Purchases and Sales Made in Q1 2023 in Spdr Ssga Us Large Cap Low Vol (LGLV)
This table provides information about the institutional ownership of Spdr Ssga Us Large Cap Low Vol (LGLV) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR SSGA US LARGE CAP LOW VOL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
275+ 3.75% |
$35.9K - $38.7K
|
7.62K
$1.26M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
247New |
$32.2K - $34.7K
|
247
$41K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
228+ 47.2% |
$29.7K - $32.1K
|
711
$118K
|
|
|
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
$648K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
185+ 5.7% |
$24.1K - $26K
|
3.43K
$570K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
135New |
$17.6K - $19K
|
135
$22.4K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
128New |
$16.7K - $18K
|
128
$21.3K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
121+ 0.77% |
$15.8K - $17K
|
15.8K
$2.63M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
120+ 2.07% |
$15.7K - $16.9K
|
5.92K
$983K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
81+ 2.24% |
$10.6K - $11.4K
|
3.69K
$613K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
67New |
$8.74K - $9.42K
|
67
$11.1K
|
|
|
May 10, 2023
Q1 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
64+ 0.39% |
$8.35K - $9K
|
16.6K
$2.75M
|
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
59+ 2.22% |
$7.7K - $8.3K
|
2.72K
$451K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
52+ 650.0% |
$6.78K - $7.31K
|
60
$9.96K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
46+ 3.04% |
$6K - $6.47K
|
1.56K
$259K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33+ 1.33% |
$4.3K - $4.64K
|
2.52K
$419K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
28New |
$3.65K - $3.94K
|
28
$4.65K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.47% |
$913 - $984
|
1.5K
$249K
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
7+ 0.46% |
$913 - $984
|
1.53K
$253K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
6+ 0.38% |
$783 - $844
|
1.58K
$263K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
6+ 0.34% |
$783 - $844
|
1.8K
$298K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5+ 0.12% |
$652 - $703
|
4.01K
$666K
|
|
|
Apr 17, 2023
Q1 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
5+ 0.3% |
$652 - $703
|
1.66K
$276K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 0.49% |
$522 - $563
|
814
$135K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.51% |
$391 - $422
|
592
$98.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.09% |
$130 - $141
|
1.12K
$186K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9- 3.52% |
$1.17K - $1.27K
|
247
$41K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-14- 6.11% |
$1.83K - $1.97K
|
215
$35.7K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-15- 0.66% |
$1.96K - $2.11K
|
2.26K
$375K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-20- 0.07% |
$2.61K - $2.81K
|
28.6K
$4.74M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-28- 3.43% |
$3.65K - $3.94K
|
789
$131K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-29- 0.82% |
$3.78K - $4.08K
|
3.52K
$584K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31- 2.63% |
$4.04K - $4.36K
|
1.15K
$190K
|
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-40- 0.48% |
$5.22K - $5.63K
|
8.24K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-52- 86.67% |
$6.78K - $7.31K
|
8
$1.33K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-53- 3.36% |
$6.91K - $7.45K
|
1.52K
$253K
|
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-68- 2.03% |
$8.87K - $9.56K
|
3.29K
$546K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-75- 0.71% |
$9.78K - $10.5K
|
10.5K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-76- 34.86% |
$9.91K - $10.7K
|
142
$23.6K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-88- 4.12% |
$11.5K - $12.4K
|
2.05K
$340K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-129- 1.72% |
$16.8K - $18.1K
|
7.38K
$1.22M
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-137- 1.54% |
$17.9K - $19.3K
|
8.79K
$1.46M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-179- 1.89% |
$23.3K - $25.2K
|
9.31K
$1.55M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-213- 5.81% |
$27.8K - $30K
|
3.45K
$573K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-225Closed |
$29.3K - $31.6K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-240- 0.35% |
$31.3K - $33.8K
|
68.5K
$11.4M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-266- 38.78% |
$34.7K - $37.4K
|
420
$69.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-293- 84.44% |
$38.2K - $41.2K
|
54
$8.97K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-298- 3.59% |
$38.9K - $41.9K
|
8K
$1.33M
|