Purchases and Sales Made in Q2 2024 in Ssga Active Trust (SRLN)
This table provides information about the institutional ownership of Ssga Active Trust (SRLN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
12.9KNew |
$538K - $543K
|
12.9K
$542K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.5K+ 77.01% |
$520K - $525K
|
28.7K
$1.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
12.4K+ 17.86% |
$515K - $520K
|
81.6K
$3.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
12.1K+ 42.06% |
$504K - $509K
|
40.9K
$1.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12KNew |
$500K - $505K
|
12K
$504K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.4KNew |
$476K - $480K
|
11.4K
$479K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
11.4KNew |
$475K - $480K
|
11.4K
$479K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.1K+ 13.52% |
$462K - $467K
|
93.1K
$3.91M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.9K+ 19.17% |
$454K - $458K
|
67.7K
$2.84M
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
10.9KNew |
$452K - $457K
|
10.9K
$455K
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
10.1K+ 17.01% |
$423K - $427K
|
69.8K
$2.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 50.76% |
$421K - $425K
|
30K
$1.26M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
10.1K+ 5.47% |
$420K - $424K
|
195K
$8.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
9.7K+ 13.94% |
$404K - $408K
|
79.3K
$3.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
9.62KNew |
$401K - $405K
|
9.62K
$404K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9.33K+ 58.29% |
$389K - $393K
|
25.3K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.04K+ 46.23% |
$377K - $381K
|
28.6K
$1.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.97KNew |
$374K - $377K
|
8.97K
$376K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
8.91K+ 12.22% |
$371K - $375K
|
81.8K
$3.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.82KNew |
$368K - $371K
|
8.82K
$370K
|
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
8.74K+ 2.73% |
$364K - $368K
|
329K
$13.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
8.47KNew |
$353K - $356K
|
8.47K
$355K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.32KNew |
$347K - $350K
|
8.32K
$349K
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
7.91K+ 16.42% |
$330K - $333K
|
56.1K
$2.36M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
7.87KNew |
$328K - $331K
|
7.87K
$330K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.68K+ 44.79% |
$320K - $323K
|
24.8K
$1.04M
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
7.34K+ 6.85% |
$306K - $309K
|
114K
$4.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
7.17KNew |
$299K - $302K
|
7.17K
$301K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.15KNew |
$298K - $301K
|
7.15K
$300K
|
|
|
Jul 23, 2024
Q2 2024
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
7.1K+ 16.83% |
$296K - $299K
|
49.3K
$2.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
6.97KNew |
$291K - $293K
|
6.97K
$293K
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
6.74K+ 13.15% |
$281K - $284K
|
58K
$2.43M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.55K+ 7.38% |
$273K - $275K
|
95.2K
$4M
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
6.48K+ 3.57% |
$270K - $273K
|
188K
$7.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.27K+ 24.08% |
$261K - $264K
|
32.3K
$1.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
6.26K+ 9.31% |
$261K - $264K
|
73.5K
$3.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.19K+ 15.08% |
$258K - $260K
|
47.2K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.09K+ 257.26% |
$254K - $256K
|
8.46K
$355K
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
6K+ 5.93% |
$250K - $253K
|
107K
$4.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.91KNew |
$246K - $249K
|
5.91K
$248K
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
BUY
|
- |
5.84K+ 20.25% |
$243K - $246K
|
34.7K
$1.45M
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
5.8K+ 3.67% |
$242K - $244K
|
164K
$6.86M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.67KNew |
$236K - $239K
|
5.67K
$238K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.62KNew |
$234K - $237K
|
5.62K
$236K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.41KNew |
$226K - $228K
|
5.41K
$227K
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
5.25K+ 67.52% |
$219K - $221K
|
13K
$547K
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.19K+ 0.98% |
$216K - $218K
|
537K
$22.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.08K+ 7.8% |
$212K - $214K
|
70.3K
$2.95M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.05K+ 11.77% |
$210K - $212K
|
47.9K
$2.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.03K+ 288.3% |
$210K - $212K
|
6.77K
$284K
|