Purchases and Sales Made in Q4 2024 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 2024. 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 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
303K+ 306.26% |
$11.9M - $12.5M
|
402K
$16M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
281KNew |
$11M - $11.6M
|
281K
$11.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
157KNew |
$6.16M - $6.48M
|
157K
$6.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
117KNew |
$4.59M - $4.83M
|
117K
$4.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
87.7K+ 3.74% |
$3.45M - $3.63M
|
2.44M
$96.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
67.2K+ 17.27% |
$2.64M - $2.78M
|
456K
$18.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
48.1K+ 59.68% |
$1.89M - $1.99M
|
129K
$5.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
39.8K+ 46.58% |
$1.56M - $1.65M
|
125K
$4.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
39.3K+ 190.2% |
$1.54M - $1.62M
|
59.9K
$2.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
37.2KNew |
$1.46M - $1.54M
|
37.2K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
34.9K+ 7.41% |
$1.37M - $1.44M
|
506K
$20.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
31.1K+ 9.5% |
$1.22M - $1.29M
|
359K
$14.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
29.2K+ 6.18% |
$1.15M - $1.21M
|
502K
$19.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
25.9K+ 21.92% |
$1.02M - $1.07M
|
144K
$5.73M
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
23.8K+ 26.02% |
$935K - $984K
|
115K
$4.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
23.6KNew |
$928K - $976K
|
23.6K
$937K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
23.2K+ 33.52% |
$913K - $960K
|
92.6K
$3.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
19.7KNew |
$773K - $813K
|
19.7K
$781K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.7KNew |
$617K - $649K
|
15.7K
$623K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
15.5K+ 89.87% |
$611K - $642K
|
32.8K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11.7K+ 24.49% |
$462K - $486K
|
59.7K
$2.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
9.2KNew |
$361K - $380K
|
9.2K
$365K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.97KNew |
$313K - $329K
|
7.97K
$316K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.81KNew |
$307K - $323K
|
7.81K
$310K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.94K+ 30.65% |
$273K - $287K
|
29.6K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.92K+ 52.65% |
$272K - $286K
|
20.1K
$797K
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
6.58K+ 3.92% |
$259K - $272K
|
174K
$6.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
6.2K+ 3.09% |
$244K - $256K
|
207K
$8.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
5.84K+ 8.06% |
$229K - $241K
|
78.2K
$3.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
5.28K+ 1.92% |
$207K - $218K
|
280K
$11.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.1KNew |
$201K - $211K
|
5.1K
$203K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.03K+ 5.84% |
$198K - $208K
|
91.2K
$3.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
4.35K+ 26.34% |
$171K - $180K
|
20.9K
$828K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
2.9K+ 35.8% |
$114K - $120K
|
11K
$437K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.8K+ 4.71% |
$110K - $116K
|
62.2K
$2.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.71K+ 7.99% |
$106K - $112K
|
36.6K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.57K+ 7.3% |
$101K - $106K
|
37.7K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.24KNew |
$88K - $92.5K
|
2.24K
$88.8K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.24K+ 18.81% |
$87.8K - $92.4K
|
14.1K
$560K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.85K+ 7.04% |
$72.6K - $76.4K
|
28.1K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.74K+ 21.5% |
$68.3K - $71.9K
|
9.83K
$390K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.51K+ 20.73% |
$59.4K - $62.5K
|
8.81K
$350K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.23K+ 15.12% |
$48.2K - $50.7K
|
9.34K
$371K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.17K+ 1.92% |
$45.8K - $48.2K
|
61.8K
$2.46M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
979New |
$38.5K - $40.5K
|
979
$38.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
714+ 5.27% |
$28.1K - $29.5K
|
14.3K
$566K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
591+ 1.43% |
$23.2K - $24.4K
|
41.9K
$1.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
564+ 10.34% |
$22.2K - $23.3K
|
6.02K
$239K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
514+ 9.31% |
$20.2K - $21.2K
|
6.03K
$239K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
403+ 2.36% |
$15.8K - $16.7K
|
17.5K
$693K
|