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 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.62K- 19.98% |
$109K - $110K
|
10.5K
$437K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.72K- 5.89% |
$113K - $114K
|
43.4K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2.8K- 12.84% |
$117K - $118K
|
19K
$792K
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2.9K- 1.73% |
$121K - $122K
|
164K
$6.85M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.01K- 1.83% |
$125K - $127K
|
162K
$6.74M
|
|
|
May 14, 2024
Q1 2024
|
Little Harbor Advisors, LLC
|
SELL
|
- |
-3.04K- 1.96% |
$127K - $128K
|
152K
$6.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-3.13K- 9.95% |
$130K - $132K
|
28.3K
$1.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-3.25K- 11.27% |
$135K - $137K
|
25.5K
$1.06M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-3.79K- 2.27% |
$158K - $159K
|
163K
$6.8M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.85K- 19.77% |
$160K - $162K
|
15.6K
$650K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-3.87K- 4.22% |
$161K - $163K
|
87.9K
$3.66M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.1K- 11.92% |
$171K - $172K
|
30.3K
$1.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-4.36K- 7.4% |
$181K - $183K
|
54.5K
$2.27M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-4.36K- 34.16% |
$182K - $184K
|
8.41K
$350K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.47K- 2.98% |
$186K - $188K
|
146K
$6.06M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.71K- 13.24% |
$196K - $198K
|
30.8K
$1.28M
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-4.76K- 1.06% |
$198K - $200K
|
446K
$18.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.87K- 9.79% |
$203K - $205K
|
44.9K
$1.87M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-4.89K- 45.53% |
$204K - $206K
|
5.85K
$244K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.9K- 16.32% |
$204K - $206K
|
25.1K
$1.05M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.94K- 28.33% |
$206K - $208K
|
12.5K
$520K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-5K- 4.26% |
$208K - $211K
|
112K
$4.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-5.66K- 9.69% |
$236K - $238K
|
52.8K
$2.2M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-6K- 2.66% |
$250K - $253K
|
220K
$9.15M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.09K- 6.97% |
$253K - $256K
|
81.2K
$3.38M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.18K- 4.51% |
$257K - $260K
|
131K
$5.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-6.39K- 29.56% |
$266K - $269K
|
15.2K
$634K
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-6.6K- 10.07% |
$275K - $278K
|
59K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-6.85K- 21.84% |
$285K - $288K
|
24.5K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-6.95K- 7.74% |
$290K - $293K
|
82.9K
$3.45M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.19K- 30.74% |
$299K - $303K
|
16.2K
$675K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-7.2K- 10.32% |
$300K - $303K
|
62.6K
$2.61M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-7.56K- 12.86% |
$315K - $318K
|
51.2K
$2.13M
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-8.05K- 3.39% |
$335K - $339K
|
230K
$9.57M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-8.1K- 14.04% |
$337K - $341K
|
49.6K
$2.07M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-8.17K- 16.44% |
$340K - $344K
|
41.5K
$1.73M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-8.59K- 15.86% |
$358K - $362K
|
45.6K
$1.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-9.21K- 39.02% |
$383K - $388K
|
14.4K
$599K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-10.1K- 9.05% |
$419K - $424K
|
101K
$4.21M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10.3K- 98.1% |
$429K - $434K
|
200
$8.33K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10.5K- 2.4% |
$439K - $444K
|
429K
$17.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-10.6K- 21.03% |
$443K - $448K
|
40K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.8K- 35.78% |
$616K - $623K
|
26.5K
$1.11M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-14.9K- 92.32% |
$620K - $627K
|
1.24K
$51.7K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.5K- 28.77% |
$727K - $735K
|
43.2K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20.1K- 15.41% |
$839K - $848K
|
111K
$4.6M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21.1K- 18.08% |
$878K - $888K
|
95.5K
$3.98M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-23.5K- 62.76% |
$978K - $989K
|
13.9K
$581K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-24.1K- 9.64% |
$1M - $1.01M
|
226K
$9.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-32.2K- 9.16% |
$1.34M - $1.36M
|
320K
$13.3M
|