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 |
|---|---|---|---|---|---|---|---|
|
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
$325K
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.48KClosed |
$197K - $221K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-645Closed |
$86.3K - $97.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-21Closed |
$2.81K - $3.16K
|
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
$89.8K
|
|
|
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
$11.1M
|
|
|
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
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.37KClosed |
$805K - $861K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-129Closed |
$16.3K - $17.4K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
150New |
$18.9K - $20.3K
|
150
$25.1K
|
|
|
Aug 03, 2021
Q2 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-9Closed |
$1.14K - $1.22K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.41KClosed |
$278K - $304K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-220Closed |
$25.4K - $27.8K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-16.3KClosed |
$1.88M - $2.06M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.96KClosed |
$227K - $248K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-320Closed |
$36.9K - $40.5K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Royal Fund Management, LLC
|
SELL
|
- |
-42.2KClosed |
$4.87M - $5.33M
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.14KClosed |
$247K - $271K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.68KClosed |
$194K - $213K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-3.13KClosed |
$361K - $395K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-499Closed |
$52.5K - $60.1K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Rda Financial Network
|
SELL
|
- |
-2.56KClosed |
$270K - $308K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.33KClosed |
$245K - $281K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-34Closed |
$3.58K - $4.09K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-6.94KClosed |
$703K - $784K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.63KClosed |
$266K - $297K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-136Closed |
$13.8K - $15.4K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2KClosed |
$202K - $225K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-20.2KClosed |
$2.04M - $2.28M
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.98KClosed |
$1.01M - $1.13M
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-27.6KClosed |
$2.8M - $3.12M
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Xr Securities LLC
|
SELL
|
- |
-3.4KClosed |
$344K - $384K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Firestone Capital Management
|
SELL
|
- |
-500Closed |
$50.7K - $56.5K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-14- 1.87% |
$1.42K - $1.58K
|
735
$123K
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
3.51KNew |
$356K - $396K
|
3.51K
$587K
|
|
|
Oct 15, 2020
Q3 2020
|
Retirement Planning Group
|
SELL
|
- |
-3.11KClosed |
$316K - $352K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Mcia Inc
|
SELL
|
- |
-3.03KClosed |
$307K - $343K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
82+ 14.09% |
$7.02K - $9.07K
|
664
$111K
|
|