Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
292+ 3.58% |
$47.4K - $51.2K
|
8.45K
$1.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
260+ 3.77% |
$42.2K - $45.6K
|
7.16K
$1.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
223+ 12.71% |
$36.2K - $39.1K
|
1.98K
$345K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
196+ 2.96% |
$31.8K - $34.4K
|
6.83K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
184+ 13.95% |
$29.9K - $32.3K
|
1.5K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
106+ 4.66% |
$17.2K - $18.6K
|
2.38K
$415K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
100+ 5.6% |
$16.2K - $17.5K
|
1.89K
$329K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
89+ 1.21% |
$14.5K - $15.6K
|
7.43K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
88+ 2.33% |
$14.3K - $15.4K
|
3.87K
$675K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
72+ 4.88% |
$11.7K - $12.6K
|
1.55K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
70+ 0.7% |
$11.4K - $12.3K
|
10K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
69+ 1.64% |
$11.2K - $12.1K
|
4.29K
$748K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
46+ 1.28% |
$7.47K - $8.07K
|
3.64K
$635K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
41New |
$6.66K - $7.19K
|
41
$7.15K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
39+ 40.63% |
$6.34K - $6.84K
|
135
$23.5K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
33+ 137.5% |
$5.36K - $5.79K
|
57
$9.94K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
24+ 0.04% |
$3.9K - $4.21K
|
65.3K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
22+ 1.57% |
$3.57K - $3.86K
|
1.43K
$249K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18+ 5.06% |
$2.92K - $3.16K
|
374
$65.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.44% |
$1.14K - $1.23K
|
1.6K
$278K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
6+ 0.26% |
$975 - $1.05K
|
2.34K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4+ 0.08% |
$650 - $701
|
4.75K
$828K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.49% |
$487 - $526
|
616
$107K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 1.56% |
$162 - $175
|
65
$11.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
1+ 0.04% |
$162 - $175
|
2.4K
$419K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.09% |
$162 - $175
|
1.08K
$188K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1+ 0.05% |
$162 - $175
|
2.14K
$374K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1+ 0.02% |
$162 - $175
|
4.66K
$813K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.11% |
$162 - $175
|
919
$160K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-6Closed |
$975 - $1.05K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-7- 1.79% |
$1.14K - $1.23K
|
383
$66.8K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-10- 0.16% |
$1.62K - $1.75K
|
6.08K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-11- 0.35% |
$1.79K - $1.93K
|
3.14K
$548K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-12- 20.0% |
$1.95K - $2.1K
|
48
$8.37K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-16- 0.89% |
$2.6K - $2.81K
|
1.78K
$310K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17- 0.21% |
$2.76K - $2.98K
|
8.19K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-22- 0.78% |
$3.57K - $3.86K
|
2.81K
$490K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.87% |
$3.9K - $4.21K
|
2.74K
$478K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-24- 6.42% |
$3.9K - $4.21K
|
350
$61K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-31- 1.77% |
$5.04K - $5.44K
|
1.72K
$301K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-40- 2.99% |
$6.5K - $7.01K
|
1.3K
$227K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-45- 1.8% |
$7.31K - $7.89K
|
2.46K
$429K
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-45- 0.37% |
$7.31K - $7.89K
|
12K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-50- 4.1% |
$8.12K - $8.77K
|
1.17K
$204K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-69- 2.0% |
$11.2K - $12.1K
|
3.38K
$590K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-70- 2.11% |
$11.4K - $12.3K
|
3.24K
$566K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-78- 1.04% |
$12.7K - $13.7K
|
7.44K
$1.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-85- 1.35% |
$13.8K - $14.9K
|
6.21K
$1.08M
|