Purchases and Sales Made in Q3 2023 in Spdr Russell 1000 Low Volatili (ONEV)
This table provides information about the institutional ownership of Spdr Russell 1000 Low Volatili (ONEV) during Q3 2023. The information is specifically focused on institutions that hold shares of SPDR RUSSELL 1000 LOW VOLATILI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
62.6KNew |
$6.53M - $7.03M
|
62.6K
$8.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
33.4K+ 22.32% |
$3.48M - $3.75M
|
183K
$23.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.7K+ 4.52% |
$1.22M - $1.32M
|
271K
$34.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
11.1KNew |
$1.16M - $1.25M
|
11.1K
$1.43M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.21K+ 22.0% |
$960K - $1.03M
|
51.1K
$6.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
7.19K+ 2.8% |
$750K - $808K
|
264K
$34.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.89KNew |
$718K - $774K
|
6.89K
$888K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.01KNew |
$209K - $225K
|
2.01K
$259K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.54K+ 4.97% |
$160K - $173K
|
32.5K
$4.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.38K+ 28.56% |
$144K - $155K
|
6.2K
$800K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.37K+ 14.26% |
$143K - $154K
|
11K
$1.41M
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.21K+ 59.47% |
$126K - $136K
|
3.24K
$418K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
991+ 4719.05% |
$103K - $111K
|
1.01K
$131K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
890+ 6.34% |
$92.8K - $100K
|
14.9K
$1.93M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
805+ 4.01% |
$83.9K - $90.4K
|
20.9K
$2.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
755+ 14.44% |
$78.7K - $84.8K
|
5.98K
$771K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
616+ 30.54% |
$64.2K - $69.2K
|
2.63K
$340K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
388+ 3.36% |
$40.5K - $43.6K
|
11.9K
$1.54M
|
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
332+ 1.1% |
$34.6K - $37.3K
|
30.6K
$3.95M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
320+ 0.73% |
$33.4K - $35.9K
|
43.9K
$5.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
305+ 1.82% |
$31.8K - $34.3K
|
17.1K
$2.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
177+ 3.81% |
$18.5K - $19.9K
|
4.83K
$622K
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
162+ 6.96% |
$16.9K - $18.2K
|
2.49K
$321K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
140New |
$14.6K - $15.7K
|
140
$18.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
137+ 56.15% |
$14.3K - $15.4K
|
381
$49.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
131+ 0.55% |
$13.7K - $14.7K
|
23.9K
$3.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
82+ 1.21% |
$8.55K - $9.21K
|
6.86K
$884K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
12+ 0.42% |
$1.25K - $1.35K
|
2.87K
$370K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.36% |
$313 - $337
|
839
$108K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.63% |
$209 - $225
|
319
$41.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.31% |
$104 - $112
|
319
$41.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1+ 0.02% |
$104 - $112
|
5.21K
$671K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$104 - $112
|
0
$0
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-18- 0.38% |
$1.88K - $2.02K
|
4.76K
$614K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-39- 9.22% |
$4.07K - $4.38K
|
384
$49.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-92- 0.29% |
$9.59K - $10.3K
|
32.1K
$4.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-128- 1.03% |
$13.3K - $14.4K
|
12.3K
$1.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-176- 1.84% |
$18.4K - $19.8K
|
9.41K
$1.21M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-219- 7.98% |
$22.8K - $24.6K
|
2.53K
$326K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-244- 6.49% |
$25.4K - $27.4K
|
3.51K
$453K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-299- 1.26% |
$31.2K - $33.6K
|
23.5K
$3.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-317- 4.07% |
$33.1K - $35.6K
|
7.47K
$963K
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-333- 14.19% |
$34.7K - $37.4K
|
2.01K
$260K
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-460- 3.76% |
$48K - $51.7K
|
11.8K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-830- 93.26% |
$86.6K - $93.2K
|
60
$7.74K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-877- 21.29% |
$91.5K - $98.5K
|
3.24K
$418K
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-883- 8.57% |
$92.1K - $99.2K
|
9.42K
$1.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.16K- 5.8% |
$121K - $130K
|
18.8K
$2.42M
|