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 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-8.55K- 9.48% |
$348K - $356K
|
81.7K
$3.4M
|
|
Feb 01, 2023
Q4 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-9K- 31.14% |
$367K - $374K
|
19.9K
$829K
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-9.14K- 3.37% |
$372K - $380K
|
262K
$10.9M
|
|
Feb 02, 2023
Q4 2022
|
Bts Asset Management, Inc.
|
SELL
|
- |
-9.18K- 41.33% |
$374K - $382K
|
13K
$543K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.63K- 5.73% |
$392K - $400K
|
158K
$6.6M
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-9.64K- 13.08% |
$393K - $401K
|
64K
$2.67M
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-9.74K- 39.04% |
$397K - $405K
|
15.2K
$634K
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-10.3K- 13.93% |
$420K - $429K
|
63.6K
$2.65M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.3K- 34.71% |
$420K - $429K
|
19.4K
$808K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10.5K- 60.08% |
$427K - $436K
|
6.97K
$290K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11K- 5.93% |
$449K - $459K
|
175K
$7.29M
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-11.1K- 51.53% |
$451K - $460K
|
10.4K
$434K
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-11.5K- 33.3% |
$468K - $478K
|
23K
$959K
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-11.6K- 18.86% |
$471K - $481K
|
49.8K
$2.07M
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-11.6K- 35.04% |
$474K - $484K
|
21.6K
$899K
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-11.7K- 53.13% |
$475K - $485K
|
10.3K
$428K
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-11.8K- 6.48% |
$480K - $490K
|
170K
$7.08M
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-12K- 20.07% |
$489K - $500K
|
47.8K
$1.99M
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-12.3K- 57.28% |
$500K - $511K
|
9.16K
$382K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14K- 8.73% |
$568K - $581K
|
146K
$6.08M
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-14.4K- 10.85% |
$588K - $600K
|
118K
$4.94M
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-15.3K- 10.4% |
$621K - $635K
|
131K
$5.48M
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-15.3K- 34.14% |
$625K - $638K
|
29.6K
$1.23M
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.9K- 57.6% |
$649K - $663K
|
11.7K
$489K
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-16K- 39.84% |
$652K - $666K
|
24.2K
$1.01M
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-16.2K- 45.39% |
$662K - $676K
|
19.5K
$814K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16.4K- 49.06% |
$667K - $681K
|
17K
$708K
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-16.8K- 56.4% |
$682K - $697K
|
13K
$539K
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-16.8K- 25.1% |
$683K - $697K
|
50K
$2.08M
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-17.2K- 18.67% |
$701K - $716K
|
75K
$3.12M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17.6K- 7.57% |
$719K - $734K
|
215K
$8.98M
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-17.9K- 55.95% |
$727K - $743K
|
14.1K
$585K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-17.9K- 5.62% |
$731K - $746K
|
301K
$12.5M
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-18.4K- 42.52% |
$751K - $767K
|
24.9K
$1.04M
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-18.8K- 7.04% |
$766K - $782K
|
248K
$10.3M
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-18.9K- 31.88% |
$768K - $785K
|
40.3K
$1.68M
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-19.2K- 4.16% |
$784K - $801K
|
443K
$18.5M
|
|
Feb 10, 2023
Q4 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-19.3K- 32.97% |
$785K - $802K
|
39.2K
$1.63M
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-19.3K- 17.65% |
$787K - $804K
|
90.1K
$3.76M
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-19.9K- 14.95% |
$811K - $828K
|
113K
$4.72M
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-20.1K- 40.91% |
$818K - $836K
|
29K
$1.21M
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-20.3K- 35.75% |
$828K - $846K
|
36.6K
$1.52M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-21.3K- 18.91% |
$866K - $885K
|
91.2K
$3.8M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-21.6K- 35.39% |
$879K - $897K
|
39.4K
$1.64M
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-21.8K- 23.97% |
$890K - $909K
|
69.3K
$2.89M
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-22.4K- 9.38% |
$912K - $932K
|
216K
$9.01M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-22.4K- 53.11% |
$913K - $932K
|
19.8K
$824K
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-23K- 27.17% |
$938K - $958K
|
61.7K
$2.57M
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-24.5K- 53.3% |
$997K - $1.02M
|
21.5K
$894K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-24.7K- 18.17% |
$1.01M - $1.03M
|
111K
$4.64M
|