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 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-77.3K- 99.23% |
$3.15M - $3.26M
|
597
$24.9K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-77.8K- 36.07% |
$3.17M - $3.28M
|
138K
$5.75M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-82.2K- 93.95% |
$3.35M - $3.46M
|
5.3K
$221K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-86.9K- 69.24% |
$3.54M - $3.66M
|
38.6K
$1.61M
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-96.7K- 62.1% |
$3.94M - $4.07M
|
59K
$2.46M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-99.4K- 27.8% |
$4.04M - $4.19M
|
258K
$10.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-117K- 40.42% |
$4.76M - $4.93M
|
173K
$7.19M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-123K- 58.28% |
$5.01M - $5.19M
|
88.2K
$3.67M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-131K- 78.55% |
$5.33M - $5.52M
|
35.8K
$1.49M
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-140K- 16.36% |
$5.69M - $5.89M
|
714K
$29.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-149K- 95.93% |
$6.08M - $6.3M
|
6.35K
$264K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-161K- 95.66% |
$6.55M - $6.79M
|
7.31K
$305K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-173K- 87.75% |
$7.05M - $7.3M
|
24.2K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-174K- 80.3% |
$7.07M - $7.32M
|
42.6K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-188K- 75.86% |
$7.66M - $7.93M
|
59.9K
$2.49M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-195K- 99.8% |
$7.94M - $8.22M
|
388
$16.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-198K- 78.76% |
$8.08M - $8.36M
|
53.5K
$2.23M
|
|
|
May 15, 2023
Q1 2023
|
Iii Capital Management
Boca Raton, FL |
SELL
|
- |
-207K- 20.78% |
$8.42M - $8.72M
|
789K
$32.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-222K- 99.82% |
$9.03M - $9.35M
|
408
$17K
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-235K- 95.94% |
$9.55M - $9.88M
|
9.94K
$414K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-241K- 5.23% |
$9.79M - $10.1M
|
4.36M
$181M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-242K- 70.56% |
$9.84M - $10.2M
|
101K
$4.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-297K- 25.85% |
$12.1M - $12.5M
|
852K
$35.5M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-345K- 18.97% |
$14.1M - $14.6M
|
1.48M
$61.5M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-354K- 29.26% |
$14.4M - $14.9M
|
855K
$35.6M
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-357K- 46.3% |
$14.5M - $15M
|
414K
$17.2M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-447K- 71.38% |
$18.2M - $18.8M
|
179K
$7.47M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-475K- 7.72% |
$19.3M - $20M
|
5.68M
$236M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-506K- 25.28% |
$20.6M - $21.3M
|
1.5M
$62.3M
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-620K- 13.79% |
$25.3M - $26.1M
|
3.88M
$162M
|
|
|
May 12, 2023
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-862K- 58.25% |
$35.1M - $36.3M
|
618K
$25.7M
|
|
|
Oct 07, 2024
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-862K- 58.25% |
$35.1M - $36.3M
|
618K
$25.7M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-878K- 89.22% |
$35.7M - $37M
|
106K
$4.42M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-911K- 99.18% |
$37.1M - $38.4M
|
7.54K
$314K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.61M- 99.86% |
$65.4M - $67.7M
|
2.21K
$91.9K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.18M- 37.09% |
$129M - $134M
|
5.4M
$225M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.04M- 72.13% |
$246M - $255M
|
2.34M
$97.3M
|