Tlwm Spdr Ssga Us Large Cap Low Vol Transaction History

Tlwm

$462 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 10, 2021	SELL	$115.39 - $126.42 $226,625 - $248,288	-1,964 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$105.25 - $120.39 $7,262 - $8,306	69 Added 3.64%	1,964 $236,000
Q3 2020 Nov 12, 2020	BUY	$101.36 - $112.97 $192,077 - $214,078	1,895 New	1,895 $200,000

Others Institutions Holding LGLV

# of Institutions

162

Shares Held

3.22M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

586K
Shares

$98.9 Million
11.36% of portfolio
Gerber Kawasaki Wealth & Investment Management

320K
Shares

$54 Million
2.47% of portfolio
Congress Wealth Management LLC Boston, MA

306K
Shares

$51.6 Million
0.76% of portfolio
Baltimore Washington Financial Advisors, Inc.

273K
Shares

$46.2 Million
2.48% of portfolio
Lpl Financial LLC Fort Mill, SC

165K
Shares

$27.9 Million
0.01% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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