Purchases and Sales Made in Q3 2021 in Ssga Active Trust (SRLN)
This table provides information about the institutional ownership of Ssga Active Trust (SRLN) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
234+ 3.71% |
$10.7K - $10.8K
|
6.54K
$272K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
233+ 9.54% |
$10.6K - $10.8K
|
2.68K
$111K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
223+ 0.38% |
$10.2K - $10.3K
|
59.3K
$2.47M
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
216+ 2.14% |
$9.85K - $9.98K
|
10.3K
$430K
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
190New |
$8.67K - $8.78K
|
190
$7.92K
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
136+ 1.11% |
$6.2K - $6.28K
|
12.4K
$516K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
101+ 4.28% |
$4.61K - $4.67K
|
2.46K
$103K
|
|
Oct 26, 2021
Q3 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
71+ 0.38% |
$3.24K - $3.28K
|
18.6K
$777K
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
BUY
|
- |
54+ 1.12% |
$2.46K - $2.49K
|
4.88K
$203K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
46+ 25.56% |
$2.1K - $2.13K
|
226
$9.42K
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
24+ 0.24% |
$1.09K - $1.11K
|
9.82K
$409K
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
16New |
$730 - $739
|
16
$667
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
15+ 1.13% |
$684 - $693
|
1.35K
$56.1K
|
|
Oct 13, 2021
Q3 2021
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
13+ 0.17% |
$593 - $601
|
7.74K
$322K
|
|
Nov 05, 2021
Q3 2021
|
Forbes J M & CO LLP
|
BUY
|
- |
12+ 0.24% |
$547 - $554
|
5.01K
$209K
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
11+ 0.1% |
$502 - $508
|
10.6K
$442K
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.24% |
$228 - $231
|
2.09K
$86.9K
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5+ 0.69% |
$228 - $231
|
728
$30.3K
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
5+ 1.31% |
$228 - $231
|
387
$16.1K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3New |
$137 - $139
|
3
$125
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.94% |
$137 - $139
|
321
$13.4K
|
|
Nov 15, 2021
Q3 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2+ 0.44% |
$91.2 - $92.4
|
453
$18.9K
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.54% |
$45.6 - $46.2
|
66
$2.75K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-1- 0.04% |
$45.6 - $46.2
|
2.77K
$116K
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-30- 0.6% |
$1.37K - $1.39K
|
5K
$208K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-42- 0.09% |
$1.92K - $1.94K
|
46.9K
$1.95M
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-43- 0.3% |
$1.96K - $1.99K
|
14.4K
$599K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-44- 19.64% |
$2.01K - $2.03K
|
180
$7.5K
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-62- 0.18% |
$2.83K - $2.86K
|
33.6K
$1.4M
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-70Closed |
$3.19K - $3.23K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-75- 0.09% |
$3.42K - $3.47K
|
83.3K
$3.47M
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-93- 0.88% |
$4.24K - $4.3K
|
10.5K
$437K
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-110- 0.01% |
$5.02K - $5.08K
|
1.94M
$81M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-133- 0.13% |
$6.07K - $6.14K
|
100K
$4.18M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-138- 0.79% |
$6.3K - $6.38K
|
17.4K
$726K
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-138- 1.52% |
$6.3K - $6.38K
|
8.95K
$373K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-189- 4.06% |
$8.62K - $8.73K
|
4.46K
$186K
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-198- 2.49% |
$9.03K - $9.15K
|
7.77K
$324K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-221Closed |
$10.1K - $10.2K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-300Closed |
$13.7K - $13.9K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-318- 0.68% |
$14.5K - $14.7K
|
46.5K
$1.94M
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-350Closed |
$16K - $16.2K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
SELL
|
- |
-512- 0.24% |
$23.4K - $23.7K
|
210K
$8.73M
|
|
Nov 04, 2021
Q3 2021
|
Compass Financial Group, Inc.
|
SELL
|
- |
-523- 0.89% |
$23.9K - $24.2K
|
58K
$2.42M
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-600- 6.98% |
$27.4K - $27.7K
|
8K
$333K
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-673- 1.66% |
$30.7K - $31.1K
|
39.9K
$1.66M
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-807- 2.48% |
$36.8K - $37.3K
|
31.7K
$1.32M
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-875Closed |
$39.9K - $40.4K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.06K- 19.35% |
$48.3K - $48.9K
|
4.41K
$184K
|
|
Oct 21, 2021
Q3 2021
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.29K- 1.71% |
$58.7K - $59.5K
|
73.9K
$3.08M
|