Purchases and Sales Made in Q1 2025 in Ssga Active ETF Tr Spdr Doblel (TOTL)
This table provides information about the institutional ownership of Ssga Active ETF Tr Spdr Doblel (TOTL) during Q1 2025. The information is specifically focused on institutions that hold shares of SSGA ACTIVE ETF TR SPDR DOBLEL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.19M+ 92.08% |
$46.3M - $47.9M
|
2.48M
$98.4M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
968KNew |
$37.7M - $39.1M
|
968K
$38.5M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
926K+ 45.99% |
$36.1M - $37.4M
|
2.94M
$117M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
305K+ 4.7% |
$11.9M - $12.3M
|
6.79M
$270M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
282K+ 8.57% |
$11M - $11.4M
|
3.58M
$142M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
218K+ 13.51% |
$8.49M - $8.79M
|
1.83M
$72.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
215K+ 14.81% |
$8.36M - $8.66M
|
1.66M
$66.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
164K+ 180.12% |
$6.4M - $6.63M
|
255K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
162K+ 2.91% |
$6.32M - $6.54M
|
5.74M
$228M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
158KNew |
$6.17M - $6.39M
|
158K
$6.29M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
153K+ 5.27% |
$5.96M - $6.17M
|
3.06M
$121M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
144K+ 123.48% |
$5.62M - $5.82M
|
261K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
132K+ 47.14% |
$5.13M - $5.32M
|
411K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
117KNew |
$4.56M - $4.72M
|
117K
$4.64M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
114K+ 88.96% |
$4.46M - $4.61M
|
243K
$9.65M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
93.4KNew |
$3.64M - $3.77M
|
93.4K
$3.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
85.1K+ 360.59% |
$3.32M - $3.44M
|
109K
$4.32M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
80.4K+ 9.2% |
$3.13M - $3.25M
|
954K
$37.9M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
70.1KNew |
$2.73M - $2.83M
|
70.1K
$2.79M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
67.6K+ 166.45% |
$2.63M - $2.73M
|
108K
$4.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
64.6K+ 71.94% |
$2.52M - $2.61M
|
154K
$6.13M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
61.8K+ 9.19% |
$2.41M - $2.49M
|
734K
$29.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
59.7K+ 19.76% |
$2.33M - $2.41M
|
362K
$14.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
58.3K+ 12.77% |
$2.27M - $2.35M
|
515K
$20.5M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
49.8K+ 12.32% |
$1.94M - $2.01M
|
454K
$18M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
48.7K+ 1481.3% |
$1.9M - $1.97M
|
52K
$2.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
42.8K+ 217.7% |
$1.67M - $1.73M
|
62.5K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
42.7K+ 354.78% |
$1.67M - $1.72M
|
54.8K
$2.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
41.1K+ 100317.07% |
$1.6M - $1.66M
|
41.2K
$1.64M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
39.3KNew |
$1.53M - $1.59M
|
39.3K
$1.56M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
39K+ 7.7% |
$1.52M - $1.57M
|
545K
$21.7M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
32.7KNew |
$1.28M - $1.32M
|
32.7K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
30.9KNew |
$1.2M - $1.25M
|
30.9K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
28.7K+ 8.53% |
$1.12M - $1.16M
|
365K
$14.5M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
27.4K+ 12.67% |
$1.07M - $1.11M
|
244K
$9.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
27.3K+ 5.97% |
$1.07M - $1.1M
|
485K
$19.3M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
27.2K+ 3.71% |
$1.06M - $1.1M
|
759K
$30.2M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
26.5K+ 166.7% |
$1.03M - $1.07M
|
42.5K
$1.69M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
26.5K+ 1.09% |
$1.03M - $1.07M
|
2.46M
$97.8M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
25.3KNew |
$986K - $1.02M
|
25.3K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
24.9K+ 7.26% |
$972K - $1.01M
|
368K
$14.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
24.8K+ 4.93% |
$966K - $1M
|
527K
$20.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
24.5K+ 31.32% |
$955K - $989K
|
103K
$4.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
23.8K+ 13.65% |
$928K - $961K
|
198K
$7.87M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.7K+ 13.2% |
$923K - $956K
|
203K
$8.07M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.6K+ 5.16% |
$880K - $911K
|
460K
$18.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
21.5K+ 13.69% |
$836K - $866K
|
178K
$7.08M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
19.7K+ 14.4% |
$767K - $795K
|
156K
$6.21M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
19.4K+ 5.86% |
$757K - $784K
|
351K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
16.1K+ 89.95% |
$629K - $651K
|
34.1K
$1.35M
|