SPDR SSGA US Small Cap Low Volatility Index ETF (SMLV) Institutional Ownership

$111.72
+0.96 (+0.87%)
(As of 05/9/2024 ET)

Institutional Ownership Changes (13F Filings) for SPDR SSGA US Small Cap Low Volatility Index ETF (NYSEARCA:SMLV)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$1.10M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$10.56M
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SMLV Institutional Buying and Selling by Quarter

SPDR SSGA US Small Cap Low Volatility Index ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024 Roffman Miller Associates Inc. PA4,533$508K0.0%-13.5%0.275%
2/2/2024 Roffman Miller Associates Inc. PA5,243$590K0.0%-5.2%0.283%
1/25/2024 Strategic Blueprint LLC3,309$372K0.0%-11.0%0.179%
1/19/2024 AdvisorNet Financial Inc367$41K0.0%-99.4%0.020%
1/18/2024 Grey Fox Wealth Advisors LLC1,788$201K0.1%-81.6%0.097%
11/9/2023 Roffman Miller Associates Inc. PA5,532$547K0.0%-7.8%0.299%
10/24/2023 Grey Fox Wealth Advisors LLC9,737$963K0.5%-67.7%0.526%
10/12/2023 AdvisorNet Financial Inc62,880$6.22M0.6%+3.2%3.399%
8/7/2023 Roffman Miller Associates Inc. PA6,002$620K0.0%-19.9%0.324%
8/3/2023 Grey Fox Wealth Advisors LLC30,185$3.12M1.6%+15.2%1.632%
7/28/2023 Private Trust Co. NA400$41K0.0%-85.8%0.022%
7/14/2023 AdvisorNet Financial Inc60,930$6.29M0.5%+4.5%3.276%
7/13/2023 Cambridge Investment Research Advisors Inc.6,606$682K0.0%+49.2%0.355%
4/28/2023 AdvisorNet Financial Inc58,322$6.13M0.6%+3.6%3.119%
2/8/2023 Cambridge Investment Research Advisors Inc.4,589$494K0.0%+45.4%0.249%
1/26/2023 Strategic Blueprint LLC3,842$414K0.0%-31.8%0.209%
1/20/2023 Miracle Mile Advisors LLC20,942$2.25M0.1%+2.4%1.120%
1/18/2023 Private Trust Co. NA2,826$304K0.0%+606.5%0.151%
1/13/2023 AdvisorNet Financial Inc56,305$6.06M0.6%+2.5%3.011%
1/10/2023 SOA Wealth Advisors LLC.1,317$142K0.0%+527.1%0.070%
11/14/2022United Capital Financial Advisers LLC24,068$2.38M0.0%-12.0%1.352%
11/4/2022 Cowa LLC7,564$747K0.5%-10.5%0.425%
10/24/2022 Miracle Mile Advisors LLC20,460$2.02M0.1%+0.5%1.137%
10/17/2022 Private Trust Co. NA400$39K0.0%N/A0.022%
10/4/2022 AdvisorNet Financial Inc54,955$5.43M0.5%+1.5%3.070%
8/12/2022 Strategic Blueprint LLC5,627$587K0.1%-8.2%0.314%
8/12/2022United Capital Financial Advisers LLC27,337$2.85M0.0%-9.4%1.527%
7/13/2022 Cambridge Investment Research Advisors Inc.3,191$333K0.0%+36.1%0.179%
7/7/2022 AdvisorNet Financial Inc54,119$5.64M0.6%-0.7%3.040%
4/14/2022 AdvisorNet Financial Inc54,477$6.22M0.4%+2.2%3.027%
2/3/2022 Roffman Miller Associates Inc. PA7,290$871K0.1%-2.3%0.398%
1/19/2022 AdvisorNet Financial Inc53,283$6.37M0.4%+0.4%2.912%
1/18/2022 Miracle Mile Advisors LLC20,325$2.43M0.1%-1.0%1.111%
11/16/2021United Capital Financial Advisers LLC43,637$4.90M0.0%-9.0%2.334%
11/15/2021Flow Traders U.S. LLC18,661$2.09M0.1%+66.4%0.998%
11/2/2021 Cambridge Investment Research Advisors Inc.2,655$298K0.0%+4.2%0.140%
11/1/2021 Miracle Mile Advisors LLC20,530$2.30M0.1%-1.9%1.081%
10/22/2021 Cowa LLC8,301$931K0.5%-32.3%0.437%
10/15/2021 AdvisorNet Financial Inc53,048$5.95M0.4%+0.6%2.792%
8/24/2021Flow Traders U.S. LLC11,212$1.26M0.1%+125.4%0.578%
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8/13/2021United Capital Financial Advisers LLC47,963$5.40M0.0%-14.8%2.447%
8/12/2021 Strategic Blueprint LLC6,127$690K0.1%-11.8%0.313%
8/10/2021 Cambridge Investment Research Advisors Inc.2,548$287K0.0%+29.3%0.130%
8/2/2021 Cowa LLC12,267$1.39M0.9%+1.0%0.626%
7/28/2021 Miracle Mile Advisors LLC20,937$2.36M0.1%-8.8%1.068%
5/18/2021Flow Traders U.S. LLC4,975$554K0.0%-25.4%0.253%
5/17/2021Ameriprise Financial Inc.61,607$6.87M0.0%-34.3%3.127%
5/12/2021Bickling Financial Services Inc.4,468$498K0.3%-7.9%0.223%
5/7/2021 Cambridge Investment Research Advisors Inc.1,970$219K0.0%-7.1%0.099%
5/6/2021 Sigma Planning Corp4,939$550K0.0%-16.8%0.247%
4/29/2021 Miracle Mile Advisors LLC22,953$2.56M0.1%-12.0%1.148%
4/14/2021 AdvisorNet Financial Inc52,207$5.82M0.4%-28.4%2.610%
2/26/2021Bickling Financial Services Inc.4,851$464K0.3%N/A0.230%
2/17/2021United Capital Financial Advisers LLC71,569$6.85M0.0%-16.3%3.376%
2/16/2021 Roffman Miller Associates Inc. PA7,405$709K0.1%-2.2%0.349%
2/13/2021Reby Advisors LLC265$25K0.0%N/A0.013%
2/11/2021Steward Partners Investment Advisory LLC280$27K0.0%+124.0%0.013%
2/5/2021 Cowa LLC12,208$1.22M0.9%N/A0.568%
2/4/2021 AdvisorNet Financial Inc72,962$6.98M0.6%+1.7%3.394%
2/4/2021 Cambridge Investment Research Advisors Inc.2,121$203K0.0%-70.2%0.099%
1/26/2021 Strategic Blueprint LLC6,946$665K0.2%-1.5%0.317%
1/19/2021 Miracle Mile Advisors LLC26,089$2.50M0.2%-25.3%1.186%
11/6/2020 AdvisorNet Financial Inc71,758$5.44M0.5%+5.1%2.953%
10/29/2020 Cambridge Investment Research Advisors Inc.7,115$539K0.0%-78.0%0.293%
10/27/2020 Strategic Blueprint LLC7,055$535K0.2%-21.7%0.290%
10/9/2020 Braun Bostich & Associates Inc.417$32K0.0%-72.7%0.017%
8/26/2020 AdvisorNet Financial Inc68,293$5.21M0.4%-7.5%2.465%
8/14/2020Baird Financial Group Inc.2,500$250K0.0%N/A0.087%
8/4/20201776 Wealth LLC1,250$95K0.1%-39.0%0.043%
7/27/2020 Cambridge Investment Research Advisors Inc.32,341$2.47M0.0%-32.8%1.060%
7/20/2020 Strategic Blueprint LLC9,015$688K0.2%-54.6%0.295%
5/15/2020United Capital Financial Advisers LLC115,515$7.63M0.1%-8.1%3.218%
5/8/2020 Cambridge Investment Research Advisors Inc.48,123$3.18M0.0%-2.3%1.333%
(Data available from 1/1/2016 forward)

SMLV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMLV shares?

During the previous two years, 10 institutional investors and hedge funds held shares of SPDR SSGA US Small Cap Low Volatility Index ETF. The most heavily invested institutionals were United Capital Financial Advisers LLC ($2.38M), Miracle Mile Advisors LLC ($2.25M), Cowa LLC ($747K), Cambridge Investment Research Advisors Inc. ($682K), Roffman Miller Associates Inc. PA ($508K), Strategic Blueprint LLC ($372K), and Grey Fox Wealth Advisors LLC ($201K).Learn more on SMLV's institutional investors.

Which institutional investors have been buying SPDR SSGA US Small Cap Low Volatility Index ETF stock?

The following institutional investors have purchased SPDR SSGA US Small Cap Low Volatility Index ETF stock in the last 24 months: AdvisorNet Financial Inc ($8.76K), Cambridge Investment Research Advisors Inc. ($4.46K), Grey Fox Wealth Advisors LLC ($3.98K), Private Trust Co. NA ($2.83K), SOA Wealth Advisors LLC. ($1.11K), and Miracle Mile Advisors LLC ($580.00).

How much institutional buying is happening at SPDR SSGA US Small Cap Low Volatility Index ETF?

Institutional investors have bought a total of 21,705 shares in the last 24 months. This purchase volume represents approximately $2.26M in transactions.

Which SPDR SSGA US Small Cap Low Volatility Index ETF major shareholders have been selling company stock?

The following institutional investors have sold SPDR SSGA US Small Cap Low Volatility Index ETF stock in the last 24 months: AdvisorNet Financial Inc ($62.87K), Grey Fox Wealth Advisors LLC ($28.40K), United Capital Financial Advisers LLC ($6.10K), Roffman Miller Associates Inc. PA ($2.96K), Strategic Blueprint LLC ($2.70K), Private Trust Co. NA ($2.43K), and Cowa LLC ($891.00).

How much institutional selling is happening at SPDR SSGA US Small Cap Low Volatility Index ETF?

Institutional investors have sold a total of 106,346 shares in the last 24 months. This volume of shares sold represents approximately $11.55M in transactions.


This page (NYSEARCA:SMLV) was last updated on 5/9/2024 by MarketBeat.com Staff

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