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 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-21- 44.68% |
$2.73K - $3.06K
|
26
$4.35K
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
11+ 0.71% |
$1.43K - $1.6K
|
1.55K
$259K
|
|
|
Jan 30, 2024
Q4 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-70.8K- 49.18% |
$9.21M - $10.3M
|
73.1K
$12.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-7- 3.24% |
$910 - $1.02K
|
209
$35K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-11.2K- 73.14% |
$1.46M - $1.64M
|
4.13K
$691K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
16New |
$2.08K - $2.33K
|
16
$2.68K
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-207K- 99.31% |
$26.9M - $30.1M
|
1.44K
$241K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-890- 35.69% |
$116K - $130K
|
1.6K
$268K
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-17.4K- 57.25% |
$2.26M - $2.53M
|
13K
$2.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.4KNew |
$182K - $204K
|
1.4K
$234K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-235- 9.6% |
$30.6K - $34.2K
|
2.21K
$370K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
6.96KNew |
$906K - $1.01M
|
6.96K
$1.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.62K- 19.01% |
$341K - $381K
|
11.2K
$1.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$520 - $582
|
4.46K
$745K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
20New |
$2.6K - $2.91K
|
20
$3.35K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-4.33K- 46.87% |
$564K - $631K
|
4.91K
$822K
|
|
| Q3 2023 | |||||||
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.4KNew |
$187K - $202K
|
1.4K
$235K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-26- 1.62% |
$3.47K - $3.74K
|
1.58K
$263K
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
50.6KNew |
$6.76M - $7.28M
|
50.6K
$8.47M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
721New |
$96.3K - $104K
|
721
$121K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
12.3KNew |
$1.65M - $1.77M
|
12.3K
$2.06M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.31KNew |
$575K - $620K
|
4.31K
$721K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
339+ 2.13% |
$45.3K - $48.8K
|
16.3K
$2.72M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
26New |
$3.47K - $3.74K
|
26
$4.35K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-21.9K- 76.07% |
$2.92M - $3.15M
|
6.89K
$1.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1+ 0.02% |
$134 - $144
|
5.17K
$864K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-245- 15.06% |
$32.7K - $35.2K
|
1.38K
$231K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-2.84K- 5.67% |
$380K - $409K
|
47.3K
$7.91M
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.82KNew |
$911K - $958K
|
6.82K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
123+ 8.07% |
$16.4K - $17.3K
|
1.65K
$275K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
121New |
$16.2K - $17K
|
121
$20.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-35- 41.18% |
$4.68K - $4.92K
|
50
$8.36K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1+ 0.05% |
$134 - $141
|
1.93K
$323K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
26New |
$3.47K - $3.66K
|
26
$4.35K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 0.49% |
$534 - $562
|
818
$137K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
207+ 64.09% |
$27.7K - $29.1K
|
530
$88.6K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-46- 2.95% |
$6.15K - $6.47K
|
1.51K
$253K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
21.6KNew |
$2.89M - $3.04M
|
21.6K
$3.61M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
6New |
$802 - $844
|
6
$1K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.11KNew |
$416K - $438K
|
3.11K
$521K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
37New |
$4.94K - $5.2K
|
37
$6.19K
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-399- 17.36% |
$53.3K - $56.1K
|
1.9K
$318K
|
|
|
Jul 11, 2023
Q2 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-2.69K- 64.93% |
$359K - $378K
|
1.45K
$243K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
52+ 650.0% |
$6.78K - $7.31K
|
60
$10K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.7KNew |
$222K - $239K
|
1.7K
$284K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-15- 0.66% |
$1.96K - $2.11K
|
2.26K
$378K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
14.3KNew |
$1.86M - $2.01M
|
14.3K
$2.39M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.55KNew |
$203K - $218K
|
1.55K
$260K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
128New |
$16.7K - $18K
|
128
$21.4K
|
|
|
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
$653K
|
|