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

$147.76 +0.62 (+0.42%)
As of 01:55 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$668.31K
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$3.87M
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SMLV Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2026 AdvisorNet Financial Inc2,395$328K0.0%+517.3%0.159%
11/17/2025 United Capital Financial Advisors LLC5,554$721K0.0%-4.0%0.361%
11/17/2025 Ameriprise Financial Inc.7,469$969K0.0%-79.6%0.485%
11/14/2025 United Financial Planning Group LLC411$53K0.0%N/A0.027%
11/7/2025 PNC Financial Services Group Inc.9,096$1.18M0.0%-2.5%0.591%
11/4/2025 Jones Financial Companies Lllp5,889$767K0.0%+6.8%0.382%
10/29/2025 Grey Fox Wealth Advisors LLC1,611$209K0.0%N/A0.105%
10/14/2025 Roffman Miller Associates Inc. PA2,708$351K0.0%-7.6%0.176%
8/15/2025 Ameriprise Financial Inc.36,642$4.58M0.0%+1.8%2.319%
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%
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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%


SMLV Institutional Ownership - Frequently Asked Questions

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 PNC Financial Services Group Inc. ($1.18M), Ameriprise Financial Inc. ($969K), Jones Financial Companies Lllp ($767K), United Capital Financial Advisors LLC ($721K), Strategic Blueprint LLC ($397K), Roffman Miller Associates Inc. PA ($351K), and AdvisorNet Financial Inc ($328K).Learn more on SPDR SSGA US Small Cap Low Volatility Index ETF's institutional investors.

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 ($3.23K), JPMorgan Chase & Co. ($2.05K), AdvisorNet Financial Inc ($2.01K), Jones Financial Companies Lllp ($1.57K), Ameriprise Financial Inc. ($656.00), United Financial Planning Group LLC ($411.00), and Continuum Advisory LLC ($254.00).

Institutional investors have bought a total of 5,061 shares in the last 24 months. This purchase volume represents approximately $668.31K in transactions.

The following institutional investors have sold SPDR SSGA US Small Cap Low Volatility Index ETF stock in the last 24 months: Ameriprise Financial Inc. ($29.17K), PNC Financial Services Group Inc. ($232.00), United Capital Financial Advisors LLC ($232.00), and Roffman Miller Associates Inc. PA ($224.00).

Institutional investors have sold a total of 29,861 shares in the last 24 months. This volume of shares sold represents approximately $3.87M in transactions.


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This page (NYSEARCA:SMLV) was last updated on 5/22/2026 by MarketBeat.com Staff.
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