Latest Institutional Transactions on Ssga Active ETF Tr Spdr Doblel (TOTL)
This table provides information on the latest institutional transactions involving Ssga Active ETF Tr Spdr Doblel (TOTL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.5KNew |
$469K - $505K
|
12.5K
$501K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
7.74K+ 122.79% |
$290K - $313K
|
14K
$563K
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.74K+ 66.75% |
$140K - $151K
|
9.35K
$375K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
22.5KNew |
$846K - $910K
|
22.5K
$903K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.32KNew |
$49.4K - $53.2K
|
1.32K
$52.7K
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.67K- 24.37% |
$62.7K - $67.5K
|
5.19K
$208K
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.77K+ 26.33% |
$104K - $112K
|
13.3K
$532K
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-59.5K- 20.45% |
$2.23M - $2.4M
|
231K
$9.27M
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-360K- 96.98% |
$13.5M - $14.5M
|
11.2K
$449K
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.2KNew |
$459K - $494K
|
12.2K
$490K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
528+ 54.15% |
$19.8K - $21.3K
|
1.5K
$60.2K
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.6K- 18.76% |
$60K - $64.5K
|
6.92K
$277K
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.43KNew |
$241K - $260K
|
6.43K
$258K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.1KNew |
$530K - $570K
|
14.1K
$566K
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
443New |
$16.6K - $17.9K
|
443
$17.7K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.32K+ 14.56% |
$350K - $376K
|
73.3K
$2.94M
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
530New |
$19.9K - $21.4K
|
530
$21.2K
|
|
Jan 18, 2024
Q4 2023
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
5.05KNew |
$189K - $204K
|
5.05K
$202K
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
13New |
$488 - $525
|
13
$521
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-3.8K- 44.19% |
$143K - $153K
|
4.8K
$192K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-268- 23.49% |
$10.1K - $10.8K
|
873
$35K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
5.18K+ 62.52% |
$195K - $209K
|
13.5K
$540K
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
411+ 1.36% |
$15.4K - $16.6K
|
30.6K
$1.23M
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 100.0% |
$300 - $323
|
16
$641
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.5K- 55.56% |
$56.3K - $60.6K
|
1.2K
$48.1K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.66KNew |
$62.3K - $67K
|
1.66K
$66.5K
|
|
Q3 2023 | |||||||
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.04K+ 5.32% |
$40.1K - $42.2K
|
20.5K
$823K
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-32.6K- 61.52% |
$1.26M - $1.33M
|
20.4K
$817K
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
13.4KNew |
$516K - $544K
|
13.4K
$536K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
103KNew |
$3.97M - $4.18M
|
103K
$4.12M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
9.36KNew |
$361K - $380K
|
9.36K
$375K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.15K+ 2.3% |
$82.9K - $87.3K
|
95.4K
$3.82M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
24New |
$926 - $976
|
24
$961
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9- 0.14% |
$347 - $366
|
6.27K
$251K
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5.46K- 92.43% |
$211K - $222K
|
447
$17.9K
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-8.54K- 7.58% |
$330K - $347K
|
104K
$4.17M
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-37.7K- 37.41% |
$1.45M - $1.53M
|
63K
$2.52M
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-5.1K- 48.8% |
$197K - $207K
|
5.35K
$214K
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
15+ 0.2% |
$579 - $610
|
7.34K
$294K
|
|
Oct 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
25+ 13.51% |
$965 - $1.02K
|
210
$8.41K
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
15.2KNew |
$586K - $617K
|
15.2K
$608K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.52K+ 24.87% |
$58.7K - $61.8K
|
7.63K
$306K
|
|
Q2 2023 | |||||||
Aug 13, 2025
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
7.66KNew |
$308K - $317K
|
7.66K
$307K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-78K- 99.71% |
$3.14M - $3.23M
|
224
$8.97K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
140New |
$5.63K - $5.79K
|
140
$5.61K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
956New |
$38.4K - $39.5K
|
956
$38.3K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
25New |
$1.01K - $1.03K
|
25
$1K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
669New |
$26.9K - $27.7K
|
669
$26.8K
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.37K- 15.62% |
$55.2K - $56.8K
|
7.42K
$297K
|