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 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
162New |
$6.39K - $6.74K
|
162
$6.68K
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
160+ 0.97% |
$6.32K - $6.65K
|
16.6K
$686K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
158+ 0.92% |
$6.24K - $6.57K
|
17.2K
$712K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
143New |
$5.64K - $5.95K
|
143
$5.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
128New |
$5.05K - $5.32K
|
128
$5.28K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
126New |
$4.97K - $5.24K
|
126
$5.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
124+ 1.41% |
$4.89K - $5.16K
|
8.91K
$368K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
122+ 0.67% |
$4.82K - $5.07K
|
18.3K
$756K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
116+ 0.56% |
$4.58K - $4.82K
|
20.9K
$864K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
101+ 19.2% |
$3.99K - $4.2K
|
627
$25.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
100+ 1.81% |
$3.95K - $4.16K
|
5.64K
$233K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
80New |
$3.16K - $3.33K
|
80
$3.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
75+ 0.82% |
$2.96K - $3.12K
|
9.24K
$381K
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
74+ 0.84% |
$2.92K - $3.08K
|
8.89K
$367K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
72New |
$2.84K - $2.99K
|
72
$2.97K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
57+ 0.98% |
$2.25K - $2.37K
|
5.87K
$242K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
55New |
$2.17K - $2.29K
|
55
$2.27K
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
53+ 0.73% |
$2.09K - $2.2K
|
7.29K
$301K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
50+ 0.79% |
$1.97K - $2.08K
|
6.36K
$263K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
27+ 0.03% |
$1.07K - $1.12K
|
78.5K
$3.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
26+ 1.94% |
$1.03K - $1.08K
|
1.37K
$56.4K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
22New |
$868 - $915
|
22
$908
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
13New |
$513 - $541
|
13
$536
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
12+ 1.01% |
$474 - $499
|
1.2K
$49.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
10New |
$395 - $416
|
10
$413
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9+ 0.15% |
$355 - $374
|
6.1K
$252K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8+ 1.02% |
$316 - $333
|
794
$32.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
5+ 0.09% |
$197 - $208
|
5.78K
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
4+ 3.33% |
$158 - $166
|
124
$5.12K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
4+ 0.07% |
$158 - $166
|
5.37K
$222K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3+ 0.0% |
$118 - $125
|
69.7K
$2.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3+ 0.16% |
$118 - $125
|
1.91K
$78.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$118 - $125
|
14.1K
$582K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3- 0.03% |
$118 - $125
|
10.7K
$441K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-4- 0.05% |
$158 - $166
|
7.34K
$303K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-5- 0.04% |
$197 - $208
|
14.2K
$584K
|
|
|
Jul 24, 2025
Q2 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-6- -0.0% |
$237 - $250
|
145K
$6M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-20- 0.08% |
$789 - $832
|
26.3K
$1.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-21- 0.28% |
$829 - $873
|
7.53K
$311K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-29- 0.01% |
$1.14K - $1.21K
|
194K
$8M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-38- 27.34% |
$1.5K - $1.58K
|
101
$4.17K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-40- 0.67% |
$1.58K - $1.66K
|
5.95K
$245K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-49- 0.67% |
$1.93K - $2.04K
|
7.22K
$298K
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-50- 0.36% |
$1.97K - $2.08K
|
13.7K
$565K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-58- 0.42% |
$2.29K - $2.41K
|
13.8K
$569K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-59- 0.14% |
$2.33K - $2.45K
|
42.2K
$1.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-63- 0.68% |
$2.49K - $2.62K
|
9.23K
$381K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-65- 1.04% |
$2.57K - $2.7K
|
6.16K
$254K
|