M Holdings Securities, Inc. Ssga Active ETF Tr Spdr Doblel Transaction History

M Holdings Securities, Inc.

$771 Million
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 21, 2020	SELL	$47.65 - $49.55 $1.88 Million - $1.95 Million	-39,444 Closed	0 $0
Q1 2020 May 13, 2020	BUY	$46.68 - $50.35 $1.84 Million - $1.99 Million	39,444 New	39,444 $1.89 Million
Q2 2019 Aug 16, 2019	SELL	N/A	-5,809 Closed	0 $0
Q1 2019 May 17, 2019	SELL	N/A	-41,673 Reduced 87.77%	5,809 $281,000
Q4 2018 Feb 15, 2019	BUY	N/A	479 Added 1.02%	47,482 $2.25 Million
Q3 2018 Nov 16, 2018	SELL	N/A	-13,265 Reduced 22.01%	47,003 $2.22 Million
Q2 2018 Aug 17, 2018	BUY	N/A	20,339 Added 50.94%	60,268 $2.87 Million
Q1 2018 May 18, 2018	SELL	N/A	-4,004 Reduced 9.11%	39,929 $1.92 Million
Q4 2017 Feb 15, 2018	BUY	N/A	3,816 Added 9.51%	43,933 $788,000
Q3 2017 Nov 15, 2017	BUY	N/A	27,668 Added 222.25%	40,117 $1.98 Million
Q2 2017 Aug 22, 2017	BUY	N/A	12,449	12,449 $613,000

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

$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

Ticker TOTL
Sector ETFs
Industry ETFs

More about TOTL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of M Holdings Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on M Holdings Securities, Inc. with notifications on news.