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 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14.8K+ 28.46% |
$597K - $614K
|
67K
$2.66M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
14.7K+ 6.11% |
$590K - $606K
|
255K
$10.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
13.5KNew |
$542K - $557K
|
13.5K
$535K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
12.8KNew |
$515K - $529K
|
12.8K
$508K
|
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
11.9K+ 13.53% |
$480K - $494K
|
100K
$3.98M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11.7K+ 3.52% |
$472K - $486K
|
345K
$13.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
11.6KNew |
$468K - $481K
|
11.6K
$462K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.5K+ 17.69% |
$462K - $475K
|
76.4K
$3.03M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
11K+ 2.29% |
$443K - $456K
|
492K
$19.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
10.6K+ 2.05% |
$427K - $439K
|
528K
$20.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
10.5KNew |
$424K - $436K
|
10.5K
$418K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.5K+ 149.4% |
$423K - $435K
|
17.6K
$697K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.66K+ 39.93% |
$388K - $399K
|
33.8K
$1.34M
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
9.6K+ 10.35% |
$386K - $397K
|
102K
$4.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
9.12K+ 20.32% |
$367K - $377K
|
54K
$2.14M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
8.42K+ 5.91% |
$339K - $348K
|
151K
$5.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.33K+ 19.42% |
$335K - $344K
|
51.2K
$2.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.78K+ 4.89% |
$313K - $322K
|
167K
$6.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
7.61KNew |
$306K - $315K
|
7.61K
$302K
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
7.39K+ 52.11% |
$297K - $305K
|
21.6K
$855K
|
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
7.38K+ 1.36% |
$297K - $305K
|
552K
$21.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.37K+ 89.1% |
$296K - $305K
|
15.6K
$620K
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
7.37K+ 12.48% |
$296K - $305K
|
66.4K
$2.63M
|
|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
7.28K+ 47.99% |
$293K - $301K
|
22.4K
$890K
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
6.7K+ 36.64% |
$269K - $277K
|
25K
$991K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.62K+ 131.43% |
$266K - $274K
|
11.7K
$463K
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
6.62K+ 2.53% |
$266K - $274K
|
269K
$10.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.6K+ 80.93% |
$265K - $273K
|
14.8K
$586K
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
6.39K+ 1.87% |
$257K - $264K
|
348K
$13.8M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.26K+ 11816.98% |
$252K - $259K
|
6.32K
$251K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
6.07K+ 4.83% |
$244K - $251K
|
132K
$5.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
- |
6.05K+ 35.74% |
$243K - $250K
|
23K
$911K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.83K+ 8.05% |
$234K - $241K
|
78.2K
$3.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.62KNew |
$226K - $232K
|
5.62K
$223K
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
5.54K+ 7.7% |
$223K - $229K
|
77.4K
$3.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.52K+ 7.83% |
$222K - $228K
|
76.1K
$3.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
5.25K+ 5.89% |
$211K - $217K
|
94.4K
$3.74M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.22KNew |
$210K - $216K
|
5.22K
$207K
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5KNew |
$201K - $207K
|
5K
$198K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
5KNew |
$201K - $207K
|
5K
$198K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4.78K+ 51.34% |
$192K - $198K
|
14.1K
$559K
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
4.78K+ 18.85% |
$192K - $197K
|
30.1K
$1.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
4.7K+ 48.79% |
$189K - $194K
|
14.3K
$568K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.69K+ 78.61% |
$189K - $194K
|
10.7K
$423K
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
4.5K+ 9.18% |
$181K - $186K
|
53.5K
$2.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.32K+ 8.35% |
$174K - $178K
|
56K
$2.22M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.23K+ 17.5% |
$170K - $175K
|
28.4K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.76K+ 6.46% |
$151K - $155K
|
62K
$2.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.74KNew |
$151K - $155K
|
3.74K
$148K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.68K+ 15.32% |
$148K - $152K
|
27.7K
$1.1M
|