Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-288- 1.28% |
$11.6K - $11.6K
|
22.1K
$899K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-314- 63.18% |
$12.6K - $12.7K
|
183
$7.43K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-564- 0.8% |
$22.6K - $22.7K
|
70.1K
$2.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-800- 6.09% |
$32.1K - $32.3K
|
12.3K
$501K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-917- 11.95% |
$36.8K - $37K
|
6.75K
$274K
|
|
|
Nov 06, 2023
Q3 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.25K- 6.83% |
$50.2K - $50.5K
|
17.1K
$693K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.36K- 16.93% |
$54.6K - $54.8K
|
6.68K
$271K
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.94K- 3.73% |
$77.7K - $78.1K
|
50K
$2.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.31K- 10.83% |
$92.5K - $93K
|
19K
$770K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-2.41K- 8.98% |
$96.6K - $97.2K
|
24.4K
$991K
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.43K- 21.29% |
$97.5K - $98K
|
8.99K
$365K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.61K- 11.8% |
$105K - $105K
|
19.5K
$792K
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-3.68K- 9.01% |
$148K - $148K
|
37.1K
$1.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.97K- 3.86% |
$159K - $160K
|
98.8K
$4.01M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.25K- 10.51% |
$170K - $171K
|
36.2K
$1.47M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.64K- 17.18% |
$226K - $228K
|
27.2K
$1.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-11.2K- 9.73% |
$450K - $453K
|
104K
$4.23M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.7K- 34.37% |
$469K - $472K
|
22.3K
$907K
|
|
|
Nov 06, 2023
Q3 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-18.2K- 3.29% |
$730K - $734K
|
535K
$21.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-20.1K- 73.2% |
$806K - $810K
|
7.35K
$298K
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-28.5K- 9.86% |
$1.14M - $1.15M
|
261K
$10.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-36.9K- 17.0% |
$1.48M - $1.49M
|
180K
$7.32M
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-39.6K- 52.13% |
$1.59M - $1.6M
|
36.4K
$1.48M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-51.2K- 44.16% |
$2.05M - $2.06M
|
64.7K
$2.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-61K- 13.38% |
$2.45M - $2.46M
|
395K
$16M
|
|
|
Oct 27, 2023
Q3 2023
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-66.9K- 64.09% |
$2.69M - $2.7M
|
37.5K
$1.52M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-78.8KClosed |
$3.16M - $3.18M
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-90.8K- 8.58% |
$3.64M - $3.66M
|
968K
$39.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-153K- 28.65% |
$6.15M - $6.19M
|
382K
$15.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-177K- 37.1% |
$7.11M - $7.15M
|
300K
$12.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-182K- 84.99% |
$7.31M - $7.35M
|
32.2K
$1.31M
|