Clear Creek Financial Management, LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Clear Creek Financial Management, LLC

$854 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	SELL	$124.76 - $146.81 $270,230 - $317,990	-2,166 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$132.75 - $149.18 $27,479 - $30,880	-207 Reduced 8.72%	2,166 $311,000
Q4 2021 Jan 21, 2022	SELL	$133.85 - $150.71 $7,495 - $8,439	-56 Reduced 2.31%	2,373 $358,000
Q3 2021 Oct 14, 2021	SELL	$133.4 - $142.58 $7,870 - $8,412	-59 Reduced 2.37%	2,429 $324,000
Q2 2021 Jul 30, 2021	BUY	$126.3 - $135.02 $314,234 - $335,929	2,488 New	2,488 $331,000
Q1 2021 Apr 23, 2021	SELL	$115.39 - $126.42 $370,863 - $406,313	-3,214 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$105.25 - $120.39 $338,273 - $386,933	3,214 New	3,214 $385,000
Q3 2020 Nov 10, 2020	SELL	$101.36 - $112.97 $371,687 - $414,260	-3,667 Closed	0 $0
Q2 2020 Jul 16, 2020	BUY	$85.62 - $110.58 $313,968 - $405,496	3,667 New	3,667 $374,000

Others Institutions Holding LGLV

# of Institutions

159

Shares Held

3.58M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

610K
Shares

$107 Million
11.93% of portfolio
Cwm, LLC

318K
Shares

$55.8 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

274K
Shares

$48.1 Million
2.58% of portfolio
Gerber Kawasaki Wealth & Investment Management

239K
Shares

$41.9 Million
1.87% of portfolio
Congress Wealth Management LLC Boston, MA

212K
Shares

$37.2 Million
0.5% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

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