Lloyd Advisory Services, Llc. Spdr Ssga Us Large Cap Low Vol Transaction History

Lloyd Advisory Services, Llc.

$111 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$130.07 - $145.59 $243,751 - $272,835	1,874 New	1,874 $271,000
Q2 2022 Aug 15, 2022	SELL	$124.76 - $146.81 $158,070 - $186,008	-1,267 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$132.75 - $149.18 $57,480 - $64,594	-433 Reduced 25.47%	1,267 $182,000
Q4 2021 Jan 26, 2022	BUY	$133.85 - $150.71 $29,982 - $33,759	224 Added 15.18%	1,700 $256,000
Q3 2021 Oct 21, 2021	BUY	$133.4 - $142.58 $72,569 - $77,563	544 Added 58.37%	1,476 $197,000
Q2 2021 Aug 09, 2021	BUY	$126.3 - $135.02 $117,711 - $125,838	932 New	932 $124,000
Q3 2020 Oct 28, 2020	SELL	$101.36 - $112.97 $0 - $0	0 Closed	0 $0
Q2 2020 Aug 07, 2020	SELL	$85.62 - $110.58 $614,922 - $794,185	-7,182 Closed	0 $0
Q1 2020 Jun 03, 2020	BUY	$76.56 - $121.5 $549,853 - $872,613	7,182 New	7,182 $651,000

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

$105 Million
11.93% of portfolio
Cwm, LLC

318K
Shares

$54.6 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

274K
Shares

$47.1 Million
2.58% of portfolio
Gerber Kawasaki Wealth & Investment Management

239K
Shares

$41 Million
1.87% of portfolio
Congress Wealth Management LLC Boston, MA

212K
Shares

$36.4 Million
0.5% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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