Purchases and Sales Made in Q1 2021 in Ssga Active ETF Tr Spdr Doblel (TOTL)
This table provides information about the institutional ownership of Ssga Active ETF Tr Spdr Doblel (TOTL) during Q1 2021. The information is specifically focused on institutions that hold shares of SSGA ACTIVE ETF TR SPDR DOBLEL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2021
Q1 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10.1K+ 6.86% |
$488K - $500K
|
158K
$6.26M
|
|
|
May 14, 2021
Q1 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.91KNew |
$478K - $489K
|
9.91K
$393K
|
|
|
Apr 16, 2021
Q1 2021
|
Motco
|
BUY
|
- |
9.85K+ 425.8% |
$475K - $486K
|
12.2K
$483K
|
|
|
Apr 30, 2021
Q1 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
9.54K+ 11.95% |
$460K - $471K
|
89.4K
$3.55M
|
|
|
Apr 21, 2021
Q1 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
9.34K+ 5.47% |
$450K - $461K
|
180K
$7.14M
|
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.25K+ 57.93% |
$446K - $456K
|
25.2K
$1M
|
|
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
8.8K+ 17.31% |
$424K - $434K
|
59.6K
$2.37M
|
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.78K+ 123.38% |
$423K - $433K
|
15.9K
$631K
|
|
|
May 05, 2021
Q1 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
8.72K+ 79.82% |
$420K - $430K
|
19.6K
$779K
|
|
|
Apr 30, 2021
Q1 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
8.63K+ 37.87% |
$416K - $426K
|
31.4K
$1.25M
|
|
|
May 17, 2021
Q1 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
8.14K+ 61.84% |
$392K - $402K
|
21.3K
$846K
|
|
|
Apr 29, 2021
Q1 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
8.12K+ 20.48% |
$391K - $401K
|
47.7K
$1.89M
|
|
|
Apr 23, 2021
Q1 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
7.98K+ 5.49% |
$385K - $394K
|
153K
$6.09M
|
|
|
Apr 28, 2021
Q1 2021
|
Bcs Wealth Management
|
BUY
|
- |
7.76K+ 9.18% |
$374K - $383K
|
92.3K
$3.66M
|
|
|
May 10, 2021
Q1 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
7.62K+ 4.09% |
$367K - $376K
|
194K
$7.69M
|
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
7.23KNew |
$348K - $357K
|
7.23K
$287K
|
|
|
May 03, 2021
Q1 2021
|
Tfc Financial Management
|
BUY
|
- |
7.1K+ 584.61% |
$342K - $351K
|
8.32K
$330K
|
|
|
Apr 16, 2021
Q1 2021
|
Brookstone Capital Management
|
BUY
|
- |
7.06KNew |
$340K - $349K
|
7.06K
$280K
|
|
|
May 10, 2021
Q1 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
6.95K+ 7.2% |
$335K - $343K
|
104K
$4.11M
|
|
|
Apr 23, 2021
Q1 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
6.61K+ 35.1% |
$318K - $326K
|
25.4K
$1.01M
|
|
|
May 14, 2021
Q1 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6.58K+ 15.38% |
$317K - $325K
|
49.4K
$1.96M
|
|
|
May 04, 2021
Q1 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
6.37K+ 1.25% |
$307K - $314K
|
515K
$20.4M
|
|
|
May 11, 2021
Q1 2021
|
Keystone Financial Group
|
BUY
|
- |
6.25K+ 5.95% |
$301K - $308K
|
111K
$4.41M
|
|
|
May 10, 2021
Q1 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
6.22K+ 2.19% |
$300K - $307K
|
291K
$11.5M
|
|
|
Aug 10, 2023
Q1 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
5.98K+ 6165.98% |
$288K - $295K
|
6.08K
$241K
|
|
|
May 07, 2021
Q1 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5.62K+ 22.63% |
$271K - $277K
|
30.5K
$1.21M
|
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.54K+ 4.58% |
$267K - $273K
|
126K
$5.02M
|
|
|
Apr 29, 2021
Q1 2021
|
Hollencrest Capital Management
|
BUY
|
- |
5.5K+ 5.45% |
$265K - $271K
|
106K
$4.22M
|
|
|
May 06, 2021
Q1 2021
|
Family Firm, Inc.
|
BUY
|
- |
5.44K+ 4.2% |
$262K - $269K
|
135K
$5.36M
|
|
|
May 18, 2021
Q1 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5K+ 9.48% |
$241K - $247K
|
57.7K
$2.29M
|
|
|
Apr 14, 2021
Q1 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.63K+ 8.15% |
$223K - $228K
|
61.4K
$2.44M
|
|
|
May 04, 2021
Q1 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.59K+ 7.45% |
$221K - $227K
|
66.2K
$2.63M
|
|
|
Apr 20, 2021
Q1 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
4.57K+ 5.69% |
$220K - $225K
|
84.8K
$3.37M
|
|
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.54K+ 3.61% |
$219K - $224K
|
130K
$5.17M
|
|
|
Apr 29, 2021
Q1 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4.46KNew |
$215K - $220K
|
4.46K
$177K
|
|
|
May 03, 2021
Q1 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
4.3K+ 15.12% |
$207K - $212K
|
32.8K
$1.3M
|
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
4.2K+ 24.87% |
$203K - $207K
|
21.1K
$837K
|
|
|
Jun 07, 2022
Q1 2021
|
True North Advisors, LLC
|
BUY
|
- |
4.19K+ 16.4% |
$202K - $207K
|
29.8K
$1.18M
|
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.17K+ 15.23% |
$201K - $206K
|
31.6K
$1.25M
|
|
|
May 17, 2021
Q1 2021
|
Fusion Capital, LLC
|
BUY
|
- |
4.17K+ 3.1% |
$201K - $206K
|
138K
$5.49M
|
|
|
May 13, 2021
Q1 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
4.07KNew |
$196K - $201K
|
4.07K
$161K
|
|
|
May 05, 2021
Q1 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.02K+ 76.88% |
$194K - $198K
|
9.24K
$367K
|
|
|
May 13, 2021
Q1 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3.81KNew |
$183K - $188K
|
3.81K
$151K
|
|
|
May 11, 2021
Q1 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.77K+ 40.12% |
$181K - $186K
|
13.2K
$522K
|
|
|
Apr 28, 2021
Q1 2021
|
Comerica Bank
|
BUY
|
- |
3K+ 42.42% |
$144K - $148K
|
10.1K
$400K
|
|
|
Apr 22, 2021
Q1 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.81K+ 25.59% |
$135K - $139K
|
13.8K
$547K
|
|
|
Apr 19, 2021
Q1 2021
|
Peterson Wealth Management
|
BUY
|
- |
2.72K+ 1.58% |
$131K - $134K
|
175K
$6.93M
|
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.48K+ 2.68% |
$120K - $122K
|
95.2K
$3.78M
|
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.37K+ 8.66% |
$114K - $117K
|
29.7K
$1.18M
|
|
|
Apr 29, 2021
Q1 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
2.29K+ 24.8% |
$110K - $113K
|
11.5K
$458K
|