Steward Partners Investment Advisory, LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Steward Partners Investment Advisory, LLC

  • $8.95 Billion
  • Q1 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr Ssga Us Large Cap Low Vol stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,855 shares of LGLV stock, worth $282,349. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,855
Previous 2,027 8.49%
Holding current value
$282,349
Previous $293,000 1.71%
% of portfolio
0.0%
Previous 0.0%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$144.21 - $155.74 $24,804 - $26,787
-172 Reduced 8.49%
1,855 $288,000
Q4 2023

Feb 12, 2024
SELL
$130.07 - $145.59 $9,625 - $10,773
-74 Reduced 3.52%
2,027 $293,000
Q3 2023

Nov 13, 2023
BUY
$133.53 - $143.85 $6,943 - $7,480
52 Added 2.54%
2,101 $280,000
Q1 2023

May 15, 2023
SELL
$130.44 - $140.63 $11,478 - $12,375
-88 Reduced 4.12%
2,049 $280,000
Q4 2022

Feb 15, 2023
BUY
$130.78 - $141.03 $13,078 - $14,103
100 Added 4.91%
2,137 $289,000
Q3 2022

Nov 10, 2022
BUY
N/A
13 Added 0.64%
2,037 $251,000
Q2 2022

Aug 04, 2022
BUY
N/A
19 Added 0.95%
2,024 $265,000
Q1 2022

May 02, 2022
SELL
N/A
-86 Reduced 4.11%
2,005 $288,000
Q4 2021

Feb 08, 2022
SELL
N/A
-39 Reduced 1.83%
2,091 $315,000
Q3 2021

Nov 12, 2021
SELL
N/A
-464 Reduced 17.89%
2,130 $284,000
Q2 2021

Aug 13, 2021
BUY
N/A
810 Added 45.4%
2,594 $345,000
Q3 2020

Oct 30, 2020
SELL
N/A
-50 Reduced 2.73%
1,784 $193,000
Q2 2020

Aug 06, 2020
SELL
N/A
-50 Reduced 2.65%
1,834 $187,000
Q1 2020

Apr 29, 2020
SELL
N/A
-21,048 Reduced 91.78%
1,884 $170,000
Q4 2019

Jan 17, 2020
BUY
N/A
1,131 Added 5.19%
22,932 $2.62 Million
Q3 2019

Oct 30, 2019
SELL
N/A
-1,100 Reduced 4.8%
21,801 $2.43 Million
Q2 2019

Jul 25, 2019
BUY
N/A
4,215 Added 22.56%
22,901 $2.47 Million
Q1 2019

Apr 30, 2019
BUY
N/A
15,112 Added 422.83%
18,686 $1.88 Million
Q4 2018

Jan 15, 2019
BUY
N/A
770 Added 27.46%
3,574 $318,000
Q3 2018

Oct 23, 2018
BUY
N/A
970 Added 52.89%
2,804 $272,000
Q2 2018

Jul 20, 2018
BUY
N/A
1,207 Added 192.5%
1,834 $165,000
Q1 2018

Apr 20, 2018
BUY
N/A
627 New
627 $56,000

Others Institutions Holding LGLV

# of Institutions
156
Shares Held
3.17M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SSGA US LARGE CAP LOW VOL

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