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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
75New |
$7.54K - $8.36K
|
75
$9.43K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11New |
$1.02K - $1.19K
|
11
$1.38K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
224New |
$20.8K - $24.2K
|
224
$28.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 4.35% |
$92.9 - $108
|
24
$3.02K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.08KNew |
$657K - $765K
|
7.08K
$890K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
65New |
$6.04K - $7.02K
|
65
$8.18K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-55- 11.98% |
$5.11K - $5.94K
|
404
$50.8K
|
|
| Q3 2022 | |||||||
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-383- 13.65% |
$35.2K - $42K
|
2.42K
$305K
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.52KNew |
$416K - $495K
|
4.52K
$569K
|
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.62KNew |
$241K - $287K
|
2.62K
$330K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-162- 73.64% |
$15.3K - $18.1K
|
58
$7.3K
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
38+ 7.38% |
$3.92K - $4.34K
|
553
$69.6K
|
|
| Q4 2021 | |||||||
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.14KClosed |
$118K - $131K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-175Closed |
$18K - $19.2K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
599New |
$60K - $63.7K
|
599
$75.3K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-77Closed |
$7.71K - $8.19K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-108Closed |
$9.55K - $10.8K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-151Closed |
$11.7K - $13.6K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Courier Capital LLC
|
SELL
|
- |
-2.47KClosed |
$192K - $222K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 30, 2020
Q3 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-7.87KClosed |
$568K - $642K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.33K- 81.17% |
$252K - $348K
|
1K
$126K
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-660Closed |
$38.4K - $53.1K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.26KClosed |
$73.2K - $101K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-5Closed |
$291 - $403
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.76KClosed |
$219K - $303K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.61KClosed |
$243K - $405K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-381KClosed |
$20.1M - $33.5M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.35KClosed |
$124K - $207K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6.49KClosed |
$342K - $571K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-76Closed |
$4K - $6.69K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.78KClosed |
$463K - $773K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.7KClosed |
$89.4K - $149K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-9.89KClosed |
$521K - $871K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Crumly & Associates Inc.
|
SELL
|
- |
-3.48KClosed |
$183K - $306K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-200Closed |
$15.7K - $17.4K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-13.4KClosed |
$1.05M - $1.17M
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-3.11KClosed |
$245K - $271K
|
0
$0
|
|
|
Jan 16, 2020
Q4 2019
|
Hbw Advisory Services LLC
|
SELL
|
- |
-12.1KClosed |
$951K - $1.05M
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.4KClosed |
$1.05M - $1.16M
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.93KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-70Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-24Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-3.04KClosed |
N/A
|
0
$0
|
|