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

$129.56 +1.02 (+0.79%)
As of 07/3/2025 05:00 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)
4
Total
Institutional Inflows
(last 12 months)
$640.84K
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
4/29/2025Roffman Miller Associates Inc. PA2,916$358K0.0%-12.1%0.183%
4/14/2025SOA Wealth Advisors LLC.664$82K0.0%-17.0%0.043%
2/17/2025Ameriprise Financial Inc.11,182$1.43M0.0%-12.6%0.686%
2/13/2025United Capital Financial Advisors LLC6,084$776K0.0%-3.5%0.373%
2/12/2025JPMorgan Chase & Co.2,094$267K0.0%+198.7%0.128%
2/6/2025Jones Financial Companies Lllp2,496$319K0.0%+91.6%0.153%
2/4/2025Roffman Miller Associates Inc. PA3,317$423K0.0%-23.1%0.203%
1/28/2025SOA Wealth Advisors LLC.800$102K0.0%-40.0%0.049%
1/23/2025Strategic Blueprint LLC3,110$397K0.0%-5.7%0.191%
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%
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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%
(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, 12 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), Cambridge Investment Research Advisors Inc. ($682K), Strategic Blueprint LLC ($397K), Roffman Miller Associates Inc. PA ($358K), Jones Financial Companies Lllp ($319K), and JPMorgan Chase & Co. ($267K).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: Grey Fox Wealth Advisors LLC ($5.59K), AdvisorNet Financial Inc ($4.56K), Cambridge Investment Research Advisors Inc. ($2.18K), JPMorgan Chase & Co. ($2.05K), 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 5,117 shares in the last 24 months. This purchase volume represents approximately $640.84K 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 7/4/2025 by MarketBeat.com Staff
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