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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
631KNew |
$24.8M - $26.1M
|
631K
$25.1M
|
|
|
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
$11.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
275K+ 1026.05% |
$10.8M - $11.4M
|
302K
$12M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
200K+ 11.05% |
$7.87M - $8.28M
|
2.01M
$80M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
157KNew |
$6.16M - $6.48M
|
157K
$6.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
117KNew |
$4.59M - $4.83M
|
117K
$4.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
112K+ 196.69% |
$4.38M - $4.61M
|
168K
$6.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
101KNew |
$3.97M - $4.18M
|
101K
$4.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
87.7K+ 3.74% |
$3.45M - $3.63M
|
2.44M
$96.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
77KNew |
$3.03M - $3.18M
|
77K
$3.06M
|
|
|
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
$5.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
42KNew |
$1.65M - $1.74M
|
42K
$1.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
39.8K+ 46.58% |
$1.56M - $1.65M
|
125K
$4.98M
|
|
|
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
$14.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
29.2K+ 6.18% |
$1.15M - $1.21M
|
502K
$20M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
25.9K+ 21.92% |
$1.02M - $1.07M
|
144K
$5.74M
|
|
|
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
$938K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
23.2K+ 33.52% |
$913K - $960K
|
92.6K
$3.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
19.8K+ 1.56% |
$778K - $818K
|
1.29M
$51.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
19.7KNew |
$773K - $813K
|
19.7K
$782K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
17.9K+ 9.0% |
$703K - $739K
|
217K
$8.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.7KNew |
$617K - $649K
|
15.7K
$624K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
15.5K+ 89.87% |
$611K - $642K
|
32.8K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11.7K+ 24.49% |
$462K - $486K
|
59.7K
$2.37M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
10.1KNew |
$398K - $419K
|
10.1K
$403K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
9.2KNew |
$361K - $380K
|
9.2K
$366K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
8.8K+ 10.86% |
$346K - $364K
|
89.8K
$3.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.65KNew |
$340K - $358K
|
8.65K
$344K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.97KNew |
$313K - $329K
|
7.97K
$317K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.81KNew |
$307K - $323K
|
7.81K
$311K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.94K+ 30.65% |
$273K - $287K
|
29.6K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.92K+ 52.65% |
$272K - $286K
|
20.1K
$798K
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
6.58K+ 3.92% |
$259K - $272K
|
174K
$6.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
6.2K+ 3.09% |
$244K - $256K
|
207K
$8.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
5.84K+ 8.06% |
$229K - $241K
|
78.2K
$3.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.69KNew |
$224K - $235K
|
5.69K
$226K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.64K+ 6.26% |
$221K - $233K
|
95.7K
$3.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
5.61KNew |
$221K - $232K
|
5.61K
$223K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.3KNew |
$208K - $219K
|
5.3K
$211K
|
|
|
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
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
5.02K+ 18.34% |
$197K - $207K
|
32.4K
$1.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.71KNew |
$185K - $195K
|
4.71K
$187K
|