Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14.9K+ 9.72% |
$557K - $600K
|
168K
$6.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
14.6K+ 93.74% |
$550K - $591K
|
30.3K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.6K+ 27.71% |
$550K - $591K
|
67.5K
$2.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
14.4K+ 40.14% |
$541K - $582K
|
50.3K
$1.99M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.1KNew |
$530K - $570K
|
14.1K
$558K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13.9K+ 18.52% |
$520K - $560K
|
88.8K
$3.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.5KNew |
$469K - $505K
|
12.5K
$493K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.2KNew |
$459K - $494K
|
12.2K
$483K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
12.1KNew |
$453K - $487K
|
12.1K
$476K
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
10.4K+ 2.26% |
$389K - $419K
|
470K
$18.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.92K+ 1.26% |
$372K - $401K
|
797K
$31.5M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.55K+ 3.75% |
$358K - $386K
|
264K
$10.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.32K+ 14.56% |
$350K - $376K
|
73.3K
$2.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8.74KNew |
$328K - $353K
|
8.74K
$345K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.48K+ 63.12% |
$318K - $342K
|
21.9K
$865K
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.02KNew |
$301K - $324K
|
8.02K
$317K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8KNew |
$300K - $323K
|
8K
$316K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.86K+ 82.99% |
$295K - $317K
|
17.3K
$684K
|
|
|
Jan 10, 2024
Q4 2023
|
New England Professional Planning Group Inc.
|
BUY
|
- |
7.82K+ 17.74% |
$293K - $316K
|
51.9K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
7.74K+ 122.79% |
$290K - $313K
|
14K
$554K
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
7.67K+ 13.4% |
$288K - $310K
|
64.8K
$2.56M
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
7.6KNew |
$285K - $307K
|
7.6K
$300K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.54K+ 46.8% |
$283K - $304K
|
23.6K
$933K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7.33K+ 168.51% |
$275K - $296K
|
11.7K
$461K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
7.26KNew |
$272K - $293K
|
7.26K
$287K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.07K+ 1987.08% |
$265K - $286K
|
7.43K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.76K+ 10.89% |
$254K - $273K
|
68.9K
$2.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
BUY
|
- |
6.69K+ 32.51% |
$251K - $270K
|
27.2K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6.57KNew |
$247K - $265K
|
6.57K
$259K
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
6.44K+ 1.18% |
$242K - $260K
|
554K
$21.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.43KNew |
$241K - $260K
|
6.43K
$254K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.42K+ 6.46% |
$241K - $259K
|
106K
$4.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.01KNew |
$225K - $243K
|
6.01K
$237K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.68K+ 151.67% |
$213K - $229K
|
9.42K
$372K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
5.18K+ 62.52% |
$195K - $209K
|
13.5K
$532K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.11KNew |
$192K - $206K
|
5.11K
$202K
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
5.1KNew |
$191K - $206K
|
5.1K
$201K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.09K+ 56.06% |
$191K - $205K
|
14.2K
$559K
|
|
|
Jan 18, 2024
Q4 2023
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
5.05KNew |
$189K - $204K
|
5.05K
$199K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.02K+ 10.2% |
$188K - $203K
|
54.3K
$2.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5KNew |
$188K - $202K
|
5K
$197K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
4.01K+ 2.91% |
$150K - $162K
|
141K
$5.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
3.85K+ 1.47% |
$144K - $155K
|
265K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.74K+ 66.75% |
$140K - $151K
|
9.35K
$369K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3.67KNew |
$138K - $148K
|
3.67K
$145K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.67K+ 54.53% |
$138K - $148K
|
10.4K
$410K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
3.64K+ 5.04% |
$136K - $147K
|
75.8K
$2.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.22K+ 30.27% |
$121K - $130K
|
13.9K
$547K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.15K+ 21.63% |
$118K - $127K
|
17.7K
$699K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.14K+ 5.86% |
$118K - $127K
|
56.7K
$2.24M
|