Latest Institutional Purchases of Spdr Ssga Us Large Cap Low Vol (LGLV)
This list provides information on the latest institutional transactions involving Spdr Ssga Us Large Cap Low Vol (LGLV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
345New |
$45K - $48.5K
|
345
$52.4K
|
|
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
$593K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
135New |
$17.6K - $19K
|
135
$20.5K
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
128New |
$16.7K - $18K
|
128
$19.4K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
67New |
$8.74K - $9.42K
|
67
$10.2K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
52+ 650.0% |
$6.78K - $7.31K
|
60
$9.11K
|
|
Q4 2022 | |||||||
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
37.3K+ 64.84% |
$4.87M - $5.25M
|
94.7K
$14.4M
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
14.1K+ 707.18% |
$1.84M - $1.99M
|
16.1K
$2.44M
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.57KNew |
$336K - $362K
|
2.57K
$390K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.18K+ 94.78% |
$285K - $307K
|
4.47K
$680K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.11K+ 193.72% |
$145K - $157K
|
1.68K
$256K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
111New |
$14.5K - $15.7K
|
111
$16.9K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
93New |
$12.2K - $13.1K
|
93
$14.1K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
74New |
$9.68K - $10.4K
|
74
$11.2K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
58New |
$7.59K - $8.18K
|
58
$8.81K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
22KNew |
N/A
|
22K
$3.34M
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
502+ 10.31% |
N/A
|
5.37K
$816K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
57.4KNew |
N/A
|
57.4K
$8.72M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
840New |
N/A
|
840
$128K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
160New |
N/A
|
160
$24.3K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
150+ 174.42% |
N/A
|
236
$35.8K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
114New |
N/A
|
114
$17.3K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
53New |
N/A
|
53
$8.05K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
20New |
N/A
|
20
$3.04K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
13New |
N/A
|
13
$1.97K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3New |
N/A
|
3
$456
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 1.28% |
N/A
|
79
$12K
|
|
Q3 2021 | |||||||
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
66.6KNew |
N/A
|
66.6K
$10.1M
|
|
Q2 2021 | |||||||
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
150New |
N/A
|
150
$22.8K
|
|
Q3 2020 | |||||||
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
3.51KNew |
N/A
|
3.51K
$533K
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
82+ 14.09% |
N/A
|
664
$101K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
2.95KNew |
N/A
|
2.95K
$449K
|
|
Q3 2017 | |||||||
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$152
|