Purchases and Sales Made in Q1 2021 in Ssga Active ETF Tr Spdr Doblel (TOTL)
This table provides information about the institutional ownership of Ssga Active ETF Tr Spdr Doblel (TOTL) during Q1 2021. The information is specifically focused on institutions that hold shares of SSGA ACTIVE ETF TR SPDR DOBLEL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.29K+ 15.55% |
$110K - $113K
|
17K
$675K
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.26K+ 10.11% |
$109K - $112K
|
24.6K
$978K
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.16K+ 4.8% |
$104K - $106K
|
47.1K
$1.87M
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.06KNew |
$99.4K - $102K
|
2.06K
$81.9K
|
|
May 13, 2021
Q1 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
2.05K+ 7.94% |
$98.6K - $101K
|
27.8K
$1.1M
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.95K+ 10.33% |
$93.7K - $96K
|
20.8K
$825K
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.88KNew |
$90.3K - $92.5K
|
1.88K
$74.4K
|
|
May 03, 2021
Q1 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.78K+ 12.15% |
$85.8K - $87.9K
|
16.4K
$653K
|
|
Apr 29, 2021
Q1 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.76K+ 16.95% |
$84.8K - $86.9K
|
12.1K
$482K
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
BUY
|
- |
1.71KNew |
$82.5K - $84.5K
|
1.71K
$68K
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.69K+ 5.32% |
$81.2K - $83.2K
|
33.3K
$1.32M
|
|
May 13, 2021
Q1 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.57K+ 7.15% |
$75.5K - $77.4K
|
23.5K
$933K
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.5K+ 2.24% |
$72.3K - $74K
|
68.6K
$2.72M
|
|
Apr 15, 2021
Q1 2021
|
Dock Street Asset Management Inc
|
BUY
|
- |
1.49K+ 0.81% |
$71.5K - $73.3K
|
185K
$7.36M
|
|
May 14, 2021
Q1 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.45KNew |
$69.9K - $71.6K
|
1.45K
$57.6K
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
1.42KNew |
$68.5K - $70.2K
|
1.42K
$56.5K
|
|
Apr 20, 2021
Q1 2021
|
Aries Wealth Management
|
BUY
|
- |
1.34K+ 22.51% |
$64.3K - $65.9K
|
7.27K
$288K
|
|
Jun 23, 2021
Q1 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.22K+ 7.13% |
$58.5K - $60K
|
18.3K
$725K
|
|
Apr 14, 2021
Q1 2021
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.06K+ 2.32% |
$50.9K - $52.2K
|
46.6K
$1.85M
|
|
May 13, 2021
Q1 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.03K+ 23.17% |
$49.6K - $50.8K
|
5.48K
$217K
|
|
May 12, 2021
Q1 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
934New |
$45K - $46.1K
|
934
$37.1K
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
900+ 5.71% |
$43.4K - $44.4K
|
16.7K
$662K
|
|
Apr 12, 2021
Q1 2021
|
Addison Capital CO
|
BUY
|
- |
794+ 2.41% |
$38.3K - $39.2K
|
33.7K
$1.34M
|
|
May 07, 2021
Q1 2021
|
Webster Bank, N. A.
|
BUY
|
- |
770+ 0.37% |
$37.1K - $38K
|
206K
$8.19M
|
|
May 17, 2021
Q1 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
741+ 1.45% |
$35.7K - $36.6K
|
51.7K
$2.05M
|
|
May 07, 2021
Q1 2021
|
Keybank National Association
|
BUY
|
- |
674+ 5.4% |
$32.5K - $33.3K
|
13.2K
$522K
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
616New |
$29.7K - $30.4K
|
616
$24.5K
|
|
May 17, 2021
Q1 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
557+ 1.04% |
$26.8K - $27.5K
|
54.2K
$2.15M
|
|
Apr 19, 2021
Q1 2021
|
Sym Financial Corp
|
BUY
|
- |
553+ 12.03% |
$26.6K - $27.3K
|
5.15K
$204K
|
|
Apr 28, 2021
Q1 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
433+ 0.57% |
$20.9K - $21.4K
|
76.2K
$3.03M
|
|
Apr 08, 2021
Q1 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
407+ 18.97% |
$19.6K - $20.1K
|
2.55K
$101K
|
|
May 07, 2021
Q1 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
404+ 0.34% |
$19.5K - $19.9K
|
120K
$4.74M
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
398+ 12.89% |
$19.2K - $19.6K
|
3.49K
$138K
|
|
Aug 10, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
355New |
$17.1K - $17.5K
|
355
$14.1K
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
341+ 6.61% |
$16.4K - $16.8K
|
5.5K
$218K
|
|
Apr 28, 2021
Q1 2021
|
Firestone Capital Management
|
BUY
|
- |
213+ 42.35% |
$10.3K - $10.5K
|
716
$28.4K
|
|
Apr 19, 2021
Q1 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
195+ 100.0% |
$9.4K - $9.62K
|
390
$15.5K
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
190+ 3.47% |
$9.15K - $9.38K
|
5.67K
$225K
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
171New |
$8.24K - $8.44K
|
171
$6.79K
|
|
Apr 28, 2021
Q1 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
125+ 0.38% |
$6.02K - $6.17K
|
32.9K
$1.31M
|
|
May 05, 2021
Q1 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
100New |
$4.82K - $4.94K
|
100
$3.97K
|
|
Apr 27, 2021
Q1 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
94+ 0.68% |
$4.53K - $4.64K
|
13.9K
$551K
|
|
Apr 21, 2021
Q1 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
83+ 75.45% |
$4K - $4.1K
|
193
$7.66K
|
|
May 13, 2021
Q1 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
75New |
$3.61K - $3.7K
|
75
$2.98K
|
|
May 10, 2021
Q1 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
60+ 5.01% |
$2.89K - $2.96K
|
1.26K
$49.9K
|
|
Apr 29, 2021
Q1 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
60New |
$2.89K - $2.96K
|
60
$2.38K
|
|
Apr 29, 2021
Q1 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
54+ 0.4% |
$2.6K - $2.66K
|
13.5K
$536K
|
|
May 12, 2021
Q1 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
50+ 1.04% |
$2.41K - $2.47K
|
4.84K
$192K
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.33% |
$2.41K - $2.47K
|
15K
$597K
|
|
May 11, 2021
Q1 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
48+ 0.35% |
$2.31K - $2.37K
|
13.8K
$550K
|