Koss Olinger Consulting, LLC Ssga Active ETF Tr Spdr Doblel Transaction History

Koss Olinger Consulting, LLC

$1.07 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$37.52 - $40.38 $140,474 - $151,182	3,744 Added 66.75%	9,353 $376,000
Q3 2023 Oct 10, 2023	BUY	$38.6 - $40.65 $216,507 - $228,005	5,609 New	5,609 $216,000
Q4 2022 Feb 13, 2023	BUY	$39.06 - $41.25 $1.91 Million - $2.02 Million	48,964 Added 514.98%	58,472 $2.34 Million
Q3 2022 Nov 14, 2022	SELL	$40.06 - $42.94 $3,084 - $3,306	-77 Reduced 0.8%	9,508 $382,000
Q2 2022 Jul 08, 2022	BUY	$41.69 - $44.58 $1,250 - $1,337	30 Added 0.31%	9,585 $404,000
Q1 2022 May 06, 2022	SELL	$44.48 - $47.26 $18,014 - $19,140	-405 Reduced 4.07%	9,555 $428,000
Q3 2021 Nov 09, 2021	BUY	$48.16 - $48.66 $2,311 - $2,335	48 Added 0.48%	9,960 $481,000
Q1 2021 May 14, 2021	BUY	$48.18 - $49.35 $477,560 - $489,157	9,912 New	9,912 $478,000

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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