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 |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.12K+ 1.85% |
$137K - $152K
|
61.9K
$7.65M
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
16New |
$1.95K - $2.16K
|
16
$1.98K
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-19- 0.29% |
$2.32K - $2.56K
|
6.64K
$821K
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-12- 0.47% |
$1.46K - $1.62K
|
2.56K
$316K
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.08K- 12.94% |
$254K - $280K
|
14K
$1.73M
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-136- 17.0% |
$16.6K - $18.3K
|
664
$82.1K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.2K+ 298.96% |
$634K - $701K
|
6.93K
$857K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5- 7.94% |
$610 - $674
|
58
$7.17K
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-489- 5.25% |
$59.7K - $65.9K
|
8.82K
$1.09M
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-389- 5.01% |
$47.5K - $52.4K
|
7.38K
$912K
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-311- 2.35% |
$38K - $41.9K
|
12.9K
$1.6M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
110New |
$13.4K - $14.8K
|
110
$13.6K
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-65K- 73.9% |
$7.94M - $8.77M
|
23K
$2.84M
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-109- 5.41% |
$13.3K - $14.7K
|
1.91K
$235K
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
2.36KNew |
$287K - $318K
|
2.36K
$291K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.53% |
$244 - $270
|
380
$47K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.81K+ 87.0% |
$460K - $535K
|
8.19K
$1.01M
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
46.6KNew |
$5.62M - $6.55M
|
46.6K
$5.75M
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
100New |
$12.1K - $14.1K
|
100
$12.4K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.6K+ 216.97% |
$556K - $647K
|
6.73K
$831K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-345- 7.45% |
$41.7K - $48.5K
|
4.28K
$529K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
69New |
$8.33K - $9.7K
|
69
$8.53K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.39K+ 198.72% |
$168K - $196K
|
2.09K
$259K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
480New |
$58K - $67.5K
|
480
$59.3K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3New |
$362 - $422
|
3
$371
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.58KNew |
$191K - $222K
|
1.58K
$195K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.5K- 87.08% |
$1.39M - $1.62M
|
1.71K
$212K
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
51New |
$6.16K - $7.17K
|
51
$6.3K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
159+ 17.81% |
$19.2K - $22.4K
|
1.05K
$130K
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
56KNew |
$6.77M - $7.88M
|
56K
$6.92M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
84+ 15.76% |
$10.1K - $11.8K
|
617
$76.2K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-189- 5.73% |
$22.8K - $26.6K
|
3.11K
$384K
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
11.8KNew |
$1.42M - $1.66M
|
11.8K
$1.46M
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 1.09% |
$121 - $141
|
93
$11.5K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.7KNew |
$184K - $217K
|
1.7K
$210K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.4KNew |
$3.29M - $3.9M
|
30.4K
$3.76M
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.4KNew |
$152K - $179K
|
1.4K
$173K
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.62KNew |
$175K - $207K
|
1.62K
$200K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-24- 24.49% |
$2.6K - $3.08K
|
74
$9.14K
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.16KNew |
$234K - $277K
|
2.16K
$267K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-160- 7.91% |
$17.3K - $20.5K
|
1.86K
$230K
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-365- 11.53% |
$39.5K - $46.8K
|
2.8K
$346K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.27KNew |
$235K - $256K
|
2.27K
$280K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.71KNew |
$1M - $1.1M
|
9.71K
$1.2M
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-76- 18.14% |
$7.87K - $8.59K
|
343
$42.4K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.83KNew |
$190K - $207K
|
1.83K
$226K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.38K+ 34.69% |
$143K - $156K
|
5.37K
$664K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
425New |
$44K - $48K
|
425
$52.5K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
16New |
$1.66K - $1.81K
|
16
$1.98K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
79New |
$8.18K - $8.93K
|
79
$9.76K
|