Abbot Financial Management, Inc. Ssga Active ETF Tr Spdr Doblel Transaction History

Abbot Financial Management, Inc.

$177 Million
Q1 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 12, 2022	BUY	N/A	500 Added 4.72%	11,100 $497,000
Q4 2021 Feb 15, 2022	BUY	N/A	500 Added 4.95%	10,600 $502,000
Q3 2021 Nov 04, 2021	SELL	N/A	-500 Reduced 4.72%	10,100 $488,000
Q2 2021 Aug 05, 2021	SELL	N/A	-500 Reduced 4.5%	10,600 $513,000
Q1 2021 May 13, 2021	SELL	N/A	-23,186 Reduced 67.63%	11,100 $535,000

Q4 2020 Feb 11, 2021	SELL	N/A	-1,344 Reduced 3.77%	34,286 $1.69 Million
Q3 2020 Oct 26, 2020	BUY	N/A	11 Added 0.03%	35,630 $1.76 Million
Q2 2020 Jul 22, 2020	BUY	N/A	71 Added 0.2%	35,619 $1.77 Million
Q1 2020 May 12, 2020	BUY	N/A	598 Added 1.71%	35,548 $1.71 Million
Q4 2019 Feb 12, 2020	BUY	N/A	17,722 Added 102.87%	34,950 $1.71 Million
Q3 2019 Nov 13, 2019	BUY	N/A	8,203 Added 90.89%	17,228 $848,000
Q2 2019 Aug 08, 2019	BUY	N/A	9,025 New	9,025 $443,000

Others Institutions Holding TOTL

# of Institutions

342

Shares Held

58.8M

Call Options Held

100

Put Options Held

0

Signature Estate & Investment Advisors LLC

7.07M
Shares

$284 Million
8.02% of portfolio
Morgan Stanley New York, NY

5.09M
Shares

$205 Million
0.02% of portfolio
Wealth Enhancement Advisory Services, LLC

2.47M
Shares

$99.2 Million
0.27% of portfolio
Envestnet Asset Management Inc

2.45M
Shares

$98.4 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

2.34M
Shares

$94 Million
0.05% of portfolio

About SSGA ACTIVE ETF TR SPDR DOBLEL

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