Purchases and Sales Made in Q3 2024 in Ssga Active Trust (SRLN)
This table provides information about the institutional ownership of Ssga Active Trust (SRLN) during Q3 2024. 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 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.8K+ 14.18% |
$1.01M - $1.04M
|
199K
$8.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Pacific Asset Management LLC
|
BUY
|
- |
24.2K+ 1.69% |
$989K - $1.01M
|
1.45M
$60.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
24K+ 12.19% |
$984K - $1.01M
|
221K
$9.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
23.9K+ 3.75% |
$980K - $1M
|
662K
$27.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
23.8K+ 11.97% |
$974K - $995K
|
222K
$9.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
23.6K+ 10.84% |
$964K - $986K
|
241K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.7K+ 75.68% |
$929K - $950K
|
52.7K
$2.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
22.5K+ 5.34% |
$920K - $940K
|
444K
$18.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
22.2K+ 18.75% |
$911K - $931K
|
141K
$5.87M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
20.1K+ 8.58% |
$821K - $840K
|
254K
$10.6M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
18.4KNew |
$753K - $770K
|
18.4K
$767K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17.3K+ 48.56% |
$706K - $722K
|
52.8K
$2.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
17.1KNew |
$700K - $716K
|
17.1K
$713K
|
|
|
Nov 13, 2024
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
16.6K+ 16.28% |
$679K - $695K
|
119K
$4.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
16.2K+ 4.37% |
$663K - $678K
|
386K
$16.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
16.1KNew |
$660K - $675K
|
16.1K
$672K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
15.9K+ 11.03% |
$651K - $666K
|
160K
$6.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15.8KNew |
$646K - $660K
|
15.8K
$657K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
15.6K+ 61.28% |
$638K - $652K
|
41K
$1.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
14.1KNew |
$576K - $589K
|
14.1K
$586K
|
|
|
Oct 25, 2024
Q3 2024
|
Emory University
Atlanta, GA |
BUY
|
- |
14K+ 2.23% |
$571K - $584K
|
640K
$26.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.1K+ 148.88% |
$537K - $549K
|
21.9K
$914K
|
|
|
Dec 03, 2024
Q3 2024
|
Little Harbor Advisors, LLC
|
BUY
|
- |
12.2K+ 8.0% |
$498K - $509K
|
164K
$6.84M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.1K+ 2.24% |
$497K - $508K
|
553K
$23M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
12K+ 7.36% |
$493K - $504K
|
176K
$7.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
12KNew |
$490K - $501K
|
12K
$499K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
11.8KNew |
$484K - $495K
|
11.8K
$492K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
11.2K+ 5.78% |
$460K - $470K
|
206K
$8.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
10.9KNew |
$448K - $458K
|
10.9K
$456K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
10.7K+ 7.23% |
$438K - $448K
|
159K
$6.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.7K+ 49.98% |
$437K - $446K
|
32K
$1.33M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
10.6KNew |
$434K - $444K
|
10.6K
$442K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10K+ 21.27% |
$411K - $420K
|
57.3K
$2.39M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
9.91K+ 7.43% |
$406K - $415K
|
143K
$5.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
9.9K+ 12.97% |
$405K - $414K
|
86.3K
$3.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
9.81K+ 17.49% |
$402K - $411K
|
65.9K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9.71K+ 1.81% |
$397K - $406K
|
547K
$22.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.36K+ 13.83% |
$383K - $392K
|
77K
$3.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.27K+ 9.65% |
$379K - $388K
|
105K
$4.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
8.82K+ 21.59% |
$361K - $369K
|
49.7K
$2.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
8.62K+ 15.56% |
$353K - $361K
|
64K
$2.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
8.37K+ 4.32% |
$342K - $350K
|
202K
$8.42M
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
8.35K+ 66.22% |
$342K - $349K
|
21K
$873K
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
8.3K+ 30.36% |
$340K - $347K
|
35.6K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.28K+ 4.33% |
$339K - $347K
|
199K
$8.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
8.25K+ 4.04% |
$338K - $345K
|
212K
$8.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.96K+ 12.85% |
$326K - $333K
|
69.9K
$2.91M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.74K+ 4.14% |
$317K - $324K
|
194K
$8.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7.62K+ 140.82% |
$312K - $319K
|
13K
$543K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.15KNew |
$293K - $299K
|
7.15K
$298K
|