Simpli Fi, Inc. Ssga Active ETF Tr Spdr Doblel Transaction History

Simpli Fi, Inc.

$216 Million
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 13, 2020	SELL	$47.65 - $49.55 $4.38 Million - $4.56 Million	-91,981 Closed	0 $0
Q1 2020 Apr 09, 2020	SELL	$46.68 - $50.35 $28.5 Million - $30.7 Million	-610,222 Reduced 86.9%	91,981 $4.41 Million
Q4 2019 Jan 15, 2020	BUY	$48.68 - $49.5 $705,081 - $716,958	14,484 Added 2.11%	702,203 $34.4 Million
Q3 2019 Oct 16, 2019	SELL	$48.94 - $49.38 $189,887 - $191,594	-3,880 Reduced 0.56%	687,719 $33.9 Million
Q2 2019 Jul 23, 2019	BUY	N/A	13,097 Added 1.93%	691,599 $33.9 Million
Q1 2019 Apr 17, 2019	SELL	N/A	-19,334 Reduced 2.77%	678,502 $32.8 Million
Q4 2018 Jan 22, 2019	BUY	N/A	11,624 Added 1.69%	697,836 $33.1 Million
Q3 2018 Oct 17, 2018	BUY	N/A	42,701 Added 6.64%	686,212 $32.4 Million
Q2 2018 Aug 02, 2018	BUY	N/A	49,200 Added 8.28%	643,511 $30.6 Million
Q1 2018 May 01, 2018	BUY	N/A	32,191 Added 5.73%	594,311 $28.5 Million
Q4 2017 Feb 07, 2018	BUY	N/A	562,120	562,120 $27.3 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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