Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
41.6KNew |
$6.01M - $6.49M
|
41.6K
$7.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
41.6KNew |
$6M - $6.48M
|
41.6K
$7.17M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
24.2K+ 8.95% |
$3.48M - $3.76M
|
294K
$50.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
14.5KNew |
$2.09M - $2.26M
|
14.5K
$2.5M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.2KNew |
$1.76M - $1.9M
|
12.2K
$2.1M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
12K+ 4.8% |
$1.74M - $1.88M
|
263K
$45.3M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.8K+ 121.04% |
$1.7M - $1.84M
|
21.5K
$3.71M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.1KNew |
$1.46M - $1.58M
|
10.1K
$1.74M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.21KNew |
$1.04M - $1.12M
|
7.21K
$1.24M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.05K+ 84.48% |
$1.02M - $1.1M
|
15.4K
$2.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.72K+ 43.08% |
$970K - $1.05M
|
22.3K
$3.85M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
6.39K+ 4.31% |
$922K - $996K
|
155K
$26.7M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.75K+ 3.79% |
$829K - $896K
|
157K
$27.1M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.75K+ 3.79% |
$829K - $896K
|
157K
$27.1M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
5.71K+ 36.51% |
$823K - $889K
|
21.3K
$3.68M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
5.38K+ 0.94% |
$775K - $837K
|
577K
$99.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
4.06KNew |
$585K - $632K
|
4.06K
$699K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.62K+ 36.23% |
$523K - $564K
|
13.6K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.39K+ 59.01% |
$489K - $528K
|
9.14K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.32KNew |
$334K - $361K
|
2.32K
$399K
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.27K+ 2.62% |
$328K - $354K
|
89K
$15.3M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.04KNew |
$294K - $317K
|
2.04K
$351K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.02K+ 39.71% |
$291K - $314K
|
7.1K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.54KNew |
$222K - $239K
|
1.54K
$265K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
1.38KNew |
$198K - $214K
|
1.38K
$237K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.34K+ 60.8% |
$194K - $209K
|
3.55K
$612K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.16K+ 52.86% |
$168K - $181K
|
3.37K
$580K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
961+ 24.68% |
$139K - $150K
|
4.86K
$837K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
952+ 55.19% |
$137K - $148K
|
2.68K
$461K
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
946+ 26.59% |
$136K - $147K
|
4.5K
$776K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
718+ 15.85% |
$104K - $112K
|
5.25K
$905K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
703+ 6.69% |
$101K - $109K
|
11.2K
$1.93M
|
|
|
Apr 26, 2024
Q1 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
683+ 0.65% |
$98.5K - $106K
|
106K
$18.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
466+ 0.15% |
$67.2K - $72.6K
|
314K
$54.1M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
440+ 27.14% |
$63.5K - $68.5K
|
2.06K
$355K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
336+ 11.92% |
$48.5K - $52.3K
|
3.16K
$544K
|
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
310+ 13.71% |
$44.7K - $48.3K
|
2.57K
$443K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
309New |
$44.6K - $48.1K
|
309
$53.3K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
304New |
$43.8K - $47.3K
|
304
$52.4K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
285+ 2.41% |
$41.1K - $44.4K
|
12.1K
$2.09M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
276+ 8.35% |
$39.8K - $43K
|
3.58K
$617K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
269+ 7.45% |
$38.8K - $41.9K
|
3.88K
$669K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
247+ 1.92% |
$35.6K - $38.5K
|
13.1K
$2.26M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
235+ 1.27% |
$33.9K - $36.6K
|
18.7K
$3.22M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
198+ 10.4% |
$28.6K - $30.8K
|
2.1K
$362K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100New |
$14.4K - $15.6K
|
100
$17.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
69+ 1.33% |
$9.95K - $10.7K
|
5.27K
$908K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
60+ 2.36% |
$8.65K - $9.34K
|
2.61K
$449K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16+ 6.96% |
$2.31K - $2.49K
|
246
$42.4K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 3.64% |
$1.3K - $1.4K
|
256
$44.1K
|