Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
520K+ 96.43% |
$20.8M - $20.9M
|
1.06M
$43M
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
331K+ 162.21% |
$13.3M - $13.3M
|
535K
$21.7M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
300K+ 331.58% |
$12M - $12.1M
|
391K
$15.9M
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
BUY
|
- |
248K+ 597.93% |
$9.94M - $9.99M
|
289K
$11.7M
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
237K+ 49.81% |
$9.49M - $9.54M
|
712K
$28.9M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
163K+ 51.96% |
$6.55M - $6.58M
|
478K
$19.4M
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
118KNew |
$4.74M - $4.76M
|
118K
$4.8M
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
94.4K+ 39.12% |
$3.79M - $3.8M
|
336K
$13.6M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
75.9K+ 10.62% |
$3.05M - $3.06M
|
790K
$32.1M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
66.6KNew |
$2.67M - $2.68M
|
66.6K
$2.7M
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
60K+ 20.33% |
$2.41M - $2.42M
|
355K
$14.4M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
56.5K+ 120.13% |
$2.27M - $2.28M
|
103K
$4.2M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.7K+ 6.14% |
$2.12M - $2.12M
|
911K
$37M
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
47.9K+ 11.09% |
$1.92M - $1.93M
|
480K
$19.5M
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
47.9K+ 11.09% |
$1.92M - $1.93M
|
480K
$19.5M
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
37.2KNew |
$1.49M - $1.5M
|
37.2K
$1.51M
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
34K+ 526.82% |
$1.36M - $1.37M
|
40.4K
$1.64M
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
22.2K+ 11.57% |
$892K - $896K
|
214K
$8.71M
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
19.8KNew |
$794K - $798K
|
19.8K
$804K
|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
18.6K+ 226.48% |
$747K - $750K
|
26.8K
$1.09M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.9KNew |
$476K - $478K
|
11.9K
$481K
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.2K+ 22.49% |
$449K - $451K
|
61K
$2.48M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.68K+ 41.78% |
$388K - $390K
|
32.8K
$1.33M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.54KNew |
$383K - $384K
|
9.54K
$387K
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.87KNew |
$356K - $357K
|
8.87K
$360K
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
8.55K+ 12.67% |
$343K - $345K
|
76.1K
$3.09M
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
BUY
|
- |
5.45KNew |
$218K - $219K
|
5.45K
$221K
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.83K+ 50.37% |
$153K - $154K
|
11.4K
$464K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.99K+ 15.62% |
$120K - $120K
|
22.1K
$898K
|
|
Jul 31, 2023
Q2 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
2.54K+ 0.46% |
$102K - $102K
|
554K
$22.5M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.28K+ 26.85% |
$91.6K - $92K
|
10.8K
$438K
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.96K+ 2.34% |
$78.6K - $78.9K
|
85.8K
$3.48M
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.18K+ 0.55% |
$47.4K - $47.6K
|
217K
$8.82M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.17K+ 1.55% |
$46.9K - $47.1K
|
76.7K
$3.11M
|
|
Jul 21, 2023
Q2 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.07K+ 6.21% |
$43K - $43.2K
|
18.3K
$744K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.04K+ 14.79% |
$41.5K - $41.7K
|
8.04K
$326K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.02K+ 0.19% |
$40.9K - $41.1K
|
546K
$22.2M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
795New |
$31.9K - $32K
|
795
$32.3K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
758New |
$30.4K - $30.5K
|
758
$30.8K
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
575+ 8.1% |
$23.1K - $23.2K
|
7.67K
$311K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
510New |
$20.5K - $20.6K
|
510
$20.7K
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
497New |
$19.9K - $20K
|
497
$20.2K
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
300+ 2.67% |
$12K - $12.1K
|
11.5K
$468K
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
99+ 1.03% |
$3.97K - $3.99K
|
9.67K
$393K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
94New |
$3.77K - $3.79K
|
94
$3.82K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
53+ 0.63% |
$2.13K - $2.14K
|
8.52K
$346K
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
38+ 36.89% |
$1.52K - $1.53K
|
141
$5.72K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9+ 1.0% |
$361 - $363
|
908
$36.9K
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 1.3% |
$160 - $161
|
311
$12.6K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|