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 |
---|---|---|---|---|---|---|---|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.43% |
$1.01K - $1.09K
|
1.63K
$286K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5+ 0.28% |
$721 - $779
|
1.77K
$310K
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4+ 0.38% |
$577 - $623
|
1.05K
$184K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.5% |
$433 - $467
|
604
$106K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2+ 0.04% |
$288 - $311
|
4.75K
$834K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.43% |
$144 - $156
|
231
$40.5K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-8- 2.56% |
$1.15K - $1.25K
|
304
$53.3K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-10- 0.93% |
$1.44K - $1.56K
|
1.07K
$188K
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-10- 1.05% |
$1.44K - $1.56K
|
938
$165K
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-10- 0.68% |
$1.44K - $1.56K
|
1.47K
$257K
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-14- 0.17% |
$2.02K - $2.18K
|
8.34K
$1.46M
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-36- 17.14% |
$5.19K - $5.61K
|
174
$30.5K
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-38- 24.36% |
$5.48K - $5.92K
|
118
$20.7K
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-39- 0.34% |
$5.62K - $6.07K
|
11.4K
$2M
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-47- 1.7% |
$6.78K - $7.32K
|
2.72K
$477K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-66- 1.48% |
$9.52K - $10.3K
|
4.39K
$769K
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-101- 2.77% |
$14.6K - $15.7K
|
3.55K
$622K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-138- 3.6% |
$19.9K - $21.5K
|
3.69K
$648K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-139- 6.83% |
$20K - $21.6K
|
1.9K
$332K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-147- 2.18% |
$21.2K - $22.9K
|
6.61K
$1.16M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-172- 8.49% |
$24.8K - $26.8K
|
1.86K
$325K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-175- 85.37% |
$25.2K - $27.3K
|
30
$5.26K
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-176- 94.62% |
$25.4K - $27.4K
|
10
$1.75K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-211- 1.64% |
$30.4K - $32.9K
|
12.7K
$2.22M
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-218- 2.96% |
$31.4K - $34K
|
7.14K
$1.25M
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-222- 2.77% |
$32K - $34.6K
|
7.8K
$1.37M
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-261- 1.0% |
$37.6K - $40.6K
|
26K
$4.55M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-293- 3.25% |
$42.3K - $45.6K
|
8.72K
$1.53M
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-324- 4.28% |
$46.7K - $50.5K
|
7.25K
$1.27M
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-387- 10.31% |
$55.8K - $60.3K
|
3.37K
$591K
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-403- 4.19% |
$58.1K - $62.8K
|
9.22K
$1.62M
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-430- 3.88% |
$62K - $67K
|
10.6K
$1.87M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-434- 18.01% |
$62.6K - $67.6K
|
1.98K
$347K
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-487- 18.72% |
$70.2K - $75.8K
|
2.12K
$371K
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
SELL
|
- |
-488- 8.82% |
$70.4K - $76K
|
5.04K
$885K
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-493- 6.49% |
$71.1K - $76.8K
|
7.1K
$1.25M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-528- 54.49% |
$76.1K - $82.2K
|
441
$77.4K
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-552- 21.28% |
$79.6K - $86K
|
2.04K
$358K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-582- 13.95% |
$83.9K - $90.6K
|
3.59K
$630K
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-611- 20.33% |
$88.1K - $95.2K
|
2.4K
$420K
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-732- 9.33% |
$106K - $114K
|
7.11K
$1.25M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-873- 38.65% |
$126K - $136K
|
1.39K
$243K
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-970- 15.09% |
$140K - $151K
|
5.46K
$958K
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.09K- 15.63% |
$157K - $170K
|
5.89K
$1.03M
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.18K- 18.59% |
$170K - $183K
|
5.15K
$903K
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.28K- 10.5% |
$184K - $199K
|
10.9K
$1.91M
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.31K- 17.34% |
$189K - $204K
|
6.24K
$1.09M
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.32K- 19.28% |
$190K - $205K
|
5.51K
$966K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.48K- 28.07% |
$213K - $230K
|
3.79K
$665K
|