Holistic Financial Partners Ssga Active ETF Tr Spdr Doblel Transaction History

Holistic Financial Partners

$188 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 06, 2020	SELL	$48.68 - $49.5 $739,303 - $751,756	-15,187 Closed	0 $0
Q3 2019 Nov 07, 2019	SELL	$48.94 - $49.38 $2.26 Million - $2.28 Million	-46,209 Reduced 75.26%	15,187 $749,000
Q2 2019 Aug 07, 2019	SELL	N/A	-4,764 Reduced 7.2%	61,396 $3.01 Million
Q1 2019 May 07, 2019	SELL	N/A	-11,613 Reduced 14.93%	66,160 $3.2 Million
Q4 2018 Feb 11, 2019	SELL	N/A	-25,726 Reduced 24.86%	77,773 $3.68 Million
Q3 2018 Nov 05, 2018	SELL	N/A	-33,262 Reduced 24.32%	103,499 $4.89 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-10,540 Reduced 7.16%	136,761 $6.5 Million
Q1 2018 May 14, 2018	BUY	N/A	7,354 Added 5.25%	147,301 $7.07 Million
Q4 2017 Feb 09, 2018	BUY	N/A	139,947	139,947 $6.81 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

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