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 |
---|---|---|---|---|---|---|---|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
5.24KNew |
$207K - $211K
|
5.24K
$211K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.8KNew |
$424K - $434K
|
10.8K
$433K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
500New |
$19.7K - $20.2K
|
500
$20.1K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
185New |
$7.3K - $7.46K
|
185
$7.44K
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
BUY
|
- |
124+ 0.14% |
$4.89K - $5K
|
89.7K
$3.61M
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
150+ 14.85% |
$5.92K - $6.05K
|
1.16K
$46.7K
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
29.5KNew |
$1.16M - $1.19M
|
29.5K
$1.19M
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-17.2K- 35.19% |
$679K - $694K
|
31.7K
$1.27M
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-96- 6.06% |
$3.79K - $3.87K
|
1.49K
$59.9K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
450New |
$17.8K - $18.2K
|
450
$18.1K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
25.5KNew |
$1.01M - $1.03M
|
25.5K
$1.03M
|
|
Q4 2023 | |||||||
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.02KNew |
$301K - $324K
|
8.02K
$323K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.44K+ 3419.05% |
$53.9K - $58K
|
1.48K
$59.4K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
7.74K+ 122.79% |
$290K - $313K
|
14K
$565K
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.5KNew |
$469K - $505K
|
12.5K
$503K
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.74K+ 66.75% |
$140K - $151K
|
9.35K
$376K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
22.5KNew |
$846K - $910K
|
22.5K
$907K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.32KNew |
$49.4K - $53.2K
|
1.32K
$53K
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.67K- 24.37% |
$62.7K - $67.5K
|
5.19K
$209K
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1.15K+ 19.12% |
$43.2K - $46.5K
|
7.17K
$288K
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-59.5K- 20.45% |
$2.23M - $2.4M
|
231K
$9.31M
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.77K+ 26.33% |
$104K - $112K
|
13.3K
$534K
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-360K- 96.98% |
$13.5M - $14.5M
|
11.2K
$451K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
528+ 54.15% |
$19.8K - $21.3K
|
1.5K
$60.5K
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.2KNew |
$459K - $494K
|
12.2K
$492K
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.6K- 18.76% |
$60K - $64.5K
|
6.92K
$278K
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.43KNew |
$241K - $260K
|
6.43K
$259K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.1KNew |
$530K - $570K
|
14.1K
$568K
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
443New |
$16.6K - $17.9K
|
443
$17.8K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.32K+ 14.56% |
$350K - $376K
|
73.3K
$2.95M
|
|
Jan 18, 2024
Q4 2023
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
5.05KNew |
$189K - $204K
|
5.05K
$203K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
530New |
$19.9K - $21.4K
|
530
$21.3K
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
13New |
$488 - $525
|
13
$523
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-3.8K- 44.19% |
$143K - $153K
|
4.8K
$193K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-268- 23.49% |
$10.1K - $10.8K
|
873
$35.1K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
5.18K+ 62.52% |
$195K - $209K
|
13.5K
$542K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 100.0% |
$300 - $323
|
16
$644
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
411+ 1.36% |
$15.4K - $16.6K
|
30.6K
$1.23M
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.5K- 55.56% |
$56.3K - $60.6K
|
1.2K
$48.3K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.66KNew |
$62.3K - $67K
|
1.66K
$66.8K
|
|
Q3 2023 | |||||||
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.04K+ 5.32% |
$40.1K - $42.2K
|
20.5K
$826K
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-32.6K- 61.52% |
$1.26M - $1.33M
|
20.4K
$820K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
9.36KNew |
$361K - $380K
|
9.36K
$376K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
103KNew |
$3.97M - $4.18M
|
103K
$4.13M
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
13.4KNew |
$516K - $544K
|
13.4K
$538K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.15K+ 2.3% |
$82.9K - $87.3K
|
95.4K
$3.84M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9- 0.14% |
$347 - $366
|
6.27K
$252K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
24New |
$926 - $976
|
24
$965
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5.46K- 92.43% |
$211K - $222K
|
447
$18K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1New |
$38.6 - $40.7
|
1
$40.2
|