Litman Gregory Wealth Management LLC Ssga Active ETF Tr Spdr Doblel Transaction History

Litman Gregory Wealth Management LLC

$1.15 Billion
Q4 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 178,390 shares of TOTL stock, worth $7.16 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

178,390

Previous 225,765 20.98%

Holding current value

$7.16 Million

Previous $9.35 Million 24.82%

% of portfolio

0.61%

Previous 0.78%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$39.3 - $41.34 $1.86 Million - $1.96 Million	-47,375 Reduced 20.98%	178,390 $7.03 Million
Q3 2024 Oct 22, 2024	BUY	$39.37 - $41.68 $631,888 - $668,964	16,050 Added 7.65%	225,765 $9.35 Million
Q2 2024 Jul 30, 2024	BUY	$38.37 - $39.99 $63,348 - $66,023	1,651 Added 0.79%	209,715 $8.33 Million
Q1 2024 May 03, 2024	BUY	$39.46 - $40.35 $385,760 - $394,461	9,776 Added 4.93%	208,064 $8.33 Million
Q4 2023 Jan 31, 2024	BUY	$37.52 - $40.38 $621,894 - $669,298	16,575 Added 9.12%	198,288 $7.98 Million
Q3 2023 Oct 23, 2023	SELL	$38.6 - $40.65 $757,486 - $797,715	-19,624 Reduced 9.75%	181,713 $7.02 Million
Q2 2023 Aug 09, 2023	BUY	$40.21 - $41.35 $8.1 Million - $8.33 Million	201,337 New	201,337 $8.16 Million
Q4 2022 Jan 17, 2023	SELL	$39.06 - $41.25 $168,504 - $177,952	-4,314 Reduced 2.12%	198,754 $0
Q3 2022 Oct 13, 2022	BUY	$40.06 - $42.94 $209,994 - $225,091	5,242 Added 2.65%	203,068 $8.16 Million
Q2 2022 Jul 21, 2022	SELL	$41.69 - $44.58 $421,610 - $450,837	-10,113 Reduced 4.86%	197,826 $8.34 Million
Q1 2022 May 04, 2022	BUY	$44.48 - $47.26 $2.25 Million - $2.39 Million	50,582 Added 32.14%	207,939 $9.31 Million
Q4 2021 Feb 10, 2022	SELL	$47.29 - $48.28 $3.27 Million - $3.33 Million	-69,075 Reduced 30.51%	157,357 $7.45 Million
Q3 2021 Nov 03, 2021	BUY	$48.16 - $48.66 $10.4 Million - $10.5 Million	216,457 Added 2169.99%	226,432 $10.9 Million
Q2 2021 Jul 27, 2021	SELL	$48.18 - $48.51 $8.86 Million - $8.92 Million	-183,809 Reduced 94.85%	9,975 $9.98 Million
Q1 2021 May 10, 2021	BUY	$48.18 - $49.35 $366,987 - $375,898	7,617 Added 4.09%	193,784 $9.34 Million
Q4 2020 Feb 05, 2021	BUY	$49.07 - $49.5 $756,021 - $762,646	15,407 Added 9.02%	186,167 $9.17 Million
Q3 2020 Nov 03, 2020	SELL	$49.21 - $49.89 $457,111 - $463,428	-9,289 Reduced 5.16%	170,760 $8.42 Million
Q2 2020 Jul 31, 2020	BUY	$47.65 - $49.55 $141,758 - $147,411	2,975 Added 1.68%	180,049 $8.92 Million
Q1 2020 Apr 28, 2020	BUY	$46.68 - $50.35 $406,256 - $438,196	8,703 Added 5.17%	177,074 $8.49 Million
Q4 2019 Jan 30, 2020	BUY	$48.68 - $49.5 $2.2 Million - $2.23 Million	45,121 Added 36.61%	168,371 $8.25 Million
Q3 2019 Nov 06, 2019	SELL	$48.94 - $49.38 $1.78 Million - $1.79 Million	-36,322 Reduced 22.76%	123,250 $6.07 Million
Q2 2019 Jul 31, 2019	SELL	N/A	-794 Reduced 0.5%	159,572 $7.83 Million
Q1 2019 Apr 30, 2019	BUY	N/A	9,458 Added 6.27%	160,366 $7.75 Million
Q4 2018 Feb 01, 2019	BUY	N/A	39,284 Added 35.19%	150,908 $7.15 Million
Q3 2018 Nov 15, 2018	BUY	N/A	2,016 Added 1.84%	111,624 $5.27 Million
Q2 2018 Aug 09, 2018	SELL	N/A	-894 Reduced 0.81%	109,608 $5.21 Million
Q1 2018 May 07, 2018	BUY	N/A	8,336 Added 8.16%	110,502 $5.3 Million
Q4 2017 Jan 30, 2018	BUY	N/A	8,890 Added 9.53%	102,166 $4.97 Million
Q3 2017 Nov 09, 2017	BUY	N/A	93,276	93,276 $4.6 Million

Others Institutions Holding TOTL

# of Institutions

388

Shares Held

68.8M

Call Options Held

4.6K

Put Options Held

View Full List

About SSGA ACTIVE ETF TR SPDR DOBLEL

Ticker TOTL
Sector ETFs
Industry ETFs

More about TOTL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Litman Gregory Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.

Account

Litman Gregory Wealth Management LLC Ssga Active ETF Tr Spdr Doblel Transaction History