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 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.45K+ 5.56% |
$60.2K - $60.9K
|
27.5K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.43K+ 18.77% |
$59.3K - $60K
|
9.02K
$376K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.42K+ 28.81% |
$59.3K - $59.9K
|
6.36K
$265K
|
|
|
May 01, 2024
Q1 2024
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
1.37K+ 3.36% |
$57.2K - $57.8K
|
42.2K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.31K+ 19.8% |
$54.7K - $55.3K
|
7.95K
$331K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.24K+ 14.49% |
$51.4K - $52K
|
9.76K
$407K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.22K+ 0.88% |
$50.6K - $51.2K
|
140K
$5.81M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.19K+ 1.45% |
$49.7K - $50.2K
|
83.2K
$3.47M
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.19KNew |
$49.6K - $50.1K
|
1.19K
$49.6K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.18K+ 216.97% |
$49K - $49.5K
|
1.72K
$71.6K
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 7.3% |
$43.2K - $43.7K
|
15.3K
$636K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.02KNew |
$42.3K - $42.7K
|
1.02K
$42.3K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.01K+ 5.35% |
$42.1K - $42.6K
|
19.9K
$829K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
942+ 1.9% |
$39.2K - $39.7K
|
50.7K
$2.11M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
916+ 1.11% |
$38.1K - $38.6K
|
83.2K
$3.47M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
880+ 8.43% |
$36.6K - $37.1K
|
11.3K
$471K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
803+ 73.74% |
$33.4K - $33.8K
|
1.89K
$78.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
754+ 2.27% |
$31.4K - $31.8K
|
34K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
709+ 2.8% |
$29.5K - $29.9K
|
26K
$1.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
620+ 5.51% |
$25.8K - $26.1K
|
11.9K
$495K
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
600+ 4.89% |
$25K - $25.3K
|
12.9K
$536K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
552+ 6.47% |
$23K - $23.2K
|
9.09K
$378K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
535+ 1.8% |
$22.3K - $22.5K
|
30.2K
$1.26M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
513+ 4.45% |
$21.4K - $21.6K
|
12K
$501K
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
493+ 5.09% |
$20.5K - $20.8K
|
10.2K
$424K
|
|
|
May 15, 2024
Q1 2024
|
Whitford Management LLC
New York, NY |
BUY
|
- |
485+ 0.41% |
$20.2K - $20.4K
|
120K
$5M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
421+ 1.39% |
$17.5K - $17.7K
|
30.7K
$1.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
383+ 0.33% |
$15.9K - $16.1K
|
116K
$4.85M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
376+ 1.18% |
$15.7K - $15.8K
|
32.2K
$1.34M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
367New |
$15.3K - $15.5K
|
367
$15.3K
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
366+ 1.06% |
$15.2K - $15.4K
|
35K
$1.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
348+ 105.78% |
$14.5K - $14.7K
|
677
$28.2K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
298+ 0.46% |
$12.4K - $12.5K
|
65.2K
$2.72M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
282+ 4.25% |
$11.7K - $11.9K
|
6.92K
$288K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
257New |
$10.7K - $10.8K
|
257
$10.7K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
218+ 8.88% |
$9.08K - $9.18K
|
2.67K
$111K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
216+ 3.06% |
$8.99K - $9.1K
|
7.28K
$303K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
209+ 11.83% |
$8.7K - $8.8K
|
1.98K
$82.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
197+ 0.71% |
$8.2K - $8.3K
|
28K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
191New |
$7.95K - $8.04K
|
191
$7.96K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
175+ 1.51% |
$7.29K - $7.37K
|
11.8K
$490K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
173New |
$7.2K - $7.29K
|
173
$7.21K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
167+ 1.28% |
$6.95K - $7.03K
|
13.3K
$552K
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
158+ 2.28% |
$6.58K - $6.65K
|
7.09K
$295K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
155+ 8.99% |
$6.45K - $6.53K
|
1.88K
$78.3K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
129+ 2.55% |
$5.37K - $5.43K
|
5.19K
$216K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
120+ 2.11% |
$5K - $5.05K
|
5.8K
$242K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
116+ 4.92% |
$4.83K - $4.88K
|
2.47K
$103K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
110+ 6.17% |
$4.58K - $4.63K
|
1.89K
$78.9K
|
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
87+ 1.17% |
$3.62K - $3.66K
|
7.55K
$314K
|