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 92 institutions that hold shares in the stock, with a total of 862,397 shares, which have been reported (via 13F filing form) to have a value of $106 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
2,939
shares
|
$360,556
0.0% of portfolio
|
Q3 2023
Added 0.55%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,893
shares
|
$354,913
0.04% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
2,568
shares
|
$315,042
0.08% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,496
shares
|
$306,209
0.0% of portfolio
|
Q4 2024
Added 91.56%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
2,268
shares
|
$278,238
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
2,251
shares
|
$276,152
0.04% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,094
shares
|
$256,891
0.0% of portfolio
|
Q4 2024
Added 198.72%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
2,014
shares
|
$247,077
0.07% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,967
shares
|
$241,311
0.01% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,864
shares
|
$228,675
0.0% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
1,738
shares
|
$213,217
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,714
shares
|
$210,273
0.0% of portfolio
|
Q4 2024
Reduced 87.08%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,697
shares
|
$208,187
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
1,580
shares
|
$193,834
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,530
shares
|
$187,700
0.01% of portfolio
|
Q2 2020
Added 8.41%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,400
shares
|
$171,752
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,052
shares
|
$129,059
0.0% of portfolio
|
Q4 2024
Added 17.81%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
800
shares
|
$98,144
0.02% of portfolio
|
Q4 2024
Reduced 40.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
670
shares
|
$82,195
0.0% of portfolio
|
Q4 2024
Added 148.15%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
617
shares
|
$75,693
0.0% of portfolio
|
Q4 2024
Added 15.76%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
480
shares
|
$58,886
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
452
shares
|
$55,451
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
378
shares
|
$46,373
0.0% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
363
shares
|
$44,532
0.0% of portfolio
|
Q4 2024
Reduced 97.0%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
215
shares
|
$26,376
0.01% of portfolio
|
Q4 2023
Added 0.94%
|