Purchases and Sales Made in Q1 2024 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 2024. 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 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
13.4K+ 2.85% |
$528K - $540K
|
483K
$19.3M
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
13.3KNew |
$526K - $538K
|
13.3K
$532K
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
13.3K+ 25.63% |
$525K - $537K
|
65.2K
$2.6M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.3KNew |
$525K - $537K
|
13.3K
$531K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.6K+ 3.35% |
$499K - $510K
|
390K
$15.6M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.6KNew |
$497K - $508K
|
12.6K
$503K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.9K+ 26.29% |
$470K - $480K
|
57.2K
$2.28M
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
11.8K+ 14.08% |
$464K - $475K
|
95.3K
$3.8M
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
11.3K+ 4.68% |
$446K - $456K
|
253K
$10.1M
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11.2K+ 55.63% |
$442K - $452K
|
31.4K
$1.25M
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
10.9K+ 40.09% |
$431K - $441K
|
38.2K
$1.52M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.8KNew |
$424K - $434K
|
10.8K
$429K
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
10.7K+ 14.06% |
$421K - $430K
|
86.4K
$3.45M
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.82K+ 11.06% |
$387K - $396K
|
98.6K
$3.93M
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
9.78K+ 4.93% |
$386K - $394K
|
208K
$8.3M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.63K+ 4.17% |
$380K - $388K
|
240K
$9.59M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.16K+ 7.2% |
$361K - $370K
|
136K
$5.44M
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
9.07K+ 86.48% |
$358K - $366K
|
19.6K
$781K
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
8.48K+ 19.04% |
$335K - $342K
|
53K
$2.11M
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
8.15K+ 23.89% |
$321K - $329K
|
42.3K
$1.69M
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
7.88KNew |
$311K - $318K
|
7.88K
$314K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.6KNew |
$300K - $307K
|
7.6K
$303K
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
7.6K+ 62.97% |
$300K - $307K
|
19.7K
$785K
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
7.07KNew |
$279K - $285K
|
7.07K
$282K
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
6.98KNew |
$275K - $282K
|
6.98K
$278K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.74K+ 36.95% |
$266K - $272K
|
25K
$997K
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
6.73KNew |
$265K - $271K
|
6.73K
$268K
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
6.7KNew |
$264K - $270K
|
6.7K
$267K
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
6.55KNew |
$258K - $264K
|
6.55K
$261K
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.34K+ 20.94% |
$250K - $256K
|
36.6K
$1.46M
|
|
May 15, 2024
Q1 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
6.24K+ 0.76% |
$246K - $252K
|
827K
$33M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
5.91KNew |
$233K - $238K
|
5.91K
$236K
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.81K+ 51.24% |
$229K - $234K
|
17.1K
$684K
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
5.24KNew |
$207K - $211K
|
5.24K
$209K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.08KNew |
$200K - $205K
|
5.08K
$203K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.9K+ 9.34% |
$194K - $198K
|
57.4K
$2.29M
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4.8K+ 2.47% |
$189K - $194K
|
200K
$7.96M
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4.8K+ 1.64% |
$189K - $194K
|
297K
$11.9M
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
4.73K+ 27.06% |
$186K - $191K
|
22.2K
$885K
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
4.59K+ 7.69% |
$181K - $185K
|
64.3K
$2.57M
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.35K+ 7.67% |
$172K - $175K
|
61.1K
$2.44M
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
4.21K+ 14.48% |
$166K - $170K
|
33.3K
$1.33M
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.1KNew |
$162K - $165K
|
4.1K
$164K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.01KNew |
$158K - $162K
|
4.01K
$160K
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3.96K+ 15.72% |
$156K - $160K
|
29.1K
$1.16M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.77K+ 21.75% |
$149K - $152K
|
21.1K
$842K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.74KNew |
$148K - $151K
|
3.74K
$149K
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.73K+ 7.41% |
$147K - $150K
|
54K
$2.16M
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.43K+ 38.59% |
$136K - $139K
|
12.3K
$492K
|
|
Apr 22, 2024
Q1 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
3.2K+ 11.24% |
$126K - $129K
|
31.6K
$1.26M
|