Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.61K+ 99.44% |
$215K - $227K
|
3.23K
$555K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.6KNew |
$214K - $225K
|
1.6K
$275K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.58K+ 1.1% |
$211K - $222K
|
145K
$24.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.58KNew |
$211K - $222K
|
1.58K
$271K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.57K+ 2912.96% |
$210K - $221K
|
1.63K
$279K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.46K+ 26.66% |
$195K - $205K
|
6.92K
$1.19M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1K+ 63.42% |
$134K - $141K
|
2.59K
$444K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
910+ 23.84% |
$122K - $128K
|
4.73K
$811K
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
BUY
|
- |
820+ 19.91% |
$110K - $115K
|
4.94K
$848K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
750+ 7.15% |
$100K - $105K
|
11.2K
$1.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
531+ 3.62% |
$70.9K - $74.7K
|
15.2K
$2.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
485+ 33.7% |
$64.8K - $68.2K
|
1.92K
$330K
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
429+ 1.37% |
$57.3K - $60.3K
|
31.8K
$5.46M
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
362+ 4.36% |
$48.4K - $50.9K
|
8.67K
$1.49M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
332+ 46.69% |
$44.4K - $46.7K
|
1.04K
$179K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
330+ 5.39% |
$44.1K - $46.4K
|
6.46K
$1.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
325New |
$43.4K - $45.7K
|
325
$55.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
270New |
$36.1K - $38K
|
270
$46.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
219+ 0.77% |
$29.3K - $30.8K
|
28.8K
$4.94M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
207+ 64.09% |
$27.7K - $29.1K
|
530
$91K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
159+ 4.01% |
$21.2K - $22.4K
|
4.12K
$708K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
158+ 13.38% |
$21.1K - $22.2K
|
1.34K
$230K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
151+ 2.61% |
$20.2K - $21.2K
|
5.93K
$1.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
150+ 9.02% |
$20K - $21.1K
|
1.81K
$311K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
129+ 9.33% |
$17.2K - $18.1K
|
1.51K
$260K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
123+ 8.07% |
$16.4K - $17.3K
|
1.65K
$283K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
121New |
$16.2K - $17K
|
121
$20.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
105+ 0.35% |
$14K - $14.8K
|
29.9K
$5.13M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
37New |
$4.94K - $5.2K
|
37
$6.35K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
30+ 1.97% |
$4.01K - $4.22K
|
1.56K
$267K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
26New |
$3.47K - $3.66K
|
26
$4.46K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
8+ 0.04% |
$1.07K - $1.12K
|
18.5K
$3.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
8+ 0.24% |
$1.07K - $1.12K
|
3.29K
$565K
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
7+ 0.46% |
$935 - $984
|
1.53K
$263K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
6New |
$802 - $844
|
6
$1.03K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
5+ 0.28% |
$668 - $703
|
1.8K
$309K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.27% |
$534 - $562
|
1.51K
$259K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4+ 0.39% |
$534 - $562
|
1.03K
$177K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 0.49% |
$534 - $562
|
818
$140K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.34% |
$267 - $281
|
594
$102K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.09% |
$134 - $141
|
1.12K
$193K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1+ 0.05% |
$134 - $141
|
1.93K
$331K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.47% |
$134 - $141
|
216
$37.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1+ 0.02% |
$134 - $141
|
5.17K
$887K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-18- 19.15% |
$2.4K - $2.53K
|
76
$13K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-29- 0.79% |
$3.87K - $4.08K
|
3.66K
$629K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-35- 41.18% |
$4.68K - $4.92K
|
50
$8.58K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-46- 2.95% |
$6.15K - $6.47K
|
1.51K
$260K
|
|
|
Jul 25, 2023
Q2 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-75- 1.4% |
$10K - $10.5K
|
5.3K
$909K
|