United Capital Financial Advisers, LLC Ssga Active ETF Tr Transaction History

United Capital Financial Advisers, LLC

$11.5 Billion
Q2 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 13, 2020	SELL	$37.02 - $40.32 $233,077 - $253,854	-6,296 Closed	0 $0
Q2 2020 Aug 13, 2020	SELL	$31.43 - $38.01 $149,072 - $180,281	-4,743 Reduced 42.97%	6,296 $232,000
Q1 2020 May 15, 2020	SELL	$29.25 - $40.8 $21,762 - $30,355	-744 Reduced 6.31%	11,039 $362,000
Q4 2019 Feb 14, 2020	BUY	$38.08 - $40.41 $80,577 - $85,507	2,116 Added 21.89%	11,783 $472,000
Q3 2019 Feb 14, 2020	BUY	$38.53 - $38.98 $372,469 - $376,819	9,667 New	9,667 $373,000
Q3 2019 Nov 14, 2019	SELL	$38.53 - $38.98 $291,980 - $295,390	-7,578 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	N/A	983 Added 14.91%	7,578 $290,000
Q1 2019 May 14, 2019	SELL	N/A	-1,293 Reduced 16.39%	6,595 $249,000
Q4 2018 Feb 14, 2019	SELL	N/A	-1,153 Reduced 12.75%	7,888 $272,000
Q3 2018 Nov 14, 2018	SELL	N/A	-5,262 Reduced 36.79%	9,041 $349,000
Q2 2018 Aug 14, 2018	SELL	N/A	-2,886 Reduced 16.79%	14,303 $540,000
Q1 2018 May 15, 2018	BUY	N/A	938 Added 5.77%	17,189 $655,000
Q4 2017 Feb 13, 2018	BUY	N/A	448 Added 2.83%	16,251 $622,000
Q3 2017 Nov 14, 2017	BUY	N/A	15,803	15,803 $583,000

Others Institutions Holding GAL

# of Institutions

52

Shares Held

2.68M

Call Options Held

0

Put Options Held

0

Mesirow Financial Investment Management, Inc.

582K
Shares

$26.5 Million
0.59% of portfolio
Raymond James & Associates St Petersburg, FL

522K
Shares

$23.7 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

397K
Shares

$18.1 Million
0.0% of portfolio
First Foundation Advisors Irvine, CA

293K
Shares

$13.3 Million
0.5% of portfolio
Bright Financial Advisors, Inc. Portage, MI

160K
Shares

$7.27 Million
4.63% of portfolio

About SSGA ACTIVE ETF TR

Ticker GAL
Sector ETFs
Industry ETFs

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