Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
56KNew |
$6.77M - $7.88M
|
56K
$7.27M
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
46.6KNew |
$5.62M - $6.55M
|
46.6K
$6.05M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14K+ 29.86% |
$1.69M - $1.97M
|
60.8K
$7.9M
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
11.8KNew |
$1.42M - $1.66M
|
11.8K
$1.53M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.6K+ 216.97% |
$556K - $647K
|
6.73K
$873K
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
4.27KNew |
$515K - $600K
|
4.27K
$554K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.6KNew |
$435K - $506K
|
3.6K
$467K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.18K+ 6.88% |
$384K - $447K
|
49.5K
$6.42M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.14KNew |
$379K - $441K
|
3.14K
$407K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.27KNew |
$274K - $319K
|
2.27K
$294K
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
1.96K+ 2.84% |
$236K - $275K
|
70.8K
$9.19M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.74KNew |
$210K - $244K
|
1.74K
$226K
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.58KNew |
$191K - $222K
|
1.58K
$205K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.39K+ 198.72% |
$168K - $196K
|
2.09K
$272K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.19K+ 91.56% |
$144K - $168K
|
2.5K
$324K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.1K+ 50.07% |
$132K - $154K
|
3.29K
$426K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.04K+ 11.62% |
$126K - $147K
|
10K
$1.3M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
932+ 2.88% |
$113K - $131K
|
33.3K
$4.32M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
586+ 17.93% |
$70.8K - $82.4K
|
3.85K
$500K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
536+ 5.65% |
$64.7K - $75.4K
|
10K
$1.3M
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
480New |
$58K - $67.5K
|
480
$62.3K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
400+ 148.15% |
$48.3K - $56.2K
|
670
$87K
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
325+ 4.37% |
$39.2K - $45.7K
|
7.77K
$1.01M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
258+ 6.62% |
$31.2K - $36.3K
|
4.16K
$540K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
230+ 6.11% |
$27.8K - $32.3K
|
3.99K
$518K
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
196New |
$23.7K - $27.6K
|
196
$25.4K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
159+ 17.81% |
$19.2K - $22.4K
|
1.05K
$137K
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
151+ 5.34% |
$18.2K - $21.2K
|
2.98K
$387K
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
145+ 1.11% |
$17.5K - $20.4K
|
13.2K
$1.72M
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
100New |
$12.1K - $14.1K
|
100
$13K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
84+ 15.76% |
$10.1K - $11.8K
|
617
$80.1K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
69New |
$8.33K - $9.7K
|
69
$8.96K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
66+ 3.02% |
$7.97K - $9.28K
|
2.25K
$292K
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
51New |
$6.16K - $7.17K
|
51
$6.62K
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
49+ 0.83% |
$5.92K - $6.89K
|
5.97K
$775K
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
43+ 1.48% |
$5.19K - $6.04K
|
2.95K
$383K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27+ 0.47% |
$3.26K - $3.8K
|
5.78K
$750K
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
16+ 0.63% |
$1.93K - $2.25K
|
2.57K
$333K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15+ 0.77% |
$1.81K - $2.11K
|
1.97K
$255K
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
7+ 5.07% |
$845 - $984
|
145
$18.8K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 1.07% |
$483 - $562
|
378
$49.1K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3New |
$362 - $422
|
3
$389
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.63% |
$121 - $141
|
161
$20.9K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 1.09% |
$121 - $141
|
93
$12.1K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2- 0.05% |
$242 - $281
|
3.92K
$509K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-31- 1.06% |
$3.74K - $4.36K
|
2.89K
$376K
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-40- 0.6% |
$4.83K - $5.62K
|
6.66K
$865K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-72- 1.41% |
$8.69K - $10.1K
|
5.02K
$652K
|