Purchases and Sales Made in Q1 2023 in Ssga Active ETF Tr Ssga Ultra (ULST)
This table provides information about the institutional ownership of Ssga Active ETF Tr Ssga Ultra (ULST) during Q1 2023. The information is specifically focused on institutions that hold shares of SSGA ACTIVE ETF TR SSGA ULTRA .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
59+ 0.62% |
$2.36K - $2.38K
|
9.57K
$389K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
44+ 0.62% |
$1.76K - $1.77K
|
7.1K
$288K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
6+ 0.67% |
$240 - $242
|
899
$36.5K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.98% |
$40 - $40.3
|
103
$4.18K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5- 0.07% |
$200 - $201
|
7.05K
$286K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-15- 4.66% |
$600 - $604
|
307
$12.5K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-51Closed |
$2.04K - $2.05K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-228- 3.42% |
$9.12K - $9.18K
|
6.45K
$262K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-340- 2.52% |
$13.6K - $13.7K
|
13.1K
$534K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-450- 6.85% |
$18K - $18.1K
|
6.12K
$248K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-517- 2.01% |
$20.7K - $20.8K
|
25.2K
$1.03M
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-680- 1.48% |
$27.2K - $27.4K
|
45.2K
$1.84M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.01K- 2.45% |
$40.2K - $40.5K
|
40K
$1.62M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.26K- 6.19% |
$50.5K - $50.9K
|
19.1K
$777K
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.37K- 15.14% |
$54.6K - $55K
|
7.65K
$311K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.86K- 7.58% |
$74.2K - $74.7K
|
22.6K
$919K
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-3.15K- 5.71% |
$126K - $127K
|
51.9K
$2.11M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.2K- 13.39% |
$128K - $129K
|
20.7K
$841K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-4K- 24.69% |
$160K - $161K
|
12.2K
$495K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-6.65K- 5.39% |
$266K - $268K
|
117K
$4.74M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-7.54K- 51.84% |
$301K - $303K
|
7K
$284K
|
|
|
May 08, 2023
Q1 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-7.75K- 9.09% |
$310K - $312K
|
77.4K
$3.14M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.81K- 0.9% |
$312K - $314K
|
858K
$34.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-8.17K- 52.52% |
$327K - $329K
|
7.38K
$300K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-12.7K- 85.13% |
$506K - $510K
|
2.21K
$89.8K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-22.4K- 53.17% |
$897K - $903K
|
19.7K
$802K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-26.7K- 19.66% |
$1.07M - $1.07M
|
109K
$4.43M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-30.2K- 55.04% |
$1.21M - $1.22M
|
24.7K
$1M
|
|
|
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
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-57.3K- 28.53% |
$2.29M - $2.31M
|
144K
$5.83M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-132K- 50.51% |
$5.29M - $5.33M
|
130K
$5.26M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-230K- 33.01% |
$9.21M - $9.28M
|
468K
$19M
|