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 |
---|---|---|---|---|---|---|---|
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
$301K
|
|
Q2 2023 | |||||||
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-16- 1.71% |
$643 - $662
|
917
$36.1K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-78K- 99.71% |
$3.14M - $3.23M
|
224
$8.82K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
140New |
$5.63K - $5.79K
|
140
$5.51K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
956New |
$38.4K - $39.5K
|
956
$37.6K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
25New |
$1.01K - $1.03K
|
25
$985
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.37K- 15.62% |
$55.2K - $56.8K
|
7.42K
$292K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
669New |
$26.9K - $27.7K
|
669
$26.3K
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-243- 2.96% |
$9.77K - $10K
|
7.97K
$314K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
59.8K+ 9.04% |
$2.41M - $2.47M
|
721K
$28.4M
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-945- 14.54% |
$38K - $39.1K
|
5.55K
$219K
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-19.1K- 58.27% |
$769K - $791K
|
13.7K
$539K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.06K- 17.17% |
$42.6K - $43.8K
|
5.11K
$201K
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-3.04K- 16.64% |
$122K - $126K
|
15.2K
$600K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.5K+ 17.69% |
$462K - $475K
|
76.4K
$3.01M
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-109- 1.17% |
$4.38K - $4.51K
|
9.23K
$364K
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.62K+ 131.43% |
$266K - $274K
|
11.7K
$459K
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-7.93K- 55.33% |
$319K - $328K
|
6.4K
$252K
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
BUY
|
- |
39.8K+ 137.79% |
$1.6M - $1.65M
|
68.7K
$2.71M
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
11.6KNew |
$468K - $481K
|
11.6K
$458K
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
4+ 1.1% |
$161 - $165
|
368
$14.5K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2KNew |
$80.4K - $82.7K
|
2K
$78.8K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-200- 20.1% |
$8.04K - $8.27K
|
795
$31.3K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.59KNew |
$104K - $107K
|
2.59K
$102K
|
|
Jul 25, 2023
Q2 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-295K- 98.14% |
$11.8M - $12.2M
|
5.59K
$220K
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2.38KNew |
$95.5K - $98.2K
|
2.38K
$93.5K
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
BUY
|
- |
534+ 8.32% |
$21.5K - $22.1K
|
6.95K
$274K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.22KNew |
$210K - $216K
|
5.22K
$206K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6New |
$241 - $248
|
6
$236
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
- |
6.05K+ 35.74% |
$243K - $250K
|
23K
$905K
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.65K- 1.21% |
$66.4K - $68.3K
|
134K
$5.29M
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-6.44K- 96.99% |
$259K - $266K
|
200
$7.88K
|
|
Q1 2023 | |||||||
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14New |
$559 - $583
|
14
$551
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-171Closed |
$6.83K - $7.12K
|
0
$0
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.78K- 11.13% |
$70.9K - $73.9K
|
14.2K
$558K
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
CALL |
-1.78K- 11.13% |
$70.9K - $73.9K
|
14.2K
$558K
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-24.7KClosed |
$986K - $1.03M
|
0
$0
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-403Closed |
$16.1K - $16.8K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-317- 1.76% |
$12.7K - $13.2K
|
17.7K
$697K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-52- 29.71% |
$2.08K - $2.16K
|
123
$4.84K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
34+ 0.75% |
$1.36K - $1.42K
|
4.57K
$180K
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
27.7K+ 7.13% |
$1.11M - $1.15M
|
416K
$16.4M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
22New |
$879 - $916
|
22
$866
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-121- 89.63% |
$4.83K - $5.04K
|
14
$551
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
57New |
$2.28K - $2.37K
|
57
$2.24K
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-1.78K- 11.13% |
$70.9K - $73.9K
|
14.2K
$558K
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-1.42K- 13.23% |
$56.9K - $59.3K
|
9.34K
$368K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.38KNew |
$95.2K - $99.2K
|
2.38K
$93.9K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-40K- 74.1% |
$1.6M - $1.66M
|
14K
$550K
|