Ifg Advisory, LLC Ssga Active ETF Tr Spdr Doblel Transaction History

Ifg Advisory, LLC

$1.53 Billion
Q2 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 26, 2023	SELL	$39.94 - $41.62 $41,178 - $42,910	-1,031 Reduced 5.09%	19,221 $788,000
Q4 2022 Jan 31, 2023	SELL	$39.06 - $41.25 $363,336 - $383,707	-9,302 Reduced 31.47%	20,252 $810,000
Q3 2022 Oct 28, 2022	SELL	$40.06 - $42.94 $7.36 Million - $7.89 Million	-183,644 Reduced 86.14%	29,554 $1.19 Million
Q2 2022 Aug 04, 2022	BUY	$41.69 - $44.58 $563,356 - $602,409	13,513 Added 6.77%	213,198 $8.99 Million
Q1 2022 May 04, 2022	SELL	$44.48 - $47.26 $361,088 - $383,656	-8,118 Reduced 3.91%	199,685 $8.94 Million
Q4 2021 Feb 14, 2022	BUY	$47.29 - $48.28 $719,422 - $734,483	15,213 Added 7.9%	207,803 $9.84 Million
Q3 2021 Oct 12, 2021	BUY	$48.16 - $48.66 $3.31 Million - $3.34 Million	68,671 Added 55.42%	192,590 $9.31 Million
Q2 2021 Jul 21, 2021	BUY	$48.18 - $48.51 $895,907 - $902,043	18,595 Added 17.66%	123,919 $6 Million
Q1 2021 Apr 19, 2021	BUY	$48.18 - $49.35 $985,040 - $1.01 Million	20,445 Added 24.09%	105,324 $5.08 Million
Q4 2020 Feb 08, 2021	BUY	$49.07 - $49.5 $3.48 Million - $3.51 Million	70,864 Added 505.63%	84,879 $4.18 Million
Q3 2020 Nov 02, 2020	BUY	$49.21 - $49.89 $689,678 - $699,208	14,015 New	14,015 $691,000
Q3 2019 Nov 06, 2019	SELL	$48.94 - $49.38 $391,617 - $395,138	-8,002 Closed	0 $0
Q2 2019 Aug 06, 2019	SELL	N/A	-354 Reduced 4.24%	8,002 $392,000
Q1 2019 May 08, 2019	BUY	N/A	3,221 Added 62.73%	8,356 $404,000
Q4 2018 Feb 07, 2019	SELL	N/A	-3,128 Reduced 37.86%	5,135 $243,000
Q3 2018 Nov 05, 2018	BUY	N/A	933 Added 12.73%	8,263 $390,000
Q2 2018 Aug 02, 2018	BUY	N/A	7,330 New	7,330 $348,000

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

$302 Million
7.3% of portfolio
Morgan Stanley New York, NY

5.24M
Shares

$216 Million
0.02% of portfolio
Envestnet Asset Management Inc

2.79M
Shares

$115 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

$97.6 Million
0.05% of portfolio

About SSGA ACTIVE ETF TR SPDR DOBLEL

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