Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
90.4K+ 1766.78% |
$11M - $12.1M
|
95.5K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.8K+ 167.38% |
$1.68M - $1.85M
|
22K
$2.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
10.8K+ 19.31% |
$1.32M - $1.45M
|
66.8K
$8.54M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
9.42KNew |
$1.15M - $1.26M
|
9.42K
$1.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.97K+ 6.12% |
$485K - $533K
|
68.9K
$8.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
3.48K+ 33.86% |
$425K - $467K
|
13.8K
$1.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
3.34K+ 4.5% |
$407K - $448K
|
77.5K
$9.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.05KNew |
$250K - $275K
|
2.05K
$262K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.7KNew |
$208K - $228K
|
1.7K
$217K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.61KNew |
$197K - $216K
|
1.61K
$206K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.56KNew |
$190K - $209K
|
1.56K
$199K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.1K+ 81.95% |
$135K - $148K
|
2.45K
$313K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
766+ 3.27% |
$93.4K - $103K
|
24.2K
$3.09M
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
411New |
$50.1K - $55.2K
|
411
$52.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
376+ 6.82% |
$45.9K - $50.5K
|
5.89K
$752K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
344New |
$42K - $46.2K
|
344
$43.9K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
336+ 4.61% |
$41K - $45.1K
|
7.63K
$974K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
268+ 8.75% |
$32.7K - $36K
|
3.33K
$425K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
205+ 2562.5% |
$25K - $27.5K
|
213
$27.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
169+ 5.66% |
$20.6K - $22.7K
|
3.16K
$403K
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
137+ 1.85% |
$16.7K - $18.4K
|
7.52K
$961K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
110+ 2.76% |
$13.4K - $14.8K
|
4.1K
$523K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
107New |
$13.1K - $14.4K
|
107
$13.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
107+ 0.8% |
$13.1K - $14.4K
|
13.5K
$1.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
73+ 2.45% |
$8.91K - $9.8K
|
3.05K
$389K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
70+ 0.83% |
$8.54K - $9.39K
|
8.55K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
60+ 0.78% |
$7.32K - $8.05K
|
7.76K
$991K
|
|
|
Nov 14, 2025
Q3 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
40+ 0.66% |
$4.88K - $5.37K
|
6.09K
$778K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
33New |
$4.03K - $4.43K
|
33
$4.22K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25+ 0.65% |
$3.05K - $3.35K
|
3.87K
$494K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20+ 2.78% |
$2.44K - $2.68K
|
740
$94.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
17+ 0.57% |
$2.07K - $2.28K
|
3K
$383K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12+ 0.6% |
$1.46K - $1.61K
|
2K
$256K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11+ 0.49% |
$1.34K - $1.48K
|
2.25K
$287K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10+ 0.44% |
$1.22K - $1.34K
|
2.28K
$291K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
8+ 7.14% |
$976 - $1.07K
|
120
$15.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.6% |
$488 - $537
|
672
$85.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.52% |
$244 - $268
|
385
$49.2K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.88% |
$122 - $134
|
114
$14.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4- 0.64% |
$488 - $537
|
625
$79.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6- 0.24% |
$732 - $805
|
2.54K
$324K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-38- 1.31% |
$4.64K - $5.1K
|
2.87K
$367K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-47- 2.93% |
$5.73K - $6.31K
|
1.56K
$199K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-73- 1.8% |
$8.91K - $9.8K
|
3.98K
$509K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-89Closed |
$10.9K - $11.9K
|
0
$0
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-140- 73.3% |
$17.1K - $18.8K
|
51
$6.51K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-152- 7.9% |
$18.5K - $20.4K
|
1.77K
$226K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-185- 2.99% |
$22.6K - $24.8K
|
6.01K
$768K
|
|
|
Oct 14, 2025
Q3 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-224- 7.64% |
$27.3K - $30.1K
|
2.71K
$346K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-232- 4.01% |
$28.3K - $31.1K
|
5.55K
$709K
|