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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
408New |
$54.5K - $58.7K
|
408
$67.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
26New |
$3.47K - $3.74K
|
26
$4.32K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-21.9K- 76.07% |
$2.92M - $3.15M
|
6.89K
$1.14M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1+ 0.02% |
$134 - $144
|
5.17K
$858K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-245- 15.06% |
$32.7K - $35.2K
|
1.38K
$229K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-2.84K- 5.67% |
$380K - $409K
|
47.3K
$7.85M
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.82KNew |
$911K - $958K
|
6.82K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
123+ 8.07% |
$16.4K - $17.3K
|
1.65K
$273K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.58KNew |
$211K - $222K
|
1.58K
$262K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
121New |
$16.2K - $17K
|
121
$20.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-35- 41.18% |
$4.68K - $4.92K
|
50
$8.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1+ 0.05% |
$134 - $141
|
1.93K
$321K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
26New |
$3.47K - $3.66K
|
26
$4.32K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 0.49% |
$534 - $562
|
818
$136K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
207+ 64.09% |
$27.7K - $29.1K
|
530
$88K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-46- 2.95% |
$6.15K - $6.47K
|
1.51K
$251K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
21.6KNew |
$2.89M - $3.04M
|
21.6K
$3.59M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
6New |
$802 - $844
|
6
$996
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.11KNew |
$416K - $438K
|
3.11K
$517K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
37New |
$4.94K - $5.2K
|
37
$6.14K
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-399- 17.36% |
$53.3K - $56.1K
|
1.9K
$315K
|
|
|
Jul 11, 2023
Q2 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-2.69K- 64.93% |
$359K - $378K
|
1.45K
$241K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
52+ 650.0% |
$6.78K - $7.31K
|
60
$9.96K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.7KNew |
$222K - $239K
|
1.7K
$282K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-15- 0.66% |
$1.96K - $2.11K
|
2.26K
$375K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
128New |
$16.7K - $18K
|
128
$21.3K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.55KNew |
$203K - $218K
|
1.55K
$258K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
14.3KNew |
$1.86M - $2.01M
|
14.3K
$2.37M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
220+ 5.97% |
$28.7K - $30.9K
|
3.91K
$648K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-28- 3.43% |
$3.65K - $3.94K
|
789
$131K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
67New |
$8.74K - $9.42K
|
67
$11.1K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
345New |
$45K - $48.5K
|
345
$57.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
378New |
$49.3K - $53.2K
|
378
$62.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-979- 37.14% |
$128K - $138K
|
1.66K
$275K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
135New |
$17.6K - $19K
|
135
$22.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.61KNew |
$209K - $226K
|
1.61K
$266K
|
|
| Q4 2022 | |||||||
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.57KNew |
$315K - $362K
|
2.57K
$426K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.11K+ 193.72% |
$136K - $157K
|
1.68K
$279K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-150- 5.88% |
$18.4K - $21.2K
|
2.4K
$398K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.18K+ 94.78% |
$267K - $307K
|
4.47K
$743K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
93New |
$11.4K - $13.1K
|
93
$15.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
37.3K+ 64.84% |
$4.57M - $5.25M
|
94.7K
$15.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-649- 7.86% |
$79.6K - $91.5K
|
7.61K
$1.26M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
58New |
$7.11K - $8.18K
|
58
$9.63K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
14.1K+ 707.18% |
$1.73M - $1.99M
|
16.1K
$2.67M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-307- 15.18% |
$37.6K - $43.3K
|
1.72K
$285K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-74- 2.88% |
$9.07K - $10.4K
|
2.49K
$414K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
74New |
$9.07K - $10.4K
|
74
$12.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-206- 38.43% |
$25.3K - $29.1K
|
330
$54.8K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-85- 26.98% |
$10.5K - $12.2K
|
230
$38.2K
|
|