Purchases and Sales Made in Q4 2023 in Spdr Russell 1000 Low Volatili (ONEV)
This table provides information about the institutional ownership of Spdr Russell 1000 Low Volatili (ONEV) during Q4 2023. The information is specifically focused on institutions that hold shares of SPDR RUSSELL 1000 LOW VOLATILI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.13M+ 967.62% |
$113M - $130M
|
1.25M
$167M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.4K+ 10.5% |
$2.83M - $3.27M
|
299K
$40M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.1KNew |
$1.3M - $1.5M
|
13.1K
$1.74M
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.2K+ 21.88% |
$1.11M - $1.28M
|
62.2K
$8.31M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.92K+ 127.65% |
$789K - $910K
|
14.1K
$1.89M
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
7.54KNew |
$751K - $866K
|
7.54K
$1.01M
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.21K+ 41.6% |
$619K - $714K
|
21.1K
$2.82M
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6.02K+ 2.28% |
$600K - $692K
|
270K
$36.1M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.2K+ 29.48% |
$518K - $597K
|
22.8K
$3.05M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.97KNew |
$395K - $456K
|
3.97K
$530K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.64KNew |
$363K - $419K
|
3.64K
$487K
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.86K+ 59.32% |
$285K - $329K
|
7.69K
$1.03M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.56KNew |
$255K - $295K
|
2.56K
$342K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.42KNew |
$142K - $163K
|
1.42K
$190K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.35K+ 160.31% |
$134K - $155K
|
2.18K
$292K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.3KNew |
$130K - $150K
|
1.3K
$174K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.23K+ 2053.33% |
$123K - $142K
|
1.29K
$173K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
666+ 9.67% |
$66.3K - $76.5K
|
7.55K
$1.01M
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
655+ 20.2% |
$65.2K - $75.3K
|
3.9K
$520K
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
655+ 20.2% |
$65.2K - $75.3K
|
3.9K
$520K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
532New |
$53K - $61.1K
|
532
$71.1K
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
498+ 5.29% |
$49.6K - $57.2K
|
9.92K
$1.32M
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
497+ 2.08% |
$49.5K - $57.1K
|
24.4K
$3.26M
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
485+ 4.42% |
$48.3K - $55.7K
|
11.5K
$1.53M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
435New |
$43.3K - $50K
|
435
$58.1K
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
402+ 1.24% |
$40K - $46.2K
|
32.9K
$4.39M
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
267+ 7.6% |
$26.6K - $30.7K
|
3.78K
$505K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
237New |
$23.6K - $27.2K
|
237
$31.7K
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
219+ 0.71% |
$21.8K - $25.2K
|
30.9K
$4.12M
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
133+ 5.05% |
$13.2K - $15.3K
|
2.77K
$369K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
130New |
$12.9K - $14.9K
|
130
$17.4K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40+ 0.43% |
$3.98K - $4.6K
|
9.45K
$1.26M
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
30+ 0.63% |
$2.99K - $3.45K
|
4.79K
$640K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
19+ 4.99% |
$1.89K - $2.18K
|
400
$53.4K
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
15+ 0.52% |
$1.49K - $1.72K
|
2.88K
$385K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8New |
$797 - $919
|
8
$1.07K
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.94% |
$299 - $345
|
322
$43K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.63% |
$199 - $230
|
321
$42.9K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
2+ 0.52% |
$199 - $230
|
386
$51.6K
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1+ 0.71% |
$99.6 - $115
|
141
$18.8K
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$99.6 - $115
|
1
$134
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1New |
$99.6 - $115
|
1
$134
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$99.6 - $115
|
1
$134
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-6- 0.24% |
$598 - $689
|
2.52K
$337K
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-84- 98.82% |
$8.37K - $9.65K
|
1
$134
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-97- 2.53% |
$9.66K - $11.1K
|
3.74K
$500K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-135- 35.43% |
$13.4K - $15.5K
|
246
$32.9K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-138- 2.65% |
$13.7K - $15.9K
|
5.07K
$677K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-202- 1.64% |
$20.1K - $23.2K
|
12.1K
$1.61M
|