Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
313KNew |
$41.7M - $45M
|
313K
$51.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
83.5KNew |
$11.2M - $12M
|
83.5K
$13.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
50.6KNew |
$6.76M - $7.28M
|
50.6K
$8.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
50.6KNew |
$6.76M - $7.28M
|
50.6K
$8.4M
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
46.3K+ 136.2% |
$6.18M - $6.65M
|
80.2K
$13.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.3K+ 14.91% |
$6.05M - $6.52M
|
349K
$58M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
33.4K+ 15.96% |
$4.47M - $4.81M
|
243K
$40.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
21.7K+ 3.93% |
$2.89M - $3.12M
|
573K
$95.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.4K+ 491.99% |
$2.05M - $2.21M
|
18.5K
$3.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.6K+ 11.15% |
$1.82M - $1.96M
|
136K
$22.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
12.3KNew |
$1.65M - $1.77M
|
12.3K
$2.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 211.65% |
$1.48M - $1.59M
|
16.3K
$2.71M
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
10.6KNew |
$1.42M - $1.52M
|
10.6K
$1.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
10.4K+ 4.49% |
$1.39M - $1.5M
|
242K
$40.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
9.62KNew |
$1.29M - $1.38M
|
9.62K
$1.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.06KNew |
$809K - $871K
|
6.06K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.18KNew |
$691K - $744K
|
5.18K
$859K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.31KNew |
$575K - $620K
|
4.31K
$715K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
4.05K+ 49.34% |
$541K - $583K
|
12.3K
$2.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.37KNew |
$450K - $485K
|
3.37K
$560K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3K+ 115.81% |
$400K - $431K
|
5.58K
$927K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
2.93KNew |
$392K - $422K
|
2.93K
$487K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.84K+ 1.95% |
$379K - $408K
|
148K
$24.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.69K+ 2.09% |
$359K - $387K
|
131K
$21.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.49KNew |
$333K - $359K
|
2.49K
$414K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.22K+ 2925.0% |
$297K - $320K
|
2.3K
$382K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.22K+ 2.17% |
$296K - $319K
|
105K
$17.4M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.06KNew |
$275K - $296K
|
2.06K
$342K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
1.62K+ 45.12% |
$217K - $234K
|
5.22K
$867K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.62KNew |
$216K - $233K
|
1.62K
$269K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.4KNew |
$187K - $202K
|
1.4K
$233K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.4K+ 24.89% |
$186K - $201K
|
7K
$1.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.13K+ 93.21% |
$150K - $162K
|
2.33K
$387K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.1K+ 14.85% |
$146K - $158K
|
8.48K
$1.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
900+ 8.0% |
$120K - $129K
|
12.1K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
721New |
$96.3K - $104K
|
721
$120K
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
BUY
|
- |
563+ 11.4% |
$75.2K - $81K
|
5.5K
$913K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
558+ 2.13% |
$74.5K - $80.3K
|
26.8K
$4.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
478+ 5.18% |
$63.8K - $68.8K
|
9.71K
$1.61M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
474+ 2.01% |
$63.3K - $68.2K
|
24.1K
$4M
|
|
|
Nov 06, 2023
Q3 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
454+ 1.52% |
$60.6K - $65.3K
|
30.3K
$5.03M
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
452+ 1.42% |
$60.4K - $65K
|
32.3K
$5.35M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
408New |
$54.5K - $58.7K
|
408
$67.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
395+ 6.12% |
$52.7K - $56.8K
|
6.85K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
365+ 11.29% |
$48.7K - $52.5K
|
3.6K
$597K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
363+ 24.01% |
$48.5K - $52.2K
|
1.88K
$311K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
346+ 4.26% |
$46.2K - $49.8K
|
8.46K
$1.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
339+ 2.13% |
$45.3K - $48.8K
|
16.3K
$2.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
310+ 1.88% |
$41.4K - $44.6K
|
16.8K
$2.79M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
284+ 27.23% |
$37.9K - $40.9K
|
1.33K
$220K
|