Purchases and Sales Made in Q4 2023 in Spdr Russell 1000 Low Volatili (ONEV)
This table provides information about the institutional ownership of Spdr Russell 1000 Low Volatili (ONEV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-238- 0.96% |
$23.7K - $27.3K
|
24.6K
$3.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-293- 0.67% |
$29.2K - $33.7K
|
43.6K
$5.77M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-338- 3.04% |
$33.7K - $38.8K
|
10.8K
$1.42M
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-456- 6.11% |
$45.4K - $52.4K
|
7.01K
$927K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-486- 2.33% |
$48.4K - $55.8K
|
20.4K
$2.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-501- 3.65% |
$49.9K - $57.6K
|
13.2K
$1.75M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-625- 26.48% |
$62.3K - $71.8K
|
1.74K
$229K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-992- 98.02% |
$98.8K - $114K
|
20
$2.64K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.28K- 6.09% |
$128K - $148K
|
19.8K
$2.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.88K- 9.12% |
$187K - $216K
|
18.7K
$2.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.44K- 50.22% |
$343K - $396K
|
3.41K
$451K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.11K- 12.78% |
$409K - $472K
|
28K
$3.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.4K- 45.24% |
$538K - $621K
|
6.54K
$865K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-6.81K- 29.03% |
$679K - $783K
|
16.7K
$2.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.42K- 39.56% |
$740K - $853K
|
11.3K
$1.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-13.6K- 79.88% |
$1.36M - $1.57M
|
3.44K
$454K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.14M- 90.99% |
$113M - $131M
|
113K
$14.9M
|