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 94 institutions that hold shares in the stock, with a total of 791,657 shares, which have been reported (via 13F filing form) to have a value of $97.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
215
shares
|
$26,417
0.01% of portfolio
|
Q4 2023
Added 0.94%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
196
shares
|
$24,082
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
191
shares
|
$23,468
0.0% of portfolio
|
Q2 2020
Reduced 84.91%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
162
shares
|
$19,904
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
161
shares
|
$19,782
0.0% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
145
shares
|
$17,816
0.01% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
142
shares
|
$17,447
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
110
shares
|
$13,515
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
100
shares
|
$12,287
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
93
shares
|
$11,426
0.0% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
74
shares
|
$9,092
0.0% of portfolio
|
Q3 2024
Reduced 24.49%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
69
shares
|
$8,478
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
65
shares
|
$7,986
0.0% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
58
shares
|
$7,126
0.0% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
51
shares
|
$6,266
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
10
shares
|
$1,228
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
3
shares
|
$368
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|