Equitable Holdings, Inc. Spdr Ssga Us Large Cap Low Vol Transaction History

Equitable Holdings, Inc.

$8.59 Billion
Q1 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	SELL	$130.07 - $145.59 $2.5 Million - $2.8 Million	-19,240 Reduced 71.84%	7,543 $1.09 Million
Q3 2023 Nov 14, 2023	BUY	$133.53 - $143.85 $74,509 - $80,268	558 Added 2.13%	26,783 $3.58 Million
Q2 2023 Aug 15, 2023	BUY	$133.6 - $140.61 $268,402 - $282,485	2,009 Added 8.3%	26,225 $3.69 Million
Q1 2023 May 15, 2023	BUY	$130.44 - $140.63 $1.27 Million - $1.37 Million	9,759 Added 67.5%	24,216 $3.31 Million
Q4 2022 Feb 14, 2023	BUY	$130.78 - $141.03 $385,931 - $416,179	2,951 Added 25.65%	14,457 $1.96 Million

Q3 2022 Nov 14, 2022	BUY	N/A	1,255 Added 12.24%	11,506 $1.42 Million
Q2 2022 Aug 15, 2022	BUY	N/A	916 Added 9.81%	10,251 $1.34 Million
Q1 2022 May 13, 2022	BUY	N/A	2,922 Added 45.56%	9,335 $1.34 Million
Q2 2021 Aug 11, 2021	SELL	N/A	-425 Reduced 6.22%	6,413 $854,000
Q1 2021 May 14, 2021	SELL	N/A	-78 Reduced 1.13%	6,838 $857,000
Q4 2020 Feb 09, 2021	BUY	N/A	19 Added 0.28%	6,916 $830,000
Q3 2020 Nov 13, 2020	SELL	N/A	-2,530 Reduced 26.84%	6,897 $748,000
Q2 2020 Aug 13, 2020	SELL	N/A	-4,112 Reduced 30.37%	9,427 $962,000
Q1 2020 May 15, 2020	BUY	N/A	1,063 Added 8.52%	13,539 $1.23 Million
Q4 2019 Feb 18, 2020	BUY	N/A	12,476 New	12,476 $1.43 Million

Others Institutions Holding LGLV

# of Institutions

155

Shares Held

3.14M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

577K
Shares

$90.5 Million
11.59% of portfolio
Congress Wealth Management LLC Boston, MA

314K
Shares

$49.3 Million
0.87% of portfolio
Gerber Kawasaki Wealth & Investment Management

294K
Shares

$46.2 Million
2.5% of portfolio
Baltimore Washington Financial Advisors, Inc.

263K
Shares

$41.3 Million
2.61% of portfolio
Lpl Financial LLC Fort Mill, SC

182K
Shares

$28.6 Million
0.02% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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