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 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.15K+ 126.03% |
$293K - $299K
|
12.8K
$534K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.91K+ 26.33% |
$283K - $289K
|
33.2K
$1.38M
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
6.57KNew |
$269K - $275K
|
6.57K
$274K
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
6.55KNew |
$268K - $274K
|
6.55K
$273K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.47KNew |
$265K - $271K
|
6.47K
$270K
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
6.43K+ 66.19% |
$263K - $269K
|
16.1K
$672K
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6.13KNew |
$251K - $257K
|
6.13K
$255K
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.13KNew |
$251K - $257K
|
6.13K
$255K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.04K+ 8.67% |
$247K - $253K
|
75.6K
$3.15M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.03K+ 7.75% |
$247K - $253K
|
83.9K
$3.49M
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
5.91K+ 5.17% |
$242K - $247K
|
120K
$5.01M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.89KNew |
$241K - $246K
|
5.89K
$245K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5.89KNew |
$241K - $246K
|
5.89K
$245K
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
5.6K+ 7.27% |
$229K - $234K
|
82.6K
$3.44M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.42KNew |
$222K - $227K
|
5.42K
$226K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.37KNew |
$220K - $225K
|
5.37K
$224K
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
5.35K+ 3.28% |
$219K - $224K
|
169K
$7.02M
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.28KNew |
$216K - $221K
|
5.28K
$220K
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
5.19K+ 1.71% |
$212K - $217K
|
310K
$12.9M
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
5.06K+ 10.17% |
$207K - $212K
|
54.8K
$2.28M
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
4.87K+ 8.4% |
$199K - $204K
|
62.8K
$2.62M
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.71K+ 4.03% |
$193K - $197K
|
122K
$5.07M
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
4.67K+ 2.87% |
$191K - $195K
|
168K
$6.98M
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
4.59K+ 5.63% |
$188K - $192K
|
86.2K
$3.59M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.16K+ 4.47% |
$170K - $174K
|
97.3K
$4.05M
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.89K+ 9.31% |
$159K - $163K
|
45.7K
$1.9M
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
3.86K+ 3.6% |
$158K - $161K
|
111K
$4.63M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.65K+ 14.71% |
$150K - $153K
|
28.5K
$1.19M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.5K+ 4.97% |
$143K - $146K
|
73.8K
$3.07M
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
3.48KNew |
$142K - $146K
|
3.48K
$145K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.44K+ 13.59% |
$141K - $144K
|
28.8K
$1.2M
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.19K+ 2.67% |
$131K - $134K
|
123K
$5.11M
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
3K+ 23.33% |
$123K - $126K
|
15.9K
$661K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.92K+ 22.29% |
$119K - $122K
|
16K
$667K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.84K+ 0.61% |
$116K - $119K
|
464K
$19.3M
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.71K+ 2.21% |
$111K - $113K
|
125K
$5.22M
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.5K+ 3.34% |
$102K - $105K
|
77.4K
$3.23M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.46K+ 0.89% |
$101K - $103K
|
279K
$11.6M
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.41K+ 3.4% |
$98.4K - $101K
|
73.1K
$3.04M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.29K+ 2.64% |
$93.9K - $96K
|
89.2K
$3.72M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
2.27K+ 23.13% |
$93K - $95.1K
|
12.1K
$504K
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.22K+ 3.35% |
$90.7K - $92.8K
|
68.4K
$2.85M
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.21K+ 8.67% |
$90.5K - $92.6K
|
27.7K
$1.16M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.14K+ 17.75% |
$87.8K - $89.7K
|
14.2K
$593K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.11KNew |
$86.2K - $88.1K
|
2.11K
$87.7K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.1K+ 370.67% |
$85.9K - $87.8K
|
2.66K
$111K
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
2.02K+ 7.61% |
$82.7K - $84.6K
|
28.6K
$1.19M
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
2K+ 24.41% |
$81.9K - $83.7K
|
10.2K
$425K
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
2K+ 17.86% |
$81.9K - $83.7K
|
13.2K
$550K
|
|
Oct 18, 2024
Q3 2024
|
Refined Wealth Management
|
BUY
|
- |
1.87K+ 0.88% |
$76.5K - $78.3K
|
215K
$8.96M
|