Goldstein Munger & Associates Ssga Active ETF Tr Spdr Doblel Transaction History

Goldstein Munger & Associates

$303 Million
Q3 2022

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 27, 2021	SELL	$48.18 - $49.35 $1.47 Million - $1.51 Million	-30,557 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$49.07 - $49.5 $20,609 - $20,790	420 Added 1.39%	30,557 $1.51 Million
Q3 2020 Nov 10, 2020	BUY	$49.21 - $49.89 $29,526 - $29,934	600 Added 2.03%	30,137 $1.49 Million
Q2 2020 Aug 12, 2020	SELL	$47.65 - $49.55 $58,847 - $61,194	-1,235 Reduced 4.01%	29,537 $1.46 Million
Q1 2020 Apr 29, 2020	BUY	$46.68 - $50.35 $3,174 - $3,423	68 Added 0.22%	30,772 $1.48 Million
Q4 2019 Feb 10, 2020	BUY	$48.68 - $49.5 $274,506 - $279,130	5,639 Added 22.5%	30,704 $1.5 Million
Q4 2018 Feb 08, 2019	BUY	N/A	14,640 Added 140.43%	25,065 $1.19 Million
Q3 2018 Oct 25, 2018	BUY	N/A	10,425 New	10,425 $493,000

Others Institutions Holding TOTL

# of Institutions

345

Shares Held

61.7M

Call Options Held

0

Put Options Held

0

Signature Estate & Investment Advisors LLC

7.32M
Shares

$299 Million
7.3% of portfolio
Morgan Stanley New York, NY

5.24M
Shares

$214 Million
0.02% of portfolio
Envestnet Asset Management Inc

2.79M
Shares

$114 Million
0.04% of portfolio
Wealth Enhancement Advisory Services, LLC

2.46M
Shares

$101 Million
0.24% of portfolio
Lpl Financial LLC Fort Mill, SC

2.36M
Shares

$96.5 Million
0.05% of portfolio

About SSGA ACTIVE ETF TR SPDR DOBLEL

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