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 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.02K- 7.71% |
$40.6K - $42.3K
|
12.2K
$480K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.02K- 1.2% |
$40.7K - $42.4K
|
84.1K
$3.32M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.03K- 5.09% |
$41.2K - $42.9K
|
19.2K
$759K
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-1.07K- 10.01% |
$42.7K - $44.5K
|
9.6K
$379K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.11K- 3.44% |
$44.5K - $46.4K
|
31.3K
$1.23M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.13K- 7.66% |
$45.1K - $47K
|
13.6K
$538K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.33K- 8.62% |
$53K - $55.2K
|
14.1K
$555K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.35K- 10.07% |
$54.1K - $56.4K
|
12.1K
$477K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.38K- 7.85% |
$55.1K - $57.4K
|
16.2K
$640K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.38K- 7.85% |
$55.1K - $57.4K
|
16.2K
$640K
|
|
|
May 01, 2023
Q1 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-1.41K- 4.57% |
$56.3K - $58.6K
|
29.4K
$1.16M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-1.42K- 13.23% |
$56.9K - $59.3K
|
9.34K
$368K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.44K- 20.68% |
$57.3K - $59.7K
|
5.5K
$217K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.46K- 4.57% |
$58.2K - $60.6K
|
30.4K
$1.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.5K- 5.85% |
$60.1K - $62.6K
|
24.2K
$955K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.58K- 75.96% |
$63.1K - $65.8K
|
500
$19.7K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.73K- 3.35% |
$69.1K - $72K
|
49.9K
$1.97M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-1.78K- 11.13% |
$70.9K - $73.9K
|
14.2K
$559K
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.78K- 11.13% |
$70.9K - $73.9K
|
14.2K
$559K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.79K- 5.94% |
$71.4K - $74.4K
|
28.3K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.98K- 16.52% |
$79K - $82.4K
|
10K
$395K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.17K- 22.8% |
$86.6K - $90.3K
|
7.35K
$290K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.17K- 13.54% |
$86.7K - $90.4K
|
13.9K
$547K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.3K- 28.05% |
$92K - $95.9K
|
5.91K
$233K
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-2.32K- 11.45% |
$92.6K - $96.5K
|
17.9K
$708K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.76K- 22.85% |
$110K - $115K
|
9.31K
$368K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.76K- 26.28% |
$110K - $115K
|
7.75K
$306K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-2.8K- 10.83% |
$112K - $116K
|
23K
$909K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.82K- 2.43% |
$112K - $117K
|
113K
$4.46M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.2K- 54.69% |
$128K - $133K
|
2.65K
$105K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3.38K- 11.73% |
$135K - $141K
|
25.4K
$1M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-3.73K- 37.37% |
$149K - $155K
|
6.24K
$246K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.99K- 98.69% |
$159K - $166K
|
53
$2.09K
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-4.12K- 29.95% |
$164K - $171K
|
9.63K
$380K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.45KClosed |
$178K - $185K
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.49K- 30.16% |
$179K - $187K
|
10.4K
$410K
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-4.82K- 43.11% |
$192K - $200K
|
6.36K
$251K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-5.04K- 26.02% |
$201K - $210K
|
14.3K
$566K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.29K- 5.47% |
$211K - $220K
|
91.5K
$3.61M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.3K- 42.95% |
$212K - $221K
|
7.04K
$278K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.47K- 40.15% |
$219K - $228K
|
8.16K
$322K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.58K- 38.86% |
$223K - $232K
|
8.78K
$347K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.74K- 4.28% |
$229K - $239K
|
128K
$5.07M
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-5.82K- 35.81% |
$232K - $242K
|
10.4K
$411K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.21K- 24.63% |
$248K - $259K
|
19K
$750K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.56K- 11.17% |
$262K - $273K
|
52.2K
$2.06M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6.9K- 11.68% |
$276K - $287K
|
52.2K
$2.06M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-6.94K- 19.48% |
$277K - $289K
|
28.7K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.97K- 20.85% |
$278K - $290K
|
26.5K
$1.04M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6.98K- 34.79% |
$279K - $290K
|
13.1K
$516K
|