Wpg Advisers, LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Wpg Advisers, LLC

$107 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	SELL	$162.48 - $175.37 $974 - $1,052	-6 Closed	0 $0
Q4 2024 May 15, 2025	BUY	$164.89 - $177.66 $989 - $1,065	6 New	6 $991,000

Others Institutions Holding LGLV

# of Institutions

183

Shares Held

4.37M

Call Options Held

0

Put Options Held

0

Cwm, LLC

815K
Shares

$139 Million
0.57% of portfolio
Syntegra Private Wealth Group, LLC Chesterfield, MO

646K
Shares

$110 Million
13.15% of portfolio
Baltimore Washington Financial Advisors, Inc.

276K
Shares

$47.1 Million
2.66% of portfolio
Gerber Kawasaki Wealth & Investment Management

261K
Shares

$44.6 Million
2.06% of portfolio
Congress Wealth Management LLC Boston, MA

207K
Shares

$35.3 Million
0.46% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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