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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.04K+ 41.53% |
$80.4K - $84.7K
|
6.94K
$286K
|
|
|
Jul 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
1.99K+ 2.44% |
$78.3K - $82.6K
|
83.3K
$3.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.94K+ 13.81% |
$76.7K - $80.8K
|
16K
$661K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.94KNew |
$76.4K - $80.5K
|
1.94K
$79.9K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.73K+ 29.25% |
$68.4K - $72.1K
|
7.66K
$316K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.66KNew |
$65.4K - $68.9K
|
1.66K
$68.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.64K+ 14.93% |
$64.9K - $68.4K
|
12.7K
$522K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.6K+ 4.01% |
$63.3K - $66.7K
|
41.6K
$1.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1.57K+ 3.41% |
$61.8K - $65.1K
|
47.5K
$1.96M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.52K+ 18.38% |
$59.8K - $63.1K
|
9.77K
$403K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.37K+ 3.72% |
$53.9K - $56.8K
|
38.1K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.36K+ 17.97% |
$53.6K - $56.4K
|
8.91K
$368K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.19K+ 16.78% |
$47.1K - $49.7K
|
8.31K
$343K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.08KNew |
$42.7K - $45K
|
1.08K
$44.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1K+ 15.7% |
$39.5K - $41.6K
|
7.38K
$304K
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
920+ 5.53% |
$36.3K - $38.3K
|
17.5K
$724K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
899+ 10.58% |
$35.5K - $37.4K
|
9.39K
$388K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
854+ 9.06% |
$33.7K - $35.5K
|
10.3K
$424K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
795New |
$31.4K - $33.1K
|
795
$32.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
660+ 13.18% |
$26.1K - $27.4K
|
5.67K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
650+ 6.27% |
$25.7K - $27K
|
11K
$454K
|
|
|
Jul 17, 2025
Q2 2025
|
Refined Wealth Management
|
BUY
|
- |
572+ 0.27% |
$22.6K - $23.8K
|
211K
$8.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
555+ 1.69% |
$21.9K - $23.1K
|
33.5K
$1.38M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
516New |
$20.4K - $21.5K
|
516
$21.3K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
500+ 5.35% |
$19.7K - $20.8K
|
9.85K
$406K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
475+ 2.22% |
$18.7K - $19.8K
|
21.9K
$902K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
440New |
$17.4K - $18.3K
|
440
$18.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
382+ 2.42% |
$15.1K - $15.9K
|
16.2K
$668K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
377+ 7.16% |
$14.9K - $15.7K
|
5.64K
$233K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
366+ 3.49% |
$14.4K - $15.2K
|
10.9K
$448K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
336New |
$13.3K - $14K
|
336
$13.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
334+ 81.46% |
$13.2K - $13.9K
|
744
$30.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
311+ 1.49% |
$12.3K - $12.9K
|
21.2K
$876K
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
300+ 1.81% |
$11.8K - $12.5K
|
16.9K
$697K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
300+ 0.54% |
$11.8K - $12.5K
|
56.4K
$2.33M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
286+ 12.69% |
$11.3K - $11.9K
|
2.54K
$105K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
276+ 1.94% |
$10.9K - $11.5K
|
14.5K
$599K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
267+ 4.43% |
$10.5K - $11.1K
|
6.3K
$260K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
255+ 2.48% |
$10.1K - $10.6K
|
10.5K
$435K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
247+ 4.87% |
$9.75K - $10.3K
|
5.32K
$220K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
245+ 0.36% |
$9.67K - $10.2K
|
68.1K
$2.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
244+ 2.68% |
$9.63K - $10.1K
|
9.34K
$385K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
221+ 8.09% |
$8.72K - $9.19K
|
2.95K
$122K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
215+ 1.24% |
$8.49K - $8.94K
|
17.5K
$722K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
214New |
$8.45K - $8.9K
|
214
$8.83K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
180+ 0.83% |
$7.1K - $7.49K
|
21.8K
$898K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
180+ 19.76% |
$7.1K - $7.49K
|
1.09K
$45K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
172+ 1.88% |
$6.79K - $7.15K
|
9.33K
$385K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
165+ 3.63% |
$6.51K - $6.86K
|
4.71K
$194K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
163+ 1.92% |
$6.43K - $6.78K
|
8.64K
$356K
|