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 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.48K- 8.51% |
$265K - $271K
|
69.7K
$2.9M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.82K- 14.23% |
$279K - $286K
|
41.1K
$1.71M
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-7.04K- 9.48% |
$288K - $295K
|
67.3K
$2.8M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-7.32K- 4.0% |
$300K - $306K
|
176K
$7.31M
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-7.67K- 63.97% |
$314K - $321K
|
4.32K
$180K
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-7.7K- 59.06% |
$315K - $322K
|
5.34K
$222K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.82K- 59.08% |
$320K - $327K
|
5.42K
$226K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.92K- 20.07% |
$324K - $331K
|
31.5K
$1.31M
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-8.03K- 99.48% |
$329K - $336K
|
42
$1.75K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.19K- 28.54% |
$335K - $343K
|
20.5K
$854K
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-8.27K- 11.86% |
$339K - $346K
|
61.5K
$2.56M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-8.36K- 55.75% |
$342K - $350K
|
6.64K
$277K
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-8.9K- 11.62% |
$364K - $372K
|
67.7K
$2.82M
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-9.22K- 19.63% |
$377K - $386K
|
37.7K
$1.57M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.55K- 10.36% |
$391K - $400K
|
82.6K
$3.44M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.56K- 11.77% |
$391K - $400K
|
71.6K
$2.98M
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-9.75K- 28.13% |
$399K - $408K
|
24.9K
$1.04M
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-9.75K- 28.13% |
$399K - $408K
|
24.9K
$1.04M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-10.9K- 64.43% |
$446K - $456K
|
6.01K
$250K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-11.2K- 0.93% |
$459K - $469K
|
1.19M
$49.8M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.9K- 42.99% |
$485K - $496K
|
15.7K
$655K
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-12.5K- 35.19% |
$514K - $525K
|
23.1K
$963K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-12.8K- 99.89% |
$524K - $536K
|
14
$583
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-14.9K- 42.47% |
$612K - $625K
|
20.2K
$843K
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-16K- 54.68% |
$653K - $668K
|
13.2K
$551K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.6K- 27.88% |
$681K - $696K
|
43K
$1.79M
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-16.8K- 91.76% |
$690K - $705K
|
1.51K
$63K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-17K- 59.53% |
$697K - $713K
|
11.6K
$482K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-17.1K- 3.28% |
$699K - $714K
|
503K
$20.9M
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-17.1K- 64.6% |
$701K - $717K
|
9.39K
$391K
|
|
Nov 14, 2024
Q3 2024
|
Blackstone Inc
New York, NY |
SELL
|
- |
-17.5K- 13.84% |
$714K - $730K
|
109K
$4.53M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-18.7K- 58.83% |
$767K - $784K
|
13.1K
$546K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19.1K- 30.24% |
$782K - $800K
|
44.1K
$1.84M
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-19.4K- 59.91% |
$792K - $810K
|
13K
$540K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-21.5K- 62.08% |
$878K - $898K
|
13.1K
$546K
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-22.8K- 10.63% |
$933K - $954K
|
192K
$7.99M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-24.7K- 19.98% |
$1.01M - $1.03M
|
98.8K
$4.12M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-27.2K- 17.48% |
$1.11M - $1.14M
|
128K
$5.34M
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-31.9K- 74.37% |
$1.31M - $1.34M
|
11K
$458K
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-32.7K- 6.98% |
$1.34M - $1.37M
|
435K
$18.1M
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-32.9K- 48.43% |
$1.35M - $1.38M
|
35K
$1.46M
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-34.7K- 83.26% |
$1.42M - $1.45M
|
6.98K
$291K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-34.8K- 59.95% |
$1.42M - $1.45M
|
23.2K
$967K
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-36K- 8.72% |
$1.47M - $1.51M
|
377K
$15.7M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-37.5K- 84.08% |
$1.53M - $1.57M
|
7.1K
$296K
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-39.8K- 87.22% |
$1.63M - $1.66M
|
5.83K
$243K
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-40K- 40.0% |
$1.64M - $1.67M
|
60K
$2.5M
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-41.2K- 38.83% |
$1.68M - $1.72M
|
64.8K
$2.7M
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-41.5K- 89.06% |
$1.7M - $1.74M
|
5.1K
$212K
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-43.4K- 51.59% |
$1.78M - $1.82M
|
40.7K
$1.7M
|