Latest Institutional Transactions on Spdr Ssga Us Large Cap Low Vol (LGLV)
This table provides information on the latest institutional transactions involving Spdr Ssga Us Large Cap Low Vol (LGLV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-150- 86.21% |
$22.2K - $23.3K
|
24
$4.01K
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-397- 23.15% |
$58.6K - $61.8K
|
1.32K
$220K
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6+ 0.57% |
$886 - $934
|
1.05K
$176K
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.34KNew |
$198K - $208K
|
1.34K
$224K
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-8.21K- 77.33% |
$1.21M - $1.28M
|
2.41K
$403K
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-3.44K- 23.71% |
$508K - $535K
|
11.1K
$1.85M
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
57New |
$8.42K - $8.87K
|
57
$9.53K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
102New |
$15.1K - $15.9K
|
102
$17.1K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-222- 73.03% |
$32.8K - $34.5K
|
82
$13.7K
|
|
Q1 2024 | |||||||
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-176- 94.62% |
$25.4K - $27.4K
|
10
$1.67K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-873- 38.65% |
$126K - $136K
|
1.39K
$232K
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
309New |
$44.6K - $48.1K
|
309
$51.7K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100New |
$14.4K - $15.6K
|
100
$16.7K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
703+ 6.69% |
$101K - $109K
|
11.2K
$1.87M
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-47- 1.7% |
$6.78K - $7.32K
|
2.72K
$455K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.04KNew |
$294K - $317K
|
2.04K
$341K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-175- 85.37% |
$25.2K - $27.3K
|
30
$5.02K
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-8- 2.56% |
$1.15K - $1.25K
|
304
$50.8K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5+ 0.28% |
$721 - $779
|
1.77K
$296K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.43% |
$144 - $156
|
231
$38.6K
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
1.38KNew |
$198K - $214K
|
1.38K
$230K
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-38- 24.36% |
$5.48K - $5.92K
|
118
$19.7K
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-487- 18.72% |
$70.2K - $75.8K
|
2.12K
$354K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.43% |
$1.01K - $1.09K
|
1.63K
$273K
|
|
Q4 2023 | |||||||
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
16New |
$2.08K - $2.33K
|
16
$2.68K
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1.81K- 53.71% |
$236K - $264K
|
1.56K
$261K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.28K- 47.64% |
$166K - $186K
|
1.41K
$235K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
270New |
$35.1K - $39.3K
|
270
$45.2K
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-344- 7.93% |
$44.7K - $50.1K
|
4K
$668K
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.3K- 42.35% |
$1.73M - $1.94M
|
18.1K
$3.03M
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.37KNew |
$698K - $782K
|
5.37K
$898K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-666- 26.39% |
$86.6K - $97K
|
1.86K
$311K
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.58KNew |
$205K - $230K
|
1.58K
$264K
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.87KNew |
$244K - $273K
|
1.87K
$313K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10+ 1.52% |
$1.3K - $1.46K
|
666
$111K
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.15K- 36.54% |
$149K - $167K
|
1.99K
$333K
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-203- 12.52% |
$26.4K - $29.6K
|
1.42K
$237K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.68K- 42.31% |
$219K - $245K
|
2.3K
$384K
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-10.8K- 44.94% |
$1.41M - $1.58M
|
13.3K
$2.22M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-155- 9.97% |
$20.2K - $22.6K
|
1.4K
$234K
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.08K- 36.75% |
$140K - $157K
|
1.86K
$310K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
14New |
$1.82K - $2.04K
|
14
$2.34K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-35- 21.6% |
$4.55K - $5.1K
|
127
$21.2K
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-891- 30.42% |
$116K - $130K
|
2.04K
$341K
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.47K- 44.2% |
$191K - $213K
|
1.85K
$310K
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.99K- 49.36% |
$389K - $435K
|
3.07K
$513K
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-5.6K- 52.83% |
$728K - $815K
|
5K
$836K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.6KNew |
$2.28M - $2.56M
|
17.6K
$2.94M
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10.2K+ 116.51% |
$1.33M - $1.49M
|
19K
$3.17M
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-21- 44.68% |
$2.73K - $3.06K
|
26
$4.35K
|