Cypress Wealth Services, LLC Ssga Active ETF Tr Spdr Doblel Transaction History

Cypress Wealth Services, LLC

$440 Million
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 10, 2020	SELL	$46.68 - $50.35 $489,626 - $528,121	-10,489 Closed	0 $0
Q4 2019 Jan 14, 2020	SELL	$48.68 - $49.5 $261,947 - $266,359	-5,381 Reduced 33.91%	10,489 $514,000
Q3 2019 Oct 16, 2019	SELL	$48.94 - $49.38 $104,682 - $105,623	-2,139 Reduced 11.88%	15,870 $781,000
Q2 2019 Jul 24, 2019	SELL	N/A	-556 Reduced 2.99%	18,009 $884,000
Q1 2019 Apr 19, 2019	SELL	N/A	-7,109 Reduced 27.69%	18,565 $898,000
Q4 2018 Jan 22, 2019	SELL	N/A	-4,679 Reduced 15.42%	25,674 $1.22 Million
Q3 2018 Oct 19, 2018	BUY	N/A	2,097 Added 7.42%	30,353 $1.43 Million
Q2 2018 Aug 06, 2018	SELL	N/A	-5,970 Reduced 17.44%	28,256 $1.34 Million
Q1 2018 May 01, 2018	SELL	N/A	-1,202 Reduced 3.39%	34,226 $1.64 Million
Q4 2017 Feb 05, 2018	BUY	N/A	35,428	35,428 $1.72 Million

Others Institutions Holding TOTL

# of Institutions

346

Shares Held

61.8M

Call Options Held

0

Put Options Held

0

Signature Estate & Investment Advisors LLC

7.32M
Shares

$304 Million
7.3% of portfolio
Morgan Stanley New York, NY

5.24M
Shares

$217 Million
0.02% of portfolio
Envestnet Asset Management Inc

2.79M
Shares

$116 Million
0.04% of portfolio
Wealth Enhancement Advisory Services, LLC

2.46M
Shares

$102 Million
0.24% of portfolio
Lpl Financial LLC Fort Mill, SC

2.36M
Shares

$98 Million
0.05% of portfolio

About SSGA ACTIVE ETF TR SPDR DOBLEL

Ticker TOTL
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