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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-1.36K- 13.42% |
$51K - $54.8K
|
8.76K
$349K
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-1.4K- 17.86% |
$52.4K - $56.4K
|
6.42K
$256K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.5K- 55.56% |
$56.3K - $60.6K
|
1.2K
$47.9K
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1.52K- 4.8% |
$57K - $61.3K
|
30.1K
$1.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.55K- 19.12% |
$58K - $62.4K
|
6.54K
$261K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.57K- 19.56% |
$58.8K - $63.3K
|
6.45K
$257K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.59K- 1.28% |
$59.8K - $64.4K
|
123K
$4.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.6K- 18.76% |
$60K - $64.5K
|
6.92K
$276K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-1.62K- 4.58% |
$60.7K - $65.3K
|
33.7K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.67K- 24.37% |
$62.7K - $67.5K
|
5.19K
$207K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.69K- 11.42% |
$63.6K - $68.4K
|
13.1K
$524K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-1.93K- 5.47% |
$72.3K - $77.9K
|
33.3K
$1.33M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-2.06K- 21.71% |
$77.1K - $83K
|
7.41K
$296K
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-2.1K- 19.21% |
$78.7K - $84.7K
|
8.82K
$352K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.24K- 1.38% |
$84K - $90.4K
|
160K
$6.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.32K- 19.28% |
$87.2K - $93.8K
|
9.73K
$388K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.46K- 36.44% |
$92.3K - $99.3K
|
4.29K
$171K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-2.8K- 3.14% |
$105K - $113K
|
86.4K
$3.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-2.85K- 8.39% |
$107K - $115K
|
31.1K
$1.24M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.89K- 26.88% |
$109K - $117K
|
7.87K
$314K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.14K- 12.94% |
$118K - $127K
|
21.1K
$843K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-3.33K- 32.02% |
$125K - $134K
|
7.06K
$282K
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-3.37K- 6.49% |
$126K - $136K
|
48.5K
$1.94M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-3.46K- 1.53% |
$130K - $140K
|
223K
$8.89M
|
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-3.49K- 4.28% |
$131K - $141K
|
78.1K
$3.12M
|
|
|
May 09, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-3.49K- 4.28% |
$131K - $141K
|
78.1K
$3.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.78K- 13.05% |
$142K - $153K
|
25.2K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.79K- 11.08% |
$142K - $153K
|
30.4K
$1.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-3.8K- 44.19% |
$143K - $153K
|
4.8K
$192K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-3.84K- 19.88% |
$144K - $155K
|
15.5K
$618K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-3.94K- 35.19% |
$148K - $159K
|
7.25K
$289K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-4.53K- 29.78% |
$170K - $183K
|
10.7K
$426K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.73K- 32.88% |
$178K - $191K
|
9.66K
$385K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.96K- 5.28% |
$186K - $200K
|
88.9K
$3.55M
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-5.2K- 2.98% |
$195K - $210K
|
169K
$6.74M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-5.27K- 24.4% |
$198K - $213K
|
16.3K
$652K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-5.87K- 34.11% |
$220K - $237K
|
11.3K
$452K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-6.12K- 43.97% |
$230K - $247K
|
7.8K
$311K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.16K- 88.08% |
$231K - $249K
|
833
$33.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-7.22K- 3.15% |
$271K - $292K
|
222K
$8.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.58K- 52.08% |
$284K - $306K
|
6.98K
$278K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-7.9K- 2.27% |
$296K - $319K
|
341K
$13.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-8.49K- 25.01% |
$319K - $343K
|
25.5K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.55K- 20.09% |
$321K - $345K
|
34K
$1.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-8.99K- 0.57% |
$337K - $363K
|
1.56M
$62.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.6K- 84.49% |
$360K - $388K
|
1.76K
$70.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-9.7K- 48.05% |
$364K - $392K
|
10.5K
$419K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9.96K- 44.52% |
$374K - $402K
|
12.4K
$495K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-10.4K- 27.76% |
$390K - $420K
|
27K
$1.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.8K- 16.77% |
$442K - $476K
|
58.5K
$2.33M
|