Financial Life Advisors Spdr Ssga Us Large Cap Low Vol Transaction History

Financial Life Advisors

$261 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 18, 2024	SELL	$144.21 - $155.74 $70,230 - $75,845	-487 Reduced 18.72%	2,115 $329,000
Q4 2023 Mar 19, 2024	SELL	$130.07 - $145.59 $45,654 - $51,102	-351 Reduced 11.89%	2,602 $377,000
Q2 2023 Jul 18, 2023	SELL	$133.6 - $140.61 $66,933 - $70,445	-501 Reduced 14.5%	2,953 $415,000
Q1 2023 Apr 26, 2023	SELL	$130.44 - $140.63 $27,783 - $29,954	-213 Reduced 5.81%	3,454 $472,000
Q4 2022 Feb 07, 2023	SELL	$122.6 - $141.03 $156,805 - $180,377	-1,279 Reduced 25.86%	3,667 $497,000
Q3 2022 Oct 28, 2022	SELL	$123.39 - $143.89 $54,908 - $64,031	-445 Reduced 8.25%	4,946 $610,000
Q2 2022 Jul 22, 2022	BUY	$124.76 - $146.81 $125,259 - $147,397	1,004 Added 22.89%	5,391 $706,000
Q1 2022 Apr 20, 2022	BUY	$132.75 - $149.18 $26,682 - $29,985	201 Added 4.8%	4,387 $630,000
Q4 2021 Jan 31, 2022	SELL	$133.85 - $150.71 $4,417 - $4,973	-33 Reduced 0.78%	4,186 $631,000
Q3 2021 Oct 29, 2021	SELL	$133.4 - $142.58 $65,366 - $69,864	-490 Reduced 10.41%	4,219 $563,000
Q2 2021 Aug 09, 2021	SELL	$126.3 - $135.02 $22,607 - $24,168	-179 Reduced 3.66%	4,709 $627,000
Q1 2021 May 12, 2021	SELL	$115.39 - $126.42 $21,231 - $23,261	-184 Reduced 3.63%	4,888 $613,000
Q3 2020 Oct 29, 2020	BUY	$101.36 - $112.97 $514,097 - $572,983	5,072 New	5,072 $549,000

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

$101 Million
11.93% of portfolio
Cwm, LLC

318K
Shares

$52.8 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

274K
Shares

$45.5 Million
2.58% of portfolio
Gerber Kawasaki Wealth & Investment Management

239K
Shares

$39.6 Million
1.87% of portfolio
Congress Wealth Management LLC Boston, MA

212K
Shares

$35.2 Million
0.5% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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