Institutional Ownership Ssga Active Trust (SRLN)
This table provides information about the institutional ownership of Ssga Active Trust (SRLN). We have compiled data on the 544 institutions that hold shares in the stock, with a total of 118 Million shares, which have been reported (via 13F filing form) to have a value of $4.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
8,085
shares
|
$339,408
0.12% of portfolio
|
Q1 2024
Reduced 8.64%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Oct 21, 2024 Q3 2024 |
8,043
shares
|
$337,645
0.29% of portfolio
|
Q3 2024
Reduced 11.82%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
8,025
shares
|
$336,889
0.02% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
7,763
shares
|
$325,890
0.02% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
7,758
shares
|
$325,680
0.03% of portfolio
|
Q3 2024
Reduced 23.38%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
7,700
shares
|
$323,246
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
7,697
shares
|
$323,120
0.03% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
7,650
shares
|
$321,147
0.03% of portfolio
|
Q3 2024
Reduced 43.94%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
7,630
shares
|
$320,307
0.19% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
7,500
shares
|
$314,850
0.34% of portfolio
|
Q3 2022
Reduced 9.22%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
7,378
shares
|
$309,728
0.04% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Melone Private Wealth, LLC
|
Oct 07, 2024 Q3 2024 |
7,318
shares
|
$307,209
0.16% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
7,311
shares
|
$306,915
0.01% of portfolio
|
Q2 2024
Added 14.92%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
7,297
shares
|
$306,328
0.14% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
7,288
shares
|
$305,950
0.49% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
7,210
shares
|
$302,675
0.07% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
7,199
shares
|
$302,214
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
7,189
shares
|
$301,794
0.1% of portfolio
|
Q3 2024
Reduced 88.18%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
7,150
shares
|
$300,157
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
7,103
shares
|
$298,183
0.03% of portfolio
|
Q2 2023
Reduced 2.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
7,103
shares
|
$298,183
0.0% of portfolio
|
Q3 2024
Reduced 84.08%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
7,052
shares
|
$296,042
0.0% of portfolio
|
Q3 2024
Added 9.44%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
6,975
shares
|
$292,810
0.03% of portfolio
|
Q3 2024
Reduced 83.26%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
6,877
shares
|
$288,696
0.12% of portfolio
|
Q3 2024
Added 9.86%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
6,840
shares
|
$287,143
0.07% of portfolio
|
Q3 2024
Added 14.38%
|