Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
200K+ 33.25% |
$7.17M - $8.54M
|
800K
$42.7M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
163K+ 11.23% |
$5.86M - $6.98M
|
1.62M
$86.2M
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
58.9KNew |
$2.11M - $2.52M
|
58.9K
$3.14M
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
52.8KNew |
$1.9M - $2.26M
|
52.8K
$2.82M
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
52.8KNew |
$1.9M - $2.26M
|
52.8K
$2.82M
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.8K+ 28.32% |
$1.18M - $1.4M
|
148K
$7.92M
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
27.1KNew |
$972K - $1.16M
|
27.1K
$1.44M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
19.8K+ 6.9% |
$712K - $849K
|
307K
$16.4M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
15.7K+ 11.72% |
$565K - $674K
|
150K
$8.01M
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
14.4KNew |
$516K - $615K
|
14.4K
$766K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.8K+ 16.63% |
$390K - $464K
|
76.1K
$4.06M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.3K+ 130.91% |
$370K - $441K
|
18.2K
$970K
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
9.52KNew |
$342K - $408K
|
9.52K
$508K
|
|
Oct 14, 2022
Q3 2022
|
Capitol Family Office, Inc.
|
BUY
|
- |
7.15K+ 1.92% |
$257K - $306K
|
379K
$20.2M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.64K+ 22.42% |
$239K - $284K
|
36.3K
$1.94M
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.08KNew |
$218K - $260K
|
6.08K
$324K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
5.24KNew |
$188K - $224K
|
5.24K
$280K
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.41K+ 7.14% |
$158K - $189K
|
66.1K
$3.53M
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.6K+ 40.08% |
$129K - $154K
|
12.6K
$672K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.9K+ 6.21% |
$68.3K - $81.4K
|
32.5K
$1.73M
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.66KNew |
$59.6K - $71K
|
1.66K
$88.6K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.05K+ 2.11% |
$37.7K - $44.9K
|
50.7K
$2.71M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
374New |
$13.4K - $16K
|
374
$20K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
351New |
$12.6K - $15K
|
351
$18.7K
|
|
Oct 13, 2022
Q3 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
285+ 0.81% |
$10.2K - $12.2K
|
35.3K
$1.89M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
249New |
$8.94K - $10.7K
|
249
$13.3K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
247+ 0.52% |
$8.87K - $10.6K
|
48.1K
$2.57M
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
231+ 0.42% |
$8.3K - $9.89K
|
54.9K
$2.93M
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
200+ 3.38% |
$7.18K - $8.56K
|
6.13K
$327K
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
131+ 0.4% |
$4.7K - $5.61K
|
33.3K
$1.78M
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
129+ 19.2% |
$4.63K - $5.52K
|
801
$42.7K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
112New |
$4.02K - $4.79K
|
112
$5.98K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
101New |
$3.63K - $4.32K
|
101
$5.39K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
54+ 0.82% |
$1.94K - $2.31K
|
6.64K
$354K
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
51+ 0.84% |
$1.83K - $2.18K
|
6.11K
$326K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-10- 0.1% |
$359 - $428
|
10.2K
$546K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-49- 17.63% |
$1.76K - $2.1K
|
229
$12.2K
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-203- 1.25% |
$7.29K - $8.69K
|
16.1K
$858K
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-286- 4.85% |
$10.3K - $12.2K
|
5.61K
$299K
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-470- 4.23% |
$16.9K - $20.1K
|
10.6K
$567K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-967- 7.8% |
$34.7K - $41.4K
|
11.4K
$610K
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-973- 9.16% |
$34.9K - $41.6K
|
9.65K
$515K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.2K- 13.68% |
$43K - $51.3K
|
7.56K
$403K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.34K- 49.03% |
$48.1K - $57.3K
|
1.39K
$74.3K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.61K- 5.3% |
$57.8K - $68.9K
|
28.7K
$1.53M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.75K- 21.78% |
$62.8K - $74.9K
|
6.29K
$335K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-2.09K- 11.9% |
$74.9K - $89.3K
|
15.5K
$825K
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3.77K- 22.12% |
$136K - $162K
|
13.3K
$709K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.76K- 5.59% |
$171K - $204K
|
80.5K
$4.3M
|