Estate Counselors, LLC Ssga Active ETF Tr Spdr Doblel Transaction History

Estate Counselors, LLC

$313 Million
Q1 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	BUY	$40.21 - $41.35 $1.6 Million - $1.65 Million	39,820 Added 137.79%	68,720 $2.79 Million
Q1 2023 May 04, 2023	SELL	$39.94 - $41.62 $644,232 - $671,330	-16,130 Reduced 35.82%	28,900 $1.19 Million
Q4 2022 Feb 08, 2023	SELL	$39.1 - $41.25 $7.85 Million - $8.29 Million	-200,860 Reduced 81.69%	45,030 $1.8 Million
Q3 2022 Nov 04, 2022	SELL	N/A	-18,180 Reduced 6.88%	245,890 $9.88 Million
Q2 2022 Aug 03, 2022	BUY	N/A	226,840 Added 609.29%	264,070 $11.1 Million

Q1 2022 May 09, 2022	SELL	N/A	-162,690 Reduced 81.38%	37,230 $1.67 Million
Q4 2021 Feb 14, 2022	SELL	N/A	-19,795 Reduced 9.01%	199,920 $9.46 Million
Q3 2021 Nov 03, 2021	BUY	N/A	128,095 Added 139.81%	219,715 $10.6 Million
Q2 2021 Aug 03, 2021	BUY	N/A	20,560 Added 28.93%	91,620 $4.44 Million
Q1 2021 May 06, 2021	SELL	N/A	-150 Reduced 0.21%	71,060 $3.43 Million
Q4 2020 Feb 11, 2021	BUY	N/A	18,610 Added 35.38%	71,210 $3.51 Million
Q3 2020 Oct 28, 2020	BUY	N/A	2,080 Added 4.12%	52,600 $2.59 Million
Q2 2020 Aug 07, 2020	BUY	N/A	6,760 Added 15.45%	50,520 $2.52 Million
Q1 2020 Apr 28, 2020	BUY	N/A	1,800 Added 4.29%	43,760 $2.1 Million
Q4 2019 Jan 31, 2020	SELL	N/A	-1,280 Reduced 2.96%	41,960 $2.06 Million
Q3 2019 Oct 28, 2019	BUY	N/A	440 Added 1.03%	43,240 $2.13 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-6,550 Reduced 13.27%	42,800 $2.1 Million
Q1 2019 May 01, 2019	BUY	N/A	49,350 New	49,350 $2.39 Million

Others Institutions Holding TOTL

# of Institutions

341

Shares Held

57.7M

Call Options Held

100

Put Options Held

0

Signature Estate & Investment Advisors LLC

7.07M
Shares

$282 Million
8.02% of portfolio
Morgan Stanley New York, NY

5.09M
Shares

$203 Million
0.02% of portfolio
Wealth Enhancement Advisory Services, LLC

2.47M
Shares

$98.4 Million
0.27% of portfolio
Envestnet Asset Management Inc

2.45M
Shares

$97.5 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

2.34M
Shares

$93.2 Million
0.05% of portfolio

About SSGA ACTIVE ETF TR SPDR DOBLEL

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