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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
75+ 0.45% |
$3.12K - $3.16K
|
16.8K
$701K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
66New |
$2.75K - $2.78K
|
66
$2.75K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
59+ 0.3% |
$2.46K - $2.48K
|
19.6K
$815K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
56+ 1.0% |
$2.33K - $2.36K
|
5.64K
$235K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
53+ 0.12% |
$2.21K - $2.23K
|
45.4K
$1.89M
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
52New |
$2.17K - $2.19K
|
52
$2.17K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
50New |
$2.08K - $2.11K
|
50
$2.08K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
41+ 0.63% |
$1.71K - $1.73K
|
6.57K
$274K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
36+ 2.85% |
$1.5K - $1.52K
|
1.3K
$54.1K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
34+ 0.07% |
$1.42K - $1.43K
|
47K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
25+ 0.85% |
$1.04K - $1.05K
|
2.95K
$123K
|
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
25+ 0.05% |
$1.04K - $1.05K
|
52.3K
$2.18M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
19+ 0.3% |
$791 - $800
|
6.33K
$264K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
17+ 0.26% |
$708 - $716
|
6.52K
$272K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
12+ 0.13% |
$500 - $505
|
9.53K
$397K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
9+ 0.05% |
$375 - $379
|
16.9K
$704K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
6+ 0.07% |
$250 - $253
|
8.83K
$368K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5+ 0.67% |
$208 - $211
|
754
$31.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.05% |
$125 - $126
|
5.62K
$234K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 0.46% |
$83.3 - $84.2
|
437
$18.2K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$41.6 - $42.1
|
1
$41.7
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-4- 0.07% |
$167 - $168
|
5.98K
$249K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-8- 34.78% |
$333 - $337
|
15
$625
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-9- 4.48% |
$375 - $379
|
192
$8K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-10- 0.15% |
$416 - $421
|
6.63K
$276K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-13- 18.06% |
$541 - $547
|
59
$2.46K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-20- 62.5% |
$833 - $842
|
12
$500
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-36- 0.72% |
$1.5K - $1.52K
|
4.96K
$207K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-38- 0.32% |
$1.58K - $1.6K
|
11.7K
$486K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-44- 0.91% |
$1.83K - $1.85K
|
4.79K
$200K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-50- 0.71% |
$2.08K - $2.11K
|
6.98K
$291K
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-50- 0.02% |
$2.08K - $2.11K
|
223K
$9.29M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-58- 23.2% |
$2.42K - $2.44K
|
192
$8K
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-58- 0.74% |
$2.42K - $2.44K
|
7.82K
$326K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-60- 17.96% |
$2.5K - $2.53K
|
274
$11.4K
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-70- 0.85% |
$2.91K - $2.95K
|
8.14K
$339K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 24.39% |
$4.16K - $4.21K
|
310
$12.9K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-102- 0.62% |
$4.25K - $4.3K
|
16.3K
$679K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-112- 8.84% |
$4.66K - $4.72K
|
1.16K
$48.1K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-113- 0.95% |
$4.71K - $4.76K
|
11.8K
$492K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-139- 7.07% |
$5.79K - $5.85K
|
1.83K
$76.2K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-155- 2.72% |
$6.45K - $6.53K
|
5.54K
$231K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-182- 9.45% |
$7.58K - $7.66K
|
1.74K
$72.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200- 12.73% |
$8.33K - $8.42K
|
1.37K
$57.1K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-210- 2.77% |
$8.74K - $8.84K
|
7.36K
$307K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-239- 3.49% |
$9.95K - $10.1K
|
6.6K
$275K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-246- 25.81% |
$10.2K - $10.4K
|
707
$29.5K
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-247- 1.74% |
$10.3K - $10.4K
|
14K
$582K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-259- 1.02% |
$10.8K - $10.9K
|
25.1K
$1.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-281- 3.0% |
$11.7K - $11.8K
|
9.1K
$379K
|