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 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-15.3K- 13.54% |
$615K - $633K
|
97.8K
$3.88M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
SELL
|
- |
-15.6K- 22.17% |
$629K - $647K
|
54.9K
$2.18M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-16.6K- 57.18% |
$669K - $688K
|
12.5K
$494K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-19.1K- 58.27% |
$769K - $791K
|
13.7K
$543K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-19.4K- 10.05% |
$781K - $803K
|
174K
$6.89M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-20.1K- 1.27% |
$808K - $831K
|
1.56M
$61.9M
|
|
|
Jul 20, 2023
Q2 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-20.3K- 32.81% |
$815K - $838K
|
41.5K
$1.65M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-20.3K- 30.66% |
$817K - $840K
|
45.9K
$1.82M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-20.9K- 2.42% |
$842K - $866K
|
844K
$33.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-21.5K- 67.55% |
$863K - $887K
|
10.3K
$409K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-22.8K- 23.45% |
$917K - $943K
|
74.5K
$2.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-30.5K- 50.73% |
$1.23M - $1.26M
|
29.6K
$1.17M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-32.9K- 5.31% |
$1.32M - $1.36M
|
586K
$23.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-33.2K- 50.7% |
$1.34M - $1.37M
|
32.3K
$1.28M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-44.2K- 3.02% |
$1.78M - $1.83M
|
1.42M
$56.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-71.1K- 10.87% |
$2.86M - $2.94M
|
583K
$23.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-75.5K- 33.91% |
$3.04M - $3.12M
|
147K
$5.84M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-78K- 99.71% |
$3.14M - $3.23M
|
224
$8.89K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-84.6K- 18.98% |
$3.4M - $3.5M
|
361K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-112K- 52.64% |
$4.51M - $4.64M
|
101K
$4.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-146K- 6.07% |
$5.86M - $6.02M
|
2.25M
$89.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-214K- 82.69% |
$8.62M - $8.86M
|
44.9K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-244K- 20.47% |
$9.81M - $10.1M
|
947K
$37.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-295K- 98.14% |
$11.8M - $12.2M
|
5.59K
$222K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-320K- 11.01% |
$12.9M - $13.2M
|
2.59M
$103M
|