Latest Institutional Purchases of Ssga Active ETF Tr Spdr Doblel (TOTL)
This list provides information on the latest institutional transactions involving Ssga Active ETF Tr Spdr Doblel (TOTL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
13.4KNew |
$516K - $544K
|
13.4K
$533K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
9.36KNew |
$361K - $380K
|
9.36K
$373K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.15K+ 2.3% |
$82.9K - $87.3K
|
95.4K
$3.8M
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.52K+ 24.87% |
$58.7K - $61.8K
|
7.63K
$304K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.04K+ 5.32% |
$40.1K - $42.2K
|
20.5K
$819K
|
|
Oct 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
25+ 13.51% |
$965 - $1.02K
|
210
$8.37K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
24New |
$926 - $976
|
24
$957
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
15+ 0.2% |
$579 - $610
|
7.34K
$293K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
59.8K+ 9.04% |
$2.41M - $2.47M
|
721K
$28.8M
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
BUY
|
- |
39.8K+ 137.79% |
$1.6M - $1.65M
|
68.7K
$2.74M
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
11.6KNew |
$468K - $481K
|
11.6K
$464K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.5K+ 17.69% |
$462K - $475K
|
76.4K
$3.05M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.62K+ 131.43% |
$266K - $274K
|
11.7K
$465K
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
- |
6.05K+ 35.74% |
$243K - $250K
|
23K
$916K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.59KNew |
$104K - $107K
|
2.59K
$103K
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2.38KNew |
$95.5K - $98.2K
|
2.38K
$94.7K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2KNew |
$80.4K - $82.7K
|
2K
$79.8K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
956New |
$38.4K - $39.5K
|
956
$38.1K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
669New |
$26.9K - $27.7K
|
669
$26.7K
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
BUY
|
- |
534+ 8.32% |
$21.5K - $22.1K
|
6.95K
$277K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
140New |
$5.63K - $5.79K
|
140
$5.58K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
25New |
$1.01K - $1.03K
|
25
$997
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6New |
$241 - $248
|
6
$239
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
4+ 1.1% |
$161 - $165
|
368
$14.7K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
27.7K+ 7.13% |
$1.11M - $1.15M
|
416K
$16.6M
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.76KNew |
$270K - $281K
|
6.76K
$270K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
2.68KNew |
$107K - $111K
|
2.68K
$107K
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
2.63KNew |
$105K - $110K
|
2.63K
$105K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.38KNew |
$95.2K - $99.2K
|
2.38K
$95.1K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
698+ 10.32% |
$27.9K - $29.1K
|
7.46K
$298K
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
666+ 2.56% |
$26.6K - $27.7K
|
26.7K
$1.07M
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
108New |
$4.31K - $4.49K
|
108
$4.31K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
57New |
$2.28K - $2.37K
|
57
$2.27K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
34+ 0.75% |
$1.36K - $1.42K
|
4.57K
$182K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
22New |
$879 - $916
|
22
$877
|
|
Q4 2022 | |||||||
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
542KNew |
$21.2M - $22.3M
|
542K
$21.6M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
539KNew |
$21.1M - $22.2M
|
539K
$21.5M
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
70.2KNew |
$2.74M - $2.89M
|
70.2K
$2.8M
|
|
Jan 31, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
63.4KNew |
$2.48M - $2.62M
|
63.4K
$2.53M
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
45.8KNew |
$1.79M - $1.89M
|
45.8K
$1.83M
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
28.9K+ 25.76% |
$1.13M - $1.19M
|
141K
$5.63M
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
22.7K+ 22.54% |
$887K - $936K
|
123K
$4.92M
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
16.8K+ 542.07% |
$658K - $695K
|
19.9K
$796K
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
13.8KNew |
$539K - $569K
|
13.8K
$551K
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
12K+ 21.38% |
$469K - $495K
|
68.2K
$2.72M
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8.57KNew |
$335K - $354K
|
8.57K
$342K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.55KNew |
$334K - $352K
|
8.55K
$341K
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
6.13KNew |
$239K - $253K
|
6.13K
$244K
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5.99KNew |
$234K - $247K
|
5.99K
$239K
|