Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in SPDR Series Trust - SPDR SSGA US Small Cap Low Volatility Index ETF include Summit Wealth Group Llc / Co, Fragasso Group Inc., and Assetmark, Inc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | DORVAL Corp | 74,202 | 4.19 | 9,284 | -0.42 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 165 | 21 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 2,988 | 5.55 | 374 | 7.49 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 36,642 | 1.82 | 4,584 | 3.69 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1,602 | 200 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 113 | 0.89 | 14 | 7.69 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 13,562 | 10.05 | 1,697 | 12.02 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 2,909 | 364 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 6,100 | 0.15 | 763 | 2.01 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 2,541 | 7.90 | 318 | 9.69 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 112 | 0.90 | 14 | 0.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 8,225 | 44.81 | 1,029 | 47.49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 75,092 | 25.27 | 9,395 | 27.55 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 629 | 1.94 | 79 | 0.00 | ||||
| 2025-08-05 | 13F | Roffman Miller Associates Inc /pa/ | 2,932 | 0.55 | 367 | 2.23 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,346 | 62.17 | 169 | 65.69 | ||||
| 2025-08-14 | 13F | UBS Group AG | 10,285 | 1.50 | 1,287 | 3.29 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 10,664 | 6.45 | 1,334 | 8.46 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 7,387 | 4.51 | 924 | 6.45 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 19,694 | 2,464 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4,056 | 2.81 | 508 | 4.75 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2,015 | 0.05 | 252 | 2.02 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5,513 | 86.00 | 690 | 89.29 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9,798 | 41.30 | 1 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 5,118 | 16.93 | 641 | 19.14 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 23,417 | 1.96 | 2,930 | 3.79 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,062 | 1.36 | 383 | 3.23 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 383 | 0.79 | 48 | 2.17 | ||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 6,050 | 0.67 | 757 | 2.44 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 668 | 0.60 | 84 | 2.47 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 2,272 | 0.53 | 284 | 2.53 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3,985 | 0.66 | 499 | 2.47 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3,846 | 0.65 | 481 | 2.56 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 64,889 | 4.75 | 8 | 14.29 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 59 | 1.72 | 7 | 0.00 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 2,979 | 0.27 | 373 | 1.92 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 115 | 0.88 | 14 | 0.00 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 4,493 | 562 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5,762 | 16.08 | 721 | 18.23 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 13,361 | 3.29 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 2,725 | 341 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 1,991 | 0.61 | 249 | 2.47 |
