Latest Institutional Transactions on Ssga Active ETF Tr Spdr Doblel (TOTL)
This table provides information on the latest institutional transactions involving Ssga Active ETF Tr Spdr Doblel (TOTL) 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 |
---|---|---|---|---|---|---|---|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6New |
$241 - $248
|
6
$238
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
- |
6.05K+ 35.74% |
$243K - $250K
|
23K
$912K
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.65K- 1.21% |
$66.4K - $68.3K
|
134K
$5.33M
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-6.44K- 96.99% |
$259K - $266K
|
200
$7.94K
|
|
Q1 2023 | |||||||
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
7.93K+ 52.3% |
$317K - $330K
|
23.1K
$917K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14New |
$559 - $583
|
14
$556
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-171Closed |
$6.83K - $7.12K
|
0
$0
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.78K- 11.13% |
$70.9K - $73.9K
|
14.2K
$563K
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
CALL |
-1.78K- 11.13% |
$70.9K - $73.9K
|
14.2K
$563K
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-24.7KClosed |
$986K - $1.03M
|
0
$0
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-403Closed |
$16.1K - $16.8K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-317- 1.76% |
$12.7K - $13.2K
|
17.7K
$703K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-52- 29.71% |
$2.08K - $2.16K
|
123
$4.88K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
34+ 0.75% |
$1.36K - $1.42K
|
4.57K
$182K
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
27.7K+ 7.13% |
$1.11M - $1.15M
|
416K
$16.5M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
22New |
$879 - $916
|
22
$873
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
57New |
$2.28K - $2.37K
|
57
$2.26K
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-1.78K- 11.13% |
$70.9K - $73.9K
|
14.2K
$563K
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-121- 89.63% |
$4.83K - $5.04K
|
14
$556
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-1.42K- 13.23% |
$56.9K - $59.3K
|
9.34K
$371K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.38KNew |
$95.2K - $99.2K
|
2.38K
$94.6K
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.76KNew |
$270K - $281K
|
6.76K
$268K
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.03K- 5.09% |
$41.2K - $42.9K
|
19.2K
$763K
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
108New |
$4.31K - $4.49K
|
108
$4.29K
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-410- 65.08% |
$16.4K - $17.1K
|
220
$8.73K
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.76K- 26.28% |
$110K - $115K
|
7.75K
$307K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
2.68KNew |
$107K - $111K
|
2.68K
$106K
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-139- 2.17% |
$5.55K - $5.79K
|
6.26K
$248K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
698+ 10.32% |
$27.9K - $29.1K
|
7.46K
$296K
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
666+ 2.56% |
$26.6K - $27.7K
|
26.7K
$1.06M
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
2.63KNew |
$105K - $110K
|
2.63K
$105K
|
|
Q4 2022 | |||||||
Aug 21, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-4.16K- 67.35% |
$163K - $172K
|
2.02K
$80.1K
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
13KNew |
$509K - $538K
|
13K
$518K
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
166+ 0.98% |
$6.48K - $6.85K
|
17.1K
$677K
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
28.9K+ 25.76% |
$1.13M - $1.19M
|
141K
$5.6M
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5.99KNew |
$234K - $247K
|
5.99K
$238K
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-20- 0.39% |
$781 - $825
|
5.17K
$205K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
539KNew |
$21.1M - $22.2M
|
539K
$21.4M
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-500- 3.87% |
$19.5K - $20.6K
|
12.4K
$494K
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.49K+ 56150.0% |
$175K - $185K
|
4.5K
$179K
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-52K- 21.09% |
$2.03M - $2.14M
|
195K
$7.72M
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
44New |
$1.72K - $1.82K
|
44
$1.75K
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-28.1K- 9.71% |
$1.1M - $1.16M
|
262K
$10.4M
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-10- 5.35% |
$391 - $413
|
177
$7.03K
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
6.13KNew |
$239K - $253K
|
6.13K
$243K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
90New |
$3.52K - $3.71K
|
90
$3.57K
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
13.8KNew |
$539K - $569K
|
13.8K
$548K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-51.2K- 4.69% |
$2M - $2.11M
|
1.04M
$41.3M
|
|
Feb 06, 2023
Q4 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-12.3K- 60.38% |
$479K - $506K
|
8.05K
$320K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.55KNew |
$334K - $352K
|
8.55K
$339K
|