Public ownership evidence

State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) Ownership Disclosures

Read SMLV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

State Street SPDR US Small Cap Low Volatility Index ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Beacon Pointe Advisors, LLC
Report period
2026-06-30
Available
2026-08-19
Reported shares
4,056
Value (USD)
$638,341
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002085853-26-001042
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SMLV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SMLV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Beacon Pointe Advisors, LLC2026-06-302026-08-194,056$638,341None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-184,978$783,190None
10Elms LLP2026-06-302026-08-1591$14,300None
Navis Wealth Advisors, LLC2026-06-302026-08-156,206$976,557None
Western Wealth Management, LLC2026-06-302026-08-152,015$317,134None
OSAIC HOLDINGS, INC.2026-06-302026-08-15385$60,585None
OSAIC HOLDINGS, INC.2026-06-302026-08-1568,227$10,736,392None
OSAIC HOLDINGS, INC.2026-06-302026-08-15879$138,306None
OSAIC HOLDINGS, INC.2026-06-302026-08-157,110$1,118,884None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-155,907$929,543None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-151,716$270,035None
Medallion Wealth Advisors, LLC2026-06-302026-08-15250$39,341None
Waverly Advisors, LLC2026-06-302026-08-152,784$438,109None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-158,018$1,263,051None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15400$62,945None
AMERIPRISE FINANCIAL INC2026-06-302026-08-155,836$918,320None
Ausdal Financial Partners, Inc.2026-06-302026-08-152,561$402,974None
Pinnacle Financial Partners, Inc.2026-06-302026-08-151,973$310,477None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1558,197$9,158,049None
ROYAL BANK OF CANADA2026-06-302026-08-1521$3,000None
ROYAL BANK OF CANADA2026-06-302026-08-1511,792$1,856,000None
CITADEL ADVISORS LLC2026-06-302026-08-159,152$1,440,185None
IHT Wealth Management, LLC2026-06-302026-08-151,902$299,259None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1511,900$1,872,619None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-152,750$432,824None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15664$104,493None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$124None
BANK OF AMERICA CORP /DE/2026-06-302026-08-156,680$1,051,185None
BANK OF AMERICA CORP /DE/2026-06-302026-08-153,173$499,310None
BANK OF AMERICA CORP /DE/2026-06-302026-08-152,230$350,917None
Winthrop Capital Management, LLC2026-06-302026-08-14142$22,000None
Quantinno Capital Management LP2026-06-302026-08-141,556$244,857None
Rockefeller Capital Management L.P.2026-06-302026-08-14341$53,661None
Rockefeller Capital Management L.P.2026-06-302026-08-143$472None
UBS Group AG2026-06-302026-08-1422,259$3,502,743None
Creative Planning2026-06-302026-08-141,371$215,748None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-14880$138,479None
VANGUARD ADVISERS INC2026-06-302026-08-1473$11,411None
MORGAN STANLEY2026-06-302026-08-141$211None
MORGAN STANLEY2026-06-302026-08-1411,531$1,814,552None
FMR LLC2026-06-302026-08-14238$37,505None
Integrated Wealth Concepts LLC2026-06-302026-08-1311,367$1,788,745None
Cetera Investment Advisers2026-06-302026-08-1320,186$3,176,519None
NewEdge Advisors, LLC2026-06-302026-08-138,657$1,362,274None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-131,437$226,085None
STIFEL FINANCIAL CORP2026-06-302026-08-131,273$200,322None
US BANCORP \DE\2026-06-302026-08-13233$36,666None
JPMORGAN CHASE & CO2026-06-302026-08-132,320$364,582None
IEQ CAPITAL, LLC2026-06-302026-08-1210,817$1,702,194None
Stratos Wealth Partners, LTD.2026-06-302026-08-123,490$549,208None

90-day public filing window, up to 50 source positions.

Beacon Pointe Advisors, LLC ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗10Elms LLP ↗Navis Wealth Advisors, LLC ↗Western Wealth Management, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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