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 |
---|---|---|---|---|---|---|---|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6+ 0.57% |
$886 - $934
|
1.05K
$184K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.04KNew |
$294K - $317K
|
2.04K
$355K
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
1.38KNew |
$198K - $214K
|
1.38K
$240K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
703+ 6.69% |
$101K - $109K
|
11.2K
$1.95M
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
309New |
$44.6K - $48.1K
|
309
$53.9K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100New |
$14.4K - $15.6K
|
100
$17.4K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.43% |
$1.01K - $1.09K
|
1.63K
$285K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5+ 0.28% |
$721 - $779
|
1.77K
$308K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.43% |
$144 - $156
|
231
$40.3K
|
|
Q4 2023 | |||||||
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
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10.2K+ 116.51% |
$1.33M - $1.49M
|
19K
$3.31M
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
6.96KNew |
$906K - $1.01M
|
6.96K
$1.21M
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.37KNew |
$698K - $782K
|
5.37K
$936K
|
|
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
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.4KNew |
$182K - $204K
|
1.4K
$244K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
270New |
$35.1K - $39.3K
|
270
$47.1K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
20New |
$2.6K - $2.91K
|
20
$3.49K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
16New |
$2.08K - $2.33K
|
16
$2.79K
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
16New |
$2.08K - $2.33K
|
16
$2.79K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
14New |
$1.82K - $2.04K
|
14
$2.44K
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$520 - $582
|
4.46K
$777K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
50.6KNew |
$6.76M - $7.28M
|
50.6K
$8.83M
|
|
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 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
721New |
$96.3K - $104K
|
721
$126K
|
|
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
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1+ 0.02% |
$134 - $144
|
5.17K
$901K
|
|
Q2 2023 | |||||||
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
21.6KNew |
$2.89M - $3.04M
|
21.6K
$3.77M
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.82KNew |
$911K - $958K
|
6.82K
$1.19M
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.11KNew |
$416K - $438K
|
3.11K
$543K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
207+ 64.09% |
$27.7K - $29.1K
|
530
$92.4K
|
|
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
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
37New |
$4.94K - $5.2K
|
37
$6.45K
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
26New |
$3.47K - $3.66K
|
26
$4.53K
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
6New |
$802 - $844
|
6
$1.05K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 0.49% |
$534 - $562
|
818
$143K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1+ 0.05% |
$134 - $141
|
1.93K
$337K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
14.3KNew |
$1.86M - $2.01M
|
14.3K
$2.49M
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.7KNew |
$222K - $239K
|
1.7K
$297K
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.61KNew |
$209K - $226K
|
1.61K
$280K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.55KNew |
$203K - $218K
|
1.55K
$271K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
378New |
$49.3K - $53.2K
|
378
$65.9K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
345New |
$45K - $48.5K
|
345
$60.2K
|
|
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
$681K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
135New |
$17.6K - $19K
|
135
$23.5K
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
128New |
$16.7K - $18K
|
128
$22.3K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
67New |
$8.74K - $9.42K
|
67
$11.7K
|