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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.43KNew |
$241K - $260K
|
6.43K
$255K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.1KNew |
$530K - $570K
|
14.1K
$561K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
443New |
$16.6K - $17.9K
|
443
$17.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.32K+ 14.56% |
$350K - $376K
|
73.3K
$2.91M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
530New |
$19.9K - $21.4K
|
530
$21.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
5.05KNew |
$189K - $204K
|
5.05K
$201K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
13New |
$488 - $525
|
13
$516
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-3.8K- 44.19% |
$143K - $153K
|
4.8K
$191K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-268- 23.49% |
$10.1K - $10.8K
|
873
$34.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
5.18K+ 62.52% |
$195K - $209K
|
13.5K
$535K
|
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
411+ 1.36% |
$15.4K - $16.6K
|
30.6K
$1.22M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.5K- 55.56% |
$56.3K - $60.6K
|
1.2K
$47.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 100.0% |
$300 - $323
|
16
$636
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.66KNew |
$62.3K - $67K
|
1.66K
$66K
|
|
| Q3 2023 | |||||||
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.04K+ 5.32% |
$40.1K - $42.2K
|
20.5K
$816K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-32.6K- 61.52% |
$1.26M - $1.33M
|
20.4K
$810K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
9.36KNew |
$361K - $380K
|
9.36K
$372K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
103KNew |
$3.97M - $4.18M
|
103K
$4.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
13.4KNew |
$516K - $544K
|
13.4K
$531K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.15K+ 2.3% |
$82.9K - $87.3K
|
95.4K
$3.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9- 0.14% |
$347 - $366
|
6.27K
$249K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
24New |
$926 - $976
|
24
$954
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5.46K- 92.43% |
$211K - $222K
|
447
$17.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-8.54K- 7.58% |
$330K - $347K
|
104K
$4.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-37.7K- 37.41% |
$1.45M - $1.53M
|
63K
$2.5M
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-5.1K- 48.8% |
$197K - $207K
|
5.35K
$213K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
15+ 0.2% |
$579 - $610
|
7.34K
$292K
|
|
|
Oct 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
25+ 13.51% |
$965 - $1.02K
|
210
$8.34K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-63- 57.27% |
$2.43K - $2.56K
|
47
$1.87K
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
15.2KNew |
$586K - $617K
|
15.2K
$603K
|
|
|
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
$303K
|
|
| Q2 2023 | |||||||
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-78K- 99.71% |
$3.14M - $3.23M
|
224
$8.9K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
140New |
$5.63K - $5.79K
|
140
$5.56K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
956New |
$38.4K - $39.5K
|
956
$38K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
25New |
$1.01K - $1.03K
|
25
$993
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
669New |
$26.9K - $27.7K
|
669
$26.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.37K- 15.62% |
$55.2K - $56.8K
|
7.42K
$295K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
59.8K+ 9.04% |
$2.41M - $2.47M
|
721K
$28.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-243- 2.96% |
$9.77K - $10K
|
7.97K
$317K
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-3.04K- 16.64% |
$122K - $126K
|
15.2K
$605K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-19.1K- 58.27% |
$769K - $791K
|
13.7K
$544K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.06K- 17.17% |
$42.6K - $43.8K
|
5.11K
$203K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.5K+ 17.69% |
$462K - $475K
|
76.4K
$3.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-109- 1.17% |
$4.38K - $4.51K
|
9.23K
$367K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.62K+ 131.43% |
$266K - $274K
|
11.7K
$463K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-7.93K- 55.33% |
$319K - $328K
|
6.4K
$254K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
4+ 1.1% |
$161 - $165
|
368
$14.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
BUY
|
- |
39.8K+ 137.79% |
$1.6M - $1.65M
|
68.7K
$2.73M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
11.6KNew |
$468K - $481K
|
11.6K
$462K
|
|