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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
275+ 2.05% |
$11.3K - $11.5K
|
13.7K
$571K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
273+ 0.75% |
$11.2K - $11.4K
|
36.8K
$1.53M
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
253+ 4.21% |
$10.4K - $10.6K
|
6.26K
$261K
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
251+ 0.48% |
$10.3K - $10.5K
|
53K
$2.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
246+ 0.89% |
$10.1K - $10.3K
|
28K
$1.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
234New |
$9.58K - $9.79K
|
234
$9.75K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
219+ 3.54% |
$8.96K - $9.17K
|
6.41K
$267K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
211+ 0.7% |
$8.64K - $8.83K
|
30.5K
$1.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
204+ 1.46% |
$8.35K - $8.54K
|
14.2K
$591K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
189+ 0.58% |
$7.74K - $7.91K
|
32.5K
$1.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
183+ 13.35% |
$7.49K - $7.66K
|
1.55K
$64.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
181+ 2.54% |
$7.41K - $7.57K
|
7.3K
$304K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
175New |
$7.16K - $7.32K
|
175
$7.29K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
160New |
$6.55K - $6.7K
|
160
$6.67K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
146+ 2.77% |
$5.98K - $6.11K
|
5.41K
$225K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
109+ 4.27% |
$4.46K - $4.56K
|
2.66K
$111K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
89+ 0.55% |
$3.64K - $3.72K
|
16.2K
$674K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
88+ 0.22% |
$3.6K - $3.68K
|
39.5K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
77New |
$3.15K - $3.22K
|
77
$3.21K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
77+ 42.78% |
$3.15K - $3.22K
|
257
$10.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
64+ 0.97% |
$2.62K - $2.68K
|
6.69K
$279K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
63+ 0.88% |
$2.58K - $2.64K
|
7.21K
$300K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
59+ 2.81% |
$2.41K - $2.47K
|
2.16K
$89.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
56New |
$2.29K - $2.34K
|
56
$2.33K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
52+ 1300.0% |
$2.13K - $2.18K
|
56
$2.33K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
41+ 0.01% |
$1.68K - $1.72K
|
297K
$12.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
40+ 0.27% |
$1.64K - $1.67K
|
15K
$625K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
36New |
$1.47K - $1.51K
|
36
$1.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
33+ 0.01% |
$1.35K - $1.38K
|
388K
$16.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
27New |
$1.11K - $1.13K
|
27
$1.12K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
24+ 0.33% |
$982 - $1K
|
7.38K
$307K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
16+ 50.0% |
$655 - $670
|
48
$2K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
14+ 0.02% |
$573 - $586
|
81K
$3.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
12New |
$491 - $502
|
12
$500
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8+ 1.05% |
$327 - $335
|
770
$32.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4+ 2.78% |
$164 - $167
|
148
$6.17K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2New |
$81.9 - $83.7
|
2
$83.3
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2+ 40.0% |
$81.9 - $83.7
|
7
$292
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 9.52% |
$81.9 - $83.7
|
23
$958
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.74% |
$40.9 - $41.9
|
137
$5.71K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 2.0% |
$40.9 - $41.9
|
51
$2.12K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.45% |
$40.9 - $41.9
|
222
$9.25K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1- 0.02% |
$40.9 - $41.9
|
6.48K
$270K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 25.0% |
$81.9 - $83.7
|
6
$250
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-7- 0.08% |
$287 - $293
|
8.23K
$343K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12- 0.15% |
$491 - $502
|
7.76K
$323K
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-13- 0.02% |
$532 - $544
|
76.2K
$3.17M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-24- 0.43% |
$982 - $1K
|
5.55K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-27- 0.28% |
$1.11K - $1.13K
|
9.68K
$403K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-40- 0.14% |
$1.64K - $1.67K
|
27.8K
$1.16M
|