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

$130.64 +2.28 (+1.78%)
Closing price 08/13/2025 04:10 PM Eastern
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$130.70 +0.06 (+0.04%)
As of 08/13/2025 05:23 PM Eastern
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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)
$612.90K
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$519.71K
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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
4/29/2025 Roffman Miller Associates Inc. PA2,916$358K0.0%-12.1%0.183%
4/14/2025 SOA Wealth Advisors LLC.664$82K0.0%-17.0%0.043%
2/17/2025Ameriprise Financial Inc.11,182$1.43M0.0%-12.6%0.686%
2/13/2025 United Capital Financial Advisors LLC6,084$776K0.0%-3.5%0.373%
2/12/2025 JPMorgan Chase & Co.2,094$267K0.0%+198.7%0.128%
2/6/2025Jones Financial Companies Lllp2,496$319K0.0%+91.6%0.153%
2/4/2025 Roffman Miller Associates Inc. PA3,317$423K0.0%-23.1%0.203%
1/28/2025 SOA Wealth Advisors LLC.800$102K0.0%-40.0%0.049%
1/23/2025 Strategic Blueprint LLC3,110$397K0.0%-5.7%0.191%
12/26/2024 JPMorgan Chase & Co.701$87K0.0%+1,530.2%0.043%
10/23/2024 Grey Fox Wealth Advisors LLC1,619$201K0.1%N/A0.099%
7/20/2024Continuum Advisory LLC2,132$235K0.0%+13.5%0.131%
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%
11/14/2022 United 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%
8/12/2022 United 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%
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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%
11/16/2021 United 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%
8/13/2021 United 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%
(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 Ameriprise Financial Inc. ($1.43M), United Capital Financial Advisors LLC ($776K), Strategic Blueprint LLC ($397K), Roffman Miller Associates Inc. PA ($358K), Jones Financial Companies Lllp ($319K), JPMorgan Chase & Co. ($267K), and Continuum Advisory LLC ($235K).Learn more on SPDR SSGA US Small Cap Low Volatility Index ETF's institutional investors.

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

The following institutional investors have purchased SPDR SSGA US Small Cap Low Volatility Index ETF's stock in the last 24 months: JPMorgan Chase & Co. ($2.05K), AdvisorNet Financial Inc ($1.95K), Grey Fox Wealth Advisors LLC ($1.62K), Jones Financial Companies Lllp ($1.19K), and Continuum Advisory LLC ($254.00).

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

Institutional investors have bought a total of 4,863 shares in the last 24 months. This purchase volume represents approximately $612.90K in transactions.

Which of SPDR SSGA US Small Cap Low Volatility Index ETF's 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: Ameriprise Financial Inc. ($1.61K), Roffman Miller Associates Inc. PA ($1.40K), SOA Wealth Advisors LLC. ($670.00), United Capital Financial Advisors LLC ($221.00), and Strategic Blueprint LLC ($189.00).

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

Institutional investors have sold a total of 4,092 shares in the last 24 months. This volume of shares sold represents approximately $519.71K in transactions.



This page (NYSEARCA:SMLV) was last updated on 8/14/2025 by MarketBeat.com Staff
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