Professional Financial Advisors, LLC Ssga Active Tr Spdr Ssga Us Se Transaction History

Professional Financial Advisors, LLC

$342 Million
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 12, 2023	SELL	$39.39 - $43.36 $147,082 - $161,906	-3,734 Reduced 33.29%	7,483 $324,000
Q1 2023 Apr 27, 2023	BUY	$38.11 - $41.14 $72,447 - $78,207	1,901 Added 20.41%	11,217 $450,000
Q4 2022 Feb 14, 2023	SELL	$38.02 - $41.1 $12,698 - $13,727	-334 Reduced 3.46%	9,316 $362,000
Q3 2022 Nov 09, 2022	SELL	N/A	-973 Reduced 9.16%	9,650 $347,000
Q2 2022 Jul 28, 2022	SELL	N/A	-594 Reduced 5.3%	10,623 $405,000

Q1 2022 May 05, 2022	BUY	N/A	312 Added 2.86%	11,217 $508,000
Q4 2021 Jan 18, 2022	BUY	N/A	925 Added 9.27%	10,905 $512,000
Q3 2021 Oct 19, 2021	BUY	N/A	309 Added 3.2%	9,980 $441,000
Q2 2021 Jul 20, 2021	SELL	N/A	-974 Reduced 9.15%	9,671 $428,000
Q1 2021 May 05, 2021	BUY	N/A	9,925 Added 1378.47%	10,645 $436,000
Q4 2020 Jan 14, 2021	BUY	N/A	720 New	720 $29,000

Others Institutions Holding XLSR

# of Institutions

91

Shares Held

9.01M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

3.5M
Shares

$180 Million
0.1% of portfolio
Envestnet Asset Management Inc

1.07M
Shares

$55.2 Million
0.02% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

992K
Shares

$51.1 Million
0.2% of portfolio
Park Avenue Securities LLC

382K
Shares

$19.7 Million
0.25% of portfolio
Geo Wealth Management, LLC Chicago, IL

258K
Shares

$13.3 Million
0.52% of portfolio

About SSGA ACTIVE TR SPDR SSGA US SE

Ticker XLSR
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