Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.76K- 5.46% |
$68.1K - $71.7K
|
30.5K
$1.2M
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-1.85K- 3.38% |
$71.6K - $75.4K
|
53.1K
$2.09M
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.87K- 6.0% |
$72.3K - $76.2K
|
29.3K
$1.16M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.96K- 3.83% |
$75.7K - $79.7K
|
49.2K
$1.94M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.2K- 17.14% |
$85K - $89.6K
|
10.6K
$420K
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.54K- 22.61% |
$98.2K - $103K
|
8.71K
$344K
|
|
Nov 14, 2023
Q3 2023
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-2.58K- 1.12% |
$99.7K - $105K
|
229K
$9.04M
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.61K- 4.64% |
$101K - $106K
|
53.6K
$2.11M
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.69K- 2.78% |
$104K - $109K
|
93.9K
$3.7M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.98K- 5.32% |
$115K - $121K
|
53K
$2.09M
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-3.11K- 4.59% |
$120K - $127K
|
64.8K
$2.56M
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-3.26K- 17.9% |
$126K - $132K
|
14.9K
$589K
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.37K- 3.06% |
$130K - $137K
|
107K
$4.21M
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-3.86K- 20.94% |
$149K - $157K
|
14.6K
$575K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.02K- 25.92% |
$155K - $163K
|
11.5K
$453K
|
|
Nov 14, 2023
Q3 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-4.44K- 2.66% |
$171K - $181K
|
162K
$6.41M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.47K- 2.68% |
$172K - $182K
|
162K
$6.41M
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-4.49K- 0.81% |
$173K - $182K
|
547K
$21.6M
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-4.61K- 1.85% |
$178K - $188K
|
245K
$9.67M
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.06K- 29.58% |
$195K - $206K
|
12.1K
$476K
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-5.1K- 48.8% |
$197K - $207K
|
5.35K
$211K
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5.46K- 92.43% |
$211K - $222K
|
447
$17.6K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.72K- 8.19% |
$221K - $232K
|
64K
$2.53M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.82K- 7.65% |
$225K - $237K
|
70.3K
$2.77M
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.87K- 46.13% |
$227K - $239K
|
6.86K
$271K
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-5.93K- 20.95% |
$229K - $241K
|
22.4K
$883K
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.49K- 8.82% |
$251K - $264K
|
67.1K
$2.65M
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-7.02K- 46.48% |
$271K - $285K
|
8.08K
$319K
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-7.33K- 40.46% |
$283K - $298K
|
10.8K
$426K
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-8.04K- 17.51% |
$310K - $327K
|
37.9K
$1.5M
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-8.54K- 7.58% |
$330K - $347K
|
104K
$4.11M
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-9.83K- 6.52% |
$379K - $400K
|
141K
$5.56M
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-10K- 31.9% |
$386K - $407K
|
21.3K
$843K
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-10.2K- 5.88% |
$395K - $416K
|
164K
$6.46M
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-11.3K- 35.72% |
$434K - $457K
|
20.2K
$799K
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-12.1K- 3.88% |
$467K - $492K
|
300K
$11.9M
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
SELL
|
- |
-12.3K- 57.27% |
$477K - $502K
|
9.21K
$364K
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-14.5K- 63.03% |
$561K - $590K
|
8.52K
$336K
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.5K- 36.72% |
$636K - $670K
|
28.4K
$1.12M
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-16.9K- 22.69% |
$652K - $687K
|
57.6K
$2.27M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19.3K- 19.09% |
$744K - $784K
|
81.7K
$3.22M
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-19.6K- 9.75% |
$757K - $798K
|
182K
$7.17M
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-23.1K- 41.71% |
$893K - $941K
|
32.3K
$1.28M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-24.1K- 16.38% |
$930K - $980K
|
123K
$4.86M
|
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-26.7K- 44.08% |
$1.03M - $1.09M
|
33.9K
$1.34M
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-32.6K- 61.52% |
$1.26M - $1.33M
|
20.4K
$805K
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-34.7K- 6.57% |
$1.34M - $1.41M
|
493K
$19.5M
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-37.7K- 37.41% |
$1.45M - $1.53M
|
63K
$2.49M
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-39.6K- 6.75% |
$1.53M - $1.61M
|
547K
$21.6M
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-53.2K- 58.7% |
$2.05M - $2.16M
|
37.4K
$1.48M
|