Purchases and Sales Made in Q4 2023 in Ssga Active ETF Tr Ssga Ultra (ULST)
This table provides information about the institutional ownership of Ssga Active ETF Tr Ssga Ultra (ULST) during Q4 2023. The information is specifically focused on institutions that hold shares of SSGA ACTIVE ETF TR SSGA ULTRA .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
484K+ 268.57% |
$19.4M - $19.6M
|
665K
$26.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
433K+ 42.21% |
$17.4M - $17.5M
|
1.46M
$59.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
277KNew |
$11.1M - $11.2M
|
277K
$11.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
266K+ 30.68% |
$10.6M - $10.7M
|
1.13M
$45.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
258KNew |
$10.3M - $10.4M
|
258K
$10.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
202K+ 2748.71% |
$8.1M - $8.17M
|
209K
$8.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
132K+ 124.46% |
$5.29M - $5.34M
|
238K
$9.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
103K+ 27.05% |
$4.14M - $4.18M
|
485K
$19.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
69.8KNew |
$2.8M - $2.82M
|
69.8K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
61.3KNew |
$2.46M - $2.48M
|
61.3K
$2.48M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
21KNew |
$844K - $851K
|
21K
$853K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
19.9K+ 5.5% |
$797K - $804K
|
381K
$15.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.1KNew |
$646K - $652K
|
16.1K
$653K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
13.3KNew |
$534K - $539K
|
13.3K
$540K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.1KNew |
$526K - $531K
|
13.1K
$532K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.4K+ 23.09% |
$495K - $500K
|
65.9K
$2.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
10.7K+ 99.01% |
$427K - $431K
|
21.4K
$868K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
10.2K+ 28.26% |
$409K - $413K
|
46.3K
$1.88M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
9.51KNew |
$381K - $385K
|
9.51K
$386K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.9KNew |
$317K - $319K
|
7.9K
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.54K+ 38.65% |
$302K - $305K
|
27.1K
$1.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.28K+ 10.38% |
$292K - $294K
|
77.4K
$3.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.32K+ 33.32% |
$253K - $256K
|
25.3K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.2KNew |
$248K - $250K
|
6.2K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
5.76KNew |
$231K - $233K
|
5.76K
$233K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.48KNew |
$219K - $221K
|
5.48K
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.41KNew |
$217K - $219K
|
5.41K
$219K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
5.33K+ 74.4% |
$214K - $216K
|
12.5K
$506K
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
5.27KNew |
$211K - $213K
|
5.27K
$213K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.48K+ 944.09% |
$179K - $181K
|
4.95K
$201K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.74K+ 55.99% |
$150K - $151K
|
10.4K
$422K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.18K+ 0.96% |
$127K - $129K
|
335K
$13.6M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.17KNew |
$127K - $128K
|
3.17K
$128K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.96K+ 10.87% |
$118K - $119K
|
30.1K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.46KNew |
$98.6K - $99.5K
|
2.46K
$99.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.19KNew |
$87.6K - $88.4K
|
2.19K
$88.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.27K+ 14.12% |
$50.9K - $51.3K
|
10.3K
$416K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.09KNew |
$43.5K - $43.9K
|
1.09K
$44K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
406+ 1.26% |
$16.3K - $16.4K
|
32.6K
$1.32M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
379+ 2.83% |
$15.2K - $15.3K
|
13.8K
$558K
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
370+ 0.3% |
$14.8K - $15K
|
125K
$5.07M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
240+ 3.46% |
$9.62K - $9.7K
|
7.18K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
192+ 0.65% |
$7.7K - $7.76K
|
29.8K
$1.21M
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
164+ 1.68% |
$6.57K - $6.63K
|
9.95K
$403K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
145New |
$5.81K - $5.86K
|
145
$5.88K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
70+ 0.82% |
$2.81K - $2.83K
|
8.64K
$350K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
32+ 2.21% |
$1.28K - $1.29K
|
1.48K
$59.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12+ 23.53% |
$481 - $485
|
63
$2.55K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
9+ 0.33% |
$361 - $364
|
2.73K
$111K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8+ 0.12% |
$321 - $323
|
6.76K
$274K
|