Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.73MNew |
$309M - $322M
|
7.73M
$305M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.21M+ 23.21% |
$48.4M - $50.4M
|
6.43M
$254M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
970K+ 1245.43% |
$38.7M - $40.4M
|
1.05M
$41.4M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
689K+ 21.67% |
$27.5M - $28.7M
|
3.87M
$153M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
643K+ 7800.44% |
$25.7M - $26.8M
|
652K
$25.7M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
294K+ 79.95% |
$11.7M - $12.2M
|
662K
$26.1M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
284K+ 21.15% |
$11.3M - $11.8M
|
1.63M
$64.2M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
280K+ 23.69% |
$11.2M - $11.7M
|
1.46M
$57.8M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
261K+ 96.13% |
$10.4M - $10.9M
|
532K
$21M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
237K+ 11.34% |
$9.46M - $9.85M
|
2.32M
$91.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
227KNew |
$9.05M - $9.44M
|
227K
$8.95M
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
223K+ 32.63% |
$8.9M - $9.27M
|
906K
$35.7M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
217K+ 49.52% |
$8.65M - $9.02M
|
654K
$25.8M
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
194K+ 131.66% |
$7.76M - $8.09M
|
342K
$13.5M
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
158K+ 419.94% |
$6.31M - $6.57M
|
196K
$7.72M
|
|
|
Apr 21, 2023
Q1 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
148K+ 854.79% |
$5.9M - $6.15M
|
165K
$6.51M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
126K+ 4.54% |
$5.04M - $5.26M
|
2.91M
$115M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
122K+ 117.42% |
$4.86M - $5.06M
|
225K
$8.89M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
117K+ 453.23% |
$4.66M - $4.85M
|
142K
$5.62M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
87.6K+ 7.94% |
$3.5M - $3.65M
|
1.19M
$47M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
76.9K+ 10.31% |
$3.07M - $3.2M
|
823K
$32.5M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
76.6K+ 45.35% |
$3.06M - $3.19M
|
245K
$9.69M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
59KNew |
$2.36M - $2.46M
|
59K
$2.33M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
58.5KNew |
$2.34M - $2.44M
|
58.5K
$2.31M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
55.7K+ 38.85% |
$2.23M - $2.32M
|
199K
$7.86M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
47.4K+ 22.85% |
$1.89M - $1.97M
|
255K
$10.1M
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
41KNew |
$1.64M - $1.71M
|
41K
$1.62M
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
38.1KNew |
$1.52M - $1.58M
|
38.1K
$1.5M
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
37.1K+ 16.5% |
$1.48M - $1.54M
|
262K
$10.3M
|
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
36.4KNew |
$1.45M - $1.51M
|
36.4K
$1.44M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
33.5K+ 5.72% |
$1.34M - $1.39M
|
619K
$24.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
33.5K+ 14.82% |
$1.34M - $1.39M
|
259K
$10.2M
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
31.7K+ 148.92% |
$1.27M - $1.32M
|
53K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.9K+ 24.14% |
$1.23M - $1.29M
|
159K
$6.27M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
30.6K+ 60.23% |
$1.22M - $1.27M
|
81.3K
$3.21M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
29.1KNew |
$1.16M - $1.21M
|
29.1K
$1.15M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
28K+ 28.19% |
$1.12M - $1.17M
|
128K
$5.03M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
28K+ 87.39% |
$1.12M - $1.17M
|
60.1K
$2.37M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
27.7K+ 7.13% |
$1.11M - $1.15M
|
416K
$16.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
25.8K+ 6.16% |
$1.03M - $1.08M
|
446K
$17.6M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
24.4K+ 60.32% |
$976K - $1.02M
|
65K
$2.56M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
24.4K+ 7.89% |
$975K - $1.02M
|
334K
$13.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
24K+ 420.83% |
$960K - $1M
|
29.7K
$1.17M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
23.7KNew |
$949K - $988K
|
23.7K
$937K
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
23.3K+ 20.69% |
$931K - $971K
|
136K
$5.37M
|
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
22.8K+ 46.3% |
$909K - $947K
|
71.9K
$2.84M
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
20.5K+ 3.18% |
$820K - $854K
|
665K
$26.3M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
20K+ 18.89% |
$798K - $832K
|
126K
$4.97M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
18.1K+ 34.46% |
$722K - $753K
|
70.6K
$2.79M
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
17.5K+ 32.38% |
$699K - $728K
|
71.5K
$2.82M
|