Heron Bay Capital Management Ssga Active ETF Tr Spdr Doblel Transaction History

Heron Bay Capital Management

$464 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 10, 2021	SELL	N/A	-5,819 Closed	0 $0
Q1 2021 May 14, 2021	SELL	N/A	-6,637 Reduced 53.28%	5,819 $281,000
Q4 2020 Feb 16, 2021	BUY	N/A	12,456 New	12,456 $0

Others Institutions Holding TOTL

# of Institutions

341

Shares Held

57.6M

Call Options Held

100

Put Options Held

0

Signature Estate & Investment Advisors LLC

7.07M
Shares

$281 Million
8.02% of portfolio
Morgan Stanley New York, NY

5.09M
Shares

$202 Million
0.02% of portfolio
Wealth Enhancement Advisory Services, LLC

2.47M
Shares

$98.1 Million
0.27% of portfolio
Envestnet Asset Management Inc

2.45M
Shares

$97.3 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

2.34M
Shares

$93 Million
0.05% of portfolio

About SSGA ACTIVE ETF TR SPDR DOBLEL

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