Purchases and Sales Made in Q1 2024 in Ssga Active Tr Spdr Ssga Us Se (XLSR)
This table provides information about the institutional ownership of Ssga Active Tr Spdr Ssga Us Se (XLSR) during Q1 2024. The information is specifically focused on institutions that hold shares of SSGA ACTIVE TR SPDR SSGA US SE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
236K+ 7.23% |
$10.5M - $11.8M
|
3.5M
$187M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
197K+ 24.75% |
$8.81M - $9.81M
|
992K
$52.9M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
69.1KNew |
$3.09M - $3.44M
|
69.1K
$3.69M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
60.7K+ 129.87% |
$2.72M - $3.03M
|
108K
$5.74M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.7K+ 2.85% |
$1.33M - $1.48M
|
1.07M
$57.1M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.3K+ 11.04% |
$908K - $1.01M
|
204K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.7KNew |
$791K - $881K
|
17.7K
$943K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
17.4K+ 4.78% |
$779K - $868K
|
382K
$20.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
15K+ 16.64% |
$670K - $746K
|
105K
$5.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
13K+ 45.66% |
$582K - $648K
|
41.5K
$2.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.7K+ 25.88% |
$480K - $535K
|
52.2K
$2.78M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.2K+ 9.96% |
$455K - $508K
|
112K
$6M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.71K+ 9.96% |
$434K - $484K
|
107K
$5.72M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.13KNew |
$408K - $455K
|
9.13K
$487K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
8.6KNew |
$385K - $429K
|
8.6K
$459K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.59KNew |
$340K - $378K
|
7.59K
$405K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
7.45KNew |
$333K - $371K
|
7.45K
$397K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.12K+ 140.17% |
$319K - $355K
|
12.2K
$651K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6.19K+ 15.06% |
$277K - $309K
|
47.3K
$2.52M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.83K+ 7.54% |
$261K - $291K
|
83.2K
$4.44M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.74K+ 23.8% |
$257K - $286K
|
29.8K
$1.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.31K+ 4.65% |
$238K - $265K
|
119K
$6.37M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.13KNew |
$229K - $256K
|
5.13K
$273K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.65K+ 5.19% |
$208K - $232K
|
94.3K
$5.03M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.62K+ 1.82% |
$207K - $230K
|
258K
$13.8M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.26KNew |
$191K - $212K
|
4.26K
$227K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.58K+ 60.85% |
$160K - $179K
|
9.47K
$505K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.23K+ 37.93% |
$145K - $161K
|
11.7K
$627K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.59K+ 18.21% |
$116K - $129K
|
16.8K
$896K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.14KNew |
$95.8K - $107K
|
2.14K
$114K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.09K+ 3.58% |
$93.6K - $104K
|
60.5K
$3.23M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.09K+ 3.58% |
$93.6K - $104K
|
60.5K
$3.23M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
1.73K+ 12.83% |
$77.4K - $86.2K
|
15.2K
$811K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.4K+ 13.48% |
$62.4K - $69.6K
|
11.7K
$627K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.31K+ 2.88% |
$58.5K - $65.2K
|
46.8K
$2.5M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.16K+ 3.72% |
$52K - $57.9K
|
32.4K
$1.73M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
745+ 14.44% |
$33.3K - $37.1K
|
5.9K
$315K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
484+ 5.99% |
$21.7K - $24.1K
|
8.56K
$457K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
445+ 0.44% |
$19.9K - $22.2K
|
100K
$5.36M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
412+ 34.8% |
$18.4K - $20.5K
|
1.6K
$85.2K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
220+ 3.59% |
$9.84K - $11K
|
6.35K
$339K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
181New |
$8.1K - $9.02K
|
181
$9.66K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
84+ 0.07% |
$3.76K - $4.19K
|
126K
$6.75M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
57+ 1.21% |
$2.55K - $2.84K
|
4.77K
$254K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
23+ 0.08% |
$1.03K - $1.15K
|
29K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21+ 0.17% |
$940 - $1.05K
|
12.5K
$666K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 3.74% |
$940 - $1.05K
|
582
$31.1K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11+ 0.18% |
$492 - $548
|
6.22K
$332K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
9+ 0.06% |
$403 - $449
|
14.5K
$775K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 0.17% |
$224 - $249
|
2.92K
$156K
|