Purchases and Sales Made in Q1 2023 in Spdr Ssga Us Large Cap Low Vol (LGLV)
This table provides information about the institutional ownership of Spdr Ssga Us Large Cap Low Vol (LGLV) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR SSGA US LARGE CAP LOW VOL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-316- 7.38% |
$41.2K - $44.4K
|
3.96K
$695K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-317- 5.2% |
$41.3K - $44.6K
|
5.78K
$1.01M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-434- 15.79% |
$56.6K - $61K
|
2.32K
$406K
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-501- 6.91% |
$65.4K - $70.5K
|
6.75K
$1.18M
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-529- 0.97% |
$69K - $74.4K
|
54.2K
$9.51M
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-576- 6.84% |
$75.1K - $81K
|
7.85K
$1.38M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-576- 3.22% |
$75.1K - $81K
|
17.3K
$3.03M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-706- 7.32% |
$92.1K - $99.3K
|
8.93K
$1.57M
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-737- 50.55% |
$96.1K - $104K
|
721
$126K
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-782- 25.38% |
$102K - $110K
|
2.3K
$403K
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-893- 7.69% |
$116K - $126K
|
10.7K
$1.88M
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-937- 4.14% |
$122K - $132K
|
21.7K
$3.8M
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-979- 37.14% |
$128K - $138K
|
1.66K
$291K
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.22K- 11.98% |
$159K - $171K
|
8.95K
$1.57M
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.35K- 25.07% |
$176K - $189K
|
4.03K
$706K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.41K- 68.23% |
$184K - $198K
|
656
$115K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.57K- 16.64% |
$205K - $221K
|
7.85K
$1.38M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.15K- 17.71% |
$411K - $444K
|
14.7K
$2.57M
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-4.22K- 28.35% |
$551K - $594K
|
10.7K
$1.87M
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.2K- 33.5% |
$808K - $871K
|
12.3K
$2.16M
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.64K- 98.6% |
$866K - $934K
|
94
$16.5K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.03K- 7.69% |
$916K - $988K
|
84.4K
$14.8M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.97K- 11.92% |
$1.17M - $1.26M
|
66.3K
$11.6M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.78K- 66.09% |
$1.28M - $1.38M
|
5.02K
$881K
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-10.7K- 57.24% |
$1.39M - $1.5M
|
7.97K
$1.4M
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-11.9K- 19.63% |
$1.55M - $1.67M
|
48.5K
$8.51M
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-12.7K- 37.56% |
$1.65M - $1.78M
|
21.1K
$3.7M
|