Cx Institutional Spdr Ssga Us Large Cap Low Vol Transaction History

Cx Institutional

$2.06 Billion
Q1 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 03, 2023	BUY	$130.78 - $141.03 $4.87 Million - $5.25 Million	37,261 Added 64.84%	94,731 $12.8 Million
Q3 2022 Nov 04, 2022	BUY	N/A	57,452 Added 319177.78%	57,470 $7.09 Million
Q2 2022 Aug 02, 2022	BUY	N/A	18 New	18 $2,000
Q4 2020 Jan 12, 2021	SELL	N/A	-806 Closed	0 $0
Q3 2020 Oct 13, 2020	SELL	N/A	-45 Reduced 5.29%	806 $87,000

Q2 2020 Aug 06, 2020	SELL	N/A	-224 Reduced 20.84%	851 $87,000
Q1 2020 Apr 29, 2020	SELL	N/A	-52,623 Reduced 98.0%	1,075 $97,000
Q4 2019 Jan 21, 2020	SELL	N/A	-516 Reduced 0.95%	53,698 $6.13 Million
Q3 2019 Oct 10, 2019	SELL	N/A	-45,375 Reduced 45.56%	54,214 $6.04 Million
Q2 2019 Jul 17, 2019	BUY	N/A	99,589 New	99,589 $10.7 Million

Others Institutions Holding LGLV

# of Institutions

156

Shares Held

3.17M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

577K
Shares

$87.8 Million
11.59% of portfolio
Congress Wealth Management LLC Boston, MA

314K
Shares

$47.8 Million
0.87% of portfolio
Gerber Kawasaki Wealth & Investment Management

294K
Shares

$44.8 Million
2.5% of portfolio
Baltimore Washington Financial Advisors, Inc.

263K
Shares

$40 Million
2.61% of portfolio
Lpl Financial LLC Fort Mill, SC

182K
Shares

$27.7 Million
0.02% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
Sector ETFs
Industry ETFs

More about LGLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cx Institutional, based on Form 13F filings with the SEC.

News

Stay updated on Cx Institutional with notifications on news.