Purchases and Sales Made in Q3 2023 in Ssga Active Trust (SRLN)
This table provides information about the institutional ownership of Ssga Active Trust (SRLN) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.92K+ 3.03% |
$246K - $249K
|
201K
$8.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
5.9K+ 8.9% |
$245K - $248K
|
72.2K
$3.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
5.74K+ 2.06% |
$238K - $242K
|
285K
$11.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.74K+ 27.86% |
$238K - $242K
|
26.3K
$1.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
5.72K+ 1.16% |
$238K - $241K
|
498K
$20.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.67K+ 45.4% |
$235K - $239K
|
18.2K
$756K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.33KNew |
$221K - $224K
|
5.33K
$222K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.02K+ 4.55% |
$209K - $212K
|
115K
$4.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
4.96KNew |
$206K - $209K
|
4.96K
$206K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
4.3K+ 5.13% |
$179K - $181K
|
88.1K
$3.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.2K+ 31.92% |
$174K - $177K
|
17.3K
$723K
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
3.65K+ 2.29% |
$152K - $154K
|
163K
$6.8M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.65K+ 9.79% |
$151K - $154K
|
40.9K
$1.71M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
3.58K+ 18.05% |
$149K - $151K
|
23.4K
$976K
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
3.56K+ 2.58% |
$148K - $150K
|
141K
$5.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.44K+ 15.58% |
$143K - $145K
|
25.5K
$1.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
3.41K+ 35.43% |
$142K - $144K
|
13K
$543K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.39K+ 33.86% |
$141K - $143K
|
13.4K
$559K
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
3.27K+ 2.89% |
$136K - $138K
|
116K
$4.84M
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
3.11K+ 36.55% |
$129K - $131K
|
11.6K
$484K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.01K+ 5.36% |
$125K - $127K
|
59.2K
$2.46M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
2.99K+ 15.27% |
$124K - $126K
|
22.6K
$939K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.96K+ 59.31% |
$123K - $125K
|
7.95K
$331K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.9K+ 10.48% |
$120K - $122K
|
30.6K
$1.27M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
2.87K+ 3.92% |
$119K - $121K
|
76.1K
$3.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.86K+ 14.22% |
$119K - $120K
|
22.9K
$956K
|
|
|
Oct 16, 2023
Q3 2023
|
Refined Wealth Management
|
BUY
|
- |
2.79K+ 1.34% |
$116K - $118K
|
210K
$8.77M
|
|
|
Oct 20, 2023
Q3 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.64K+ 2.15% |
$110K - $111K
|
126K
$5.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.57K+ 1.44% |
$107K - $108K
|
181K
$7.52M
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2.5K+ 20.8% |
$104K - $105K
|
14.5K
$606K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.22K+ 2.41% |
$92.1K - $93.4K
|
94.2K
$3.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.19K+ 0.25% |
$91K - $92.3K
|
894K
$37.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.01K+ 23.7% |
$83.5K - $84.7K
|
10.5K
$438K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.88KNew |
$77.9K - $79K
|
1.88K
$78.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.81K+ 8.71% |
$75K - $76.1K
|
22.6K
$939K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.77KNew |
$73.3K - $74.4K
|
1.77K
$73.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
1.71K+ 5.55% |
$71K - $72.1K
|
32.5K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.7K+ 3.5% |
$70.8K - $71.8K
|
50.3K
$2.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.58K+ 18.39% |
$65.6K - $66.6K
|
10.2K
$424K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.58K+ 2.19% |
$65.5K - $66.4K
|
73.7K
$3.07M
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.57K+ 2.5% |
$65.1K - $66.1K
|
64.3K
$2.68M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.37K+ 9.22% |
$56.8K - $57.6K
|
16.2K
$675K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.28K+ 8.85% |
$52.9K - $53.7K
|
15.7K
$653K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.26K+ 2.89% |
$52.1K - $52.9K
|
44.7K
$1.86M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.24K+ 5.86% |
$51.6K - $52.4K
|
22.5K
$936K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.23K+ 1.71% |
$51.1K - $51.8K
|
73.4K
$3.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.2K+ 1.88% |
$49.8K - $50.5K
|
65.1K
$2.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.19K+ 6.52% |
$49.4K - $50.1K
|
19.4K
$809K
|
|
|
Nov 03, 2023
Q3 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
1.07K+ 1.83% |
$44.4K - $45K
|
59.4K
$2.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.06K+ 9.34% |
$43.9K - $44.5K
|
12.4K
$516K
|