Latest Institutional Transactions on Spdr Ssga Us Small Cap Low Vol (SMLV)
This table provides information on the latest institutional transactions involving Spdr Ssga Us Small Cap Low Vol (SMLV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-160- 5.51% |
$15K - $18.3K
|
2.74K
$348K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
507+ 7.46% |
$47.5K - $57.8K
|
7.3K
$925K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-251- 2.67% |
$23.5K - $28.6K
|
9.14K
$1.16M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2+ 0.94% |
$187 - $228
|
215
$27.2K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
406New |
$39.9K - $44.5K
|
406
$51.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48+ 1.02% |
$4.71K - $5.26K
|
4.75K
$602K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-8.59K- 71.76% |
$844K - $942K
|
3.38K
$429K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.27K- 54.35% |
$714K - $797K
|
6.11K
$774K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
16+ 0.55% |
$1.57K - $1.75K
|
2.94K
$372K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.31K+ 4.17% |
$129K - $144K
|
32.8K
$4.16M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
110New |
$10.8K - $12.1K
|
110
$13.9K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-150- 75.0% |
$14.6K - $16.1K
|
50
$6.34K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
821+ 547.33% |
$79.9K - $88K
|
971
$123K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
316New |
$30.7K - $33.9K
|
316
$40K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-29- 50.0% |
$2.82K - $3.11K
|
29
$3.68K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.43K- 85.85% |
$236K - $260K
|
400
$50.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-8.21K- 99.07% |
$799K - $879K
|
77
$9.76K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
452New |
$44K - $48.4K
|
452
$57.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
BUY
|
- |
3.46K+ 20.82% |
$337K - $371K
|
20.1K
$2.55M
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10New |
$1.01K - $1.16K
|
10
$1.27K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-229- 26.29% |
$23.2K - $26.6K
|
642
$81.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
145+ 6.69% |
$14.7K - $16.8K
|
2.31K
$293K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-32.9KClosed |
$3.29M - $3.76M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
142New |
$14.2K - $16.2K
|
142
$18K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.33M- 99.07% |
$133M - $152M
|
12.5K
$1.59M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-136- 5.07% |
$13.6K - $15.5K
|
2.55K
$323K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
38+ 0.84% |
$3.79K - $4.34K
|
4.56K
$578K
|
|
|
Jan 31, 2023
Q4 2022
|
Libra Wealth LLC
|
BUY
|
- |
1.46KNew |
$146K - $167K
|
1.46K
$185K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.59KNew |
$159K - $182K
|
1.59K
$201K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-148Closed |
$14.6K - $17.2K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.41% |
$98.7 - $116
|
243
$30.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
760+ 13.86% |
$75K - $88.2K
|
6.24K
$791K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10- 20.0% |
$1.01K - $1.15K
|
40
$5.07K
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.25KClosed |
$226K - $259K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.5KClosed |
$252K - $288K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
53+ 2.83% |
$5.33K - $6.11K
|
1.93K
$244K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.72KClosed |
$274K - $314K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.79KClosed |
$180K - $206K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-135Closed |
$13.6K - $15.6K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-50Closed |
$5.03K - $5.77K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.14KClosed |
$237K - $258K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10+ 22.22% |
$1.11K - $1.21K
|
55
$6.97K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
402New |
$44.6K - $48.6K
|
402
$50.9K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-8Closed |
$887 - $966
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-3.01KClosed |
$333K - $363K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
100New |
$11.1K - $12.1K
|
100
$12.7K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.71KClosed |
$190K - $207K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-18.7KClosed |
$2.11M - $2.27M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-40Closed |
$4.34K - $4.64K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
10New |
$1.08K - $1.16K
|
10
$1.27K
|
|