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 91 institutions that hold shares in the stock, with a total of 862,201 shares, which have been reported (via 13F filing form) to have a value of $115 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
108,142
shares
|
$14.5 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
88,005
shares
|
$11.8 Million
5.41% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Dorval Corp
Maple Grove, MN |
Jan 29, 2025 Q4 2024 |
70,761
shares
|
$9.48 Million
3.59% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
60,824
shares
|
$8.15 Million
0.03% of portfolio
|
Q4 2024
Added 29.86%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
56,025
shares
|
$7.5 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
49,480
shares
|
$6.63 Million
0.0% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
46,571
shares
|
$6.24 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
33,252
shares
|
$4.45 Million
0.01% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
18,514
shares
|
$2.48 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
16,064
shares
|
$2.15 Million
0.38% of portfolio
|
Q4 2024
Reduced 7.88%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
14,672
shares
|
$1.97 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
13,280
shares
|
$1.78 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
13,247
shares
|
$1.77 Million
1.01% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
13,155
shares
|
$1.76 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
12,510
shares
|
$1.68 Million
0.54% of portfolio
|
Q4 2022
Reduced 99.07%
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
11,782
shares
|
$1.58 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
11,182
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.61%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
10,019
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
Added 11.62%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
10,015
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
9,684
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
9,312
shares
|
$1.25 Million
0.31% of portfolio
|
Q4 2024
Reduced 5.09%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
7,767
shares
|
$1.04 Million
0.46% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
7,702
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2024
Reduced 64.36%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
7,520
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
7,279
shares
|
$975,022
0.43% of portfolio
|
Q4 2024
Reduced 2.88%
|