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 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1K- 12.22% |
$40.7K - $42.1K
|
7.18K
$299K
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.04K- 10.1% |
$42.3K - $43.8K
|
9.25K
$385K
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.08K- 7.69% |
$43.8K - $45.3K
|
12.9K
$538K
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-1.09K- 11.26% |
$44.5K - $46.1K
|
8.62K
$359K
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.11K- 1.6% |
$45.1K - $46.7K
|
68K
$2.83M
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.15K- 5.36% |
$46.8K - $48.5K
|
20.3K
$846K
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.17K- 15.14% |
$47.4K - $49.1K
|
6.53K
$272K
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.22K- 16.42% |
$49.6K - $51.4K
|
6.21K
$259K
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.22K- 1.25% |
$49.7K - $51.5K
|
96.2K
$4.01M
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.23K- 7.99% |
$50.1K - $51.8K
|
14.2K
$590K
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.36K- 2.88% |
$55.3K - $57.3K
|
45.8K
$1.91M
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.47K- 5.92% |
$59.9K - $62K
|
23.4K
$974K
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.77K- 18.1% |
$72.1K - $74.7K
|
8.02K
$334K
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-1.82K- 23.02% |
$74.1K - $76.7K
|
6.09K
$254K
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.86K- 7.71% |
$75.5K - $78.2K
|
22.2K
$925K
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.89K- 52.09% |
$76.9K - $79.6K
|
1.74K
$72.4K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.92K- 4.89% |
$78.3K - $81.1K
|
37.5K
$1.56M
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.98K- 20.94% |
$80.5K - $83.3K
|
7.47K
$311K
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-2K- 3.04% |
$81.4K - $84.3K
|
63.8K
$2.66M
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2.04K- 9.01% |
$82.9K - $85.9K
|
20.6K
$857K
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-2.05K- 19.92% |
$83.3K - $86.3K
|
8.23K
$343K
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.09K- 8.01% |
$85.1K - $88.1K
|
24K
$1M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.16K- 5.37% |
$87.8K - $90.9K
|
38K
$1.58M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.18K- 98.6% |
$88.6K - $91.7K
|
31
$1.29K
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-2.2K- 23.86% |
$89.5K - $92.6K
|
7.01K
$292K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.37K- 79.85% |
$96.5K - $99.9K
|
598
$24.9K
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-2.44K- 0.51% |
$99.5K - $103K
|
475K
$19.8M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.5K- 19.79% |
$102K - $105K
|
10.1K
$422K
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.66K- 8.08% |
$108K - $112K
|
30.3K
$1.26M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.72K- 14.01% |
$111K - $114K
|
16.7K
$695K
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.79K- 27.68% |
$114K - $118K
|
7.29K
$304K
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-2.85K- 21.07% |
$116K - $120K
|
10.7K
$445K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.88K- 4.37% |
$117K - $121K
|
62.9K
$2.62M
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.92K- 3.95% |
$119K - $123K
|
71K
$2.96M
|
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-2.93K- 20.75% |
$119K - $123K
|
11.2K
$466K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.02KClosed |
$123K - $127K
|
0
$0
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.27K- 24.52% |
$133K - $138K
|
10.1K
$419K
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.36K- 37.6% |
$137K - $142K
|
5.58K
$232K
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-3.37K- 5.78% |
$137K - $142K
|
55K
$2.29M
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.64K- 3.34% |
$148K - $153K
|
105K
$4.38M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.7K- 47.69% |
$150K - $156K
|
4.06K
$169K
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-3.78K- 1.85% |
$154K - $159K
|
200K
$8.32M
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3.83K- 39.3% |
$156K - $161K
|
5.92K
$246K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.86K- 27.85% |
$157K - $163K
|
10K
$416K
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-4.01K- 6.27% |
$163K - $169K
|
60K
$2.5M
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-4.05K- 1.4% |
$165K - $170K
|
285K
$11.9M
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-4.21K- 31.12% |
$172K - $178K
|
9.33K
$389K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.26K- 13.09% |
$174K - $180K
|
28.3K
$1.18M
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-4.42K- 5.96% |
$180K - $186K
|
69.8K
$2.91M
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-4.44K- 3.99% |
$181K - $187K
|
107K
$4.46M
|