Purchases and Sales Made in Q1 2023 in Ssga Active Trust (SRLN)
This table provides information about the institutional ownership of Ssga Active Trust (SRLN) during Q1 2023. The information is specifically focused on institutions that hold shares of SSGA ACTIVE TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.17KNew |
$251K - $260K
|
6.17K
$257K
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
BUY
|
- |
6.02K+ 7.14% |
$245K - $254K
|
90.4K
$3.77M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
5.84K+ 21.4% |
$238K - $246K
|
33.1K
$1.38M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5.44K+ 3.32% |
$221K - $229K
|
169K
$7.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.3K+ 4.75% |
$216K - $223K
|
117K
$4.87M
|
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
5.28K+ 9.37% |
$215K - $222K
|
61.6K
$2.57M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.83K+ 42.89% |
$197K - $204K
|
16.1K
$671K
|
|
|
Apr 26, 2023
Q1 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
4.71K+ 1.76% |
$192K - $198K
|
272K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
4.61K+ 12.59% |
$188K - $194K
|
41.3K
$1.72M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
4.47K+ 23.04% |
$182K - $188K
|
23.9K
$994K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
4.27K+ 21.59% |
$174K - $180K
|
24.1K
$1M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
4.24K+ 13.34% |
$173K - $179K
|
36K
$1.5M
|
|
|
May 10, 2023
Q1 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
4.13K+ 19.23% |
$168K - $174K
|
25.6K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.04K+ 8.49% |
$164K - $170K
|
51.6K
$2.15M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
4.01K+ 49.35% |
$163K - $169K
|
12.1K
$506K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.99K+ 0.8% |
$162K - $168K
|
501K
$20.9M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.92K+ 57.89% |
$160K - $165K
|
10.7K
$446K
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3.77K+ 29.91% |
$153K - $159K
|
16.4K
$682K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.54K+ 6.97% |
$144K - $149K
|
54.3K
$2.26M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3.33K+ 4.07% |
$135K - $140K
|
85K
$3.54M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.15KNew |
$128K - $133K
|
3.15K
$131K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.13K+ 2.79% |
$128K - $132K
|
115K
$4.81M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.08K+ 1.18% |
$125K - $130K
|
265K
$11M
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
3.05K+ 9.36% |
$124K - $128K
|
35.6K
$1.48M
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.04K+ 2.19% |
$124K - $128K
|
142K
$5.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.97K+ 21.52% |
$121K - $125K
|
16.8K
$700K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.84K+ 4.71% |
$116K - $120K
|
63.1K
$2.63M
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.8K+ 5.61% |
$114K - $118K
|
52.8K
$2.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
2.71K+ 6.44% |
$110K - $114K
|
44.7K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.6K+ 3.58% |
$106K - $110K
|
75.2K
$3.13M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.55KNew |
$104K - $107K
|
2.55K
$106K
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.44K+ 4.97% |
$99.2K - $103K
|
51.5K
$2.14M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.22K+ 5.77% |
$90.4K - $93.6K
|
40.7K
$1.7M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
2.17K+ 1.03% |
$88.3K - $91.4K
|
213K
$8.89M
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
1.99K+ 7.08% |
$80.8K - $83.6K
|
30K
$1.25M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.98K+ 8.72% |
$80.6K - $83.4K
|
24.7K
$1.03M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.96KNew |
$79.7K - $82.6K
|
1.96K
$81.6K
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
1.85K+ 1.43% |
$75.4K - $78.1K
|
131K
$5.47M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.73K+ 4.0% |
$70.5K - $72.9K
|
45K
$1.88M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
1.62K+ 2.88% |
$65.8K - $68.1K
|
57.8K
$2.41M
|
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.17K+ 5.54% |
$47.7K - $49.4K
|
22.3K
$930K
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.12K+ 16.99% |
$45.7K - $47.3K
|
7.73K
$322K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 92.78% |
$45.5K - $47.1K
|
2.32K
$96.8K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.11K+ 8.77% |
$45K - $46.6K
|
13.7K
$571K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.06K+ 40.5% |
$42.9K - $44.5K
|
3.66K
$152K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.05K+ 9.36% |
$42.6K - $44.1K
|
12.2K
$509K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.01K+ 6.18% |
$40.9K - $42.4K
|
17.3K
$720K
|
|
|
Apr 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
923+ 15.79% |
$37.6K - $38.9K
|
6.77K
$282K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
800New |
$32.6K - $33.7K
|
800
$33.3K
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
792+ 10.25% |
$32.2K - $33.4K
|
8.52K
$355K
|