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 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.22K- 9.54% |
$288K - $300K
|
68.4K
$2.7M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10K- 4.5% |
$401K - $418K
|
213K
$8.41M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.6K- 66.35% |
$421K - $439K
|
5.35K
$211K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-11K- 4.16% |
$441K - $460K
|
255K
$10M
|
|
|
May 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-11.6K- 64.01% |
$462K - $481K
|
6.5K
$256K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-11.9K- 33.5% |
$477K - $497K
|
23.7K
$936K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-12K- 32.08% |
$478K - $498K
|
25.3K
$1M
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-12.5K- 97.17% |
$500K - $521K
|
364
$14.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
SELL
|
- |
-13K- 42.7% |
$520K - $541K
|
17.5K
$689K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.3K- 52.03% |
$533K - $555K
|
12.3K
$485K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-13.4K- 23.67% |
$534K - $557K
|
43.2K
$1.7M
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-13.4K- 24.48% |
$537K - $559K
|
41.5K
$1.64M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-13.9K- 15.99% |
$554K - $577K
|
72.9K
$2.88M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-16.1K- 35.82% |
$644K - $671K
|
28.9K
$1.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-16.5K- 5.0% |
$657K - $685K
|
313K
$12.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-19.7K- 2.22% |
$785K - $818K
|
865K
$34.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-19.8K- 6.2% |
$793K - $826K
|
300K
$11.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-23.8K- 19.67% |
$952K - $992K
|
97.3K
$3.84M
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-24.5K- 63.35% |
$978K - $1.02M
|
14.2K
$559K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-24.7KClosed |
$986K - $1.03M
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-29.9K- 41.07% |
$1.19M - $1.24M
|
42.9K
$1.69M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
SELL
|
- |
-33.6K- 40.68% |
$1.34M - $1.4M
|
49K
$1.93M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-34K- 14.95% |
$1.36M - $1.41M
|
193K
$7.63M
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-34.7K- 51.37% |
$1.38M - $1.44M
|
32.8K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-37.8K- 16.36% |
$1.51M - $1.58M
|
193K
$7.64M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-40K- 74.1% |
$1.6M - $1.66M
|
14K
$552K
|
|
|
May 10, 2024
Q1 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-41.4K- 50.71% |
$1.65M - $1.72M
|
40.2K
$1.59M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-48.1KClosed |
$1.92M - $2M
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-48.4K- 12.73% |
$1.93M - $2.01M
|
332K
$13.1M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-54.4K- 19.62% |
$2.17M - $2.26M
|
223K
$8.79M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-69.8K- 51.58% |
$2.79M - $2.9M
|
65.5K
$2.59M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-92.8K- 50.69% |
$3.71M - $3.86M
|
90.3K
$3.56M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-342K- 12.47% |
$13.6M - $14.2M
|
2.4M
$94.7M
|
|
|
Apr 19, 2023
Q1 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-503K- 89.07% |
$20.1M - $20.9M
|
61.8K
$2.44M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-512K- 98.81% |
$20.4M - $21.3M
|
6.15K
$243K
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
SELL
|
- |
-607K- 89.59% |
$24.2M - $25.3M
|
70.5K
$2.78M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.09M- 49.34% |
$43.7M - $45.5M
|
1.12M
$44.3M
|