Purchases and Sales Made in Q1 2025 in Ssga Active Trust (SRLN)
This table provides information about the institutional ownership of Ssga Active Trust (SRLN) during Q1 2025. 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 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
100+ 89.29% |
$4.1K - $4.2K
|
212
$8.77K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
100+ 2.25% |
$4.1K - $4.2K
|
4.55K
$188K
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
100New |
$4.1K - $4.2K
|
100
$4.14K
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
96+ 1.34% |
$3.94K - $4.03K
|
7.25K
$300K
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
85+ 0.26% |
$3.49K - $3.57K
|
32.3K
$1.34M
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
79+ 1.38% |
$3.24K - $3.32K
|
5.81K
$240K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
75New |
$3.08K - $3.15K
|
75
$3.1K
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
67+ 1.09% |
$2.75K - $2.81K
|
6.23K
$258K
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
65+ 0.71% |
$2.67K - $2.73K
|
9.16K
$379K
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
59+ 0.18% |
$2.42K - $2.48K
|
32.9K
$1.36M
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
58+ 0.18% |
$2.38K - $2.44K
|
31.9K
$1.32M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
57+ 5700.0% |
$2.34K - $2.39K
|
58
$2.4K
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
44+ 57.89% |
$1.8K - $1.85K
|
120
$4.97K
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
43+ 0.11% |
$1.76K - $1.81K
|
38.8K
$1.61M
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
34+ 0.59% |
$1.39K - $1.43K
|
5.81K
$240K
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
27+ 0.44% |
$1.11K - $1.13K
|
6.18K
$256K
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
10+ 0.06% |
$410 - $420
|
17.1K
$707K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10New |
$410 - $420
|
10
$414
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
8+ 0.1% |
$328 - $336
|
8.25K
$341K
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7+ 0.07% |
$287 - $294
|
10.7K
$443K
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
5+ 0.06% |
$205 - $210
|
8.53K
$353K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5+ 0.64% |
$205 - $210
|
786
$32.5K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.04% |
$123 - $126
|
7.1K
$294K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 22.22% |
$82 - $84
|
11
$455
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2New |
$82 - $84
|
2
$82.8
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-14- 53.85% |
$574 - $588
|
12
$497
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-21- 0.05% |
$861 - $882
|
42.3K
$1.75M
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-22- 0.08% |
$902 - $924
|
27.3K
$1.13M
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-30- 7.61% |
$1.23K - $1.26K
|
364
$15.1K
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-30- 0.03% |
$1.23K - $1.26K
|
90.9K
$3.76M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-41- 2.97% |
$1.68K - $1.72K
|
1.34K
$55.5K
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-55- 0.26% |
$2.26K - $2.31K
|
21K
$870K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-77- 9.11% |
$3.16K - $3.23K
|
768
$31.8K
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-100- 0.93% |
$4.1K - $4.2K
|
10.7K
$443K
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-110- 1.21% |
$4.51K - $4.62K
|
8.96K
$371K
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-111- 0.92% |
$4.55K - $4.66K
|
12K
$495K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-125- 0.14% |
$5.13K - $5.25K
|
89.2K
$3.69M
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-142- 9.67% |
$5.82K - $5.96K
|
1.33K
$54.9K
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-151- 1.0% |
$6.19K - $6.34K
|
14.9K
$617K
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-176- 0.44% |
$7.22K - $7.39K
|
40K
$1.66M
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-190- 0.34% |
$7.79K - $7.98K
|
56.1K
$2.32M
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-198- 58.75% |
$8.12K - $8.31K
|
139
$5.75K
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-245- 4.02% |
$10K - $10.3K
|
5.85K
$242K
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-266- 2.16% |
$10.9K - $11.2K
|
12K
$498K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-270- 66.5% |
$11.1K - $11.3K
|
136
$5.63K
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-370- 3.45% |
$15.2K - $15.5K
|
10.4K
$429K
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-377- 6.34% |
$15.5K - $15.8K
|
5.57K
$230K
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-398- 2.75% |
$16.3K - $16.7K
|
14.1K
$583K
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-414- 3.09% |
$17K - $17.4K
|
13K
$537K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-458- 2.0% |
$18.8K - $19.2K
|
22.4K
$928K
|