Latest Institutional Purchases of Spdr Ssga Us Small Cap Low Vol (SMLV)
This list provides information on the latest institutional transactions involving Spdr Ssga Us Small Cap Low Vol (SMLV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.62KNew |
$175K - $207K
|
1.62K
$199K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.4KNew |
$152K - $179K
|
1.4K
$172K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 5.0% |
$325 - $384
|
63
$7.74K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 1.56% |
$108 - $128
|
65
$7.99K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.71KNew |
$1M - $1.1M
|
9.71K
$1.19M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.27KNew |
$235K - $256K
|
2.27K
$279K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.83KNew |
$190K - $207K
|
1.83K
$225K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.38K+ 34.69% |
$143K - $156K
|
5.37K
$660K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
425New |
$44K - $48K
|
425
$52.2K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
79New |
$8.18K - $8.93K
|
79
$9.71K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
16New |
$1.66K - $1.81K
|
16
$1.97K
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.07KNew |
$218K - $232K
|
2.07K
$254K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
226+ 10.54% |
$23.8K - $25.3K
|
2.37K
$291K
|
|
Q4 2023 | |||||||
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
507+ 7.46% |
$47.5K - $57.8K
|
7.3K
$897K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
162New |
$15.2K - $18.5K
|
162
$19.9K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
132New |
$12.4K - $15.1K
|
132
$16.2K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2+ 0.94% |
$187 - $228
|
215
$26.4K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.31K+ 4.17% |
$129K - $144K
|
32.8K
$4.03M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
406New |
$39.9K - $44.5K
|
406
$49.9K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
110New |
$10.8K - $12.1K
|
110
$13.5K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48+ 1.02% |
$4.71K - $5.26K
|
4.75K
$583K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
16+ 0.55% |
$1.57K - $1.75K
|
2.94K
$361K
|
|
Q2 2023 | |||||||
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
BUY
|
- |
3.46K+ 20.82% |
$337K - $371K
|
20.1K
$2.47M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
821+ 547.33% |
$79.9K - $88K
|
971
$119K
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
452New |
$44K - $48.4K
|
452
$55.5K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
316New |
$30.7K - $33.9K
|
316
$38.8K
|
|
Q1 2023 | |||||||
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
145+ 6.69% |
$14.7K - $16.8K
|
2.31K
$284K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10New |
$1.01K - $1.16K
|
10
$1.23K
|
|
Q4 2022 | |||||||
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.59KNew |
$159K - $182K
|
1.59K
$195K
|
|
Jan 31, 2023
Q4 2022
|
Libra Wealth LLC
|
BUY
|
- |
1.46KNew |
$146K - $167K
|
1.46K
$180K
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
142New |
$14.2K - $16.2K
|
142
$17.4K
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
38+ 0.84% |
$3.79K - $4.34K
|
4.56K
$560K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
760+ 13.86% |
$75K - $88.2K
|
6.24K
$767K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.41% |
$98.7 - $116
|
243
$29.9K
|
|
Q2 2022 | |||||||
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
53+ 2.83% |
$5.33K - $6.11K
|
1.93K
$237K
|
|
Q1 2022 | |||||||
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
402New |
$44.6K - $48.6K
|
402
$49.4K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
100New |
$11.1K - $12.1K
|
100
$12.3K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10+ 22.22% |
$1.11K - $1.21K
|
55
$6.76K
|
|
Q3 2021 | |||||||
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
10New |
$1.08K - $1.16K
|
10
$1.23K
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.5KNew |
$147K - $217K
|
2.5K
$307K
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
252+ 8.41% |
$14.8K - $21.8K
|
3.25K
$399K
|
|
Q2 2019 | |||||||
Jul 23, 2019
Q2 2019
|
Asset Dedication, LLC
|
BUY
|
- |
55+ 68.75% |
N/A
|
135
$16.6K
|
|
Q3 2017 | |||||||
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$123
|