Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.79K+ 4.89% |
$105K - $113K
|
59.8K
$2.38M
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.77K+ 26.33% |
$104K - $112K
|
13.3K
$530K
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.45K+ 21.1% |
$91.7K - $98.7K
|
14K
$560K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.31K+ 1.01% |
$86.8K - $93.4K
|
231K
$9.21M
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.21K+ 19.82% |
$82.8K - $89.2K
|
13.3K
$533K
|
|
Jan 23, 2024
Q4 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
2.14K+ 1.32% |
$80.4K - $86.5K
|
164K
$6.56M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.96K+ 52.87% |
$73.6K - $79.2K
|
5.67K
$226K
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.92K+ 7.52% |
$71.9K - $77.4K
|
27.4K
$1.09M
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.87K+ 17.71% |
$70.1K - $75.4K
|
12.4K
$495K
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.82K+ 5.32% |
$68.1K - $73.3K
|
35.9K
$1.43M
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.79KNew |
$67.1K - $72.2K
|
1.79K
$71.4K
|
|
Sep 26, 2024
Q4 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
1.66K+ 1.66% |
$62.4K - $67.2K
|
102K
$4.06M
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.66KNew |
$62.3K - $67K
|
1.66K
$66.2K
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
1.58K+ 1.36% |
$59.3K - $63.8K
|
118K
$4.69M
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.55K+ 11.4% |
$58K - $62.4K
|
15.1K
$603K
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.52K+ 2.72% |
$56.8K - $61.2K
|
57.2K
$2.28M
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.5K+ 7.56% |
$56.4K - $60.7K
|
21.4K
$853K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.44K+ 3419.05% |
$53.9K - $58K
|
1.48K
$59K
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.42K+ 1.73% |
$53.3K - $57.4K
|
83.6K
$3.33M
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.41K+ 2.5% |
$52.9K - $56.9K
|
57.7K
$2.3M
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.4KNew |
$52.6K - $56.6K
|
1.4K
$55.9K
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.39K+ 10.72% |
$52.2K - $56.2K
|
14.4K
$574K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.32KNew |
$49.4K - $53.2K
|
1.32K
$52.5K
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.26K+ 4.66% |
$47.4K - $51K
|
28.4K
$1.13M
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.18K+ 5.58% |
$44.2K - $47.6K
|
22.3K
$890K
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1.15K+ 19.12% |
$43.2K - $46.5K
|
7.17K
$286K
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.02K+ 3.26% |
$38.4K - $41.3K
|
32.5K
$1.3M
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1K+ 9.09% |
$37.5K - $40.4K
|
12K
$479K
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
768+ 13.95% |
$28.8K - $31K
|
6.27K
$250K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
707+ 3.49% |
$26.5K - $28.5K
|
21K
$836K
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
627+ 1.66% |
$23.5K - $25.3K
|
38.3K
$1.53M
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
623+ 8.32% |
$23.4K - $25.2K
|
8.11K
$324K
|
|
Feb 14, 2024
Q4 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
617+ 11.07% |
$23.1K - $24.9K
|
6.19K
$247K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
598+ 145.15% |
$22.4K - $24.1K
|
1.01K
$40.3K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
530New |
$19.9K - $21.4K
|
530
$21.1K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
528+ 54.15% |
$19.8K - $21.3K
|
1.5K
$60K
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
443New |
$16.6K - $17.9K
|
443
$17.7K
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
443+ 5.52% |
$16.6K - $17.9K
|
8.46K
$338K
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
419+ 6.14% |
$15.7K - $16.9K
|
7.25K
$289K
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
411+ 1.36% |
$15.4K - $16.6K
|
30.6K
$1.22M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
336+ 0.1% |
$12.6K - $13.6K
|
331K
$13.2M
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
304+ 1.77% |
$11.4K - $12.3K
|
17.5K
$697K
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
296+ 2.48% |
$11.1K - $12K
|
12.2K
$489K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
272+ 140.93% |
$10.2K - $11K
|
465
$18.6K
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
233+ 0.42% |
$8.74K - $9.41K
|
56.3K
$2.25M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
204+ 1.83% |
$7.65K - $8.24K
|
11.4K
$454K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
197New |
$7.39K - $7.95K
|
197
$7.86K
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
121+ 2.04% |
$4.54K - $4.89K
|
6.06K
$242K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
111+ 7.62% |
$4.16K - $4.48K
|
1.57K
$62.6K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
90+ 1.82% |
$3.38K - $3.63K
|
5.04K
$201K
|