Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
62+ 0.58% |
$2.5K - $2.52K
|
10.7K
$433K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
56+ 0.83% |
$2.26K - $2.27K
|
6.82K
$277K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
19+ 0.87% |
$767 - $772
|
2.21K
$89.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.69% |
$40.4 - $40.6
|
146
$5.93K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-80- 0.3% |
$3.23K - $3.25K
|
26.4K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-86- 1.84% |
$3.47K - $3.49K
|
4.59K
$187K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-167- 1.93% |
$6.74K - $6.78K
|
8.48K
$344K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-223- 4.12% |
$9K - $9.06K
|
5.19K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-266- 2.37% |
$10.7K - $10.8K
|
11K
$446K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-635- 58.47% |
$25.6K - $25.8K
|
451
$18.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-968- 52.61% |
$39.1K - $39.3K
|
872
$35.4K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.03K- 2.96% |
$41.5K - $41.8K
|
33.7K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.79K- 11.53% |
$72.1K - $72.6K
|
13.7K
$557K
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-2.25K- 0.87% |
$90.7K - $91.3K
|
256K
$10.4M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-2.34K- 18.76% |
$94.6K - $95.2K
|
10.2K
$412K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.61K- 0.91% |
$105K - $106K
|
284K
$11.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-3.14K- 6.28% |
$127K - $128K
|
46.8K
$1.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.35K- 10.09% |
$135K - $136K
|
29.9K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.53K- 20.27% |
$142K - $143K
|
13.9K
$564K
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-4.52K- 9.75% |
$182K - $183K
|
41.8K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.81K- 5.52% |
$194K - $195K
|
82.3K
$3.34M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.21K- 17.5% |
$210K - $212K
|
24.6K
$998K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-7.16K- 50.56% |
$289K - $291K
|
7.01K
$284K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-7.48K- 37.44% |
$302K - $304K
|
12.5K
$508K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-9.05K- 42.99% |
$365K - $368K
|
12K
$487K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-10.2K- 58.13% |
$412K - $415K
|
7.35K
$299K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-12.4K- 14.81% |
$499K - $503K
|
71.2K
$2.89M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13K- 51.38% |
$524K - $528K
|
12.3K
$499K
|
|
|
May 15, 2024
Q1 2024
|
Adar1 Capital Management, LLC
Austin, TX |
SELL
|
- |
-13.6K- 22.17% |
$548K - $552K
|
47.7K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-15.2K- 46.55% |
$612K - $616K
|
17.4K
$707K
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
SELL
|
- |
-15.9K- 7.56% |
$640K - $645K
|
194K
$7.88M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.2K- 28.38% |
$695K - $699K
|
43.4K
$1.76M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-51.1K- 73.21% |
$2.06M - $2.08M
|
18.7K
$759K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-52.1K- 79.08% |
$2.1M - $2.12M
|
13.8K
$560K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-66.9K- 10.77% |
$2.7M - $2.72M
|
554K
$22.5M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-88.8K- 12.04% |
$3.58M - $3.61M
|
649K
$26.3M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-130K- 54.64% |
$5.25M - $5.28M
|
108K
$4.38M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-189K- 90.45% |
$7.64M - $7.7M
|
20K
$812K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-217K- 32.63% |
$8.75M - $8.81M
|
448K
$18.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-337K- 62.94% |
$13.6M - $13.7M
|
198K
$8.05M
|