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 92 institutions that hold shares in the stock, with a total of 806,012 shares, which have been reported (via 13F filing form) to have a value of $103 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
2,813
shares
|
$359,276
0.0% of portfolio
|
Q1 2025
Reduced 27.01%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
2,725
shares
|
$348,037
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
2,556
shares
|
$326,452
0.07% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 16, 2025 Q2 2025 |
2,541
shares
|
$324,536
0.23% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
2,302
shares
|
$294,011
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
2,280
shares
|
$291,201
0.01% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2,260
shares
|
$288,647
0.04% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
2,014
shares
|
$257,228
0.02% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,979
shares
|
$252,757
0.01% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
1,870
shares
|
$238,836
0.06% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,864
shares
|
$238,070
0.0% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,530
shares
|
$195,411
0.01% of portfolio
|
Q2 2020
Added 8.41%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,400
shares
|
$178,808
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,052
shares
|
$134,361
0.0% of portfolio
|
Q4 2024
Added 17.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
830
shares
|
$106,007
0.0% of portfolio
|
Q1 2025
Added 128.65%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
720
shares
|
$91,958
0.0% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
668
shares
|
$85,316
0.01% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
617
shares
|
$78,803
0.0% of portfolio
|
Q4 2024
Added 15.76%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
480
shares
|
$61,305
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
452
shares
|
$57,729
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
383
shares
|
$48,916
0.0% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
367
shares
|
$46,873
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
215
shares
|
$27,459
0.01% of portfolio
|
Q4 2023
Added 0.94%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
191
shares
|
$24,394
0.0% of portfolio
|
Q2 2020
Reduced 84.91%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
162
shares
|
$20,690
0.0% of portfolio
|
Q1 2025
Added 0.62%
|