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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.6K+ 3.27% |
$104K - $108K
|
82.1K
$3.26M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.38KNew |
$95.2K - $99.2K
|
2.38K
$94.6K
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.1K+ 16.53% |
$83.8K - $87.3K
|
14.8K
$587K
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2K+ 2.13% |
$79.9K - $83.3K
|
96K
$3.81M
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.85K+ 6.19% |
$74K - $77.1K
|
31.8K
$1.26M
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.7K+ 20.28% |
$68K - $70.8K
|
10.1K
$401K
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.63K+ 3.76% |
$65K - $67.7K
|
44.9K
$1.78M
|
|
Sep 26, 2024
Q1 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
1.55K+ 1.61% |
$61.7K - $64.3K
|
97.6K
$3.87M
|
|
Apr 14, 2023
Q1 2023
|
Ade, LLC
|
BUY
|
- |
1.38K+ 27.49% |
$55.3K - $57.6K
|
6.42K
$255K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.36KNew |
$54.3K - $56.6K
|
1.36K
$54K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.29K+ 2.57% |
$51.6K - $53.8K
|
51.7K
$2.05M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.28KNew |
$51.2K - $53.4K
|
1.28K
$50.9K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.25KNew |
$49.8K - $51.9K
|
1.25K
$49.5K
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.02K+ 9.38% |
$40.7K - $42.4K
|
11.9K
$471K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
933New |
$37.3K - $38.8K
|
933
$37K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
917+ 5731.25% |
$36.6K - $38.2K
|
933
$37K
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
885+ 15.07% |
$35.3K - $36.8K
|
6.76K
$268K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
698+ 10.32% |
$27.9K - $29.1K
|
7.46K
$296K
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
666+ 2.56% |
$26.6K - $27.7K
|
26.7K
$1.06M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
628+ 22.03% |
$25.1K - $26.1K
|
3.48K
$138K
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
568+ 5.04% |
$22.7K - $23.6K
|
11.8K
$470K
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
557+ 10.72% |
$22.2K - $23.2K
|
5.75K
$228K
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
556+ 7.9% |
$22.2K - $23.1K
|
7.6K
$302K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
470+ 8.25% |
$18.8K - $19.6K
|
6.17K
$245K
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
415+ 2.97% |
$16.6K - $17.3K
|
14.4K
$572K
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
386+ 3.04% |
$15.4K - $16.1K
|
13.1K
$519K
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
361+ 0.02% |
$14.4K - $15K
|
1.58M
$62.7M
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
351New |
$14K - $14.6K
|
351
$13.9K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
298+ 3.8% |
$11.9K - $12.4K
|
8.13K
$323K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
292+ 1.22% |
$11.7K - $12.2K
|
24.2K
$960K
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
212+ 0.68% |
$8.47K - $8.82K
|
31.3K
$1.24M
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
162+ 1.83% |
$6.47K - $6.74K
|
9.02K
$358K
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
154+ 0.27% |
$6.15K - $6.41K
|
56.5K
$2.24M
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
116+ 2.44% |
$4.63K - $4.83K
|
4.87K
$193K
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
109+ 1.18% |
$4.35K - $4.54K
|
9.34K
$371K
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
108New |
$4.31K - $4.49K
|
108
$4.29K
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
106+ 0.72% |
$4.23K - $4.41K
|
14.8K
$587K
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
103+ 1.75% |
$4.11K - $4.29K
|
5.98K
$237K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
97New |
$3.87K - $4.04K
|
97
$3.85K
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
89+ 1.21% |
$3.55K - $3.7K
|
7.45K
$296K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
75+ 300.0% |
$3K - $3.12K
|
100
$3.97K
|
|
Apr 11, 2023
Q1 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
70+ 0.24% |
$2.8K - $2.91K
|
29.5K
$1.17M
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
61+ 0.68% |
$2.44K - $2.54K
|
9.02K
$358K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
57New |
$2.28K - $2.37K
|
57
$2.26K
|
|
May 08, 2023
Q1 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
54+ 0.19% |
$2.16K - $2.25K
|
27.9K
$1.11M
|
|
May 10, 2023
Q1 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
38+ 0.74% |
$1.52K - $1.58K
|
5.21K
$207K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
34+ 0.75% |
$1.36K - $1.42K
|
4.57K
$182K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
22New |
$879 - $916
|
22
$873
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
16+ 4.28% |
$639 - $666
|
390
$15.5K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14New |
$559 - $583
|
14
$556
|