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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-891- 30.42% |
$116K - $130K
|
2.04K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-905- 9.77% |
$118K - $132K
|
8.36K
$1.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.08K- 36.75% |
$140K - $157K
|
1.86K
$308K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.09K- 12.54% |
$141K - $158K
|
7.58K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.14K- 15.09% |
$149K - $166K
|
6.43K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.15K- 36.54% |
$149K - $167K
|
1.99K
$330K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.21K- 7.18% |
$157K - $176K
|
15.6K
$2.59M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.28K- 47.64% |
$166K - $186K
|
1.41K
$233K
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 27.98% |
$180K - $201K
|
3.56K
$591K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.47K- 44.2% |
$191K - $213K
|
1.85K
$307K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-1.52K- 29.1% |
$198K - $221K
|
3.7K
$615K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.54K- 25.66% |
$200K - $224K
|
4.45K
$739K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.6K- 41.51% |
$209K - $233K
|
2.26K
$375K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.68K- 42.31% |
$219K - $245K
|
2.3K
$381K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1.81K- 53.71% |
$236K - $264K
|
1.56K
$259K
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.84K- 18.99% |
$239K - $268K
|
7.84K
$1.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.9K- 0.33% |
$248K - $277K
|
571K
$94.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-2.49K- 26.74% |
$324K - $363K
|
6.82K
$1.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.58K- 13.86% |
$335K - $375K
|
16K
$2.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.62K- 19.01% |
$341K - $381K
|
11.2K
$1.85M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.88K- 14.11% |
$374K - $419K
|
17.5K
$2.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-2.91K- 56.31% |
$379K - $424K
|
2.26K
$375K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.99K- 49.36% |
$389K - $435K
|
3.07K
$509K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.67K- 22.45% |
$477K - $534K
|
12.7K
$2.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.98K- 2.93% |
$518K - $580K
|
132K
$21.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.03K- 27.19% |
$524K - $587K
|
10.8K
$1.79M
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-4.27K- 58.68% |
$555K - $622K
|
3.01K
$499K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-4.33K- 46.87% |
$564K - $631K
|
4.91K
$816K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.84K- 48.76% |
$629K - $704K
|
5.09K
$844K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.44K- 20.84% |
$708K - $792K
|
20.7K
$3.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-5.6K- 52.83% |
$728K - $815K
|
5K
$830K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.74K- 47.29% |
$1.14M - $1.27M
|
9.74K
$1.62M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.99K- 6.18% |
$1.3M - $1.45M
|
152K
$25.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-10.8K- 44.94% |
$1.41M - $1.58M
|
13.3K
$2.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-11.2K- 73.14% |
$1.46M - $1.64M
|
4.13K
$686K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.3K- 42.35% |
$1.73M - $1.94M
|
18.1K
$3.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-17.4K- 57.25% |
$2.26M - $2.53M
|
13K
$2.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-19.2K- 71.84% |
$2.5M - $2.8M
|
7.54K
$1.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.8K- 15.87% |
$2.71M - $3.03M
|
110K
$18.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-28.8K- 83.5% |
$3.75M - $4.2M
|
5.7K
$945K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-50.6K- 44.92% |
$6.58M - $7.37M
|
62K
$10.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
SELL
|
- |
-56.6K- 67.81% |
$7.37M - $8.25M
|
26.9K
$4.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-70.8K- 49.18% |
$9.21M - $10.3M
|
73.1K
$12.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-102K- 97.69% |
$13.3M - $14.9M
|
2.41K
$400K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-111K- 67.49% |
$14.4M - $16.1M
|
53.3K
$8.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-113K- 32.5% |
$14.8M - $16.5M
|
236K
$39.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-114K- 46.01% |
$14.8M - $16.6M
|
134K
$22.2M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-207K- 99.31% |
$26.9M - $30.1M
|
1.44K
$239K
|