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
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
11.3KNew |
$472K - $477K
|
11.3K
$472K
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
11.2KNew |
$466K - $472K
|
11.2K
$467K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
10.1K+ 29.5% |
$422K - $426K
|
44.4K
$1.85M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
9.96KNew |
$415K - $419K
|
9.96K
$415K
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
9.71KNew |
$404K - $409K
|
9.71K
$405K
|
|
|
May 13, 2024
Q1 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
9.6K+ 16.0% |
$400K - $404K
|
69.6K
$2.9M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.59K+ 556.36% |
$399K - $404K
|
11.3K
$471K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
9.5K+ 76.54% |
$395K - $400K
|
21.9K
$912K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
9.49KNew |
$395K - $400K
|
9.49K
$395K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
9.36KNew |
$390K - $394K
|
9.36K
$390K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
9.04K+ 6.08% |
$376K - $381K
|
158K
$6.57M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
9.02K+ 41.06% |
$375K - $380K
|
31K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
8.94K+ 14.03% |
$372K - $376K
|
72.7K
$3.03M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.78K+ 104.96% |
$366K - $370K
|
17.2K
$715K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.69K+ 9.84% |
$362K - $366K
|
97K
$4.04M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
8.66K+ 18.72% |
$360K - $365K
|
54.9K
$2.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
8.51K+ 22.47% |
$354K - $358K
|
46.4K
$1.93M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.25KNew |
$344K - $348K
|
8.25K
$344K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
8.11K+ 8.8% |
$338K - $342K
|
100K
$4.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
8.03K+ 19123.81% |
$334K - $338K
|
8.07K
$336K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
7.83K+ 10.93% |
$326K - $330K
|
79.5K
$3.31M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.32K+ 9.49% |
$305K - $308K
|
84.4K
$3.52M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
6.92K+ 40.38% |
$288K - $292K
|
24.1K
$1M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.78K+ 27.8% |
$282K - $285K
|
31.2K
$1.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
6.72K+ 25.19% |
$280K - $283K
|
33.4K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.69K+ 3.63% |
$279K - $282K
|
191K
$7.96M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
6.52KNew |
$271K - $274K
|
6.52K
$271K
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
6.46K+ 9.52% |
$269K - $272K
|
74.3K
$3.1M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.1K+ 17.35% |
$254K - $257K
|
41.2K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.09KNew |
$254K - $257K
|
6.09K
$254K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
6.07K+ 2.81% |
$253K - $256K
|
222K
$9.26M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
6.01K+ 3.29% |
$250K - $253K
|
189K
$7.87M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.94KNew |
$247K - $250K
|
5.94K
$248K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
5.88KNew |
$245K - $248K
|
5.88K
$245K
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
5.79KNew |
$241K - $244K
|
5.79K
$241K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
5.78K+ 9.14% |
$241K - $243K
|
69K
$2.88M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.78K+ 6.08% |
$241K - $243K
|
101K
$4.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.69K+ 58.58% |
$237K - $240K
|
15.4K
$642K
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
5.63K+ 32.27% |
$234K - $237K
|
23.1K
$961K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.46KNew |
$227K - $230K
|
5.46K
$227K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
5.45KNew |
$227K - $229K
|
5.45K
$227K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5.38K+ 32.61% |
$224K - $227K
|
21.9K
$912K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.32K+ 13.65% |
$221K - $224K
|
44.3K
$1.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.24KNew |
$218K - $221K
|
5.24K
$218K
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
5.24KNew |
$218K - $221K
|
5.24K
$218K
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
5.2K+ 16.9% |
$216K - $219K
|
35.9K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.11K+ 7.85% |
$213K - $215K
|
70.2K
$2.92M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.09K+ 173.43% |
$212K - $214K
|
8.02K
$334K
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
5.04K+ 3.9% |
$210K - $212K
|
134K
$5.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.01K+ 2.06% |
$208K - $211K
|
248K
$10.3M
|