Purchases and Sales Made in Q1 2023 in Ssga Active ETF Tr (RLY)
This table provides information about the institutional ownership of Ssga Active ETF Tr (RLY) during Q1 2023. The information is specifically focused on institutions that hold shares of SSGA ACTIVE ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
516K+ 1673.08% |
$13.7M - $15M
|
547K
$14.9M
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
208K+ 134.9% |
$5.51M - $6.05M
|
362K
$9.85M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
188K+ 21.55% |
$4.98M - $5.47M
|
1.06M
$28.9M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
133K+ 1570.38% |
$3.53M - $3.87M
|
142K
$3.85M
|
|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
94.4KNew |
$2.5M - $2.75M
|
94.4K
$2.57M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
68.9K+ 13.49% |
$1.83M - $2.01M
|
580K
$15.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
66.2K+ 33.13% |
$1.75M - $1.93M
|
266K
$7.23M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
62.3K+ 26.7% |
$1.65M - $1.81M
|
296K
$8.04M
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
58.3KNew |
$1.54M - $1.7M
|
58.3K
$1.58M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
57.2KNew |
$1.52M - $1.66M
|
57.2K
$1.56M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
56.4K+ 22.15% |
$1.5M - $1.64M
|
311K
$8.46M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.4K+ 7.99% |
$1.15M - $1.26M
|
586K
$15.9M
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
37.8K+ 78.32% |
$1M - $1.1M
|
86.1K
$2.34M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
32.4K+ 25.58% |
$858K - $942K
|
159K
$4.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
30.1K+ 9.37% |
$799K - $877K
|
352K
$9.57M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
29.9K+ 109.88% |
$793K - $871K
|
57.2K
$1.56M
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
25.8K+ 21.67% |
$684K - $751K
|
145K
$3.94M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
20.2K+ 8.55% |
$534K - $586K
|
256K
$6.96M
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
18.8KNew |
$497K - $546K
|
18.8K
$510K
|
|
|
Apr 11, 2023
Q1 2023
|
Harbor Group, Inc.
|
BUY
|
- |
16K+ 8.42% |
$423K - $465K
|
206K
$5.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.5K+ 23.12% |
$410K - $450K
|
82.4K
$2.24M
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
14.9K+ 24.76% |
$395K - $434K
|
75.2K
$2.04M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
14.2K+ 1.66% |
$377K - $414K
|
873K
$23.7M
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
12.5KNew |
$332K - $364K
|
12.5K
$341K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.5K+ 16.35% |
$330K - $363K
|
88.7K
$2.41M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6KNew |
$280K - $308K
|
10.6K
$288K
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
9.16K+ 5.96% |
$243K - $266K
|
163K
$4.43M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.29K+ 5.27% |
$220K - $241K
|
166K
$4.5M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.28K+ 80.09% |
$220K - $241K
|
18.6K
$507K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.47KNew |
$198K - $217K
|
7.47K
$203K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
7.28K+ 20.03% |
$193K - $212K
|
43.6K
$1.19M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.67K+ 19.28% |
$177K - $194K
|
41.3K
$1.12M
|
|
|
May 04, 2023
Q1 2023
|
Independent Family Office, LLC
|
BUY
|
- |
6.25K+ 4.21% |
$165K - $182K
|
154K
$4.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
5.85K+ 16.38% |
$155K - $170K
|
41.6K
$1.13M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.7K+ 35.99% |
$151K - $166K
|
21.5K
$586K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.37K+ 30.65% |
$116K - $127K
|
18.6K
$507K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.24K+ 6.41% |
$112K - $123K
|
70.4K
$1.91M
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3.84K+ 213.27% |
$102K - $112K
|
5.64K
$153K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.53K+ 1092.57% |
$93.5K - $103K
|
3.85K
$105K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.2K+ 13.4% |
$58.4K - $64.1K
|
18.6K
$507K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.99K+ 0.56% |
$52.8K - $58K
|
361K
$9.82M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.84KNew |
$48.8K - $53.6K
|
1.84K
$50.1K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.46K+ 9.71% |
$38.6K - $42.4K
|
16.5K
$448K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.44K+ 10.66% |
$38.2K - $41.9K
|
14.9K
$407K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.42K+ 7.34% |
$37.7K - $41.4K
|
20.8K
$565K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.35K+ 5.95% |
$35.8K - $39.3K
|
24.1K
$654K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.31K+ 5.07% |
$34.6K - $38K
|
27.1K
$737K
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1.23K+ 4.75% |
$32.6K - $35.8K
|
27.2K
$739K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.23K+ 46.8% |
$32.5K - $35.7K
|
3.85K
$105K
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
819+ 0.37% |
$21.7K - $23.8K
|
221K
$6.02M
|