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 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.3K- 0.27% |
$463K - $498K
|
4.49M
$178M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-12.5K- 4.92% |
$469K - $505K
|
242K
$9.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-14.8K- 59.12% |
$554K - $596K
|
10.2K
$405K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15.4K- 3.55% |
$579K - $623K
|
419K
$16.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.6K- 4.23% |
$625K - $672K
|
377K
$15M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-16.7K- 15.84% |
$625K - $673K
|
88.6K
$3.52M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-16.8K- 29.25% |
$632K - $680K
|
40.7K
$1.62M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.5K- 2.46% |
$732K - $788K
|
773K
$30.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-21K- 32.48% |
$789K - $849K
|
43.7K
$1.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-21.6K- 56.88% |
$809K - $870K
|
16.3K
$649K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-21.9K- 13.41% |
$823K - $886K
|
142K
$5.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-24.8K- 73.6% |
$931K - $1M
|
8.9K
$353K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-27.8K- 16.19% |
$1.04M - $1.12M
|
144K
$5.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-29K- 9.66% |
$1.09M - $1.17M
|
271K
$10.8M
|
|
|
Dec 05, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-29.6K- 48.77% |
$1.11M - $1.19M
|
31.1K
$1.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-34.7K- 54.94% |
$1.3M - $1.4M
|
28.4K
$1.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-37.4K- 28.84% |
$1.4M - $1.51M
|
92.3K
$3.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-41.7K- 7.66% |
$1.57M - $1.69M
|
503K
$20M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-42.9K- 63.91% |
$1.61M - $1.73M
|
24.2K
$962K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-46.7K- 5.48% |
$1.75M - $1.89M
|
806K
$32M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-47.3K- 57.88% |
$1.77M - $1.91M
|
34.4K
$1.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-50.2K- 20.51% |
$1.88M - $2.03M
|
195K
$7.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-54.5K- 72.31% |
$2.04M - $2.2M
|
20.9K
$828K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-59.5K- 20.45% |
$2.23M - $2.4M
|
231K
$9.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-66.6K- 62.44% |
$2.5M - $2.69M
|
40K
$1.59M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-86.3K- 7.16% |
$3.24M - $3.48M
|
1.12M
$44.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-90.1K- 18.27% |
$3.38M - $3.64M
|
403K
$16M
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-91.9K- 57.28% |
$3.45M - $3.71M
|
68.5K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-110K- 4.86% |
$4.11M - $4.42M
|
2.14M
$85.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-122K- 15.81% |
$4.58M - $4.93M
|
650K
$25.8M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-360K- 96.98% |
$13.5M - $14.5M
|
11.2K
$445K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-387K- 46.06% |
$14.5M - $15.6M
|
454K
$18M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-442K- 80.9% |
$16.6M - $17.9M
|
104K
$4.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-494K- 27.69% |
$18.5M - $20M
|
1.29M
$51.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-520K- 17.29% |
$19.5M - $21M
|
2.49M
$98.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-658K- 8.99% |
$24.7M - $26.6M
|
6.66M
$264M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-673K- 93.26% |
$25.2M - $27.2M
|
48.6K
$1.93M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-748K- 14.28% |
$28.1M - $30.2M
|
4.49M
$178M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-888K- 78.53% |
$33.3M - $35.9M
|
243K
$9.63M
|