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 788,404 shares, which have been reported (via 13F filing form) to have a value of $104 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
142
shares
|
$18,675
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
138
shares
|
$18,149
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
93
shares
|
$12,231
0.0% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
74
shares
|
$9,732
0.0% of portfolio
|
Q3 2024
Reduced 24.49%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
65
shares
|
$8,548
0.0% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
63
shares
|
$8,285
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
10
shares
|
$1,315
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|