Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.07M+ 49.03% |
$42.4M - $49.2M
|
3.26M
$174M
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
221K+ 38.44% |
$8.73M - $10.1M
|
795K
$42.4M
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
215KNew |
$8.5M - $9.87M
|
215K
$11.5M
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
111KNew |
$4.39M - $5.09M
|
111K
$5.92M
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
94.8K+ 1815.75% |
$3.75M - $4.35M
|
100K
$5.34M
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
90KNew |
$3.56M - $4.13M
|
90K
$4.8M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
88.2K+ 26.68% |
$3.49M - $4.05M
|
419K
$22.4M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.4K+ 4.67% |
$1.84M - $2.13M
|
1.04M
$55.5M
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
43.7K+ 62.02% |
$1.73M - $2.01M
|
114K
$6.09M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.9KNew |
$1.62M - $1.88M
|
40.9K
$2.18M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.5K+ 19.9% |
$1.21M - $1.4M
|
184K
$9.8M
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.9K+ 9.92% |
$906K - $1.05M
|
254K
$13.5M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.4K+ 35.75% |
$608K - $706K
|
58.4K
$3.12M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.3K+ 463.58% |
$603K - $701K
|
18.6K
$990K
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13.7K+ 50.21% |
$543K - $631K
|
41.1K
$2.19M
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
13.5KNew |
$533K - $619K
|
13.5K
$719K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
11.2K+ 3.18% |
$444K - $515K
|
364K
$19.4M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.81K+ 14.52% |
$388K - $450K
|
77.4K
$4.13M
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
7.4KNew |
$292K - $340K
|
7.4K
$395K
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
6.48KNew |
$256K - $298K
|
6.48K
$346K
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.7KNew |
$225K - $262K
|
5.7K
$304K
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.05KNew |
$200K - $232K
|
5.05K
$269K
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
4.88KNew |
$193K - $224K
|
4.88K
$260K
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.71KNew |
$186K - $216K
|
4.71K
$251K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4.08KNew |
$161K - $187K
|
4.08K
$218K
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.86K+ 32.57% |
$153K - $177K
|
15.7K
$839K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.46K+ 4.02% |
$137K - $159K
|
89.6K
$4.78M
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
3.19K+ 65.08% |
$126K - $146K
|
8.08K
$431K
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
3.06K+ 26.69% |
$121K - $140K
|
14.5K
$775K
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.88K+ 35.19% |
$114K - $132K
|
11.1K
$591K
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.65K+ 45.18% |
$105K - $122K
|
8.52K
$454K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.47K+ 31.36% |
$97.7K - $113K
|
10.4K
$552K
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.34K+ 31.31% |
$92.4K - $107K
|
9.8K
$523K
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.04K+ 65.37% |
$80.6K - $93.6K
|
5.16K
$275K
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.99K+ 7.5% |
$78.6K - $91.2K
|
28.5K
$1.52M
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.8KNew |
$71.2K - $82.7K
|
1.8K
$96.1K
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.76K+ 3.48% |
$69.4K - $80.6K
|
52.2K
$2.79M
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.18KNew |
$46.8K - $54.4K
|
1.18K
$63.2K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.14K+ 3.77% |
$44.9K - $52.1K
|
31.3K
$1.67M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.05K+ 6.57% |
$41.3K - $48K
|
17K
$905K
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
866+ 6.5% |
$34.2K - $39.8K
|
14.2K
$758K
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
451+ 3.76% |
$17.8K - $20.7K
|
12.5K
$664K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
429New |
$17K - $19.7K
|
429
$22.9K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
322New |
$12.7K - $14.8K
|
322
$17.2K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
307+ 32.21% |
$12.1K - $14.1K
|
1.26K
$67.2K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
138+ 13800.0% |
$5.46K - $6.34K
|
139
$7.42K
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
104+ 0.25% |
$4.11K - $4.77K
|
41.4K
$2.21M
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$39.5 - $45.9
|
2.92K
$156K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 0.71% |
$158 - $184
|
561
$29.9K
|