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 92 institutions that hold shares in the stock, with a total of 816,713 shares, which have been reported (via 13F filing form) to have a value of $102 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
85,695
shares
|
$10.7 Million
0.11% of portfolio
|
Q2 2025
Reduced 19.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
75,092
shares
|
$9.37 Million
0.0% of portfolio
|
Q2 2025
Added 25.27%
|
|
|
Dorval Corp
Maple Grove, MN |
Jul 28, 2025 Q2 2025 |
74,202
shares
|
$9.26 Million
3.32% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
64,889
shares
|
$8.1 Million
0.02% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
56,025
shares
|
$6.99 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
46,571
shares
|
$5.81 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
35,986
shares
|
$4.49 Million
0.0% of portfolio
|
Q1 2025
Added 221.82%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
24,821
shares
|
$3.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.58%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
23,417
shares
|
$2.92 Million
1.35% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
17,287
shares
|
$2.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
13,361
shares
|
$1.67 Million
0.84% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
13,280
shares
|
$1.66 Million
0.24% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
12,510
shares
|
$1.56 Million
0.54% of portfolio
|
Q4 2022
Reduced 99.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
12,324
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,001
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
10,400
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Added 82.46%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
10,133
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
10,018
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
9,798
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Added 41.3%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
9,328
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.71%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
8,480
shares
|
$1.06 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
8,225
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 44.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
8,080
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 84.6%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
7,702
shares
|
$961,286
0.0% of portfolio
|
Q1 2024
Reduced 64.36%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
7,387
shares
|
$921,971
0.35% of portfolio
|
Q2 2025
Added 4.51%
|