Cwm, LLC Spdr Ssga Us Small Cap Low Vol Transaction History

Cwm, LLC

$23.3 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 03, 2023	BUY	$97.31 - $107.13 $79,891 - $87,953	821 Added 547.33%	971 $100,000
Q4 2021 Jan 31, 2022	BUY	$112.84 - $121.42 $14,217 - $15,298	126 Added 525.0%	150 $18,000
Q3 2019 Oct 22, 2019	SELL	$94.08 - $96.95 $39,513 - $40,719	-420 Reduced 94.59%	24 $2,000
Q2 2019 Jul 31, 2019	SELL	N/A	-472 Reduced 51.53%	444 $41,000
Q1 2019 Apr 22, 2019	SELL	N/A	-1,379 Reduced 60.09%	916 $84,000
Q4 2018 Jan 25, 2019	SELL	N/A	-568 Reduced 19.84%	2,295 $190,000
Q3 2018 Oct 29, 2018	BUY	N/A	2,795 Added 4110.29%	2,863 $278,000
Q2 2018 Jul 31, 2018	BUY	N/A	68 New	68 $6,000

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

$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

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