Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-754- 3.41% |
$76.4K - $87.5K
|
21.4K
$2.89M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-900- 4.3% |
$91.1K - $104K
|
20K
$2.71M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.03K- 3.77% |
$104K - $119K
|
26.2K
$3.55M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.27K- 35.25% |
$129K - $148K
|
2.34K
$316K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.29K- 3.37% |
$130K - $149K
|
36.8K
$4.98M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.67K- 38.45% |
$169K - $194K
|
2.67K
$361K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.26K- 13.65% |
$228K - $262K
|
14.3K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.33K- 13.03% |
$337K - $386K
|
22.2K
$3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.58K- 65.14% |
$363K - $416K
|
1.92K
$259K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.87K- 11.12% |
$392K - $449K
|
30.9K
$4.19M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.13K- 23.39% |
$418K - $479K
|
13.5K
$1.83M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.25K- 54.19% |
$734K - $842K
|
6.13K
$829K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-35K- 34.8% |
$3.54M - $4.06M
|
65.6K
$8.87M
|