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Get Institutions for : 
Spdr Russell 2000 Low Volatility Etf (SMLV)  
$107.46 0.04 (0.04%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 75    2
Total shares held : 
 805,294  
% of shares held : 
 34.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -8  
Amount of shares held : 
 -115,412  
% of shares held change : 
   -4.93%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $97.87  
Last Quarter's Ending Price : 
 $112.52  
Last Quarter's Average Price : 
 $101.93  
Change from last quarter's     
avg. price to the last closing  : 
5.53 (5.43%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 22,969
 2.85%
 
Increased Positions :
22
 39,464
 4.9%
 
Unchanged Positions :
18
 71,316
 8.86%
 
Decreased Positions :
28
-122,811
-15.25%
 
Closed Positions :
9
-55,034
-6.83%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Congress Wealth Management LLC / DE / 78 - 2024-03-31 166,189 $18,620,000 114
   McNaughton Wealth Management LLC 7 - 2024-03-31 86,217 $9,660,000 2,181
   DORVAL Corp 16 - 2024-03-31 66,566 $7,256,000 1,353
   LPL FINANCIAL CORP 1531 - 2023-12-31 55,872 $6,287,000 -8,364
   Kestra Advisory Services LLC 447 - 2023-12-31 44,541 $5,012,000 3,276
   COMMONWEALTH EQUITY SERVICES LLC. 1209 - 2023-12-31 35,742 $4,022,000 -434
   GOLDMAN SACHS GROUP INC/ 3018 - 2023-12-31 21,612 $2,432,000 13,910
   ENVESTNET ASSET MANAGEMENT INC 2344 - 2023-12-31 21,271 $2,393,000 -6,049
   IAG Wealth Partners LLC 35 - 2024-03-31 17,884 $2,004,000 -953
   AMERIPRISE FINANCIAL INC 2824 - 2023-12-31 16,825 $1,893,000 -2,683
   Johnson & White Wealth Management LLC 21 - 2024-03-31 16,737 $1,875,000 -892
   BANK OF AMERICA CORP /DE/ 3591 - 2023-12-31 16,406 $1,846,000 -124
   MORGAN STANLEY 4448 - 2023-12-31 16,072 $1,809,000 1,779
   Equitable Holdings Inc. 466 - 2023-12-31 14,311 $1,610,000 -2,040
   NovaPoint Capital LLC 58 - 2024-03-31 12,877 $1,443,000 1,499
   PNC FINANCIAL SERVICES GROUP INC 1014 - 2023-12-31 12,073 $1,358,000 -1,739
   Claraphi Advisory Network LLC 52 - 2022-12-31 12,510 $1,347,000 6,193
   H D Vest Advisory Services 691 - 2023-12-31 9,287 $1,045,000 -1,499
   UBS Group AG 3381 - 2023-12-31 9,195 $1,035,000 5
   Insight Advisors LLC/ PA - 2023-12-31 8,978 $1,010,000 180
   Capital Analysts Inc. 229 - 2023-12-31 8,678 $976,000 -549
   COWA LLC 34 - 2023-12-31 8,170 $919,000 179
   HBW Advisory Services LLC 140 - 2024-03-31 7,301 $821,000 0
   HF Advisory Group LLC 80 - 2024-03-31 7,240 $811,000 1,121
   PACIFIC SUN FINANCIAL CORP 59 - 2023-12-31 7,183 $808,000 -884
   Advisor Group Holdings Inc. 2721 - 2023-12-31 7,135 $804,000 -4,457
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 607 - 2023-12-31 6,988 $786,000 -2,999
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1895 - 2024-03-31 6,952 $779,000 -678
   CITADEL ADVISORS LLC 3164 - 2023-12-31 6,908 $777,000 6,908
   CITIGROUP INC 2281 - 2023-12-31 6,856 $771,000 376
   Beacon Pointe Advisors LLC 765 - 2023-12-31 6,156 $693,000 -2,085
   Navis Wealth Advisors LLC 22 *New 2023-12-31 5,799 $653,000 5,799
   ROFFMAN MILLER ASSOCIATES INC /PA/ 70 - 2023-12-31 5,243 $590,000 -289
   Resources Investment Advisors Inc. 662 - 2023-12-31 5,065 $570,000 39
   Private Advisor Group LLC 1416 - 2023-12-31 4,783 $538,000 73
   HIGHTOWER ADVISORS, LLC 2213 - 2023-12-31 4,777 $537,000 37
   Bickling Financial Services Inc. 60 - 2022-12-31 4,557 $491,000 38
   Ausdal Financial Partners Inc. 284 - 2024-03-31 4,125 $462,000 36
   DOHJ LLC 115 - 2024-03-31 3,848 $431,000 -28
   Strategic Blueprint LLC 436 - 2024-03-31 3,309 $371,000 0
   Capital Investment Advisory Services LLC 364 - 2024-03-31 3,190 $357,000 -37
   Miracle Mile Advisors LLC 383 - 2024-03-31 3,150 $353,000 -124
   Stratos Wealth Partners LTD. 1040 - 2024-03-31 2,989 $335,000 3
   J P MORGAN CHASE & CO 3879 *New 2023-12-31 2,958 $333,000 2,958
   JAFFETILCHIN INVESTMENT PARTNERS LLC 272 - 2023-12-31 2,859 $322,000 19
   Financial Advocates Investment Management 547 - 2023-12-31 2,744 $309,000 -160
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1492 - 2023-09-30 2,939 $291,000 16
   SageView Advisory Group LLC 461 - 2023-12-31 2,515 $279,000 2,515
   MULTIFINANCIAL SECURITIES CORP 1539 - 2023-12-31 2,145 $241,000 0
   McAdam LLC 263 *New 2024-03-31 2,118 $237,000 2,118
   High Net Worth Advisory Group LLC 192 - 2024-03-31 2,014 $226,000 -3
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3008 - 2024-03-31 1,998 $224,000 93
   Grey Fox Wealth Advisors LLC 94 - 2024-03-31 1,825 $204,000 37
   SOA Wealth Advisors LLC. 208 - 2024-03-31 1,317 $148,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1104 *New 2023-12-31 736 $83,000 736
   IFP Advisors Inc 1387 - 2023-12-31 606 $68,000 0
   ROYAL BANK OF CANADA 5292 - 2023-12-31 455 $51,000 -7,190
   Sage Mountain Advisors LLC 361 - 2024-03-31 452 $51,000 0
   AdvisorNet Financial Inc 857 - 2024-03-31 369 $41,000 2
   PRINCIPAL SECURITIES INC. 1612 - 2023-12-31 312 $35,000 0
   Steward Partners Investment Advisory LLC 2190 - 2023-12-31 270 $30,000 0
   DB Wealth Management Group LLC 216 - 2023-12-31 215 $24,000 2
   VALLEY NATIONAL ADVISERS INC 506 - 2024-03-31 191 $21,000 0
   Spire Wealth Management 1542 - 2024-03-31 158 $18,000 0
   Tidemark LLC 342 - 2023-12-31 162 $18,000 0
   Winthrop Capital Management LLC 199 - 2023-12-31 138 $16,000 0
   Rockbridge Investment Management LCC 354 - 2023-12-31 133 $15,000 -15
   Asset Dedication LLC 627 - 2024-03-31 135 $15,000 0
   Lumature Wealth Partners LLC 292 - 2023-06-30 142 $15,000 0
   Bell Investment Advisors Inc 428 *New 2023-12-31 132 $15,000 132
   NBC SECURITIES INC. 1604 - 2024-03-31 110 $12,000 0
   FMR LLC 4027 - 2023-12-31 103 $12,000 -118
   Bogart Wealth LLC 618 - 2024-03-31 98 $11,000 0
   PSI Advisors LLC 480 *New 2024-03-31 90 $10,000 90
   Aspire Wealth Management Corp - 2023-12-31 77 $9,000 0
   HARBOUR INVESTMENTS INC. 2166 - 2023-12-31 80 $9,000 0
   Farther Finance Advisors LLC 1761 *New 2023-12-31 61 $7,000 61
   Sunbelt Securities Inc. 1574 - 2024-03-31 10 $1,000 0
   Worth Financial Advisory Group LLC 132 *Closed 2023-12-31 0 $0 -2,314
   ATRIA INVESTMENTS LLC 902 *Closed 2023-12-31 0 $0 -32,837
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6089 *Closed 2023-12-31 0 $0 -4,812
   Marshall Financial Group LLC 175 *Closed 2024-03-31 0 $0 -9,140
   COMERICA BANK 3699 *Closed 2023-12-31 0 $0 -406
   WELLS FARGO & CO/MN 6665 - 2023-12-31 0 $0 0
   MML INVESTORS SERVICES LLC 2447 *Closed 2023-12-31 0 $0 -4,747
   PROEQUITIES INC. 8857 - 2023-12-31 0 $0 0
   Atria Wealth Solutions Inc. 2016 *Closed 2023-12-31 0 $0 -6,107
   Lakeview Capital Partners LLC 417 *Closed 2023-12-31 0 $0 -3,382
  88 Records found
  1    
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