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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
29New |
$1.04K - $1.19K
|
29
$1.62K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
38New |
$1.36K - $1.56K
|
38
$2.12K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
27.7KNew |
$995K - $1.14M
|
27.7K
$1.54M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
311New |
$11.2K - $12.8K
|
311
$17.3K
|
|
| Q3 2022 | |||||||
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12.6K- 46.83% |
$453K - $540K
|
14.3K
$799K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
112New |
$4.02K - $4.79K
|
112
$6.24K
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
52.8KNew |
$1.9M - $2.26M
|
52.8K
$2.94M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.52K- 51.07% |
$270K - $322K
|
7.2K
$401K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
129+ 19.2% |
$4.63K - $5.52K
|
801
$44.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
249New |
$8.94K - $10.7K
|
249
$13.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-2.09K- 11.9% |
$74.9K - $89.3K
|
15.5K
$861K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
58.9KNew |
$2.11M - $2.52M
|
58.9K
$3.28M
|
|
|
Oct 14, 2022
Q3 2022
|
Capitol Family Office, Inc.
|
BUY
|
- |
7.15K+ 1.92% |
$257K - $306K
|
379K
$21.1M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-315- 11.35% |
$11.7K - $14.4K
|
2.46K
$137K
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
10+ 7.25% |
$371 - $457
|
148
$8.25K
|
|
|
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
$13.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.85KNew |
$68.7K - $84.7K
|
1.85K
$103K
|
|
|
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
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-1.99KClosed |
$86.7K - $93.1K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-370Closed |
$14.6K - $15.5K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
55 I, LLC
Boston, MA |
SELL
|
- |
-8.11KClosed |
$285K - $327K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-38Closed |
$1.34K - $1.53K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-257Closed |
$9.04K - $10.4K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12.5KClosed |
$413K - $486K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.51KClosed |
$120K - $154K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 12, 2020
Q1 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-587Closed |
$14.2K - $21.2K
|
0
$0
|
|