Courier Capital LLC Spdr Ssga Us Small Cap Low Vol Transaction History

Courier Capital LLC

$1.44 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 09, 2020	SELL	$71.58 - $81.95 $272,576 - $312,065	-3,808 Closed	0 $0
Q2 2020 Jul 06, 2020	SELL	$58.89 - $86.67 $25,146 - $37,008	-427 Reduced 10.08%	3,808 $285,000
Q3 2019 Oct 04, 2019	BUY	$94.08 - $96.95 $3,010 - $3,102	32 Added 0.76%	4,235 $394,000
Q3 2018 Oct 12, 2018	BUY	N/A	360 Added 9.37%	4,203 $407,000
Q2 2018 Jul 19, 2018	BUY	N/A	76 Added 2.02%	3,843 $366,000
Q1 2018 Apr 27, 2018	SELL	N/A	-82 Reduced 2.13%	3,767 $334,000
Q4 2017 Jan 25, 2018	SELL	N/A	-39 Reduced 1.0%	3,849 $352,000
Q3 2017 Nov 03, 2017	BUY	N/A	200 Added 5.42%	3,888 $372,000
Q2 2017 Aug 10, 2017	BUY	N/A	3,688	3,688 $340,000

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

$15.2 Million
0.19% of portfolio
Mc Naughton Wealth Management, LLC

88.9K
Shares

$12.4 Million
5.38% of portfolio
Dorval Corp Maple Grove, MN

68.8K
Shares

$9.57 Million
3.56% of portfolio
Cambridge Investment Research Advisors, Inc.

46.8K
Shares

$6.51 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

46.3K
Shares

$6.44 Million
0.0% of portfolio

About SPDR SSGA US SMALL CAP LOW VOL

Ticker SMLV
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