TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF - Institutionellt ägande - Säljare

SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
US ˙ ARCA ˙ US78467V8485

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-07-16 13F John W. Brooker & Co., CPAs 69 915 −50,66 2 783 −51,25
2025-07-28 13F Smart Portfolios, LLC 8 941 −6,55 359 −7,01
2025-05-01 13F Quest 10 Wealth Builders, Inc. 118 −4,84 5 0,00
2025-08-11 13F Western Wealth Management, LLC 15 564 −13,10 624 −13,45
2025-08-08 13F Austin Wealth Management, LLC 335 708 −8,82 13 391 −8,84
2025-08-01 13F Redwood Park Advisors LLC 80 173 −6,86 3 216 −7,30
2025-07-21 13F Ameriflex Group, Inc. 668 −92,38 27 −92,63
2025-08-13 13F WCG Wealth Advisors LLC 636 851 −16,13 25 544 −16,51
2025-07-16 13F Paragon Capital Management Ltd 13 969 −47,95 560 −48,20
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 19 465 −8,27 777 −7,83
2025-07-17 13F Janney Capital Management LLC 721 102 −1,70 29 −3,45
2025-08-13 13F Aufman Associates Inc 7 311 −0,33 293 −0,68
2025-07-17 13F Paradigm Financial Partners, Llc 151 732 −0,91 6 086 −1,36
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 31 325 −0,55 1 256 −1,02
2025-07-22 13F MBL Wealth, LLC 56 380 −16,68 2 261 −17,06
2025-08-06 13F Entrewealth, Llc 65 148 −16,63 2 613 −16,99
2025-08-07 13F Kestra Private Wealth Services, Llc 30 211 −13,65 1 212 −14,05
2025-08-05 13F Lifeworks Advisors, LLC 37 004 −5,76 1 484 −6,19
2025-07-18 13F Heritage Financial Services, LLC 10 521 −6,49 422 −7,06
2025-07-28 13F Kiker Wealth Management, LLC 0 −100,00 0
2025-08-15 13F/A Symphony Financial, Ltd. Co. 4 843 −21,96 264 6,91
2025-07-07 13F Capital Asset Advisory Services LLC 66 467 −3,74 2 653 −4,40
2025-08-14 13F Comerica Bank 37 580 −4,42 1 507 −4,86
2025-07-18 13F Cooper Financial Group 46 037 −10,31 1 847 −10,74
2025-08-13 13F Keystone Financial Group 187 083 −2,42 7 492 −1,45
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-08-14 13F RMB Capital Management, LLC 262 438 −4,85 10 526 −5,27
2025-05-01 13F McCarthy Grittinger Financial Group, LLC 0 −100,00 0
2025-05-08 13F Essential Planning, LLC. 0 −100,00 0
2025-07-21 13F New Century Financial Group, LLC 0 −100,00 0
2025-08-12 13F Waterloo Capital, L.P. 8 857 −4,80 355 −5,08
2025-04-15 13F Kozak & Associates, Inc. 0 −100,00 0 −100,00
2025-08-08 13F Advyzon Investment Management, LLC 36 126 −8,01 1 449 −8,41
2025-07-08 13F Atwood & Palmer Inc 0 −100,00 0
2025-08-14 13F Goldman Sachs Group Inc 5 911 −20,95 237 −21,26
2025-07-18 13F Consolidated Portfolio Review Corp 26 656 −2,29 1 069 −2,73
2025-05-15 13F Stonehaven Wealth & Tax Solutions, Llc 0 −100,00 0
2025-07-29 13F Stratos Wealth Partners, LTD. 5 113 −1,81 205 −1,91
2025-08-21 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-08-14 13F Peapack Gladstone Financial Corp 0 −100,00 0
2025-08-14 13F Ausdal Financial Partners, Inc. 0 −100,00 0
2025-07-17 13F HB Wealth Management, LLC 151 661 −57,18 6 083 −57,37
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 334 266 −8,45 13 407 −8,86
2025-07-15 13F Unified Investment Management 7 513 −1,31 301 −1,63
2025-07-30 13F Eqis Capital Management, Inc. 27 397 −7,16 1 099 −7,65
2025-08-14 13F Hurley Capital, LLC 0 −100,00 0
2025-08-14 13F Financial Strategies Group, Inc. 7 970 −2,23 316 −2,17
2025-07-17 13F Barry Investment Advisors, LLC 120 390 −12,38 4 829 −12,79
2025-05-15 13F Mercer Global Advisors Inc /adv 0 −100,00 0 −100,00
2025-08-08 13F Bouchey Financial Group Ltd 39 888 −3,18 1 600 −3,62
2025-07-15 13F Mather Group, Llc. 0 −100,00 0
2025-08-14 13F Waterford Advisors, LLC 0 −100,00 0
2025-07-30 13F Red Crane Wealth Management, Llc 0 −100,00 0
2025-04-09 13F Hummer Financial Advisory Services Inc 0 −100,00 0
2025-07-18 13F Truist Financial Corp 144 418 −6,46 5 793 −6,88
2025-07-08 13F Webster Bank, N. A. 28 726 −10,57 1 152 −10,97
2025-08-18 13F/A Kestra Investment Management, LLC 1 471 668 −40,56 59 029 −40,82
2025-08-14 13F Great Valley Advisor Group, Inc. 38 368 −11,09 1 539 −11,51
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-08-13 13F Level Four Advisory Services, Llc 5 375 −11,96 216 −12,60
2025-08-05 13F Prosperity Consulting Group, LLC 0 −100,00 0
2025-08-08 13F Collaborative Wealth Managment Inc. 12 690 −3,50 509 −3,78
2025-08-12 13F Financial Advocates Investment Management 13 428 −23,68 539 −24,01
2025-07-10 13F Global Financial Private Client, LLC 0 −100,00 0
2025-08-12 13F Absolute Capital Management, LLC 0 −100,00 0
2025-08-29 NP AIIFX - Timber Point Alternative Income Fund Institutional Class Shares 75 000 −16,67 3 008 −17,04
2025-07-23 13F Tectonic Advisors Llc 2 424 193 −1,55 97 234 −1,99
2025-08-15 13F Alaethes Wealth LLC 10 919 −1,32 438 −1,80
2025-04-22 13F Center For Asset Management LLC 0 −100,00 0
2025-08-11 13F Tidemark, LLC 921 −14,17 37 −16,28
2025-04-23 13F Mascagni Wealth Management, Inc. 0 −100,00 0 −100,00
2025-08-11 13F Perennial Investment Advisors, LLC 24 526 −4,33 984 −4,75
2025-07-08 13F Nbc Securities, Inc. 40 415 −1,84 2 0,00
2025-08-27 NP LNCAX - LADENBURG INCOME FUND Class A Shares 37 866 −2,92 1 519 −3,37
2025-08-13 13F/A StoneX Group Inc. 7 660 −52,05 311 −52,67
2025-08-06 13F Paragon Capital Management Inc 96 295 −0,53 3 862 −0,97
2025-05-01 13F New England Professional Planning Group Inc. 0 −100,00 0
2025-08-01 13F SYM FINANCIAL Corp 7 879 −15,58 316 −15,96
2025-05-13 13F NFP Retirement, Inc. 0 −100,00 0
2025-08-14 13F CoreCap Advisors, LLC 1 478 −0,40 59 0,00
2025-08-07 13F CENTRAL TRUST Co 0 −100,00 0
2025-07-23 13F Peak Financial Management, Inc. 36 837 −4,19 1 478 −4,65
2025-08-11 13F M Wealth Management, LLC 269 259 −0,73 10 800 −1,18
2025-07-15 13F Bay Capital Advisors, LLC 8 731 −68,89 350 −69,03
2025-08-11 13F Citigroup Inc 1 710 −16,75 69 −17,07
2025-07-15 13F Hofer & Associates. Inc 0 −100,00 0 −100,00
2025-08-26 13F/A Thrivent Financial For Lutherans 49 777 −92,59 2 −96,15
2025-08-01 13F Envestnet Asset Management Inc 3 571 048 −0,16 143 235 −0,61
2025-07-28 13F Axxcess Wealth Management, Llc 82 690 −4,62 3 317 −5,07
2025-08-15 13F Equitable Holdings, Inc. 43 471 −5,74 1 744 −6,19
2025-07-15 13F EWG Elevate Inc. 102 307 −0,42 4 104 −0,87
2025-07-28 13F BRYN MAWR TRUST Co 4 514 −3,32 181 −3,72
2025-04-14 13F Priebe Wealth Holdings LLC 0 −100,00 0
2025-05-15 13F/A Orion Portfolio Solutions, LLC 113 826 −11,36 4 586 −9,33
2025-07-17 13F Janney Montgomery Scott LLC 239 293 −6,29 10 −10,00
2025-07-09 13F Westmount Partners, LLC 11 145 −6,58 447 −6,87
2025-07-29 13F Private Wealth Management Group, LLC 0 −100,00 0
2025-08-27 13F/A Brinker Capital Investments, LLC 112 315 −1,33 4 505 −1,79
2025-07-16 13F Spinnaker Investment Group, LLC 15 392 −77,04 617 −77,15
2025-08-14 13F Smartleaf Asset Management LLC 87 737 −4,48 3 508 −5,06
2025-07-17 13F Worth Financial Advisory Group, LLC 0 −100,00 0
2025-07-31 13F Moloney Securities Asset Management, LLC 0 −100,00 0
2025-07-23 13F Laraway Financial Inc 4 290 −7,52 172 −7,53
2025-08-14 13F Transamerica Financial Advisors, Inc. 114 737 −2,23 4 602 114 950,00
2025-05-12 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0 −100,00
2025-07-22 13F Valley National Advisers Inc 4 982 −23,13 0
2025-08-14 13F Mml Investors Services, Llc 14 395 −5,50 1
2025-05-12 13F Townsquare Capital Llc 0 −100,00 0
2025-08-18 13F Hollencrest Capital Management 49 903 −0,98 2 002 −1,43
2025-07-15 13F BCS Wealth Management 21 798 −38,26 1 −100,00
2025-08-08 13F Financial Gravity Companies, Inc. 14 −50,00 1 −100,00
2025-08-14 13F IHT Wealth Management, LLC 0 −100,00 0
2025-07-23 13F Prime Capital Investment Advisors, LLC 106 381 −2,91 4 267 −3,35
2025-07-11 13F Farther Finance Advisors, LLC 20 806 −10,37 835 −10,52
2025-08-12 13F Wood Tarver Financial Group, LLC 256 −27,48 0 −100,00
2025-05-05 13F Montag A & Associates Inc 0 −100,00 0
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0
2025-07-24 13F/A McElhenny Sheffield Capital Management, LLC 14 881 −2,79 597 −3,25
2025-07-18 13F Trilogy Capital Inc. 13 924 −0,32 558 −0,71
2025-07-30 13F Strategic Blueprint, LLC 7 334 −0,72 294 −1,01
2025-07-17 13F Park Place Capital Corp 0 −100,00 0
2025-08-05 13F Strategic Financial Concepts, LLC 0 −100,00 0
2025-08-06 13F Csenge Advisory Group 0 −100,00 0
2025-08-12 13F Calton & Associates, Inc. 14 878 −6,55 597 −7,02
2025-08-14 13F Citadel Advisors Llc Call 0 −100,00 0
2025-07-31 13F Glass Jacobson Investment Advisors llc 0 −100,00 0
2025-08-12 13F Forum Private Client Group LLC 0 −100,00 0
2025-05-15 13F Keel Point, LLC 0 −100,00 0
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-08-20 13F/A Thompson Davis & Co., Inc. 6 075 −12,90 244 −13,52
2025-07-16 13F Beaumont Financial Advisors, LLC 9 284 −40,67 372 −40,95
2025-08-13 13F Cerity Partners LLC 311 427 −2,78 12 491 −3,21
2025-08-08 13F Creative Planning 16 225 −18,65 651 −19,05
2025-08-14 13F Money Concepts Capital Corp 7 413 −3,90 297 −4,19
2025-05-06 13F Fpc Investment Advisory, Inc. 0 −100,00 0
2025-07-08 13F Parallel Advisors, LLC 0 −100,00 0
2025-04-24 13F Reston Wealth Management Llc 0 −100,00 0 −100,00
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 2 438 182 −3,73 96 991 −4,95
2025-07-29 13F Crux Wealth Advisors 14 988 −41,47 601 −41,71
2025-05-01 13F Auour Investments LLC 0 −100,00 0
2025-07-25 13F Inman Jager Wealth Management, LLC 175 378 −1,59 7 034 −2,03
2025-07-29 13F Signature Estate & Investment Advisors Llc 5 293 089 −22,08 212 306 −22,43
2025-07-23 13F Kingswood Wealth Advisors, Llc 11 354 −40,08 455 −40,21
2025-04-22 13F/A NorthRock Partners, LLC 0 −100,00 0
2025-08-12 13F Putnam Fl Investment Management Co 0 −100,00 0
2025-08-11 13F Morling Financial Advisors, LLC 893 262 −1,95 35 829 −2,39
2025-04-30 13F Sofos Investments, Inc. 28 −99,25 1 −99,33
2025-08-08 13F Cetera Investment Advisers 374 053 −0,43 15 003 −0,87
2025-07-25 13F Atria Wealth Solutions, Inc. 0 −100,00 0
2025-07-15 13F MCF Advisors LLC 4 798 −5,98 192 −6,34
2025-08-07 13F Verus Capital Partners, Llc 7 209 −3,12 289 −3,34
2025-08-14 13F Connecticut Wealth Management, LLC 59 193 −7,70 2 374 −8,09
2025-07-15 13F Signet Financial Management, Llc 5 603 −6,49 225 −7,05
2025-05-14 13F Quadcap Wealth Management, LLC 0 −100,00 0
2025-08-05 13F Beckerman Institutional, LLC 18 232 −3,63 1
2025-08-08 13F Good Life Advisors, LLC 24 603 −2,22 987 −2,67
2025-05-09 13F Drucker Wealth 3.0, LLC 0 −100,00 0
2025-05-14 13F Delta Investment Management, LLC 0 −100,00 0
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-04-30 13F Ntv Asset Management Llc 0 −100,00 0
2025-05-07 13F WMS Partners, LLC 0 −100,00 0
2025-07-10 13F Marshall Financial Group LLC 34 061 −27,54 1 351 −28,63
2025-08-15 13F Morgan Stanley 5 498 369 −4,21 220 540 −4,64
2025-08-06 13F AE Wealth Management LLC 261 −9,38 10 −9,09
2025-08-06 13F Founders Financial Securities Llc 15 564 −1,06 624 −1,11
2025-07-24 13F Eastern Bank 15 673 −80,00 629 −80,11
2025-08-07 13F Alpha Cubed Investments, LLC 99 134 −21,33 3 976 −21,69
2025-08-11 13F Eq Llc 14 506 −28,50 582 −28,89
2025-05-02 13F Wealthfront Advisers Llc 0 −100,00 0 −100,00
2025-08-13 13F Gateway Wealth Partners, LLC 8 114 −82,03 325 −82,13
2025-08-14 13F Betterment LLC 5 497 −6,39 0
2025-08-15 13F Strategic Investment Advisors / MI 11 863 −5,80 476 −6,31
2025-07-30 13F BlueChip Wealth Advisors LLC 20 524 −1,68 823 −2,14
2025-08-13 13F Northwestern Mutual Wealth Management Co 87 473 −19,12 3 509 −19,49
2025-08-04 13F WNY Asset Management, LLC 13 649 −1,10 547 −1,62
2025-08-06 13F Savant Capital, LLC 8 121 −5,06 326 −5,52
2025-08-05 13F Fourth Dimension Wealth, LLC 1 390 −1,63 56 −1,79
2025-07-24 13F Galvin, Gaustad & Stein, LLC 0 −100,00 0
2025-07-08 13F Ballew Advisors, Inc 203 638 −4,22 8 101 −3,47
2025-04-22 13F Weaver Capital Management LLC 0 −100,00 0
2025-08-14 13F Stadion Money Management, LLC 699 607 −6,52 27 944 −7,33
2025-07-30 13F Exencial Wealth Advisors, Llc 5 123 −33,59 206 −33,87
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