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 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
281+ 4.7% |
$11.7K - $11.8K
|
6.26K
$263K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
274New |
$11.4K - $11.5K
|
274
$11.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
273+ 0.84% |
$11.4K - $11.5K
|
32.8K
$1.38M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
245New |
$10.2K - $10.3K
|
245
$10.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
209+ 3.6% |
$8.71K - $8.8K
|
6.01K
$252K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
207+ 0.64% |
$8.63K - $8.71K
|
32.4K
$1.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
203+ 10.72% |
$8.46K - $8.54K
|
2.1K
$88K
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
193+ 2.79% |
$8.04K - $8.12K
|
7.12K
$299K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
190New |
$7.92K - $8K
|
190
$7.98K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
189+ 2.61% |
$7.88K - $7.96K
|
7.44K
$312K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
180New |
$7.5K - $7.58K
|
180
$7.56K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
167+ 2.53% |
$6.96K - $7.03K
|
6.77K
$284K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
159+ 0.23% |
$6.63K - $6.69K
|
70.4K
$2.95M
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
144New |
$6K - $6.06K
|
144
$6.05K
|
|
|
Jul 12, 2024
Q2 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
133+ 1.76% |
$5.54K - $5.6K
|
7.68K
$322K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
125+ 0.43% |
$5.21K - $5.26K
|
29.5K
$1.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
120+ 1.85% |
$5K - $5.05K
|
6.6K
$277K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
89New |
$3.71K - $3.75K
|
89
$3.74K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
86New |
$3.58K - $3.62K
|
86
$3.61K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
81+ 0.18% |
$3.38K - $3.41K
|
45.5K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
78+ 0.04% |
$3.25K - $3.28K
|
191K
$8.02M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
78+ 12.07% |
$3.25K - $3.28K
|
724
$30.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
71+ 0.74% |
$2.96K - $2.99K
|
9.6K
$403K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
62+ 0.94% |
$2.58K - $2.61K
|
6.63K
$278K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
54New |
$2.25K - $2.27K
|
54
$2.27K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
53+ 22.08% |
$2.21K - $2.23K
|
293
$12.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
48+ 0.72% |
$2K - $2.02K
|
6.7K
$281K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
48+ 0.82% |
$2K - $2.02K
|
5.9K
$248K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
45+ 1.2% |
$1.88K - $1.89K
|
3.78K
$159K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
41New |
$1.71K - $1.73K
|
41
$1.72K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
39+ 0.66% |
$1.63K - $1.64K
|
5.98K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
37+ 0.13% |
$1.54K - $1.56K
|
29.6K
$1.24M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
35+ 0.09% |
$1.46K - $1.47K
|
40.7K
$1.71M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
26+ 0.54% |
$1.08K - $1.09K
|
4.88K
$205K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
26New |
$1.08K - $1.09K
|
26
$1.09K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
25New |
$1.04K - $1.05K
|
25
$1.05K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
24+ 0.25% |
$1K - $1.01K
|
9.7K
$407K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
23+ 0.24% |
$959 - $968
|
9.78K
$411K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
21New |
$875 - $884
|
21
$882
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
20+ 166.67% |
$834 - $842
|
32
$1.34K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9+ 4.69% |
$375 - $379
|
201
$8.44K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
8New |
$333 - $337
|
8
$336
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8+ 1.06% |
$333 - $337
|
762
$32K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
5New |
$208 - $210
|
5
$210
|
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$167 - $168
|
14K
$587K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
4+ 0.05% |
$167 - $168
|
7.29K
$306K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
3+ 300.0% |
$125 - $126
|
4
$168
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3- 0.02% |
$125 - $126
|
15.2K
$639K
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-11- 0.2% |
$458 - $463
|
5.44K
$228K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-13- 0.69% |
$542 - $547
|
1.87K
$78.3K
|