K
$323K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.73KNew |
$300K - $344K
|
2.73K
$344K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
157+ 5.55% |
$17.3K - $19.8K
|
2.99K
$377K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.88% |
$110 - $126
|
115
$14.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 1.72% |
$110 - $126
|
59
$7.45K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-35- 1.84% |
$3.86K - $4.42K
|
1.87K
$236K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.7K- 72.84% |
$1.3M - $1.44M
|
3.99K
$503K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50+ 7.46% |
$6.1K - $6.74K
|
720
$91K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
8New |
$976 - $1.08K
|
8
$1.01K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-50- 1.17% |
$6.1K - $6.74K
|
4.22K
$532K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 1.54% |
$122 - $135
|
66
$8.34K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
367New |
$44.8K - $49.5K
|
367
$46.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.83K- 97.68% |
$345K - $381K
|
67
$8.46K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.3KNew |
$281K - $310K
|
2.3K
$291K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
16New |
$1.95K - $2.16K
|
16
$2.02K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
110New |
$13.4K - $14.8K
|
110
$13.9K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
100New |
$12.1K - $14.1K
|
100
$12.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
46.6KNew |
$5.62M - $6.55M
|
46.6K
$5.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-345- 7.45% |
$41.7K - $48.5K
|
4.28K
$541K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
69New |
$8.33K - $9.7K
|
69
$8.72K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
480New |
$58K - $67.5K
|
480
$60.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.39K+ 198.72% |
$168K - $196K
|
2.09K
$265K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3New |
$362 - $422
|
3
$379
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.5K- 87.08% |
$1.39M - $1.62M
|
1.71K
$217K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
51New |
$6.16K - $7.17K
|
51
$6.44K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
159+ 17.81% |
$19.2K - $22.4K
|
1.05K
$133K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
56KNew |
$6.77M - $7.88M
|
56K
$7.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-189- 5.73% |
$22.8K - $26.6K
|
3.11K
$393K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
11.8KNew |
$1.42M - $1.66M
|
11.8K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 1.09% |
$121 - $141
|
93
$11.7K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.7KNew |
$184K - $217K
|
1.7K
$214K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.4KNew |
$152K - $179K
|
1.4K
$177K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.4KNew |
$3.29M - $3.9M
|
30.4K
$3.84M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-24- 24.49% |
$2.6K - $3.08K
|
74
$9.35K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.62KNew |
$175K - $207K
|
1.62K
$205K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-160- 7.91% |
$17.3K - $20.5K
|
1.86K
$235K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.16KNew |
$234K - $277K
|
2.16K
$273K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-76- 18.14% |
$7.87K - $8.59K
|
343
$43.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.27KNew |
$235K - $256K
|
2.27K
$286K
|
|