Latest Institutional Transactions on Ssga Active ETF Tr Ssga Ultra (ULST)
This table provides information on the latest institutional transactions involving Ssga Active ETF Tr Ssga Ultra (ULST) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
5.9K+ 98.33% |
$237K - $238K
|
11.9K
$484K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
13.4KNew |
$536K - $539K
|
13.4K
$543K
|
|
| Q2 2023 | |||||||
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-29.6KClosed |
$1.19M - $1.19M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-107K- 82.85% |
$4.31M - $4.33M
|
22.2K
$903K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.38K- 31.36% |
$136K - $136K
|
7.39K
$300K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.9KNew |
$476K - $478K
|
11.9K
$482K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.87KNew |
$356K - $357K
|
8.87K
$360K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
795New |
$31.9K - $32K
|
795
$32.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 1.3% |
$160 - $161
|
311
$12.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
66.6KNew |
$2.67M - $2.68M
|
66.6K
$2.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.2K+ 22.49% |
$449K - $451K
|
61K
$2.48M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.84K- 5.98% |
$73.6K - $74K
|
28.8K
$1.17M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9+ 1.0% |
$361 - $363
|
908
$36.9K
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
BUY
|
- |
5.45KNew |
$218K - $219K
|
5.45K
$221K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-500- 4.1% |
$20.1K - $20.2K
|
11.7K
$475K
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-2.33K- 31.51% |
$93.3K - $93.7K
|
5.06K
$205K
|
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
SELL
|
- |
-3.13K- 50.0% |
$125K - $126K
|
3.13K
$127K
|
|
| Q1 2023 | |||||||
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.13KNew |
$205K - $207K
|
5.13K
$209K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-36.6KClosed |
$1.46M - $1.47M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
387KNew |
$15.5M - $15.6M
|
387K
$15.7M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
6.61KNew |
$264K - $266K
|
6.61K
$268K
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
26.4KNew |
$1.06M - $1.06M
|
26.4K
$1.07M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
63New |
$2.52K - $2.54K
|
63
$2.56K
|
|
|
May 08, 2023
Q1 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-7.75K- 9.09% |
$310K - $312K
|
77.4K
$3.15M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.93KNew |
$157K - $158K
|
3.93K
$160K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.2K- 13.39% |
$128K - $129K
|
20.7K
$842K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
316New |
$12.6K - $12.7K
|
316
$12.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.25KNew |
$330K - $332K
|
8.25K
$335K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
51New |
$2.03K - $2.04K
|
51
$2.07K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
28.8K+ 11.84% |
$1.15M - $1.15M
|
272K
$11.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
124New |
$4.94K - $4.96K
|
124
$5.04K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
465KNew |
$18.5M - $18.6M
|
465K
$18.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.4KNew |
$55.7K - $56K
|
1.4K
$56.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-10.2K- 65.43% |
$407K - $410K
|
5.41K
$220K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
6.2K+ 10.67% |
$247K - $248K
|
64.3K
$2.61M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
350New |
$13.9K - $14K
|
350
$14.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
18.8KNew |
$750K - $754K
|
18.8K
$766K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
225K+ 1097.6% |
$8.96M - $9.01M
|
246K
$9.98M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
51+ 0.89% |
$2.03K - $2.04K
|
5.79K
$235K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
159+ 0.74% |
$6.33K - $6.36K
|
21.6K
$877K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-13.5K- 68.19% |
$537K - $540K
|
6.29K
$256K
|
|
|
Nov 07, 2022
Q3 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-154- 2.31% |
$6.13K - $6.16K
|
6.51K
$265K
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-8.3K- 30.06% |
$330K - $332K
|
19.3K
$784K
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
5KNew |
$199K - $200K
|
5K
$203K
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-2.86K- 10.37% |
$114K - $114K
|
24.7K
$1.01M
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
170+ 0.73% |
$6.76K - $6.8K
|
23.6K
$958K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.75K- 22.74% |
$69.5K - $69.8K
|
5.93K
$241K
|
|
| Q2 2022 | |||||||
|
Nov 18, 2022
Q2 2022
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-7.55KClosed |
$300K - $302K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-12.1KClosed |
$484K - $486K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
19+ 0.23% |
$757 - $761
|
8.31K
$338K
|
|