Purchases and Sales Made in Q4 2023 in Spdr Ssga Us Small Cap Low Vol (SMLV)
This table provides information about the institutional ownership of Spdr Ssga Us Small Cap Low Vol (SMLV) during Q4 2023. The information is specifically focused on institutions that hold shares of SPDR SSGA US SMALL CAP LOW VOL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.74K- 12.59% |
$163K - $198K
|
12.1K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.04K- 12.48% |
$191K - $233K
|
14.3K
$1.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.09K- 25.3% |
$195K - $238K
|
6.16K
$793K
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.27K- 36.88% |
$212K - $258K
|
3.88K
$499K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.68K- 13.75% |
$251K - $306K
|
16.8K
$2.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.72K- 1.61% |
$255K - $310K
|
166K
$21.4M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3K- 30.03% |
$281K - $342K
|
6.99K
$900K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.73K- 53.23% |
$349K - $425K
|
3.27K
$422K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.46K- 38.45% |
$417K - $508K
|
7.14K
$919K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.05K- 22.14% |
$566K - $690K
|
21.3K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.19K- 94.05% |
$673K - $820K
|
455
$58.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-7.95K- 81.64% |
$744K - $907K
|
1.79K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.36K- 13.02% |
$783K - $954K
|
55.9K
$7.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-62.5K- 99.42% |
$5.85M - $7.13M
|
367
$47.3K
|