Benchmark Investment Advisors LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Benchmark Investment Advisors LLC

$149 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$130.07 - $145.59 $205,380 - $229,886	1,579 New	1,579 $228,000

Others Institutions Holding LGLV

# of Institutions

185

Shares Held

4.41M

Call Options Held

0

Put Options Held

0

Cwm, LLC

815K
Shares

$142 Million
0.57% of portfolio
Syntegra Private Wealth Group, LLC Chesterfield, MO

646K
Shares

$113 Million
13.15% of portfolio
Baltimore Washington Financial Advisors, Inc.

276K
Shares

$48.1 Million
2.66% of portfolio
Gerber Kawasaki Wealth & Investment Management

261K
Shares

$45.5 Million
2.06% of portfolio
Congress Wealth Management LLC Boston, MA

207K
Shares

$36 Million
0.46% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
Sector ETFs
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