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 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-59- 35.33% |
$2.33K - $2.71K
|
108
$5.76K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-75- 0.61% |
$2.97K - $3.44K
|
12.2K
$649K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-109- 0.37% |
$4.31K - $5K
|
29K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-118- 1.77% |
$4.67K - $5.42K
|
6.54K
$349K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-236- 4.44% |
$9.33K - $10.8K
|
5.08K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-450- 0.98% |
$17.8K - $20.7K
|
45.5K
$2.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-509- 0.52% |
$20.1K - $23.4K
|
97.5K
$5.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-523- 2.12% |
$20.7K - $24K
|
24.1K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-532- 16.83% |
$21K - $24.4K
|
2.63K
$140K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-851- 12.63% |
$33.6K - $39.1K
|
5.89K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.06K- 15.68% |
$41.9K - $48.6K
|
5.7K
$304K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.18K- 10.46% |
$46.5K - $54K
|
10.1K
$537K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.22K- 1.93% |
$48K - $55.8K
|
61.7K
$3.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.28K- 7.1% |
$50.8K - $58.9K
|
16.8K
$896K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 3.22% |
$54.6K - $63.4K
|
41.6K
$2.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.46K- 1.41% |
$57.8K - $67.1K
|
102K
$5.45M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.36K- 18.59% |
$93.3K - $108K
|
10.3K
$551K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.5K- 6.93% |
$98.9K - $115K
|
33.6K
$1.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.13K- 14.67% |
$124K - $144K
|
18.2K
$971K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.23K- 5.93% |
$167K - $194K
|
67.2K
$3.59M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.8K- 3.66% |
$190K - $220K
|
126K
$6.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.15K- 14.76% |
$243K - $282K
|
35.5K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.63K- 11.24% |
$302K - $350K
|
60.2K
$3.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.03K- 18.31% |
$318K - $369K
|
35.8K
$1.91M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.4K- 23.96% |
$728K - $845K
|
58.4K
$3.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-26.3K- 8.64% |
$1.04M - $1.21M
|
278K
$14.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-63.7K- 56.89% |
$2.52M - $2.92M
|
48.3K
$2.57M
|