Kwb Wealth Spdr Ssga Us Large Cap Low Vol Transaction History

Kwb Wealth

$741 Million
Q1 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 10, 2024	SELL	$130.07 - $145.59 $340,653 - $381,300	-2,619 Reduced 19.01%	11,161 $1.62 Million
Q3 2023 Oct 10, 2023	SELL	$133.53 - $143.85 $68,367 - $73,651	-512 Reduced 3.58%	13,780 $1.84 Million
Q2 2023 Jul 24, 2023	BUY	$133.6 - $140.61 $891,646 - $938,431	6,674 Added 87.61%	14,292 $2.01 Million
Q1 2023 Apr 07, 2023	BUY	$130.44 - $140.63 $35,871 - $38,673	275 Added 3.75%	7,618 $1.04 Million
Q4 2022 Feb 09, 2023	BUY	$130.78 - $141.03 $74,806 - $80,669	572 Added 8.45%	7,343 $995,000

Q3 2022 Nov 10, 2022	BUY	N/A	6,771 New	6,771 $836,000

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
Sector ETFs
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