Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
209KNew |
$27.1M - $30.4M
|
209K
$34.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
106KNew |
$13.7M - $15.4M
|
106K
$17.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
27K+ 11.12% |
$3.51M - $3.93M
|
270K
$44.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
26.2KNew |
$3.41M - $3.82M
|
26.2K
$4.35M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.6KNew |
$2.28M - $2.56M
|
17.6K
$2.92M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
15.6KNew |
$2.03M - $2.28M
|
15.6K
$2.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
12.8KNew |
$1.67M - $1.87M
|
12.8K
$2.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10.2K+ 116.51% |
$1.33M - $1.49M
|
19K
$3.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8.92K+ 3.69% |
$1.16M - $1.3M
|
251K
$41.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
6.96KNew |
$906K - $1.01M
|
6.96K
$1.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
6.5K+ 8.1% |
$845K - $946K
|
86.7K
$14.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.37KNew |
$698K - $782K
|
5.37K
$891K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.13K+ 136.48% |
$537K - $601K
|
7.16K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3.75KNew |
$488K - $546K
|
3.75K
$623K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
3.45K+ 2.38% |
$449K - $502K
|
148K
$24.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.41K+ 2.3% |
$443K - $496K
|
152K
$25.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.76K+ 49.38% |
$359K - $401K
|
8.34K
$1.38M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.4K+ 2.44% |
$312K - $349K
|
101K
$16.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.13K+ 21.9% |
$277K - $310K
|
11.8K
$1.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.12K+ 30.74% |
$275K - $308K
|
9.01K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.87KNew |
$244K - $273K
|
1.87K
$311K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.76K+ 2.63% |
$229K - $257K
|
68.8K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.58KNew |
$205K - $230K
|
1.58K
$262K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.48KNew |
$192K - $215K
|
1.48K
$245K
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.4KNew |
$182K - $204K
|
1.4K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.08K+ 35.09% |
$141K - $158K
|
4.17K
$693K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.05K+ 22.26% |
$136K - $152K
|
5.75K
$954K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
900+ 0.29% |
$117K - $131K
|
313K
$52M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
874+ 7.28% |
$114K - $127K
|
12.9K
$2.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
503+ 7.34% |
$65.4K - $73.2K
|
7.36K
$1.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
491+ 1.52% |
$63.9K - $71.5K
|
32.7K
$5.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
485+ 20.78% |
$63.1K - $70.6K
|
2.82K
$468K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
333+ 15.05% |
$43.3K - $48.5K
|
2.55K
$423K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
296+ 8.23% |
$38.5K - $43.1K
|
3.89K
$646K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
270New |
$35.1K - $39.3K
|
270
$44.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
230+ 3.28% |
$29.9K - $33.5K
|
7.23K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
211+ 1.16% |
$27.4K - $30.7K
|
18.5K
$3.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
210New |
$27.3K - $30.6K
|
210
$34.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
205New |
$26.7K - $29.8K
|
205
$34K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
192+ 9.52% |
$25K - $28K
|
2.21K
$367K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
162+ 675.0% |
$21.1K - $23.6K
|
186
$30.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
80+ 0.55% |
$10.4K - $11.6K
|
14.7K
$2.44M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
70+ 0.64% |
$9.1K - $10.2K
|
11.1K
$1.84M
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
43+ 0.57% |
$5.59K - $6.26K
|
7.55K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
35+ 15.56% |
$4.55K - $5.1K
|
260
$43.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
32+ 0.42% |
$4.16K - $4.66K
|
7.59K
$1.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
29+ 0.53% |
$3.77K - $4.22K
|
5.53K
$918K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23+ 0.49% |
$2.99K - $3.35K
|
4.75K
$788K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
20New |
$2.6K - $2.91K
|
20
$3.32K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
16New |
$2.08K - $2.33K
|
16
$2.66K
|