Institutional Ownership Spdr Ssga Us Small Cap Low Vol (SMLV)
This table provides information about the institutional ownership of Spdr Ssga Us Small Cap Low Vol (SMLV). We have compiled data on the 99 institutions that hold shares in the stock, with a total of 881,498 shares, which have been reported (via 13F filing form) to have a value of $113 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
95,542
shares
|
$12.2 Million
0.02% of portfolio
|
Q3 2025
Added 1766.78%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
85,695
shares
|
$10.9 Million
0.11% of portfolio
|
Q2 2025
Reduced 19.27%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 29, 2025 Q3 2025 |
77,538
shares
|
$9.9 Million
3.33% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
68,863
shares
|
$8.8 Million
0.02% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
66,842
shares
|
$8.54 Million
0.03% of portfolio
|
Q3 2025
Added 19.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
62,301
shares
|
$7.96 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.03%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
46,571
shares
|
$5.95 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
24,183
shares
|
$3.09 Million
1.38% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
23,467
shares
|
$3 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
21,992
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2025
Added 167.38%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
16,858
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
13,768
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2025
Added 33.86%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
13,468
shares
|
$1.72 Million
0.85% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
12,797
shares
|
$1.63 Million
0.22% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
12,514
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
12,510
shares
|
$1.6 Million
0.54% of portfolio
|
Q4 2022
Reduced 99.07%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,001
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
10,227
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
9,421
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
9,096
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
8,550
shares
|
$1.09 Million
0.27% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
7,762
shares
|
$991,440
0.0% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
7,625
shares
|
$973,941
0.36% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
7,524
shares
|
$961,040
0.33% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
7,469
shares
|
$954,015
0.0% of portfolio
|
Q3 2025
Reduced 79.62%
|