Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
18.7K+ 283.89% |
$730K - $771K
|
25.3K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
18.1KNew |
$705K - $745K
|
18.1K
$717K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
17.7K+ 18.98% |
$692K - $730K
|
111K
$4.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
17.5KNew |
$684K - $723K
|
17.5K
$696K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
17.5K+ 4.35% |
$684K - $722K
|
420K
$16.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
17.2K+ 2.58% |
$671K - $709K
|
683K
$27.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17.1K+ 107.47% |
$670K - $707K
|
33.1K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.1K+ 253.92% |
$669K - $707K
|
23.9K
$948K
|
|
|
Jan 19, 2023
Q4 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
16.7K+ 2733.61% |
$651K - $688K
|
17.3K
$686K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.7K+ 29.73% |
$651K - $688K
|
72.7K
$2.89M
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
16.2KNew |
$634K - $670K
|
16.2K
$645K
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
16.1KNew |
$630K - $665K
|
16.1K
$640K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
16K+ 65.38% |
$626K - $661K
|
40.5K
$1.61M
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
16KNew |
$623K - $658K
|
16K
$633K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15.9KNew |
$621K - $656K
|
15.9K
$631K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
15.4KNew |
$601K - $634K
|
15.4K
$611K
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
15.1K+ 3.55% |
$589K - $622K
|
439K
$17.4M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14.5K+ 3.16% |
$567K - $599K
|
474K
$18.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
13.8KNew |
$539K - $569K
|
13.8K
$548K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
13.4KNew |
$525K - $555K
|
13.4K
$534K
|
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
13KNew |
$509K - $538K
|
13K
$518K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.7K+ 15.12% |
$497K - $524K
|
96.8K
$3.84M
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
12.4K+ 2845.31% |
$486K - $513K
|
12.9K
$511K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
12K+ 21.38% |
$469K - $495K
|
68.2K
$2.71M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
11.5KNew |
$447K - $472K
|
11.5K
$455K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
11.3KNew |
$440K - $465K
|
11.3K
$448K
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
10.9K+ 28.49% |
$426K - $449K
|
49.1K
$1.95M
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
10.8K+ 24.98% |
$422K - $446K
|
54K
$2.15M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
10KNew |
$391K - $413K
|
10K
$397K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.51KNew |
$372K - $392K
|
9.51K
$378K
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
9.25K+ 12.5% |
$361K - $382K
|
83.3K
$3.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.06KNew |
$354K - $374K
|
9.06K
$360K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
9.03K+ 19.99% |
$353K - $373K
|
54.2K
$2.15M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
8.83K+ 26.04% |
$345K - $364K
|
42.8K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
8.72KNew |
$340K - $359K
|
8.72K
$346K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.68K+ 84.74% |
$339K - $358K
|
18.9K
$751K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8.57KNew |
$335K - $354K
|
8.57K
$340K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.55KNew |
$334K - $352K
|
8.55K
$339K
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
BUY
|
- |
8.25KNew |
$322K - $340K
|
8.25K
$327K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.16KNew |
$319K - $337K
|
8.16K
$324K
|
|
|
Jan 28, 2025
Q4 2022
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
7.76K+ 51.14% |
$303K - $320K
|
22.9K
$910K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
6.95KNew |
$272K - $287K
|
6.95K
$276K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
6.76KNew |
$264K - $279K
|
6.76K
$268K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
6.13KNew |
$239K - $253K
|
6.13K
$243K
|
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5.99KNew |
$234K - $247K
|
5.99K
$238K
|
|
|
Sep 25, 2024
Q4 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
5.9K+ 6.54% |
$230K - $243K
|
96K
$3.81M
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
5.85KNew |
$229K - $241K
|
5.85K
$232K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.71KNew |
$223K - $235K
|
5.71K
$227K
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
5.56KNew |
$217K - $229K
|
5.56K
$221K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.18K+ 18.31% |
$202K - $213K
|
33.4K
$1.33M
|