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 06, 2025
Q2 2025
|
Florin Court Capital LLP
|
SELL
|
- |
-4.1K- 28.67% |
$162K - $171K
|
10.2K
$421K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.15K- 14.14% |
$164K - $173K
|
25.2K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.16K- 5.5% |
$164K - $173K
|
71.5K
$2.95M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.33K- 56.45% |
$171K - $180K
|
3.34K
$138K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-4.37K- 10.16% |
$172K - $182K
|
38.6K
$1.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.49K- 2.44% |
$177K - $187K
|
180K
$7.41M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.56K- 7.8% |
$180K - $190K
|
53.9K
$2.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.68K- 6.83% |
$185K - $195K
|
63.8K
$2.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.7K- 1.25% |
$185K - $195K
|
372K
$15.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-4.92K- 11.88% |
$194K - $205K
|
36.5K
$1.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-4.96K- 5.55% |
$196K - $206K
|
84.3K
$3.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-5.11K- 3.18% |
$202K - $212K
|
155K
$6.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-5.41K- 39.8% |
$214K - $225K
|
8.19K
$338K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.85K- 48.99% |
$231K - $243K
|
6.09K
$251K
|
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-5.95K- 33.28% |
$235K - $247K
|
11.9K
$492K
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.09K- 4.66% |
$241K - $253K
|
125K
$5.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-6.16K- 18.45% |
$243K - $256K
|
27.2K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-6.25K- 22.68% |
$246K - $260K
|
21.3K
$878K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.53K- 17.02% |
$258K - $271K
|
31.8K
$1.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-6.8K- 3.6% |
$268K - $283K
|
182K
$7.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.01K- 7.06% |
$277K - $291K
|
92.2K
$3.81M
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-7.21K- 18.4% |
$285K - $300K
|
32K
$1.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-7.27K- 22.55% |
$287K - $302K
|
25K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.33K- 8.69% |
$289K - $305K
|
77K
$3.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.62K- 13.13% |
$301K - $317K
|
50.4K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-7.88K- 2.37% |
$311K - $328K
|
325K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.9K- 24.72% |
$312K - $328K
|
24K
$992K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-8.62K- 13.2% |
$340K - $359K
|
56.7K
$2.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-8.73K- 44.29% |
$345K - $363K
|
11K
$453K
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
SELL
|
- |
-9.2K- 6.42% |
$363K - $383K
|
134K
$5.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-9.38K- 3.31% |
$370K - $390K
|
274K
$11.3M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.9K- 52.12% |
$432K - $455K
|
10K
$415K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-11.9K- 7.58% |
$468K - $493K
|
145K
$5.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11.9K- 6.63% |
$470K - $496K
|
168K
$6.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12.3K- 18.77% |
$487K - $513K
|
53.4K
$2.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.5K- 2.22% |
$534K - $563K
|
595K
$24.5M
|
|
|
Sep 25, 2025
Q2 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-15K- 50.37% |
$593K - $625K
|
14.8K
$611K
|
|
|
Sep 25, 2025
Q2 2025
|
Adams Wealth Management
|
SELL
|
- |
-15K- 50.37% |
$593K - $625K
|
14.8K
$611K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-16.8K- 29.11% |
$665K - $700K
|
41K
$1.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-17.4K- 37.72% |
$685K - $722K
|
28.7K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Aegon Usa Investment Management, LLC
|
SELL
|
- |
-18K- 38.05% |
$710K - $749K
|
29.3K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-18.4K- 37.59% |
$726K - $765K
|
30.5K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-18.9K- 99.47% |
$747K - $787K
|
100
$4.13K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.7K- 11.44% |
$779K - $821K
|
153K
$6.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-21.3K- 9.35% |
$841K - $887K
|
207K
$8.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-22.7K- 10.25% |
$896K - $945K
|
199K
$8.2M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.9K- 2.98% |
$905K - $954K
|
747K
$30.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-22.9K- 14.93% |
$906K - $954K
|
131K
$5.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-23K- 58.76% |
$907K - $955K
|
16.1K
$665K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-23K- 38.64% |
$909K - $958K
|
36.6K
$1.51M
|