Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.99M+ 25.78% |
$80.1M - $82.4M
|
9.72M
$387M
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.15M+ 107.43% |
$46.2M - $47.5M
|
2.22M
$88.3M
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
513K+ 7.97% |
$20.6M - $21.2M
|
6.95M
$277M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
411K+ 4111.26% |
$16.5M - $17M
|
421K
$16.8M
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
378K+ 58.07% |
$15.2M - $15.6M
|
1.03M
$41M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
356K+ 9.21% |
$14.3M - $14.7M
|
4.22M
$168M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
300K+ 36.45% |
$12.1M - $12.4M
|
1.12M
$44.7M
|
|
Aug 14, 2023
Q2 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
223KNew |
$8.95M - $9.21M
|
223K
$8.87M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
219K+ 9.43% |
$8.81M - $9.06M
|
2.54M
$101M
|
|
Aug 10, 2023
Q2 2023
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
214K+ 1221.44% |
$8.61M - $8.85M
|
232K
$9.22M
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
201KNew |
$8.1M - $8.33M
|
201K
$8.02M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
169K+ 50.82% |
$6.78M - $6.97M
|
501K
$19.9M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
108K+ 118.0% |
$4.34M - $4.47M
|
200K
$7.95M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
100K+ 18.78% |
$4.02M - $4.13M
|
632K
$25.2M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
95.3KNew |
$3.83M - $3.94M
|
95.3K
$3.8M
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
91.3KNew |
$3.67M - $3.77M
|
91.3K
$3.64M
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
90.6KNew |
$3.64M - $3.75M
|
90.6K
$3.61M
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
89.3K+ 9.86% |
$3.59M - $3.69M
|
995K
$39.6M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
83K+ 5.1% |
$3.34M - $3.43M
|
1.71M
$68.1M
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
78K+ 35298.64% |
$3.14M - $3.23M
|
78.2K
$3.12M
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
77.6K+ 410.65% |
$3.12M - $3.21M
|
96.5K
$3.85M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
70KNew |
$2.81M - $2.89M
|
70K
$2.79M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
64.6K+ 25.35% |
$2.6M - $2.67M
|
320K
$12.7M
|
|
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
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
50.9KNew |
$2.05M - $2.1M
|
50.9K
$2.03M
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
50.7KNew |
$2.04M - $2.1M
|
50.7K
$2.02M
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
46.4K+ 704.95% |
$1.87M - $1.92M
|
53K
$2.11M
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
41.6K+ 16.95% |
$1.67M - $1.72M
|
287K
$11.4M
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
40.6K+ 317.74% |
$1.63M - $1.68M
|
53.4K
$2.13M
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
BUY
|
- |
39.8K+ 137.79% |
$1.6M - $1.65M
|
68.7K
$2.74M
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
36.9KNew |
$1.48M - $1.52M
|
36.9K
$1.47M
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
34.2KNew |
$1.37M - $1.41M
|
34.2K
$1.36M
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
32.2K+ 16.16% |
$1.29M - $1.33M
|
231K
$9.22M
|
|
May 10, 2024
Q2 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
30.5K+ 75.81% |
$1.23M - $1.26M
|
70.7K
$2.82M
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
30KNew |
$1.21M - $1.24M
|
30K
$1.19M
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
29.1K+ 40.72% |
$1.17M - $1.2M
|
101K
$4.01M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26.6K+ 89.89% |
$1.07M - $1.1M
|
56.2K
$2.24M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26.3K+ 214.23% |
$1.06M - $1.09M
|
38.6K
$1.54M
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
24KNew |
$965K - $993K
|
24K
$956K
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
23.9K+ 24.91% |
$961K - $989K
|
120K
$4.78M
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
23.9KNew |
$959K - $987K
|
23.9K
$951K
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
21.5K+ 3.23% |
$864K - $889K
|
687K
$27.4M
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
21.3K+ 9.4% |
$857K - $881K
|
248K
$9.88M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21K+ 2.01% |
$846K - $870K
|
1.07M
$42.6M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
19.5KNew |
$784K - $807K
|
19.5K
$777K
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
18.2KNew |
$731K - $752K
|
18.2K
$725K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.4K+ 21.45% |
$702K - $722K
|
98.8K
$3.94M
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
17.2K+ 13.47% |
$691K - $710K
|
145K
$5.76M
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
14.9KNew |
$598K - $615K
|
14.9K
$593K
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14.8K+ 28.46% |
$597K - $614K
|
67K
$2.67M
|