Strategic Advocates LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Strategic Advocates LLC

$252 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 07, 2024	SELL	$130.07 - $145.59 $140,215 - $156,946	-1,078 Reduced 36.75%	1,855 $269 Million
Q3 2023 Nov 13, 2023	BUY	$133.53 - $143.85 $391,643 - $421,912	2,933 New	2,933 $392 Million

Others Institutions Holding LGLV

# of Institutions

162

Shares Held

3.22M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

586K
Shares

$98.9 Million
11.36% of portfolio
Gerber Kawasaki Wealth & Investment Management

320K
Shares

$54 Million
2.47% of portfolio
Congress Wealth Management LLC Boston, MA

306K
Shares

$51.6 Million
0.76% of portfolio
Baltimore Washington Financial Advisors, Inc.

273K
Shares

$46.2 Million
2.48% of portfolio
Lpl Financial LLC Fort Mill, SC

165K
Shares

$27.9 Million
0.01% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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