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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.24K+ 10.93% |
$91.2K - $93.1K
|
22.7K
$946K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.24K+ 1.64% |
$91.1K - $93K
|
138K
$5.75M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.19K+ 24.41% |
$89.3K - $91.2K
|
11.2K
$465K
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2.18K+ 1.99% |
$88.7K - $90.6K
|
111K
$4.64M
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
2.17K+ 7.34% |
$88.5K - $90.4K
|
31.8K
$1.32M
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
2.17K+ 7.15% |
$88.5K - $90.4K
|
32.6K
$1.36M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.09K+ 136.2% |
$85.2K - $87K
|
3.63K
$151K
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.04K+ 17.04% |
$82.9K - $84.7K
|
14K
$583K
|
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.03K+ 4.31% |
$82.5K - $84.3K
|
49K
$2.04M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.03K+ 19.53% |
$82.5K - $84.3K
|
12.4K
$516K
|
|
|
Feb 13, 2023
Q4 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.94K+ 18.8% |
$79K - $80.7K
|
12.3K
$511K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.91K+ 5.5% |
$77.8K - $79.4K
|
36.6K
$1.52M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
1.68K+ 3.09% |
$68.6K - $70K
|
56.2K
$2.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.67K+ 27.56% |
$68K - $69.4K
|
7.72K
$322K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.51K+ 6.88% |
$61.4K - $62.7K
|
23.4K
$976K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.48K+ 27.66% |
$60.2K - $61.5K
|
6.82K
$284K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.46K+ 13.58% |
$59.6K - $60.9K
|
12.2K
$510K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.35K+ 0.11% |
$55.1K - $56.3K
|
1.21M
$50.3M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.26KNew |
$51.3K - $52.4K
|
1.26K
$52.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.2KNew |
$49.1K - $50.1K
|
1.2K
$50.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.14K+ 3.59% |
$46.4K - $47.4K
|
32.9K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
944New |
$38.5K - $39.3K
|
944
$39.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
900New |
$36.7K - $37.4K
|
900
$37.5K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
863+ 1.45% |
$35.2K - $35.9K
|
60.2K
$2.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
825+ 1.54% |
$33.6K - $34.3K
|
54.5K
$2.27M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
740+ 46.25% |
$30.1K - $30.8K
|
2.34K
$97.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
722New |
$29.4K - $30K
|
722
$30.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
657+ 3.42% |
$26.8K - $27.3K
|
19.9K
$828K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
639+ 6.62% |
$26K - $26.6K
|
10.3K
$429K
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
630+ 0.39% |
$25.7K - $26.2K
|
160K
$6.68M
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
625+ 1.85% |
$25.5K - $26K
|
34.4K
$1.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
615+ 7.08% |
$25.1K - $25.6K
|
9.3K
$387K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
609+ 11.04% |
$24.8K - $25.3K
|
6.12K
$255K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
603New |
$24.6K - $25.1K
|
603
$25.1K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
562+ 0.45% |
$22.9K - $23.4K
|
125K
$5.22M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
543New |
$22.1K - $22.6K
|
543
$22.6K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
543New |
$22.1K - $22.6K
|
543
$22.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
513+ 2.48% |
$20.9K - $21.3K
|
21.2K
$882K
|
|
|
Feb 13, 2023
Q4 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
490+ 2.63% |
$20K - $20.4K
|
19.1K
$796K
|
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
BUY
|
- |
416+ 1.51% |
$16.9K - $17.3K
|
28K
$1.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
396+ 4.64% |
$16.1K - $16.5K
|
8.94K
$372K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
388New |
$15.8K - $16.1K
|
388
$16.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
336New |
$13.7K - $14K
|
336
$14K
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
310+ 2.75% |
$12.6K - $12.9K
|
11.6K
$482K
|
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
304+ 2.57% |
$12.4K - $12.6K
|
12.1K
$506K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
304+ 1.91% |
$12.4K - $12.6K
|
16.2K
$676K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
273+ 0.66% |
$11.1K - $11.4K
|
41.7K
$1.74M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
244New |
$9.94K - $10.2K
|
244
$10.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
228+ 0.27% |
$9.29K - $9.49K
|
84.1K
$3.51M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
223+ 16.92% |
$9.09K - $9.28K
|
1.54K
$64.2K
|