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 100 institutions that hold shares in the stock, with a total of 879,329 shares, which have been reported (via 13F filing form) to have a value of $112 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
344
shares
|
$43,939
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
239
shares
|
$30,527
0.0% of portfolio
|
Q4 2025
Added 44.85%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
215
shares
|
$27,461
0.01% of portfolio
|
Q4 2023
Added 0.94%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
213
shares
|
$27,206
0.0% of portfolio
|
Q3 2025
Added 2562.5%
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
191
shares
|
$24,396
0.0% of portfolio
|
Q4 2025
Added 274.51%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
162
shares
|
$20,692
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
142
shares
|
$18,137
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
142
shares
|
$18,137
0.0% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
120
shares
|
$15,327
0.0% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
116
shares
|
$14,816
0.01% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 28, 2026 Q4 2025 |
115
shares
|
$14,688
0.0% of portfolio
|
Q4 2025
Added 0.88%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
110
shares
|
$14,050
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
107
shares
|
$13,667
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
74
shares
|
$9,452
0.0% of portfolio
|
Q3 2024
Reduced 24.49%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jan 23, 2026 Q4 2025 |
73
shares
|
$9,324
0.01% of portfolio
|
Q4 2025
Reduced 27.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
70
shares
|
$8,941
0.0% of portfolio
|
Q4 2025
Reduced 89.58%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
67
shares
|
$8,557
0.0% of portfolio
|
Q1 2025
Reduced 97.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
66
shares
|
$8,430
0.0% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Ae Wealth Management LLC
|
Jan 26, 2026 Q4 2025 |
63
shares
|
$8,046
0.0% of portfolio
|
Q4 2025
Reduced 8.7%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
59
shares
|
$7,536
0.0% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
37
shares
|
$4,726
0.0% of portfolio
|
Q2 2025
Reduced 77.16%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
33
shares
|
$4,215
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
10
shares
|
$1,277
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|