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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.4K+ 13.48% |
$62.4K - $69.6K
|
11.7K
$633K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
484+ 5.99% |
$21.7K - $24.1K
|
8.56K
$461K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
429New |
$17K - $19.7K
|
429
$23.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4.08KNew |
$161K - $187K
|
4.08K
$220K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
322New |
$12.7K - $14.8K
|
322
$17.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
307+ 32.21% |
$12.1K - $14.1K
|
1.26K
$67.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
4.88KNew |
$193K - $224K
|
4.88K
$263K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-20.3K- 37.83% |
$834K - $905K
|
33.4K
$1.8M
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.55K+ 7.91% |
$61.1K - $67.3K
|
21.2K
$1.14M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
443New |
$17.4K - $19.2K
|
443
$23.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.24KNew |
$49K - $53.9K
|
1.24K
$67K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
93New |
$3.66K - $4.03K
|
93
$5.01K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.21KNew |
$47.7K - $52.5K
|
1.21K
$65.2K
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-3.73K- 33.29% |
$147K - $162K
|
7.48K
$403K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.45KNew |
$208K - $224K
|
5.45K
$294K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.39KNew |
$243K - $263K
|
6.39K
$344K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
59+ 0.54% |
$2.25K - $2.43K
|
10.9K
$588K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.86K- 11.16% |
$147K - $159K
|
30.7K
$1.66M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.9K- 25.4% |
$104K - $119K
|
8.53K
$459K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
400New |
$14.4K - $16.4K
|
400
$21.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
69.7K+ 257.56% |
$2.5M - $2.86M
|
96.8K
$5.21M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
29New |
$1.04K - $1.19K
|
29
$1.56K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
38New |
$1.36K - $1.56K
|
38
$2.05K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
27.7KNew |
$995K - $1.14M
|
27.7K
$1.49M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
311New |
$11.2K - $12.8K
|
311
$16.8K
|
|
| Q3 2022 | |||||||
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12.6K- 46.83% |
$453K - $540K
|
14.3K
$772K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
112New |
$4.02K - $4.79K
|
112
$6.03K
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
52.8KNew |
$1.9M - $2.26M
|
52.8K
$2.85M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.52K- 51.07% |
$270K - $322K
|
7.2K
$388K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
129+ 19.2% |
$4.63K - $5.52K
|
801
$43.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
249New |
$8.94K - $10.7K
|
249
$13.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-2.09K- 11.9% |
$74.9K - $89.3K
|
15.5K
$833K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
58.9KNew |
$2.11M - $2.52M
|
58.9K
$3.17M
|
|
|
Oct 14, 2022
Q3 2022
|
Capitol Family Office, Inc.
|
BUY
|
- |
7.15K+ 1.92% |
$257K - $306K
|
379K
$20.4M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-315- 11.35% |
$11.7K - $14.4K
|
2.46K
$133K
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
10+ 7.25% |
$371 - $457
|
148
$7.97K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.35KClosed |
$273K - $336K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
250New |
$9.28K - $11.4K
|
250
$13.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.85KNew |
$68.7K - $84.7K
|
1.85K
$99.7K
|
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-7.82KClosed |
$290K - $358K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-491Closed |
$18.2K - $22.5K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-908Closed |
$33.7K - $41.5K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-63Closed |
$2.64K - $2.99K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.53KClosed |
$189K - $215K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.96KClosed |
$124K - $140K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-81Closed |
$3.56K - $3.93K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-144KClosed |
$6.26M - $6.72M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-366Closed |
$16K - $17.1K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-1.99KClosed |
$86.7K - $93.1K
|
0
$0
|
|