Purchases and Sales Made in Q2 2025 in Ssga Active Trust (SRLN)
This table provides information about the institutional ownership of Ssga Active Trust (SRLN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
20KNew |
$788K - $830K
|
20K
$823K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
19.3KNew |
$762K - $803K
|
19.3K
$796K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
17.9K+ 169.65% |
$708K - $746K
|
28.5K
$1.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
17.9KNew |
$705K - $743K
|
17.9K
$737K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
17.8K+ 31.03% |
$701K - $739K
|
75K
$3.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.7K+ 38.56% |
$659K - $694K
|
60K
$2.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
16.6K+ 14.91% |
$657K - $692K
|
128K
$5.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
16KNew |
$632K - $666K
|
16K
$661K
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
15.9K+ 0.49% |
$627K - $660K
|
3.23M
$133M
|
|
|
Aug 05, 2025
Q2 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
15.8K+ 11.99% |
$625K - $659K
|
148K
$6.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.8K+ 145.09% |
$624K - $658K
|
26.7K
$1.1M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
15.3KNew |
$605K - $638K
|
15.3K
$632K
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
14.8KNew |
$584K - $615K
|
14.8K
$610K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.9K+ 107.94% |
$547K - $576K
|
26.7K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.5K+ 9.92% |
$534K - $562K
|
150K
$6.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.5K+ 43.47% |
$533K - $562K
|
44.6K
$1.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13.2K+ 6.58% |
$519K - $547K
|
213K
$8.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
12.6K+ 63.32% |
$499K - $526K
|
32.6K
$1.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
12.6KNew |
$499K - $525K
|
12.6K
$521K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
12.4K+ 5.83% |
$489K - $516K
|
225K
$9.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
11.8K+ 4.07% |
$464K - $489K
|
300K
$12.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.6K+ 48.68% |
$459K - $484K
|
35.5K
$1.47M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
11.5KNew |
$453K - $477K
|
11.5K
$474K
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
11K+ 26.03% |
$435K - $458K
|
53.3K
$2.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11K+ 9.49% |
$434K - $457K
|
127K
$5.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
10.8KNew |
$425K - $447K
|
10.8K
$444K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
10.6K+ 7.73% |
$417K - $439K
|
147K
$6.07M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
10.4KNew |
$411K - $433K
|
10.4K
$430K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
9.52K+ 3.79% |
$376K - $396K
|
261K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.79K+ 35.54% |
$347K - $365K
|
33.5K
$1.38M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
8.71K+ 5.68% |
$344K - $362K
|
162K
$6.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
8.66KNew |
$342K - $360K
|
8.66K
$357K
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
8.57KNew |
$338K - $357K
|
8.57K
$354K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.55K+ 72.38% |
$337K - $355K
|
20.4K
$840K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
8.41KNew |
$332K - $350K
|
8.41K
$347K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
8.04K+ 11.14% |
$317K - $334K
|
80.2K
$3.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
7.81K+ 65.52% |
$308K - $325K
|
19.7K
$814K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
7.75K+ 61.75% |
$306K - $322K
|
20.3K
$838K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7.47KNew |
$295K - $310K
|
7.47K
$308K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
7.4KNew |
$292K - $308K
|
7.4K
$305K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.32K+ 19.02% |
$289K - $305K
|
45.8K
$1.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7.32K+ 3.82% |
$289K - $304K
|
199K
$8.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
7.08KNew |
$280K - $295K
|
7.08K
$292K
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
6.97K+ 11.18% |
$275K - $290K
|
69.3K
$2.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.93KNew |
$274K - $288K
|
6.93K
$286K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.87K+ 38.9% |
$271K - $286K
|
24.5K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.7K+ 54.34% |
$264K - $279K
|
19K
$785K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
6.57KNew |
$259K - $273K
|
6.57K
$271K
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6.27KNew |
$247K - $261K
|
6.27K
$259K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
6.16KNew |
$243K - $256K
|
6.16K
$254K
|