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 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
169+ 5.66% |
$20.6K - $22.7K
|
3.16K
$403K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
107New |
$13.1K - $14.4K
|
107
$13.7K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.88% |
$122 - $134
|
114
$14.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
8+ 7.14% |
$976 - $1.07K
|
120
$15.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.35K- 5.46% |
$165K - $182K
|
23.5K
$3M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
33New |
$4.03K - $4.43K
|
33
$4.22K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.6% |
$488 - $537
|
672
$85.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-285- 11.22% |
$34.8K - $38.2K
|
2.26K
$288K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10+ 0.44% |
$1.22K - $1.34K
|
2.28K
$291K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-140- 73.3% |
$17.1K - $18.8K
|
51
$6.51K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
107+ 0.8% |
$13.1K - $14.4K
|
13.5K
$1.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-224- 7.64% |
$27.3K - $30.1K
|
2.71K
$346K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.52% |
$244 - $268
|
385
$49.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
766+ 3.27% |
$93.4K - $103K
|
24.2K
$3.09M
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
336+ 4.61% |
$41K - $45.1K
|
7.63K
$974K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-38- 1.31% |
$4.64K - $5.1K
|
2.87K
$367K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
516+ 62.17% |
$56.9K - $65.1K
|
1.35K
$172K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-20.5K- 19.27% |
$2.25M - $2.58M
|
85.7K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
4.49KNew |
$495K - $567K
|
4.49K
$574K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-240- 2.14% |
$26.4K - $30.3K
|
11K
$1.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$110 - $126
|
2.02K
$257K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-7- 4.7% |
$771 - $883
|
142
$18.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
165New |
$18.2K - $20.8K
|
165
$21.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-125- 77.16% |
$13.8K - $15.8K
|
37
$4.73K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1- 0.04% |
$110 - $126
|
2.56K
$326K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.73KNew |
$300K - $344K
|
2.73K
$348K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 1.72% |
$110 - $126
|
59
$7.54K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-35- 1.84% |
$3.86K - $4.42K
|
1.87K
$239K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.7K- 72.84% |
$1.3M - $1.44M
|
3.99K
$509K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 1.54% |
$122 - $135
|
66
$8.43K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-50- 1.17% |
$6.1K - $6.74K
|
4.22K
$538K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
367New |
$44.8K - $49.5K
|
367
$46.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.83K- 97.68% |
$345K - $381K
|
67
$8.56K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.3KNew |
$281K - $310K
|
2.3K
$294K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
16New |
$1.95K - $2.16K
|
16
$2.04K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
110New |
$13.4K - $14.8K
|
110
$14.1K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
100New |
$12.1K - $14.1K
|
100
$12.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
46.6KNew |
$5.62M - $6.55M
|
46.6K
$5.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-345- 7.45% |
$41.7K - $48.5K
|
4.28K
$547K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
69New |
$8.33K - $9.7K
|
69
$8.81K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
480New |
$58K - $67.5K
|
480
$61.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.39K+ 198.72% |
$168K - $196K
|
2.09K
$267K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3New |
$362 - $422
|
3
$383
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.5K- 87.08% |
$1.39M - $1.62M
|
1.71K
$219K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
51New |
$6.16K - $7.17K
|
51
$6.51K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
159+ 17.81% |
$19.2K - $22.4K
|
1.05K
$134K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-189- 5.73% |
$22.8K - $26.6K
|
3.11K
$397K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
11.8KNew |
$1.42M - $1.66M
|
11.8K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 1.09% |
$121 - $141
|
93
$11.9K
|
|