Hbw Advisory Services LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Hbw Advisory Services LLC

$622 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 13, 2021	SELL	$115.39 - $126.42 $194,316 - $212,891	-1,684 Closed	0 $0
Q4 2020 Jan 12, 2021	SELL	$105.25 - $120.39 $63,886 - $73,076	-607 Reduced 26.49%	1,684 $202,000
Q3 2020 Oct 14, 2020	SELL	$101.36 - $112.97 $8 Million - $8.92 Million	-78,973 Reduced 97.18%	2,291 $248,000
Q2 2020 Jul 08, 2020	BUY	$85.62 - $110.58 $380,666 - $491,638	4,446 Added 5.79%	81,264 $8.29 Million
Q1 2020 Apr 30, 2020	BUY	$76.56 - $121.5 $433,176 - $687,447	5,658 Added 7.95%	76,818 $7.4 Million
Q4 2019 Jan 16, 2020	BUY	$108.62 - $114.28 $315,432 - $331,869	2,904 Added 4.25%	71,160 $8.14 Million
Q3 2019 Oct 11, 2019	BUY	$110.17 - $111.99 $7.52 Million - $7.64 Million	68,256 New	68,256 $0

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

$107 Million
11.93% of portfolio
Cwm, LLC

318K
Shares

$55.8 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

274K
Shares

$48.1 Million
2.58% of portfolio
Gerber Kawasaki Wealth & Investment Management

239K
Shares

$41.9 Million
1.87% of portfolio
Congress Wealth Management LLC Boston, MA

212K
Shares

$37.2 Million
0.5% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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