Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
418+ 7.36% |
$51.2K - $59K
|
6.1K
$1.01M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
255New |
$31.3K - $36K
|
255
$42.3K
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
238+ 4.86% |
$29.2K - $33.6K
|
5.13K
$852K
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
BUY
|
- |
236+ 7.56% |
$28.9K - $33.3K
|
3.36K
$557K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
225New |
$27.6K - $31.7K
|
225
$37.4K
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
117+ 1.12% |
$14.3K - $16.5K
|
10.6K
$1.75M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
111New |
$13.6K - $15.7K
|
111
$18.4K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
108+ 18.69% |
$13.2K - $15.2K
|
686
$114K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 4.91% |
$12.3K - $14.1K
|
2.14K
$355K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
93New |
$11.4K - $13.1K
|
93
$15.4K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
89+ 22.59% |
$10.9K - $12.6K
|
483
$80.2K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
74New |
$9.07K - $10.4K
|
74
$12.3K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
68+ 0.38% |
$8.34K - $9.59K
|
17.9K
$2.97M
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
58New |
$7.11K - $8.18K
|
58
$9.63K
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
30+ 0.34% |
$3.68K - $4.23K
|
8.92K
$1.48M
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
10+ 0.32% |
$1.23K - $1.41K
|
3.14K
$520K
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5+ 0.62% |
$613 - $705
|
810
$134K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5+ 0.07% |
$613 - $705
|
7.17K
$1.19M
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.68% |
$490 - $564
|
589
$97.8K
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
3+ 0.18% |
$368 - $423
|
1.66K
$275K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.09% |
$123 - $141
|
1.12K
$186K
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1+ 0.05% |
$123 - $141
|
1.93K
$320K
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1+ 0.02% |
$123 - $141
|
5.16K
$857K
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.44% |
$123 - $141
|
229
$38K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-5- 0.49% |
$613 - $705
|
1.02K
$170K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9- 0.36% |
$1.1K - $1.27K
|
2.49K
$413K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-24- 0.67% |
$2.94K - $3.38K
|
3.55K
$589K
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-24- 0.44% |
$2.94K - $3.38K
|
5.37K
$892K
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-74- 2.88% |
$9.07K - $10.4K
|
2.49K
$414K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-82- 3.48% |
$10.1K - $11.6K
|
2.28K
$378K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-82- 0.71% |
$10.1K - $11.6K
|
11.4K
$1.89M
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-102- 0.99% |
$12.5K - $14.4K
|
10.2K
$1.69M
|
|
Jan 17, 2023
Q4 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-112- 0.67% |
$13.7K - $15.8K
|
16.5K
$2.74M
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-121- 3.59% |
$14.8K - $17.1K
|
3.25K
$539K
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-125- 1.48% |
$15.3K - $17.6K
|
8.3K
$1.38M
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-150- 5.88% |
$18.4K - $21.2K
|
2.4K
$398K
|
|
Feb 28, 2023
Q4 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-173- 6.35% |
$21.2K - $24.4K
|
2.55K
$424K
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-206- 5.4% |
$25.3K - $29.1K
|
3.61K
$599K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-256- 12.51% |
$31.4K - $36.1K
|
1.79K
$297K
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-306- 10.4% |
$37.5K - $43.2K
|
2.64K
$438K
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-307- 15.18% |
$37.6K - $43.3K
|
1.72K
$285K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-454- 2.4% |
$55.7K - $64K
|
18.5K
$3.07M
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-500- 11.95% |
$61.3K - $70.5K
|
3.69K
$612K
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-649- 7.86% |
$79.6K - $91.5K
|
7.61K
$1.26M
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-688- 17.02% |
$84.3K - $97K
|
3.35K
$557K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-790- 16.47% |
$96.9K - $111K
|
4.01K
$665K
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-821- 1.48% |
$101K - $116K
|
54.8K
$9.09M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-850- 8.1% |
$104K - $120K
|
9.64K
$1.6M
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.01K- 12.18% |
$123K - $142K
|
7.25K
$1.2M
|