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

$127.52 +1.12 (+0.89%)
As of 01/3/2025 04:38 PM Eastern

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)
$310.79K
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$8.09M
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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
12/26/2024JPMorgan Chase & Co.701$87K0.0%+1,530.2%0.043%
10/23/2024Grey Fox Wealth Advisors LLC1,619$201K0.1%N/A0.099%
7/20/2024Continuum Advisory LLC2,132$235K0.0%+13.5%0.131%
5/8/2024Roffman Miller Associates Inc. PA4,533$508K0.0%-13.5%0.275%
2/2/2024Roffman Miller Associates Inc. PA5,243$590K0.0%-5.2%0.283%
1/25/2024Strategic Blueprint LLC3,309$372K0.0%-11.0%0.179%
1/19/2024AdvisorNet Financial Inc367$41K0.0%-99.4%0.020%
1/18/2024Grey Fox Wealth Advisors LLC1,788$201K0.1%-81.6%0.097%
11/9/2023Roffman Miller Associates Inc. PA5,532$547K0.0%-7.8%0.299%
10/24/2023Grey Fox Wealth Advisors LLC9,737$963K0.5%-67.7%0.526%
10/12/2023AdvisorNet Financial Inc62,880$6.22M0.6%+3.2%3.399%
8/7/2023Roffman Miller Associates Inc. PA6,002$620K0.0%-19.9%0.324%
8/3/2023Grey Fox Wealth Advisors LLC30,185$3.12M1.6%+15.2%1.632%
7/28/2023Private Trust Co. NA400$41K0.0%-85.8%0.022%
7/14/2023AdvisorNet Financial Inc60,930$6.29M0.5%+4.5%3.276%
7/13/2023Cambridge Investment Research Advisors Inc.6,606$682K0.0%+49.2%0.355%
4/28/2023AdvisorNet Financial Inc58,322$6.13M0.6%+3.6%3.119%
2/8/2023Cambridge Investment Research Advisors Inc.4,589$494K0.0%+45.4%0.249%
1/26/2023Strategic Blueprint LLC3,842$414K0.0%-31.8%0.209%
1/20/2023Miracle Mile Advisors LLC20,942$2.25M0.1%+2.4%1.120%
1/18/2023Private Trust Co. NA2,826$304K0.0%+606.5%0.151%
1/13/2023AdvisorNet Financial Inc56,305$6.06M0.6%+2.5%3.011%
1/10/2023SOA 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%
11/4/2022Cowa LLC7,564$747K0.5%-10.5%0.425%
10/24/2022Miracle Mile Advisors LLC20,460$2.02M0.1%+0.5%1.137%
10/17/2022Private Trust Co. NA400$39K0.0%N/A0.022%
10/4/2022AdvisorNet Financial Inc54,955$5.43M0.5%+1.5%3.070%
8/12/2022Strategic Blueprint LLC5,627$587K0.1%-8.2%0.314%
8/12/2022United Capital Financial Advisers LLC27,337$2.85M0.0%-9.4%1.527%
7/13/2022Cambridge Investment Research Advisors Inc.3,191$333K0.0%+36.1%0.179%
7/7/2022AdvisorNet Financial Inc54,119$5.64M0.6%-0.7%3.040%
4/14/2022AdvisorNet Financial Inc54,477$6.22M0.4%+2.2%3.027%
2/3/2022Roffman Miller Associates Inc. PA7,290$871K0.1%-2.3%0.398%
1/19/2022AdvisorNet Financial Inc53,283$6.37M0.4%+0.4%2.912%
1/18/2022Miracle 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%
11/2/2021Cambridge Investment Research Advisors Inc.2,655$298K0.0%+4.2%0.140%
11/1/2021Miracle Mile Advisors LLC20,530$2.30M0.1%-1.9%1.081%
10/22/2021Cowa LLC8,301$931K0.5%-32.3%0.437%
10/15/2021AdvisorNet 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%
8/13/2021United Capital Financial Advisers LLC47,963$5.40M0.0%-14.8%2.447%
8/12/2021Strategic Blueprint LLC6,127$690K0.1%-11.8%0.313%
8/10/2021Cambridge Investment Research Advisors Inc.2,548$287K0.0%+29.3%0.130%
8/2/2021Cowa LLC12,267$1.39M0.9%+1.0%0.626%
7/28/2021Miracle 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%
5/7/2021Cambridge Investment Research Advisors Inc.1,970$219K0.0%-7.1%0.099%
5/6/2021Sigma Planning Corp4,939$550K0.0%-16.8%0.247%
4/29/2021Miracle Mile Advisors LLC22,953$2.56M0.1%-12.0%1.148%
4/14/2021AdvisorNet 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%
2/16/2021Roffman 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%
2/5/2021Cowa LLC12,208$1.22M0.9%N/A0.568%
2/4/2021AdvisorNet Financial Inc72,962$6.98M0.6%+1.7%3.394%
2/4/2021Cambridge Investment Research Advisors Inc.2,121$203K0.0%-70.2%0.099%
1/26/2021Strategic Blueprint LLC6,946$665K0.2%-1.5%0.317%
1/19/2021Miracle Mile Advisors LLC26,089$2.50M0.2%-25.3%1.186%
(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 Miracle Mile Advisors LLC ($2.25M), Cambridge Investment Research Advisors Inc. ($682K), Roffman Miller Associates Inc. PA ($508K), Strategic Blueprint LLC ($372K), Continuum Advisory LLC ($235K), Grey Fox Wealth Advisors LLC ($201K), and SOA Wealth Advisors LLC. ($142K).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 ($7.93K), Grey Fox Wealth Advisors LLC ($5.59K), Cambridge Investment Research Advisors Inc. ($3.61K), Private Trust Co. NA ($2.43K), SOA Wealth Advisors LLC. ($1.11K), JPMorgan Chase & Co. ($658.00), and Miracle Mile Advisors LLC ($482.00).

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

Institutional investors have bought a total of 22,056 shares in the last 24 months. This purchase volume represents approximately $2.35M 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 ($62.51K), Grey Fox Wealth Advisors LLC ($28.40K), Roffman Miller Associates Inc. PA ($2.96K), Private Trust Co. NA ($2.43K), and Strategic Blueprint LLC ($2.20K).

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

Institutional investors have sold a total of 98,501 shares in the last 24 months. This volume of shares sold represents approximately $10.75M in transactions.



This page (NYSEARCA:SMLV) was last updated on 1/6/2025 by MarketBeat.com Staff
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