Level Four Advisory Services, LLC Spdr Ssga Us Small Cap Low Vol Transaction History

Level Four Advisory Services, LLC

$2.3 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	$100.61 - $115.32 $226,070 - $259,124	-2,247 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$110.83 - $120.8 $179,433 - $195,575	-1,619 Reduced 41.88%	2,247 $257,000
Q4 2021 Feb 11, 2022	SELL	$112.84 - $121.42 $15,233 - $16,391	-135 Reduced 3.37%	3,866 $462,000
Q3 2021 Oct 12, 2021	BUY	$108.48 - $115.98 $39,052 - $41,752	360 Added 9.89%	4,001 $449,000
Q2 2021 Aug 09, 2021	SELL	$111.22 - $117.06 $157,598 - $165,874	-1,417 Reduced 28.02%	3,641 $410,000
Q1 2021 May 10, 2021	SELL	$94.11 - $116.98 $31,150 - $38,720	-331 Reduced 6.14%	5,058 $564,000
Q3 2020 Nov 02, 2020	SELL	$71.58 - $81.95 $9,305 - $10,653	-130 Reduced 2.36%	5,389 $408,000
Q2 2020 Aug 17, 2020	BUY	$58.89 - $86.67 $325,013 - $478,331	5,519 New	5,519 $420,000

Others Institutions Holding SMLV

# of Institutions

85

Shares Held

779K

Call Options Held

0

Put Options Held

0

Congress Wealth Management LLC Boston, MA

109K
Shares

$14.7 Million
0.19% of portfolio
Mc Naughton Wealth Management, LLC

88.9K
Shares

$12 Million
5.38% of portfolio
Dorval Corp Maple Grove, MN

68.8K
Shares

$9.25 Million
3.56% of portfolio
Cambridge Investment Research Advisors, Inc.

46.8K
Shares

$6.3 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

46.3K
Shares

$6.23 Million
0.0% of portfolio

About SPDR SSGA US SMALL CAP LOW VOL

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