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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.69KNew |
$218K - $228K
|
5.69K
$225K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2New |
$76.7 - $80
|
2
$79.1
|
|
Aug 12, 2024
Q2 2024
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-3.69K- 1.81% |
$141K - $147K
|
200K
$7.9M
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.26K- 60.1% |
$48.5K - $50.5K
|
839
$33.2K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-13K- 83.29% |
$497K - $518K
|
2.6K
$103K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
106New |
$4.07K - $4.24K
|
106
$4.19K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.75KNew |
$67.1K - $70K
|
1.75K
$69.2K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
404New |
$15.5K - $16.2K
|
404
$16K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
85New |
$3.26K - $3.4K
|
85
$3.36K
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-190- 99.48% |
$7.29K - $7.6K
|
1
$39.6
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
60+ 0.13% |
$2.3K - $2.4K
|
45.1K
$1.79M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
8.67K+ 70.8% |
$333K - $347K
|
20.9K
$828K
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.5K+ 58.95% |
$57.5K - $59.9K
|
4.04K
$160K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
412New |
$15.8K - $16.5K
|
412
$16.3K
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-221- 12.11% |
$8.48K - $8.84K
|
1.6K
$63.5K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-32.4K- 2.83% |
$1.24M - $1.3M
|
1.11M
$44M
|
|
Q1 2024 | |||||||
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-250- 3.54% |
$9.87K - $10.1K
|
6.81K
$269K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.64KNew |
$104K - $106K
|
2.64K
$104K
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-145- 1.96% |
$5.72K - $5.85K
|
7.27K
$287K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.34K- 41.77% |
$171K - $175K
|
6.05K
$239K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
66New |
$2.6K - $2.66K
|
66
$2.61K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
30.1K+ 28.48% |
$1.19M - $1.21M
|
136K
$5.37M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
37.1K+ 326.69% |
$1.47M - $1.5M
|
48.5K
$1.92M
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.71KNew |
$67.5K - $69K
|
1.71K
$67.7K
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
19.7KNew |
$776K - $794K
|
19.7K
$778K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.55K- 40.66% |
$101K - $103K
|
3.72K
$147K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.23K+ 20.32% |
$88.1K - $90.1K
|
13.2K
$523K
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
6.7KNew |
$264K - $270K
|
6.7K
$265K
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
5.24KNew |
$207K - $211K
|
5.24K
$207K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.8KNew |
$424K - $434K
|
10.8K
$426K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
500New |
$19.7K - $20.2K
|
500
$19.8K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
185New |
$7.3K - $7.46K
|
185
$7.32K
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
BUY
|
- |
124+ 0.14% |
$4.89K - $5K
|
89.7K
$3.55M
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
29.5KNew |
$1.16M - $1.19M
|
29.5K
$1.17M
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-17.2K- 35.19% |
$679K - $694K
|
31.7K
$1.25M
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
450New |
$17.8K - $18.2K
|
450
$17.8K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
25.5KNew |
$1.01M - $1.03M
|
25.5K
$1.01M
|
|
Q4 2023 | |||||||
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.02KNew |
$301K - $324K
|
8.02K
$317K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
7.74K+ 122.79% |
$290K - $313K
|
14K
$556K
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.5KNew |
$469K - $505K
|
12.5K
$495K
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.74K+ 66.75% |
$140K - $151K
|
9.35K
$370K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
22.5KNew |
$846K - $910K
|
22.5K
$892K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.32KNew |
$49.4K - $53.2K
|
1.32K
$52.1K
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.67K- 24.37% |
$62.7K - $67.5K
|
5.19K
$205K
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-59.5K- 20.45% |
$2.23M - $2.4M
|
231K
$9.16M
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.77K+ 26.33% |
$104K - $112K
|
13.3K
$525K
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-360K- 96.98% |
$13.5M - $14.5M
|
11.2K
$443K
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.2KNew |
$459K - $494K
|
12.2K
$484K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
528+ 54.15% |
$19.8K - $21.3K
|
1.5K
$59.5K
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.6K- 18.76% |
$60K - $64.5K
|
6.92K
$274K
|