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 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-525- 58.66% |
$21.8K - $22.1K
|
370
$15.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-530- 0.83% |
$22K - $22.3K
|
63.7K
$2.65M
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-556- 10.04% |
$23.1K - $23.4K
|
4.98K
$208K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-560- 0.93% |
$23.3K - $23.6K
|
59.9K
$2.49M
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-603- 0.53% |
$25K - $25.4K
|
114K
$4.74M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-642- 10.92% |
$26.7K - $27K
|
5.24K
$218K
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-656- 1.27% |
$27.2K - $27.6K
|
51.1K
$2.13M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-671- 31.24% |
$27.9K - $28.3K
|
1.48K
$61.5K
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-693- 0.59% |
$28.8K - $29.2K
|
118K
$4.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-700- 4.53% |
$29.1K - $29.5K
|
14.7K
$614K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-708- 1.93% |
$29.4K - $29.8K
|
35.9K
$1.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-712- 0.19% |
$29.6K - $30K
|
375K
$15.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-735- 32.17% |
$30.5K - $31K
|
1.55K
$64.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-744- 2.36% |
$30.9K - $31.3K
|
30.8K
$1.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-753- 2.87% |
$31.3K - $31.7K
|
25.5K
$1.06M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-816- 11.25% |
$33.9K - $34.4K
|
6.44K
$268K
|
|
|
Nov 09, 2023
Q3 2023
|
Adams Wealth Management
|
SELL
|
- |
-819- 3.18% |
$34K - $34.5K
|
24.9K
$1.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-843- 9.41% |
$35K - $35.5K
|
8.11K
$338K
|
|
|
Oct 16, 2023
Q3 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-848- 1.71% |
$35.2K - $35.7K
|
48.8K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-848- 13.27% |
$35.2K - $35.7K
|
5.54K
$231K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-900- 2.69% |
$37.4K - $37.9K
|
32.5K
$1.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1K- 2.19% |
$41.5K - $42.1K
|
44.7K
$1.86M
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-1.02K- 17.0% |
$42.2K - $42.8K
|
4.97K
$207K
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.2K- 5.95% |
$49.8K - $50.5K
|
19K
$790K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.23K- 15.4% |
$50.9K - $51.6K
|
6.73K
$280K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.24K- 4.01% |
$51.3K - $52.1K
|
29.6K
$1.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-1.28K- 14.44% |
$53K - $53.8K
|
7.57K
$315K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.32K- 4.24% |
$54.6K - $55.4K
|
29.7K
$1.24M
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.33K- 1.58% |
$55K - $55.8K
|
82.3K
$3.43M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-1.35K- 4.54% |
$56.1K - $56.9K
|
28.4K
$1.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.39K- 21.43% |
$57.7K - $58.5K
|
5.1K
$212K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.56K- 5.48% |
$64.9K - $65.8K
|
27K
$1.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-1.58K- 4.55% |
$65.4K - $66.3K
|
33K
$1.38M
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-1.6K- 6.37% |
$66.5K - $67.5K
|
23.5K
$981K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.77K- 9.66% |
$73.4K - $74.5K
|
16.5K
$689K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.8K- 13.25% |
$74.7K - $75.7K
|
11.8K
$490K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.85K- 8.63% |
$76.6K - $77.8K
|
19.6K
$815K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.85K- 8.63% |
$76.6K - $77.8K
|
19.6K
$815K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.87K- 13.54% |
$77.6K - $78.7K
|
11.9K
$497K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.87K- 39.75% |
$77.8K - $78.9K
|
2.84K
$118K
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.88K- 8.5% |
$77.9K - $79K
|
20.2K
$841K
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.89K- 4.26% |
$78.3K - $79.4K
|
42.4K
$1.77M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.93K- 23.33% |
$80.3K - $81.5K
|
6.36K
$265K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.96K- 8.2% |
$81.3K - $82.4K
|
21.9K
$913K
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-2K- 64.52% |
$83K - $84.2K
|
1.1K
$45.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-2.02K- 17.41% |
$84K - $85.3K
|
9.6K
$400K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.03K- 16.3% |
$84.1K - $85.3K
|
10.4K
$433K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.06K- 27.26% |
$85.7K - $86.9K
|
5.51K
$229K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.07K- 11.54% |
$85.9K - $87.1K
|
15.9K
$660K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.24K- 1.07% |
$93K - $94.3K
|
207K
$8.62M
|