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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.3K- 42.35% |
$1.73M - $1.94M
|
18.1K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-344- 7.93% |
$44.7K - $50.1K
|
4K
$697K
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.87KNew |
$244K - $273K
|
1.87K
$327K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.58KNew |
$205K - $230K
|
1.58K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-666- 26.39% |
$86.6K - $97K
|
1.86K
$324K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.68K- 42.31% |
$219K - $245K
|
2.3K
$400K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-203- 12.52% |
$26.4K - $29.6K
|
1.42K
$247K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.15K- 36.54% |
$149K - $167K
|
1.99K
$347K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-10.8K- 44.94% |
$1.41M - $1.58M
|
13.3K
$2.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.08K- 36.75% |
$140K - $157K
|
1.86K
$324K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-155- 9.97% |
$20.2K - $22.6K
|
1.4K
$244K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
14New |
$1.82K - $2.04K
|
14
$2.44K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-35- 21.6% |
$4.55K - $5.1K
|
127
$22.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-891- 30.42% |
$116K - $130K
|
2.04K
$355K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.47K- 44.2% |
$191K - $213K
|
1.85K
$323K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.99K- 49.36% |
$389K - $435K
|
3.07K
$535K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-5.6K- 52.83% |
$728K - $815K
|
5K
$872K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.6KNew |
$2.28M - $2.56M
|
17.6K
$3.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-21- 44.68% |
$2.73K - $3.06K
|
26
$4.53K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10.2K+ 116.51% |
$1.33M - $1.49M
|
19K
$3.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-70.8K- 49.18% |
$9.21M - $10.3M
|
73.1K
$12.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-7- 3.24% |
$910 - $1.02K
|
209
$36.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-11.2K- 73.14% |
$1.46M - $1.64M
|
4.13K
$721K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
16New |
$2.08K - $2.33K
|
16
$2.79K
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-207K- 99.31% |
$26.9M - $30.1M
|
1.44K
$251K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-890- 35.69% |
$116K - $130K
|
1.6K
$280K
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-17.4K- 57.25% |
$2.26M - $2.53M
|
13K
$2.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.4KNew |
$182K - $204K
|
1.4K
$244K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-235- 9.6% |
$30.6K - $34.2K
|
2.21K
$386K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
6.96KNew |
$906K - $1.01M
|
6.96K
$1.21M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.62K- 19.01% |
$341K - $381K
|
11.2K
$1.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$520 - $582
|
4.46K
$777K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
20New |
$2.6K - $2.91K
|
20
$3.49K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-4.33K- 46.87% |
$564K - $631K
|
4.91K
$857K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-26- 1.62% |
$3.47K - $3.74K
|
1.58K
$275K
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
50.6KNew |
$6.76M - $7.28M
|
50.6K
$8.83M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
721New |
$96.3K - $104K
|
721
$126K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
12.3KNew |
$1.65M - $1.77M
|
12.3K
$2.15M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.31KNew |
$575K - $620K
|
4.31K
$751K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
339+ 2.13% |
$45.3K - $48.8K
|
16.3K
$2.84M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
26New |
$3.47K - $3.74K
|
26
$4.53K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-21.9K- 76.07% |
$2.92M - $3.15M
|
6.89K
$1.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1+ 0.02% |
$134 - $144
|
5.17K
$901K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-245- 15.06% |
$32.7K - $35.2K
|
1.38K
$241K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-2.84K- 5.67% |
$380K - $409K
|
47.3K
$8.25M
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.82KNew |
$911K - $958K
|
6.82K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
123+ 8.07% |
$16.4K - $17.3K
|
1.65K
$287K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
121New |
$16.2K - $17K
|
121
$21.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1+ 0.05% |
$134 - $141
|
1.93K
$337K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-35- 41.18% |
$4.68K - $4.92K
|
50
$8.72K
|
|