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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12+ 0.65% |
$498 - $505
|
1.87K
$78K
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
8+ 0.14% |
$332 - $337
|
5.85K
$244K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8+ 1.1% |
$332 - $337
|
738
$30.7K
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
4+ 0.08% |
$166 - $168
|
4.83K
$201K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1New |
$41.5 - $42.1
|
1
$41.7
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.0% |
$41.5 - $42.1
|
123K
$5.11M
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-5- 29.41% |
$208 - $211
|
12
$500
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-6- 0.12% |
$249 - $253
|
5.06K
$211K
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-8- 0.06% |
$332 - $337
|
13.5K
$562K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-13- 2.4% |
$540 - $548
|
528
$22K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-24- 0.23% |
$996 - $1.01K
|
10.3K
$430K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-30- 46.15% |
$1.25K - $1.26K
|
35
$1.46K
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-31- 0.2% |
$1.29K - $1.31K
|
15.3K
$636K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-38- 0.29% |
$1.58K - $1.6K
|
13.2K
$548K
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-100- 0.59% |
$4.15K - $4.21K
|
16.9K
$706K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-105- 99.06% |
$4.36K - $4.42K
|
1
$41.7
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-120- 1.72% |
$4.98K - $5.05K
|
6.84K
$285K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-124- 0.24% |
$5.15K - $5.22K
|
52.1K
$2.17M
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-130- 1.28% |
$5.4K - $5.48K
|
10K
$418K
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-133- 0.23% |
$5.52K - $5.6K
|
57.9K
$2.41M
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-142- 1.52% |
$5.9K - $5.98K
|
9.21K
$384K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-171- 2.18% |
$7.1K - $7.2K
|
7.67K
$319K
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-175- 0.28% |
$7.27K - $7.37K
|
62.4K
$2.6M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-177- 3.28% |
$7.35K - $7.46K
|
5.21K
$217K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-178- 1.06% |
$7.39K - $7.5K
|
16.6K
$690K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-184- 1.06% |
$7.64K - $7.75K
|
17.2K
$716K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-191- 2.3% |
$7.93K - $8.04K
|
8.13K
$339K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-193- 1.39% |
$8.01K - $8.13K
|
13.7K
$572K
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-213- 1.13% |
$8.84K - $8.97K
|
18.6K
$774K
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-217- 1.89% |
$9.01K - $9.14K
|
11.3K
$469K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-220- 0.26% |
$9.13K - $9.27K
|
85.1K
$3.55M
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-226- 1.79% |
$9.38K - $9.52K
|
12.4K
$517K
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-238- 4.36% |
$9.88K - $10K
|
5.22K
$217K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-242- 1.78% |
$10K - $10.2K
|
13.3K
$556K
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-255- 3.48% |
$10.6K - $10.7K
|
7.08K
$295K
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-268- 2.59% |
$11.1K - $11.3K
|
10.1K
$419K
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-282- 0.93% |
$11.7K - $11.9K
|
30.1K
$1.26M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-329- 0.18% |
$13.7K - $13.9K
|
180K
$7.52M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-359- 13.22% |
$14.9K - $15.1K
|
2.36K
$98.2K
|
|
Oct 10, 2023
Q3 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-373- 2.85% |
$15.5K - $15.7K
|
12.7K
$530K
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-379- 2.23% |
$15.7K - $16K
|
16.6K
$692K
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-405- 1.72% |
$16.8K - $17.1K
|
23.1K
$961K
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-466- 7.87% |
$19.3K - $19.6K
|
5.45K
$227K
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-472- 0.7% |
$19.6K - $19.9K
|
66.9K
$2.79M
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-480- 4.25% |
$19.9K - $20.2K
|
10.8K
$451K
|
|
Oct 31, 2023
Q3 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-496- 3.12% |
$20.6K - $20.9K
|
15.4K
$642K
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-502- 4.48% |
$20.8K - $21.1K
|
10.7K
$446K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-503- 19.75% |
$20.9K - $21.2K
|
2.04K
$85.2K
|