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 99 institutions that hold shares in the stock, with a total of 881,499 shares, which have been reported (via 13F filing form) to have a value of $113 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
|
|
|
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%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
165
shares
|
$21,075
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
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
|
Oct 27, 2025 Q3 2025 |
114
shares
|
$14,561
0.0% of portfolio
|
Q3 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
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
100
shares
|
$12,773
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
74
shares
|
$9,452
0.0% of portfolio
|
Q3 2024
Reduced 24.49%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
69
shares
|
$8,813
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 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%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
59
shares
|
$7,536
0.0% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
51
shares
|
$6,514
0.0% of portfolio
|
Q3 2025
Reduced 73.3%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 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
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|