Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
16.8K+ 740.29% |
$1.71M - $1.96M
|
19.1K
$2.46M
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
16.6KNew |
$1.68M - $1.93M
|
16.6K
$2.14M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.18KNew |
$524K - $601K
|
5.18K
$666K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
4.98K+ 83.86% |
$504K - $578K
|
10.9K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.35K+ 46.97% |
$441K - $506K
|
13.6K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.09KNew |
$414K - $475K
|
4.09K
$526K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.02K+ 1207.81% |
$407K - $467K
|
4.36K
$561K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.02K+ 3.58% |
$204K - $234K
|
58.3K
$7.51M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.99K+ 73.99% |
$201K - $231K
|
4.68K
$602K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.97KNew |
$200K - $229K
|
1.97K
$254K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.83K+ 15.62% |
$185K - $212K
|
13.5K
$1.74M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.4K+ 3.18% |
$142K - $163K
|
45.5K
$5.86M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.01K+ 4.0% |
$102K - $117K
|
26.2K
$3.38M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
853+ 9.16% |
$86.4K - $99K
|
10.2K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
793+ 7.53% |
$80.3K - $92.1K
|
11.3K
$1.46M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
776+ 10.33% |
$78.6K - $90.1K
|
8.29K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
730+ 4.88% |
$73.9K - $84.8K
|
15.7K
$2.02M
|
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
666+ 0.99% |
$67.4K - $77.3K
|
68.2K
$8.79M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
606New |
$61.4K - $70.4K
|
606
$78K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
422+ 5.84% |
$42.7K - $49K
|
7.65K
$985K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
351New |
$35.5K - $40.8K
|
351
$45.2K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
332+ 12.82% |
$33.6K - $38.5K
|
2.92K
$376K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
293+ 0.94% |
$29.7K - $34K
|
31.6K
$4.07M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
260+ 10.19% |
$26.3K - $30.2K
|
2.81K
$362K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
200New |
$20.3K - $23.2K
|
200
$25.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
198+ 2.08% |
$20.1K - $23K
|
9.71K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
154New |
$15.6K - $17.9K
|
154
$19.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
145+ 6.69% |
$14.7K - $16.8K
|
2.31K
$298K
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
134+ 1.51% |
$13.6K - $15.6K
|
9.03K
$1.16M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
104+ 1.21% |
$10.5K - $12.1K
|
8.7K
$1.12M
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
84+ 1.05% |
$8.51K - $9.75K
|
8.1K
$1.04M
|
|
|
May 10, 2023
Q1 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
53+ 0.71% |
$5.37K - $6.15K
|
7.5K
$965K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
32+ 0.39% |
$3.24K - $3.72K
|
8.27K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20+ 0.72% |
$2.03K - $2.32K
|
2.81K
$362K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
19+ 0.6% |
$1.92K - $2.21K
|
3.16K
$407K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10New |
$1.01K - $1.16K
|
10
$1.29K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2+ 0.65% |
$203 - $232
|
310
$39.9K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$101 - $116
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5- 0.03% |
$506 - $581
|
18.4K
$2.36M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-22- 0.57% |
$2.23K - $2.55K
|
3.82K
$492K
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-23- 0.39% |
$2.33K - $2.67K
|
5.86K
$755K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-25- 8.47% |
$2.53K - $2.9K
|
270
$34.8K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-42- 0.86% |
$4.25K - $4.88K
|
4.85K
$625K
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-55- 2.5% |
$5.57K - $6.39K
|
2.14K
$276K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-154- 3.95% |
$15.6K - $17.9K
|
3.74K
$482K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-161- 3.51% |
$16.3K - $18.7K
|
4.43K
$570K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-229- 26.29% |
$23.2K - $26.6K
|
642
$82.7K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-240Closed |
$24.3K - $27.9K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-363- 5.67% |
$36.8K - $42.1K
|
6.04K
$777K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-449- 12.04% |
$45.5K - $52.1K
|
3.28K
$422K
|