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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-206- 38.43% |
$25.3K - $29.1K
|
330
$58.5K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-85- 26.98% |
$10.5K - $12.2K
|
230
$40.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-100- 33.33% |
$12.3K - $14.4K
|
200
$35.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
22KNew |
$2.71M - $3.17M
|
22K
$3.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
502+ 10.31% |
$61.9K - $72.2K
|
5.37K
$952K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-870- 7.82% |
$107K - $125K
|
10.3K
$1.82M
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-34- 52.31% |
$4.2K - $4.89K
|
31
$5.49K
|
|
| Q2 2022 | |||||||
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-5.21KClosed |
$650K - $765K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-33.7K- 73.46% |
$4.2M - $4.94M
|
12.2K
$2.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
13New |
$1.62K - $1.91K
|
13
$2.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.42KClosed |
$177K - $209K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
57.4KNew |
$7.16M - $8.43M
|
57.4K
$10.2M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-505- 24.24% |
$63K - $74.1K
|
1.58K
$280K
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-391- 73.36% |
$48.8K - $57.4K
|
142
$25.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
840New |
$105K - $123K
|
840
$149K
|
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.08K- 5.94% |
$135K - $159K
|
17.1K
$3.03M
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-232Closed |
$28.9K - $34.1K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3New |
$374 - $440
|
3
$531
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-240- 60.0% |
$29.9K - $35.2K
|
160
$28.3K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
150+ 174.42% |
$18.7K - $22K
|
236
$41.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
53New |
$6.61K - $7.78K
|
53
$9.39K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 1.28% |
$125 - $147
|
79
$14K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-15Closed |
$1.87K - $2.2K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Clarity Financial LLC
|
SELL
|
- |
-5.23K- 43.99% |
$652K - $768K
|
6.66K
$1.18M
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.17KClosed |
$270K - $318K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
20New |
$2.5K - $2.94K
|
20
$3.54K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-8.68K- 97.83% |
$1.08M - $1.27M
|
193
$34.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
160New |
$20K - $23.5K
|
160
$28.3K
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-200Closed |
$25K - $29.4K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-109Closed |
$14.5K - $16.3K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6.48KClosed |
$860K - $966K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-5.5KClosed |
$730K - $821K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.01KClosed |
$267K - $300K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.36KClosed |
$180K - $202K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-928- 32.33% |
$123K - $138K
|
1.94K
$344K
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.48KClosed |
$197K - $221K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-21Closed |
$2.81K - $3.16K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-645Closed |
$86.3K - $97.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-125Closed |
$16.7K - $18.8K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-790- 59.53% |
$106K - $119K
|
537
$95.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-56Closed |
$7.5K - $8.44K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-20.3KClosed |
$2.72M - $3.06M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Schwab Charitable Fund
|
SELL
|
- |
-7.1KClosed |
$950K - $1.07M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
66.6KNew |
$8.88M - $9.49M
|
66.6K
$11.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-9.17KClosed |
$1.22M - $1.31M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Howard Capital Management Inc.
|
SELL
|
- |
-14.9KClosed |
$1.99M - $2.13M
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-458Closed |
$61.1K - $65.3K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-283Closed |
$35.7K - $38.2K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Stone House Investment Management, LLC
|
SELL
|
- |
-3.65KClosed |
$461K - $493K
|
0
$0
|
|