Latest Institutional Transactions on Ssga Active Tr Spdr Ssga Us Se (XLSR)
This table provides information on the latest institutional transactions involving Ssga Active Tr Spdr Ssga Us Se (XLSR) 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 |
---|---|---|---|---|---|---|---|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
93.4K+ 5.64% |
$4.66M - $5.25M
|
1.75M
$97.4M
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.9K+ 5.02% |
$94.6K - $107K
|
39.7K
$2.21M
|
|
Q4 2024 | |||||||
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
32New |
$1.64K - $1.78K
|
32
$1.78K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.3K- 61.76% |
$169K - $183K
|
2.04K
$114K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
4.51KNew |
$231K - $251K
|
4.51K
$251K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1+ 0.21% |
$51.3 - $55.6
|
468
$26.1K
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
402+ 8.31% |
$20.6K - $22.4K
|
5.24K
$292K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.8K- 72.5% |
$657K - $712K
|
4.85K
$270K
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
8.72KNew |
$447K - $485K
|
8.72K
$486K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2+ 0.28% |
$103 - $111
|
711
$39.6K
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
21.3K+ 13.21% |
$1.09M - $1.19M
|
183K
$10.2M
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
3.12K+ 3.09% |
$160K - $174K
|
104K
$5.8M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.56K+ 1.38% |
$80.2K - $87K
|
115K
$6.42M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-108- 18.59% |
$5.54K - $6.01K
|
473
$26.4K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-713- 5.22% |
$36.6K - $39.6K
|
13K
$722K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.24K- 5.35% |
$63.8K - $69.1K
|
22K
$1.22M
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
2.51KNew |
$129K - $140K
|
2.51K
$140K
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-3.06K- 2.81% |
$157K - $170K
|
106K
$5.89M
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2.13K- 50.29% |
$109K - $119K
|
2.11K
$118K
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5.07KNew |
$238K - $265K
|
5.07K
$283K
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-608- 12.24% |
$28.5K - $31.8K
|
4.36K
$243K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.5K+ 28.99% |
$117K - $131K
|
11.1K
$620K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.26% |
$46.9 - $52.2
|
380
$21.2K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
181New |
$8.49K - $9.46K
|
181
$10.1K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
300+ 4.59% |
$14.1K - $15.4K
|
6.84K
$381K
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
310+ 4.89% |
$14.6K - $15.9K
|
6.66K
$371K
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.67K- 28.23% |
$126K - $137K
|
6.79K
$378K
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
517New |
$24.4K - $26.5K
|
517
$28.8K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.52K- 86.24% |
$119K - $129K
|
402
$22.4K
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
12+ 0.19% |
$566 - $615
|
6.23K
$347K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2New |
$94.3 - $103
|
2
$111
|
|
Q1 2024 | |||||||
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4.11KNew |
$184K - $205K
|
4.11K
$229K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-11.2K- 18.62% |
$502K - $559K
|
49K
$2.73M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.4K+ 13.48% |
$62.4K - $69.6K
|
11.7K
$654K
|
|
Q4 2023 | |||||||
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
429New |
$17K - $19.7K
|
429
$23.9K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
322New |
$12.7K - $14.8K
|
322
$17.9K
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
4.88KNew |
$193K - $224K
|
4.88K
$272K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-20.3K- 37.83% |
$834K - $905K
|
33.4K
$1.86M
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.55K+ 7.91% |
$61.1K - $67.3K
|
21.2K
$1.18M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
443New |
$17.4K - $19.2K
|
443
$24.7K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.21KNew |
$47.7K - $52.5K
|
1.21K
$67.5K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
93New |
$3.66K - $4.03K
|
93
$5.18K
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-3.73K- 33.29% |
$147K - $162K
|
7.48K
$417K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.45KNew |
$208K - $224K
|
5.45K
$304K
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.39KNew |
$243K - $263K
|
6.39K
$356K
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
59+ 0.54% |
$2.25K - $2.43K
|
10.9K
$608K
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.86K- 11.16% |
$147K - $159K
|
30.7K
$1.71M
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
400New |
$14.4K - $16.4K
|
400
$22.3K
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.9K- 25.4% |
$104K - $119K
|
8.53K
$475K
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
69.7K+ 257.56% |
$2.5M - $2.86M
|
96.8K
$5.39M
|