Purchases and Sales Made in Q4 2022 in Ssga Active Trust (SRLN)
This table provides information about the institutional ownership of Ssga Active Trust (SRLN) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2023
Q4 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
2.21M+ 96.21% |
$89.9M - $91.8M
|
4.5M
$187M
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
1.74M+ 3221.76% |
$70.9M - $72.4M
|
1.79M
$74.7M
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.38MNew |
$56.2M - $57.4M
|
1.38M
$57.5M
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.01MNew |
$41M - $41.9M
|
1.01M
$41.9M
|
|
Feb 14, 2023
Q4 2022
|
Iii Capital Management
Boca Raton, FL |
BUY
|
- |
996KNew |
$40.6M - $41.4M
|
996K
$41.5M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
809KNew |
$32.9M - $33.7M
|
809K
$33.7M
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
722K+ 1198.55% |
$29.4M - $30M
|
782K
$32.6M
|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
566KNew |
$23.1M - $23.5M
|
566K
$23.6M
|
|
Oct 07, 2024
Q4 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
523K+ 54.57% |
$21.3M - $21.7M
|
1.48M
$61.7M
|
|
Feb 14, 2023
Q4 2022
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
353KNew |
$14.4M - $14.7M
|
353K
$14.7M
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
343KNew |
$14M - $14.3M
|
343K
$14.3M
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
293K+ 17.86% |
$11.9M - $12.2M
|
1.94M
$80.6M
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
267K+ 0.0% |
$10.9M - $11.1M
|
267K
$11.1M
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
238K+ 400.09% |
$9.71M - $9.92M
|
298K
$12.4M
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
235K+ 629.26% |
$9.56M - $9.76M
|
272K
$11.3M
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
213K+ 51.58% |
$8.68M - $8.86M
|
626K
$26.1M
|
|
Jan 26, 2023
Q4 2022
|
Pacific Asset Management LLC
|
BUY
|
- |
183K+ 118.41% |
$7.47M - $7.63M
|
338K
$14.1M
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
183K+ 1247.38% |
$7.44M - $7.6M
|
197K
$8.22M
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
167K+ 1366.9% |
$6.79M - $6.93M
|
179K
$7.45M
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
156KNew |
$6.35M - $6.48M
|
156K
$6.49M
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
150KNew |
$6.13M - $6.26M
|
150K
$6.26M
|
|
Jan 30, 2023
Q4 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
139KNew |
$5.65M - $5.77M
|
139K
$5.78M
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
136KNew |
$5.55M - $5.66M
|
136K
$5.67M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
124K+ 48.16% |
$5.05M - $5.16M
|
381K
$15.9M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
124K+ 2.76% |
$5.03M - $5.14M
|
4.6M
$192M
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
122KNew |
$4.98M - $5.09M
|
122K
$5.09M
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
108K+ 17.85% |
$4.38M - $4.48M
|
710K
$29.6M
|
|
Jan 23, 2023
Q4 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
101K+ 33.83% |
$4.11M - $4.2M
|
400K
$16.6M
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
96.4KNew |
$3.93M - $4.01M
|
96.4K
$4.01M
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
91KNew |
$3.71M - $3.79M
|
91K
$3.79M
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
87.3K+ 2.3% |
$3.55M - $3.63M
|
3.87M
$161M
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
86.2K+ 330.23% |
$3.51M - $3.59M
|
112K
$4.68M
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
76.1KNew |
$3.1M - $3.17M
|
76.1K
$3.17M
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
68.3KNew |
$2.78M - $2.84M
|
68.3K
$2.85M
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
67.8KNew |
$2.76M - $2.82M
|
67.8K
$2.82M
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
63.2KNew |
$2.57M - $2.63M
|
63.2K
$2.63M
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
61.3KNew |
$2.5M - $2.55M
|
61.3K
$2.55M
|
|
Feb 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
58.4KNew |
$2.38M - $2.43M
|
58.4K
$2.43M
|
|
Feb 09, 2023
Q4 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
58.1K+ 170.95% |
$2.37M - $2.42M
|
92K
$3.83M
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
56.6KNew |
$2.3M - $2.35M
|
56.6K
$2.36M
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
54K+ 36.14% |
$2.2M - $2.25M
|
204K
$8.48M
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
52.4KNew |
$2.13M - $2.18M
|
52.4K
$2.18M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
52K+ 75.08% |
$2.12M - $2.17M
|
121K
$5.06M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
51.7K+ 31.08% |
$2.11M - $2.15M
|
218K
$9.08M
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
51.5KNew |
$2.1M - $2.14M
|
51.5K
$2.15M
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
50.8KNew |
$2.07M - $2.11M
|
50.8K
$2.12M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.1K+ 205.73% |
$2.04M - $2.09M
|
74.5K
$3.1M
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
49.6K+ 39.68% |
$2.02M - $2.07M
|
175K
$7.28M
|
|
Jan 31, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
47.1K+ 6.32% |
$1.92M - $1.96M
|
792K
$33M
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
47.1K+ 6.32% |
$1.92M - $1.96M
|
792K
$33M
|