Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-944- 15.12% |
$38K - $39K
|
5.3K
$209K
|
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-945- 14.54% |
$38K - $39.1K
|
5.55K
$219K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.06K- 17.17% |
$42.6K - $43.8K
|
5.11K
$202K
|
|
|
Sep 26, 2024
Q2 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-1.06K- 1.09% |
$42.6K - $43.8K
|
96.5K
$3.81M
|
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-1.07K- 14.04% |
$42.9K - $44.1K
|
6.53K
$258K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.14K- 8.19% |
$45.6K - $46.9K
|
12.7K
$502K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.14K- 9.64% |
$46K - $47.3K
|
10.7K
$423K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.2K- 9.88% |
$48.1K - $49.4K
|
10.9K
$430K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.25K- 35.99% |
$50.3K - $51.8K
|
2.23K
$87.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.37K- 15.62% |
$55.2K - $56.8K
|
7.42K
$293K
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-1.38K- 12.46% |
$55.3K - $56.9K
|
9.66K
$381K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.5K- 7.88% |
$60.2K - $61.9K
|
17.5K
$691K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.53K- 0.4% |
$61.5K - $63.2K
|
380K
$15M
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.65K- 1.21% |
$66.4K - $68.3K
|
134K
$5.3M
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-2K- 16.06% |
$80.4K - $82.7K
|
10.5K
$412K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.05K- 13.88% |
$82.6K - $84.9K
|
12.7K
$503K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.08K- 3.39% |
$83.5K - $85.8K
|
59.1K
$2.33M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.09K- 6.87% |
$84K - $86.3K
|
28.3K
$1.12M
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-2.16K- 12.04% |
$86.8K - $89.3K
|
15.8K
$623K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.26K- 5.31% |
$90.9K - $93.5K
|
40.3K
$1.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-2.39K- 14.46% |
$95.9K - $98.7K
|
14.1K
$557K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.53K- 1.31% |
$102K - $105K
|
191K
$7.54M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.59K- 20.39% |
$104K - $107K
|
10.1K
$400K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.69K- 16.59% |
$108K - $111K
|
13.5K
$533K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.69K- 16.59% |
$108K - $111K
|
13.5K
$533K
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-3.04K- 16.64% |
$122K - $126K
|
15.2K
$601K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.07K- 6.16% |
$124K - $127K
|
46.8K
$1.85M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.09K- 10.77% |
$124K - $128K
|
25.6K
$1.01M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.44K- 26.3% |
$138K - $142K
|
9.64K
$380K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.72K- 35.76% |
$149K - $154K
|
6.68K
$264K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-4.62K- 20.04% |
$186K - $191K
|
18.4K
$727K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-4.66K- 16.83% |
$187K - $193K
|
23K
$910K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-5K- 1.97% |
$201K - $207K
|
250K
$9.85M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-5.03K- 6.9% |
$202K - $208K
|
67.9K
$2.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.27K- 88.08% |
$212K - $218K
|
713
$28.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-5.57K- 13.43% |
$224K - $230K
|
35.9K
$1.42M
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-5.94K- 98.18% |
$239K - $246K
|
110
$4.34K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-6.29K- 7.58% |
$253K - $260K
|
76.7K
$3.03M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-6.44K- 96.99% |
$259K - $266K
|
200
$7.89K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-7.59K- 18.26% |
$305K - $314K
|
34K
$1.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-7.93K- 55.33% |
$319K - $328K
|
6.4K
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-8.23K- 32.47% |
$331K - $340K
|
17.1K
$676K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-8.46K- 10.31% |
$340K - $350K
|
73.6K
$2.91M
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-8.61K- 36.32% |
$346K - $356K
|
15.1K
$596K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-9.35K- 43.9% |
$376K - $386K
|
11.9K
$471K
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-10K- 8.87% |
$402K - $414K
|
103K
$4.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-11.5K- 9.25% |
$462K - $475K
|
113K
$4.45M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-11.7K- 27.01% |
$469K - $482K
|
31.5K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-14.3K- 24.44% |
$575K - $591K
|
44.2K
$1.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-15.3K- 13.54% |
$615K - $633K
|
97.8K
$3.86M
|