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 84 institutions that hold shares in the stock, with a total of 804,019 shares, which have been reported (via 13F filing form) to have a value of $99.1 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
165,678
shares
|
$20.4 Million
0.3% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
Mc Naughton Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
88,165
shares
|
$10.9 Million
5.14% of portfolio
|
Q2 2024
Added 2.26%
|
|
Dorval Corp
Maple Grove, MN |
Aug 01, 2024 Q2 2024 |
69,320
shares
|
$8.55 Million
3.36% of portfolio
|
Q2 2024
Added 4.14%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
48,169
shares
|
$5.94 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
43,454
shares
|
$5.36 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
35,117
shares
|
$4.33 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
19,539
shares
|
$2.41 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.99%
|
|
Iag Wealth Partners, LLC
|
Jul 16, 2024 Q2 2024 |
17,510
shares
|
$2.16 Million
0.39% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
16,436
shares
|
$2.03 Million
0.02% of portfolio
|
Q2 2024
Added 3.2%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
14,598
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2024
Reduced 11.92%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
13,971
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2024
Added 54.65%
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 19, 2024 Q2 2024 |
13,352
shares
|
$1.65 Million
1.4% of portfolio
|
Q2 2024
Reduced 20.22%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
12,529
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2024
Reduced 23.26%
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
12,510
shares
|
$1.54 Million
0.54% of portfolio
|
Q4 2022
Reduced 99.07%
|
|
Nova Point Capital, LLC
|
Jul 10, 2024 Q2 2024 |
12,428
shares
|
$1.53 Million
0.47% of portfolio
|
Q2 2024
Reduced 3.49%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
11,125
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2024
Added 65.67%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
10,555
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.9%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
9,705
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 15, 2024 Q2 2024 |
9,638
shares
|
$1.19 Million
0.3% of portfolio
|
Q2 2024
Added 3.88%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
8,990
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2024
Reduced 24.61%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
8,742
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2024
Added 25.75%
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2024 Q2 2024 |
8,369
shares
|
$1.03 Million
0.49% of portfolio
|
Q2 2024
Reduced 2.89%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
7,979
shares
|
$983,651
0.0% of portfolio
|
Q2 2024
Added 2110.25%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
7,702
shares
|
$949,502
0.0% of portfolio
|
Q1 2024
Reduced 64.36%
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 18, 2024 Q2 2024 |
7,586
shares
|
$935,202
0.43% of portfolio
|
Q2 2024
Added 4.78%
|