Purchases and Sales Made in Q1 2024 in Ssga Active Trust (SRLN)
This table provides information about the institutional ownership of Ssga Active Trust (SRLN) during Q1 2024. 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, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
62.2KNew |
$2.59M - $2.62M
|
62.2K
$2.59M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
60.8K+ 35.81% |
$2.53M - $2.56M
|
231K
$9.61M
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
51.5K+ 39.76% |
$2.14M - $2.17M
|
181K
$7.54M
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
49.8K+ 100.19% |
$2.07M - $2.1M
|
99.5K
$4.15M
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
43.9K+ 236.01% |
$1.83M - $1.85M
|
62.5K
$2.61M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
38.2K+ 12.03% |
$1.59M - $1.61M
|
356K
$14.8M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37K+ 22.35% |
$1.54M - $1.56M
|
203K
$8.44M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
36.4K+ 29.37% |
$1.52M - $1.53M
|
160K
$6.68M
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
36.1K+ 13.86% |
$1.5M - $1.52M
|
297K
$12.4M
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
34.5KNew |
$1.44M - $1.45M
|
34.5K
$1.44M
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
33.3KNew |
$1.39M - $1.4M
|
33.3K
$1.39M
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
33K+ 5.7% |
$1.38M - $1.39M
|
612K
$25.5M
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
32.9KNew |
$1.37M - $1.39M
|
32.9K
$1.37M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32.1K+ 34.31% |
$1.34M - $1.35M
|
126K
$5.24M
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
30.2K+ 22.87% |
$1.26M - $1.27M
|
162K
$6.76M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
29.4K+ 218.56% |
$1.23M - $1.24M
|
42.9K
$1.79M
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
28.8K+ 7.67% |
$1.2M - $1.21M
|
405K
$16.9M
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
28.8KNew |
$1.2M - $1.21M
|
28.8K
$1.2M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
28.5KNew |
$1.19M - $1.2M
|
28.5K
$1.19M
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
27.6K+ 14.89% |
$1.15M - $1.16M
|
213K
$8.89M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.1K+ 167.89% |
$1.09M - $1.1M
|
41.7K
$1.74M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
25KNew |
$1.04M - $1.05M
|
25K
$1.04M
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
25KNew |
$1.04M - $1.05M
|
25K
$1.04M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.7K+ 69.95% |
$1.03M - $1.04M
|
60.1K
$2.5M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.2K+ 68.13% |
$966K - $977K
|
57.2K
$2.38M
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
21.6K+ 18.32% |
$901K - $911K
|
140K
$5.82M
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
21.3K+ 17.31% |
$888K - $898K
|
145K
$6.02M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20.9KNew |
$870K - $880K
|
20.9K
$871K
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
20.6K+ 33.17% |
$859K - $868K
|
82.8K
$3.45M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20K+ 43.99% |
$833K - $842K
|
65.5K
$2.73M
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
18.9K+ 6.58% |
$786K - $795K
|
306K
$12.7M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.9K+ 62.68% |
$786K - $795K
|
49K
$2.04M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.7K+ 19.8% |
$739K - $747K
|
107K
$4.47M
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
17K+ 188.62% |
$706K - $714K
|
26K
$1.08M
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16.7K+ 72.66% |
$696K - $704K
|
39.7K
$1.65M
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16.4K+ 6.9% |
$682K - $689K
|
254K
$10.6M
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
16.1K+ 12.32% |
$671K - $678K
|
147K
$6.12M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16K+ 6.52% |
$668K - $675K
|
262K
$10.9M
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
16K+ 3.7% |
$667K - $674K
|
448K
$18.7M
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
15.4K+ 50.47% |
$643K - $650K
|
46K
$1.92M
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
14.4KNew |
$602K - $608K
|
14.4K
$602K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
14.2KNew |
$590K - $597K
|
14.2K
$591K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.6K+ 6.96% |
$566K - $573K
|
209K
$8.71M
|
|
May 08, 2024
Q1 2024
|
Emory University
Atlanta, GA |
BUY
|
- |
13.6K+ 2.27% |
$566K - $573K
|
613K
$25.5M
|
|
Apr 23, 2024
Q1 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
13.2K+ 10.62% |
$551K - $557K
|
138K
$5.74M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12.5KNew |
$523K - $528K
|
12.5K
$523K
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
12.5K+ 7.42% |
$522K - $528K
|
181K
$7.56M
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
12.1K+ 6.83% |
$504K - $510K
|
189K
$7.89M
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
11.9K+ 20.81% |
$496K - $502K
|
69.2K
$2.88M
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
11.5K+ 90.16% |
$479K - $484K
|
24.3K
$1.01M
|