Cooper Financial Group Ssga Active Tr Spdr Blackstone Transaction History

Cooper Financial Group

$907 Million
Q4 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 07, 2025	SELL	$28.34 - $28.67 $45,995 - $46,531	-1,623 Reduced 7.75%	19,309 $551,000
Q2 2025 Jul 17, 2025	SELL	$27.01 - $28.59 $864 - $914	-32 Reduced 0.15%	20,932 $596,000
Q1 2025 May 12, 2025	BUY	$28.04 - $28.63 $26,946 - $27,513	961 Added 4.8%	20,964 $589,000
Q4 2024 Jan 13, 2025	SELL	$28.25 - $28.72 $10,339 - $10,511	-366 Reduced 1.8%	20,003 $567,000
Q2 2024 Jul 15, 2024	SELL	$27.95 - $28.34 $838 - $850	-30 Reduced 0.15%	20,369 $575,000

Q1 2024 Apr 11, 2024	SELL	$27.93 - $28.38 $16,953 - $17,226	-607 Reduced 2.89%	20,399 $578,000
Q4 2023 Jan 16, 2024	SELL	$27.01 - $28.19 $1,728 - $1,804	-64 Reduced 0.3%	21,006 $590,000
Q3 2023 Oct 13, 2023	SELL	$27.42 - $27.86 $767 - $780	-28 Reduced 0.13%	21,070 $580,000
Q1 2023 May 10, 2023	BUY	$27.07 - $28.14 $571,122 - $593,697	21,098 New	21,098 $585,000

Others Institutions Holding HYBL

# of Institutions

106

Shares Held

14.7M

Call Options Held

0

Put Options Held

0

Zega Investments, LLC Palm Beach Gardens, FL

1.28M
Shares

$36.3 Million
4.91% of portfolio
Concord Wealth Partners

1.1M
Shares

$31.1 Million
4.42% of portfolio
Concord Asset Management, Llc/Va Abingdon, VA

1.04M
Shares

$29.5 Million
5.41% of portfolio
Raymond James Financial Inc St. Petersburg, FL

949K
Shares

$26.9 Million
0.01% of portfolio
Ubs Group Ag

946K
Shares

$26.9 Million
0.0% of portfolio

About SSGA ACTIVE TR SPDR BLACKSTONE

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