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 |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
162
shares
|
$20,690
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
149
shares
|
$19,030
0.0% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
142
shares
|
$18,136
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
129
shares
|
$16,475
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
115
shares
|
$14,687
0.01% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
112
shares
|
$14,304
0.01% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
112
shares
|
$14,304
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
110
shares
|
$14,049
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
100
shares
|
$12,772
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
74
shares
|
$9,451
0.0% of portfolio
|
Q3 2024
Reduced 24.49%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
69
shares
|
$8,812
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
67
shares
|
$8,557
0.0% of portfolio
|
Q1 2025
Reduced 97.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
66
shares
|
$8,429
0.0% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
59
shares
|
$7,535
0.0% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
10
shares
|
$1,277
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
8
shares
|
$1,021
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|