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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-14- 0.13% |
$570 - $590
|
11K
$458K
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-17- 0.16% |
$692 - $716
|
10.4K
$432K
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-24- 0.46% |
$977 - $1.01K
|
5.15K
$215K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-26- 0.32% |
$1.06K - $1.1K
|
8.22K
$343K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-32- 78.05% |
$1.3K - $1.35K
|
9
$375
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-33- 0.82% |
$1.34K - $1.39K
|
3.99K
$166K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-34- 0.07% |
$1.38K - $1.43K
|
51.6K
$2.15M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-36- 0.66% |
$1.47K - $1.52K
|
5.42K
$226K
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-51- 0.07% |
$2.08K - $2.15K
|
68.3K
$2.85M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-55- 0.34% |
$2.24K - $2.32K
|
16.3K
$677K
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-57- 0.49% |
$2.32K - $2.4K
|
11.5K
$480K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-74- 0.3% |
$3.01K - $3.12K
|
24.3K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-121- 6.94% |
$4.92K - $5.1K
|
1.62K
$67.6K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-144- 2.46% |
$5.86K - $6.07K
|
5.71K
$238K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-164- 1.93% |
$6.67K - $6.91K
|
8.34K
$347K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-164- 1.79% |
$6.67K - $6.91K
|
9K
$375K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-177- 0.59% |
$7.2K - $7.46K
|
29.8K
$1.24M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-180- 9.59% |
$7.33K - $7.59K
|
1.7K
$70.7K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-225- 0.97% |
$9.16K - $9.48K
|
22.9K
$953K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-229- 3.18% |
$9.32K - $9.65K
|
6.97K
$290K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-255- 10.9% |
$10.4K - $10.7K
|
2.09K
$86.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-258- 16.74% |
$10.5K - $10.9K
|
1.28K
$53.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-265- 0.64% |
$10.8K - $11.2K
|
41.2K
$1.72M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-337- 0.49% |
$13.7K - $14.2K
|
69K
$2.87M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-342- 88.14% |
$13.9K - $14.4K
|
46
$1.92K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-356- 5.11% |
$14.5K - $15K
|
6.61K
$275K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-360- 0.31% |
$14.7K - $15.2K
|
117K
$4.86M
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-367- 4.08% |
$14.9K - $15.5K
|
8.63K
$360K
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-392- 3.55% |
$16K - $16.5K
|
10.7K
$444K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-430- 17.61% |
$17.5K - $18.1K
|
2.01K
$83.8K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-448- 3.2% |
$18.2K - $18.9K
|
13.5K
$564K
|
|
|
Apr 14, 2023
Q1 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-455- 0.68% |
$18.5K - $19.2K
|
66.5K
$2.77M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-460- 0.42% |
$18.7K - $19.4K
|
108K
$4.51M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-480- 0.4% |
$19.5K - $20.2K
|
120K
$5.02M
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-500- 3.94% |
$20.4K - $21.1K
|
12.2K
$507K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-522- 63.81% |
$21.2K - $22K
|
296
$12.3K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-561- 55.71% |
$22.8K - $23.6K
|
446
$18.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-580- 15.65% |
$23.6K - $24.4K
|
3.13K
$130K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-627- 1.89% |
$25.5K - $26.4K
|
32.6K
$1.36M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-762- 1.61% |
$31K - $32.1K
|
46.7K
$1.94M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-774- 11.68% |
$31.5K - $32.6K
|
5.85K
$244K
|
|
|
May 04, 2023
Q1 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-799- 4.18% |
$32.5K - $33.7K
|
18.3K
$762K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-823- 3.58% |
$33.5K - $34.7K
|
22.2K
$924K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-865- 4.31% |
$35.2K - $36.5K
|
19.2K
$801K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-900- 1.81% |
$36.6K - $37.9K
|
48.9K
$2.04M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-907- 10.4% |
$36.9K - $38.2K
|
7.82K
$326K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-923- 1.58% |
$37.6K - $38.9K
|
57.6K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-957- 1.14% |
$38.9K - $40.3K
|
82.9K
$3.45M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-963- 10.78% |
$39.2K - $40.6K
|
7.97K
$332K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-993- 3.99% |
$40.4K - $41.8K
|
23.9K
$996K
|