Aspire Wealth Management Corp Spdr Ssga Us Small Cap Low Vol Transaction History

Aspire Wealth Management Corp

$174 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 27, 2023	SELL	$97.31 - $107.13 $798,817 - $879,430	-8,209 Reduced 99.07%	77 $7,000
Q1 2023 May 04, 2023	BUY	$101.27 - $116.11 $78,585 - $90,101	776 Added 10.33%	8,286 $871,000
Q4 2022 Feb 06, 2023	BUY	$99.86 - $114.25 $347,412 - $397,475	3,479 Added 86.31%	7,510 $808,000
Q3 2022 Nov 09, 2022	BUY	$98.74 - $116.0 $27,449 - $32,248	278 Added 7.41%	4,031 $398,000
Q2 2022 Aug 11, 2022	SELL	$100.61 - $115.32 $107,149 - $122,815	-1,065 Reduced 22.1%	3,753 $391,000
Q1 2022 May 03, 2022	SELL	$110.83 - $120.8 $509,374 - $555,196	-4,596 Reduced 48.82%	4,818 $550,000
Q4 2021 Mar 14, 2022	BUY	$112.84 - $121.42 $1.06 Million - $1.14 Million	9,414 New	9,414 $1.13 Million

Others Institutions Holding SMLV

# of Institutions

85

Shares Held

779K

Call Options Held

0

Put Options Held

0

Congress Wealth Management LLC Boston, MA

109K
Shares

$14.2 Million
0.19% of portfolio
Mc Naughton Wealth Management, LLC

88.9K
Shares

$11.6 Million
5.38% of portfolio
Dorval Corp Maple Grove, MN

68.8K
Shares

$8.94 Million
3.56% of portfolio
Cambridge Investment Research Advisors, Inc.

46.8K
Shares

$6.09 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

46.3K
Shares

$6.02 Million
0.0% of portfolio

About SPDR SSGA US SMALL CAP LOW VOL

Ticker SMLV
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