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 07, 2020
Q3 2020
|
Peoples Financial Services Corp.
|
SELL
|
- |
-60Closed |
$4.29K - $4.92K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
252+ 8.41% |
$14.8K - $21.8K
|
3.25K
$440K
|
|
|
Aug 14, 2020
Q2 2020
|
Appleton Partners Inc
|
SELL
|
- |
-3.46KClosed |
$204K - $300K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.5KNew |
$147K - $217K
|
2.5K
$338K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.22KClosed |
$71.8K - $106K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Merit Financial Group, LLC
|
SELL
|
- |
-19KClosed |
$1.12M - $1.64M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-224Closed |
$13.2K - $19.4K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Valley National Advisers Inc
|
SELL
|
- |
-1.08K- 84.91% |
$63.3K - $93.2K
|
191
$25.9K
|
|
|
Jul 31, 2020
Q2 2020
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.15KClosed |
$244K - $359K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Valmark Advisers, Inc.
|
SELL
|
- |
-18KClosed |
$1.06M - $1.56M
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.18KClosed |
$128K - $189K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2.73KClosed |
$161K - $237K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Hnp Capital LLC
|
SELL
|
- |
-4.24KClosed |
$249K - $367K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.29KClosed |
$74.6K - $131K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.65KClosed |
$501K - $876K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.77KClosed |
$160K - $281K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.02KClosed |
$175K - $306K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6.72KClosed |
$389K - $680K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.53KClosed |
$88.3K - $155K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-103Closed |
$5.96K - $10.4K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-9.72KClosed |
$562K - $984K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-30Closed |
$1.74K - $3.04K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-9.53KClosed |
$551K - $965K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
West Coast Financial LLC
|
SELL
|
- |
-2.29KClosed |
$132K - $232K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.51KClosed |
$319K - $557K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.14KClosed |
$65.8K - $115K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-19.3KClosed |
$1.79M - $1.95M
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-159Closed |
$14.7K - $16.1K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Pacific Financial Group Inc
|
SELL
|
- |
-16.7KClosed |
$1.55M - $1.69M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-7.53KClosed |
$709K - $730K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-258Closed |
$24.3K - $25K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1Closed |
$94.1 - $97
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Private Ocean, LLC
|
SELL
|
- |
-20Closed |
$1.88K - $1.94K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-32Closed |
$3.01K - $3.1K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Nov 19, 2019
Q2 2019
|
Global Retirement Partners, LLC
|
SELL
|
- |
-37Closed |
N/A
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.53KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Asset Dedication, LLC
|
BUY
|
- |
55+ 68.75% |
N/A
|
135
$18.3K
|
|
|
Jul 19, 2019
Q2 2019
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-12.8KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.83KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-215Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-4.17KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-456Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Ims Capital Management
|
SELL
|
- |
-2.08KClosed |
N/A
|
0
$0
|
|
|
Oct 19, 2018
Q3 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-19.1KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.67KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.86KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Barber Financial Group, Inc.
|
SELL
|
- |
-18.4KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 03, 2018
Q1 2018
|
Jacobi Capital Management LLC
|
SELL
|
- |
-55Closed |
N/A
|
0
$0
|
|
|
Apr 23, 2018
Q1 2018
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-703Closed |
N/A
|
0
$0
|
|