Purchases and Sales Made in Q1 2022 in 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) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR SSGA US SMALL CAP LOW VOL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
830K+ 9901.04% |
$92M - $100M
|
838K
$113M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
308K+ 11315.96% |
$34.1M - $37.2M
|
311K
$42M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.26K+ 44.18% |
$805K - $877K
|
23.7K
$3.21M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.08KNew |
$673K - $734K
|
6.08K
$822K
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.98K+ 24.33% |
$663K - $723K
|
30.6K
$4.14M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.81K+ 127.37% |
$422K - $460K
|
6.8K
$920K
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.03KNew |
$336K - $366K
|
3.03K
$410K
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.55KNew |
$283K - $308K
|
2.55K
$345K
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.48K+ 31.31% |
$275K - $300K
|
10.4K
$1.41M
|
|
Apr 08, 2022
Q1 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.31K+ 3.67% |
$256K - $280K
|
65.4K
$8.85M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.88K+ 3.6% |
$208K - $227K
|
54K
$7.31M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.86K+ 4.43% |
$206K - $224K
|
43.8K
$5.93M
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
1.75K+ 22.71% |
$194K - $212K
|
9.48K
$1.28M
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.19K+ 2.24% |
$132K - $144K
|
54.5K
$7.37M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
646+ 1.68% |
$71.6K - $78K
|
39.1K
$5.29M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
402New |
$44.6K - $48.6K
|
402
$54.4K
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
398+ 1.56% |
$44.1K - $48.1K
|
26K
$3.52M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
214+ 5.15% |
$23.7K - $25.9K
|
4.37K
$591K
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
180+ 2.06% |
$19.9K - $21.7K
|
8.9K
$1.2M
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
148New |
$16.4K - $17.9K
|
148
$20K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
144+ 626.09% |
$16K - $17.4K
|
167
$22.6K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
135New |
$15K - $16.3K
|
135
$18.3K
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
128+ 2.14% |
$14.2K - $15.5K
|
6.12K
$829K
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
103+ 1.01% |
$11.4K - $12.4K
|
10.3K
$1.4M
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
100New |
$11.1K - $12.1K
|
100
$13.5K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
92+ 0.8% |
$10.2K - $11.1K
|
11.6K
$1.58M
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
92+ 1.21% |
$10.2K - $11.1K
|
7.68K
$1.04M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
84+ 4.6% |
$9.31K - $10.1K
|
1.91K
$259K
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
50New |
$5.54K - $6.04K
|
50
$6.77K
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
35+ 1.9% |
$3.88K - $4.23K
|
1.88K
$254K
|
|
May 24, 2022
Q1 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
26+ 0.36% |
$2.88K - $3.14K
|
7.32K
$990K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20+ 7.55% |
$2.22K - $2.42K
|
285
$38.6K
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
18+ 0.4% |
$1.99K - $2.17K
|
4.57K
$619K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10+ 22.22% |
$1.11K - $1.21K
|
55
$7.44K
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10+ 0.37% |
$1.11K - $1.21K
|
2.74K
$371K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
6+ 0.06% |
$665 - $725
|
10.3K
$1.4M
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.42% |
$111 - $121
|
241
$32.6K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.43% |
$111 - $121
|
235
$31.8K
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.49% |
$111 - $121
|
205
$27.7K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-8Closed |
$887 - $966
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10- 0.26% |
$1.11K - $1.21K
|
3.81K
$516K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-31- 0.87% |
$3.44K - $3.74K
|
3.53K
$478K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-33- 0.72% |
$3.66K - $3.99K
|
4.54K
$615K
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-34- 0.17% |
$3.77K - $4.11K
|
20.3K
$2.75M
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-60- 0.68% |
$6.65K - $7.25K
|
8.76K
$1.19M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-64Closed |
$7.09K - $7.73K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-87Closed |
$9.64K - $10.5K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-111- 29.84% |
$12.3K - $13.4K
|
261
$35.3K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-119- 4.79% |
$13.2K - $14.4K
|
2.36K
$320K
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-126- 2.58% |
$14K - $15.2K
|
4.76K
$644K
|