Latest Institutional Transactions on Spdr Russell 1000 Low Volatili (ONEV)
This table provides information on the latest institutional transactions involving Spdr Russell 1000 Low Volatili (ONEV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
920+ 4.49% |
$108K - $119K
|
21.4K
$2.86M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-205- 1.36% |
$24K - $26.6K
|
14.9K
$1.99M
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.14K+ 6.47% |
$250K - $278K
|
35.2K
$4.7M
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-69- 0.25% |
$8.06K - $8.96K
|
27.1K
$3.62M
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-725- 5.67% |
$84.7K - $94.1K
|
12.1K
$1.61M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.37K+ 20.08% |
$160K - $178K
|
8.2K
$1.1M
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1+ 0.99% |
$117 - $130
|
102
$13.6K
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-462- 4.58% |
$54K - $60K
|
9.62K
$1.28M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3+ 0.1% |
$351 - $389
|
3.07K
$411K
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
140+ 2.95% |
$16.4K - $18.2K
|
4.88K
$652K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.38% |
$117 - $130
|
264
$35.3K
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-439- 10.59% |
$51.3K - $57K
|
3.71K
$495K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-44- 0.63% |
$5.14K - $5.71K
|
6.94K
$927K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.88K+ 4.95% |
$220K - $244K
|
39.9K
$5.33M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-153- 0.6% |
$17.9K - $19.9K
|
25.4K
$3.39M
|
|
Q2 2024 | |||||||
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.12K+ 232.24% |
$713K - $755K
|
8.75K
$1.17M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.95KNew |
$227K - $240K
|
1.95K
$260K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
53New |
$6.18K - $6.54K
|
53
$7.08K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
4New |
$466 - $494
|
4
$534
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
63New |
$7.35K - $7.77K
|
63
$8.41K
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
64.4KNew |
$7.51M - $7.95M
|
64.4K
$8.6M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-766- 14.95% |
$89.3K - $94.5K
|
4.36K
$582K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
400New |
$45K - $49.7K
|
400
$53.4K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-387- 10.34% |
$43.5K - $48.1K
|
3.36K
$448K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.6KNew |
$405K - $447K
|
3.6K
$481K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-969- 68.1% |
$109K - $120K
|
454
$60.6K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.27K+ 16.78% |
$142K - $157K
|
8.8K
$1.18M
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.34KNew |
$488K - $539K
|
4.34K
$580K
|
|
Q4 2023 | |||||||
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-625- 26.48% |
$62.3K - $71.8K
|
1.74K
$232K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1New |
$99.6 - $115
|
1
$134
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.3KNew |
$130K - $150K
|
1.3K
$174K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
130New |
$12.9K - $14.9K
|
130
$17.4K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8New |
$797 - $919
|
8
$1.07K
|
|
Q3 2023 | |||||||
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.01KNew |
$209K - $225K
|
2.01K
$268K
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
755+ 14.44% |
$78.7K - $84.8K
|
5.98K
$799K
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-333- 14.19% |
$34.7K - $37.4K
|
2.01K
$269K
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-460- 3.76% |
$48K - $51.7K
|
11.8K
$1.57M
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
138New |
$13.9K - $15K
|
138
$18.4K
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-472K- 13.54% |
$47.7M - $51.2M
|
3.01M
$402M
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
33New |
$3.34K - $3.58K
|
33
$4.41K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1KNew |
$101K - $111K
|
1K
$134K
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
75New |
$7.54K - $8.36K
|
75
$10K
|
|
Q4 2022 | |||||||
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11New |
$1.02K - $1.19K
|
11
$1.47K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
224New |
$20.8K - $24.2K
|
224
$29.9K
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 4.35% |
$92.9 - $108
|
24
$3.21K
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.08KNew |
$657K - $765K
|
7.08K
$945K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
65New |
$6.04K - $7.02K
|
65
$8.68K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-55- 11.98% |
$5.11K - $5.94K
|
404
$54K
|
|
Q3 2022 | |||||||
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-383- 13.65% |
$35.2K - $42K
|
2.42K
$324K
|