SMLV Institutional Ownership
State Street SPDR US Small Cap Low Volatility Index ETF
1W: +0.0%
1M: -3.6%
3M: -3.8%
YTD: +16.0%
1Y: +17.3%
3Y: +63.5%
5Y: +50.6%
$152.20
+1.24 (+0.82%)
Weekly Expected Move ±1.3%
$148
$150
$152
$154
$156
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SMLV
105
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
154M
Total Invested
14
New Positions
36
Increased
34
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (114 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Howard Capital Management, LLC NEW | 121,811 | 19M | — | +0.0% | 1Q | SEC ↗ |
| 2 | DORVAL Corp | 80,869 | 12M | +1,151 | +1.4% | 11Q | SEC ↗ |
| 3 | Cambridge Investment Research Advisors | 77,089 | 12M | +680 | +0.9% | 39Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 76,601 | 12M | -6,139 | -7.4% | 26Q | SEC ↗ |
| 5 | McKinney Capital Management, LLC NEW | 63,794 | 10M | — | +0.0% | 1Q | SEC ↗ |
| 6 | LPL Financial LLC | 61,981 | 9M | +843 | +1.4% | 47Q | SEC ↗ |
| 7 | AQR CAPITAL MANAGEMENT LLC | 58,197 | 9M | +809 | +1.4% | 7Q | SEC ↗ |
| 8 | Roan Capital Partners | 35,075 | 5M | +1,137 | +3.4% | 2Q | SEC ↗ |
| 9 | UBS Group AG | 22,259 | 3M | +1,180 | +5.6% | 43Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 20,186 | 3M | -4,796 | -19.2% | 10Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 19,335 | 3M | +459 | +2.4% | 32Q | SEC ↗ |
| 12 | McNaughton Wealth Management, LLC | 18,455 | 3M | -365 | -1.9% | 27Q | SEC ↗ |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 14,200 | 2M | -1,604 | -10.1% | 35Q | SEC ↗ |
| 14 | Johnson & White Wealth Management, LLC | 12,562 | 2M | -993 | -7.3% | 16Q | SEC ↗ |
| 15 | BANK OF AMERICA CORP /DE | 12,083 | 2M | +544 | +4.7% | 15Q | SEC ↗ |
| 16 | TWO SIGMA INVESTMENTS, LP | 11,900 | 2M | +6,600 | +124.5% | 8Q | SEC ↗ |
| 17 | Capital Developers, LLC | 11,822 | 2M | -375 | -3.1% | 2Q | SEC ↗ |
| 18 | ROYAL BANK OF CANADA | 11,813 | 2M | -9,845 | -45.5% | 47Q | SEC ↗ |
| 19 | IAG Wealth Partners, LLC | 11,606 | 2M | -388 | -3.2% | 27Q | SEC ↗ |
| 20 | MORGAN STANLEY | 11,532 | 2M | +406 | +3.6% | 53Q | SEC ↗ |
| 21 | Integrated Wealth Concepts LLC NEW | 11,367 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 22 | IEQ CAPITAL, LLC | 10,817 | 2M | -51,201 | -82.6% | 7Q | SEC ↗ |
| 23 | NorthRock Partners, LLC | 9,880 | 2M | -932 | -8.6% | 4Q | SEC ↗ |
| 24 | PNC Financial Services Group, Inc. | 9,620 | 1M | +567 | +6.3% | 15Q | SEC ↗ |
| 25 | CITADEL ADVISORS LLC | 9,152 | 1M | +3,035 | +49.6% | 3Q | SEC ↗ |
| 26 | NewEdge Advisors, LLC | 8,657 | 1M | -900 | -9.4% | 7Q | SEC ↗ |
| 27 | Insight Advisors, LLC/ PA | 8,325 | 1M | -320 | -3.7% | 23Q | SEC ↗ |
| 28 | JONES FINANCIAL COMPANIES LLLP | 8,018 | 1M | +1,269 | +18.8% | 10Q | SEC ↗ |
| 29 | Savant Capital, LLC | 7,943 | 1M | +3,763 | +90.0% | 8Q | SEC ↗ |
| 30 | COWA, LLC | 7,910 | 1M | -15 | -0.2% | 23Q | SEC ↗ |
| 31 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,623 | 1M | +4,643 | +155.8% | 2Q | SEC ↗ |
| 32 | HF Advisory Group, LLC | 7,591 | 1M | +398 | +5.5% | 15Q | SEC ↗ |
| 33 | CITIGROUP INC | 7,527 | 1M | +185 | +2.5% | 38Q | SEC ↗ |
| 34 | Pathfinder Wealth Consulting, Inc. | 6,893 | 1M | -72 | -1.0% | 2Q | SEC ↗ |
| 35 | AMERIPRISE FINANCIAL INC | 6,236 | 949K | -58 | -0.9% | 16Q | SEC ↗ |
| 36 | Navis Wealth Advisors, LLC | 6,206 | 945K | +37 | +0.6% | 11Q | SEC ↗ |
| 37 | Pacific Sun Financial Corp | 5,762 | 877K | -10 | -0.2% | 13Q | SEC ↗ |
| 38 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4,978 | 758K | -180 | -3.5% | 47Q | SEC ↗ |
| 39 | Portland Financial Advisors Inc | 4,631 | 705K | +416 | +9.9% | 7Q | SEC ↗ |
| 40 | Clearview Wealth Management LLC | 4,137 | 630K | -102 | -2.4% | 2Q | SEC ↗ |
| 41 | HighTower Advisors, LLC | 4,065 | 619K | +142 | +3.6% | 13Q | SEC ↗ |
| 42 | Beacon Pointe Advisors, LLC | 4,056 | 617K | -165 | -3.9% | 25Q | SEC ↗ |
| 43 | SUMMIT WEALTH GROUP LLC / CO | 3,939 | 600K | +144 | +3.8% | 5Q | SEC ↗ |
| 44 | MML INVESTORS SERVICES, LLC | 3,757 | 572K | -145 | -3.7% | 4Q | SEC ↗ |
| 45 | McAdam, LLC | 3,535 | 538K | -315 | -8.2% | 10Q | SEC ↗ |
| 46 | Stratos Wealth Partners, LTD. | 3,490 | 531K | -92 | -2.6% | 13Q | SEC ↗ |
| 47 | RAYMOND JAMES FINANCIAL INC | 3,414 | 520K | -455 | -11.8% | 7Q | SEC ↗ |
| 48 | AdvisorNet Financial, Inc | 3,207 | 488K | +812 | +33.9% | 33Q | SEC ↗ |
| 49 | Strategic Blueprint, LLC | 3,110 | 473K | — | +0.0% | 26Q | SEC ↗ |
| 50 | Jaffetilchin Investment Partners, LLC | 3,003 | 457K | +13 | +0.4% | 22Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| Howard Capital Management, LLC | 121,811 | 19M |
| McKinney Capital Management, LLC | 63,794 | 10M |
| Integrated Wealth Concepts LLC | 11,367 | 2M |
| PARK AVENUE SECURITIES LLC | 2,570 | 391K |
| Kestra Advisory Services, LLC | 1,859 | 283K |
| J.W. COLE ADVISORS, INC. | 1,601 | 244K |
| Quantinno Capital Management LP | 1,556 | 237K |
| Worth Financial Advisory Group, LLC | 1,483 | 226K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 1,445 | 220K |
| Koshinski Asset Management, Inc. | 1,376 | 209K |
| Creative Planning | 1,371 | 209K |
| GREAT VALLEY ADVISOR GROUP, INC. | 1,367 | 208K |
| Optimist Retirement Group LLC | 1,324 | 202K |
| STIFEL FINANCIAL CORP | 1,273 | 194K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 7,702 | 1M |
| Mariner, LLC | 1,817 | 277K |
| High Net Worth Advisory Group LLC | 1,702 | 259K |
| SageView Advisory Group, LLC | 990 | 151K |
| FLAGSHIP HARBOR ADVISORS, LLC | 966 | 147K |
| Steward Partners Investment Advisor | 725 | 110K |
| BANK OF MONTREAL /CAN | 270 | 41K |
| Root Financial Partners, LLC | 107 | 16K |
| Reyes Financial Architecture, Inc. | 73 | 11K |
| BLAIR WILLIAM & CO/IL | 11 | 2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | +6,600 | +124.5% | 11,900 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +4,643 | +155.8% | 7,623 |
| Savant Capital, LLC | +3,763 | +90.0% | 7,943 |
| CITADEL ADVISORS LLC | +3,035 | +49.6% | 9,152 |
| JONES FINANCIAL COMPANIES LLLP | +1,269 | +18.8% | 8,018 |
| UBS Group AG | +1,180 | +5.6% | 22,259 |
| DORVAL Corp | +1,151 | +1.4% | 80,869 |
| Roan Capital Partners | +1,137 | +3.4% | 35,075 |
| LPL Financial LLC | +843 | +1.4% | 61,981 |
| AdvisorNet Financial, Inc | +812 | +33.9% | 3,207 |
| AQR CAPITAL MANAGEMENT LLC | +809 | +1.4% | 58,197 |
| Cambridge Investment Research Advis | +680 | +0.9% | 77,089 |
| PNC Financial Services Group, Inc. | +567 | +6.3% | 9,620 |
| BANK OF AMERICA CORP /DE | +544 | +4.7% | 12,083 |
| ENVESTNET ASSET MANAGEMENT INC | +459 | +2.4% | 19,335 |
| Portland Financial Advisors Inc | +416 | +9.9% | 4,631 |
| MORGAN STANLEY | +406 | +3.6% | 11,532 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | +400 | +83.3% | 880 |
| HF Advisory Group, LLC | +398 | +5.5% | 7,591 |
| CITIGROUP INC | +185 | +2.5% | 7,527 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| IEQ CAPITAL, LLC | -51,201 | -82.6% | 10,817 |
| ROYAL BANK OF CANADA | -9,845 | -45.5% | 11,813 |
| OSAIC HOLDINGS, INC. | -6,139 | -7.4% | 76,601 |
| Cetera Investment Advisers | -4,796 | -19.2% | 20,186 |
| COMMONWEALTH EQUITY SERVICES, LLC | -1,604 | -10.1% | 14,200 |
| Johnson & White Wealth Management, | -993 | -7.3% | 12,562 |
| NorthRock Partners, LLC | -932 | -8.6% | 9,880 |
| NewEdge Advisors, LLC | -900 | -9.4% | 8,657 |
| Fragasso Financial Advisors Inc | -858 | -30.5% | 1,956 |
| Swisher Financial Concepts, Inc. | -851 | -33.7% | 1,674 |
| RAYMOND JAMES FINANCIAL INC | -455 | -11.8% | 3,414 |
| IAG Wealth Partners, LLC | -388 | -3.2% | 11,606 |
| Capital Developers, LLC | -375 | -3.1% | 11,822 |
| McNaughton Wealth Management, LLC | -365 | -1.9% | 18,455 |
| Insight Advisors, LLC/ PA | -320 | -3.7% | 8,325 |
| McAdam, LLC | -315 | -8.2% | 3,535 |
| ROFFMAN MILLER ASSOCIATES INC /PA | -198 | -7.3% | 2,508 |
| Sigma Planning Corp | -184 | -11.8% | 1,369 |
| UNITED CAPITAL FINANCIAL ADVISORS, | -180 | -3.5% | 4,978 |
| Beacon Pointe Advisors, LLC | -165 | -3.9% | 4,056 |