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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.16KNew |
$234K - $277K
|
2.16K
$293K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
226+ 6.15% |
$24.5K - $29K
|
3.9K
$528K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
173+ 1.79% |
$18.7K - $22.2K
|
9.81K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.63% |
$108 - $128
|
160
$21.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.54% |
$217 - $256
|
374
$50.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-224- 8.07% |
$24.3K - $28.7K
|
2.55K
$345K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-45- 0.67% |
$4.87K - $5.77K
|
6.7K
$907K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 0.6% |
$866 - $1.03K
|
1.33K
$181K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-365- 11.53% |
$39.5K - $46.8K
|
2.8K
$379K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
170+ 4.53% |
$18.4K - $21.8K
|
3.92K
$531K
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
773+ 0.88% |
$83.7K - $99.1K
|
88.9K
$12M
|
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-250- 1.87% |
$27.1K - $32K
|
13.1K
$1.77M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-76- 18.14% |
$7.87K - $8.59K
|
343
$46.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.71KNew |
$1M - $1.1M
|
9.71K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.27KNew |
$235K - $256K
|
2.27K
$307K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.83KNew |
$190K - $207K
|
1.83K
$248K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.38K+ 34.69% |
$143K - $156K
|
5.37K
$727K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12+ 2.3% |
$1.24K - $1.36K
|
533
$72.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
137+ 18.12% |
$14.2K - $15.5K
|
893
$121K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
425New |
$44K - $48K
|
425
$57.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-10- 0.3% |
$1.04K - $1.13K
|
3.3K
$447K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 2.22% |
$207 - $226
|
92
$12.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
16New |
$1.66K - $1.81K
|
16
$2.17K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
79New |
$8.18K - $8.93K
|
79
$10.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-449- 3.49% |
$46.5K - $50.8K
|
12.4K
$1.68M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13.9K- 64.36% |
$1.46M - $1.56M
|
7.7K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
226+ 10.54% |
$23.8K - $25.3K
|
2.37K
$321K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.07KNew |
$218K - $232K
|
2.07K
$280K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-3- 0.15% |
$316 - $336
|
2.01K
$273K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
132New |
$12.4K - $15.1K
|
132
$17.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
138New |
$12.9K - $15.7K
|
138
$18.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
162New |
$15.2K - $18.5K
|
162
$21.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-160- 5.51% |
$15K - $18.3K
|
2.74K
$371K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
507+ 7.46% |
$47.5K - $57.8K
|
7.3K
$988K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-251- 2.67% |
$23.5K - $28.6K
|
9.14K
$1.24M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2+ 0.94% |
$187 - $228
|
215
$29.1K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
406New |
$39.9K - $44.5K
|
406
$55K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48+ 1.02% |
$4.71K - $5.26K
|
4.75K
$643K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-8.59K- 71.76% |
$844K - $942K
|
3.38K
$458K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.27K- 54.35% |
$714K - $797K
|
6.11K
$827K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
16+ 0.55% |
$1.57K - $1.75K
|
2.94K
$398K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.31K+ 4.17% |
$129K - $144K
|
32.8K
$4.44M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
110New |
$10.8K - $12.1K
|
110
$14.9K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-150- 75.0% |
$14.6K - $16.1K
|
50
$6.77K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
821+ 547.33% |
$79.9K - $88K
|
971
$131K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
316New |
$30.7K - $33.9K
|
316
$42.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-29- 50.0% |
$2.82K - $3.11K
|
29
$3.93K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.43K- 85.85% |
$236K - $260K
|
400
$54.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-8.21K- 99.07% |
$799K - $879K
|
77
$10.4K
|
|