TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF - Pemilikan Institusi - Penjual

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

Pemilikan Institusi dan Dana - Penjual

Halaman ini menunjukkan institusi, dana dan pemegang saham utama yang telah mengurangkan pegangan atau menutup kedudukan mereka dalam tempoh pelaporan terakhir mereka. Baris merah menunjukkan kedudukan tertutup. Klik ikon pautan untuk melihat sejarah transaksi penuh.

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Tarikh Fail Sumber Pelabur Jenis Purata Harga
(Ang)
Saham ΔSaham
(%)
Nilai
Dilaporkan
($1000)
Δ Nilai
(%)
Peruntukan Port
(%)
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
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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