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SS Spdr US SC LOW VOL IDX (SMLV)

CUSIP: 78468R887 | NYSE | 279 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Howard Capital Management, LLC125,231
0.2% of portfolio›$18.8M
Dorval Corp81,617
3.5% of portfolio›$12.2M
Cambridge Investment Research Advisors, Inc.73,047
0.0% of portfolio›$11.0K
Roan Capital Partners36,590
4.0% of portfolio›$5.5M
Commonwealth Equity Services, LLC20,182
0.0% of portfolio›$3.0M
McNaughton Wealth Management, LLC18,363
1.0% of portfolio›$2.8M
Johnson & White Wealth Management, LLC12,446
0.7% of portfolio›$1.9M
Insight Advisors, LLC/ PA8,225
0.2% of portfolio›$1.2M
HF Advisory Group, LLC7,541
0.3% of portfolio›$1.1M
Citigroup Inc7,396
0.0% of portfolio›$1.1M
Cowa, LLC7,021
0.3% of portfolio›$1.1M
Portland Financial Advisors Inc4,596
1.2% of portfolio›$689.5K
Convergence Financial, LLC4,075
0.1% of portfolio›$611.4K
Clearview Wealth Management LLC3,980
0.5% of portfolio›$605.3K
Summit Wealth Group LLC / Co3,927
0.0% of portfolio›$589.2K
McAdam, LLC3,919
0.0% of portfolio›$588.0K
AdvisorNet Financial, Inc3,429
0.0% of portfolio›$516.5K
Strategic Blueprint, LLC2,955
0.0% of portfolio›$443.3K
Park Avenue Securities LLC2,880
0.0% of portfolio›$432
Roffman Miller Associates Inc2,522
0.0% of portfolio›$378.4K
Kestra Advisory Services, LLC2,471
0.0% of portfolio›$370.7K
Creative Planning1,857
0.0% of portfolio›$278.6K
Fragasso Financial Advisors Inc1,703
0.0% of portfolio›$257.9K
Signature Estate & Investment Advisors LLC1,557
0.0% of portfolio›$233.5K
Worth Financial Advisory Group, LLC1,448
0.1% of portfolio›$217.2K
Grey Fox Wealth Advisors, LLC1,418
0.0% of portfolio›$212.8K
Koshinski Asset Management, Inc.1,373
0.0% of portfolio›$205.9K
High Net Worth Advisory Group LLC1,336
0.0% of portfolio›$200.4K
IFP Advisors, Inc1,052
0.0% of portfolio›$157.8K
Sage Mountain Advisors LLC340
0.0% of portfolio›$51.0K
Assetmark, Inc239
0.0% of portfolio›$35.9K
Valley National Advisers Inc191
0.0% of portfolio›$28.7K
Capital Investment Advisory Services, LLC114
0.0% of portfolio›$17.1K
Lanark Financial, Inc.110
0.0% of portfolio›$16.5K
Root Financial Partners, LLC107
0.0% of portfolio›$16.1K
Farther Finance Advisors, LLC59
0.0% of portfolio›$8.9K
Spire Wealth Management37
0.0% of portfolio›$5.6K
StyleTurnoverLocationFiled
Howard Capital Management, LLC
125,231$18.8M0.2%ETFHighAlpharetta, GA2026-10-16
Dorval Corp
81,617$12.2M3.5%ETFLowMaple Grove, MN2026-10-29
Cambridge Investment Research Advisors, Inc.
73,047$11.0K0.0%ETFLowFairfield, IA2026-11-02
Roan Capital Partners
36,590$5.5M4.0%ETFMediumJohnson City, TN2026-10-09
Commonwealth Equity Services, LLC
20,182$3.0M0.0%ETFLowWaltham, MA2026-11-02
McNaughton Wealth Management, LLC
18,363$2.8M1.0%ETFLowSan Diego, CA2026-10-09
Johnson & White Wealth Management, LLC
12,446$1.9M0.7%ETFVery LowYork, PA2026-11-03
Insight Advisors, LLC/ PA
8,225$1.2M0.2%ETFMediumNewtown, PA2026-10-22
HF Advisory Group, LLC
7,541$1.1M0.3%ValueLowAnnapolis, MD2026-10-09
Citigroup Inc
7,396$1.1M0.0%CoreMediumNew York, NY2026-11-04
Cowa, LLC
7,021$1.1M0.3%ETFMediumTulsa, OK2026-10-30
Portland Financial Advisors Inc
4,596$689.5K1.2%ETFVery LowPort Washington, NY2026-10-26
Convergence Financial, LLC
4,075$611.4K0.1%ETFMediumColumbia, MO2026-10-27
Clearview Wealth Management LLC
3,980$605.3K0.5%ETFLowIrvine, CA2026-10-16
Summit Wealth Group LLC / Co
3,927$589.2K0.0%ETFHighColorado Springs, CO2026-10-29
McAdam, LLC
3,919$588.0K0.0%ETFLowPhiladelphia, PA2026-10-21
AdvisorNet Financial, Inc
3,429$516.5K0.0%ETFLowMinnetonka, MN2026-10-15
Strategic Blueprint, LLC
2,955$443.3K0.0%ETFLowAtlanta, GA2026-10-22
Park Avenue Securities LLC
2,880$4320.0%ETFMediumNew York, NY2026-10-26
Roffman Miller Associates Inc
2,522$378.4K0.0%CoreVery LowPhiladelphia, PA2026-10-19
Kestra Advisory Services, LLC
2,471$370.7K0.0%CoreLowAustin, TX2026-11-02
Creative Planning
1,857$278.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Fragasso Financial Advisors Inc
1,703$257.9K0.0%ETFLowSewickley, PA2026-10-13
Signature Estate & Investment Advisors LLC
1,557$233.5K0.0%ETFMediumLos Angeles, CA2026-10-13
Worth Financial Advisory Group, LLC
1,448$217.2K0.1%GrowthVery LowCharlotte, NC2026-10-19
Grey Fox Wealth Advisors, LLC
1,418$212.8K0.0%ETFLowRockland, DE2026-11-03
Koshinski Asset Management, Inc.
1,373$205.9K0.0%ETFLowDecatur, IL2026-10-29
High Net Worth Advisory Group LLC
1,336$200.4K0.0%ETFVery LowNaples, FL2026-10-26
IFP Advisors, Inc
1,052$157.8K0.0%GrowthLowTampa, FL2026-10-16
Sage Mountain Advisors LLC
340$51.0K0.0%ETFLowAtlanta, GA2026-11-02
Assetmark, Inc
239$35.9K0.0%ETFLowConcord, CA2026-10-21
Valley National Advisers Inc
191$28.7K0.0%ETFLowBethlehem, PA2026-10-23
Capital Investment Advisory Services, LLC
114$17.1K0.0%CoreMediumRaleigh, NC2026-10-30
Lanark Financial, Inc.
110$16.5K0.0%CoreMediumBirmingham, AL2026-10-26
Root Financial Partners, LLC
107$16.1K0.0%ETFMediumEncinitas, CA2026-10-21
Farther Finance Advisors, LLC
59$8.9K0.0%IndexLowSan Francisco, CA2026-10-08
Spire Wealth Management
37$5.6K0.0%GrowthMediumMclean, VA2026-10-30