Purchases and Sales Made in Q4 2023 in Ssga Active Trust (SRLN)
This table provides information about the institutional ownership of Ssga Active Trust (SRLN) during Q4 2023. 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 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
33.6K+ 34.51% |
$1.39M - $1.41M
|
131K
$5.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
33K+ 421.16% |
$1.36M - $1.38M
|
40.8K
$1.71M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
32.6KNew |
$1.35M - $1.37M
|
32.6K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
31.5K+ 36.95% |
$1.3M - $1.32M
|
117K
$4.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
31.1K+ 30.85% |
$1.28M - $1.31M
|
132K
$5.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.5K+ 18.47% |
$1.26M - $1.28M
|
195K
$8.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29.4K+ 514.16% |
$1.21M - $1.23M
|
35.1K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
28.6K+ 7.04% |
$1.18M - $1.2M
|
434K
$18.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
26.9K+ 491.59% |
$1.11M - $1.13M
|
32.4K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
26.5K+ 213.49% |
$1.09M - $1.11M
|
38.9K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.5K+ 72.58% |
$1.05M - $1.07M
|
60.7K
$2.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
24.5K+ 24.6% |
$1.01M - $1.03M
|
124K
$5.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
24KNew |
$991K - $1.01M
|
24K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
23.8KNew |
$983K - $999K
|
23.8K
$1M
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
22.5K+ 2.68% |
$928K - $944K
|
861K
$36.1M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
20.8KNew |
$857K - $871K
|
20.8K
$872K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
20.1K+ 67.96% |
$830K - $844K
|
49.7K
$2.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
19.4K+ 3682.92% |
$801K - $815K
|
19.9K
$837K
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
19.1K+ 14.77% |
$790K - $803K
|
149K
$6.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
18.1K+ 628.82% |
$749K - $761K
|
21K
$883K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
17.7K+ 55.41% |
$732K - $744K
|
49.7K
$2.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17.5K+ 62.62% |
$723K - $735K
|
45.5K
$1.91M
|
|
|
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
17.4K+ 16.29% |
$720K - $733K
|
125K
$5.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
17.1KNew |
$708K - $720K
|
17.1K
$720K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
16.9KNew |
$697K - $709K
|
16.9K
$709K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.9K+ 23.64% |
$697K - $709K
|
88.3K
$3.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
16.7KNew |
$688K - $699K
|
16.7K
$700K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
16.1KNew |
$664K - $675K
|
16.1K
$675K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
15.5K+ 6.31% |
$639K - $650K
|
261K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.8K+ 55.99% |
$613K - $623K
|
41.3K
$1.74M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
14.2KNew |
$585K - $595K
|
14.2K
$595K
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
BUY
|
- |
13.5K+ 5.95% |
$558K - $568K
|
241K
$10.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13.3KNew |
$548K - $557K
|
13.3K
$557K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
12.9K+ 8.22% |
$534K - $543K
|
170K
$7.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
12.8KNew |
$527K - $536K
|
12.8K
$536K
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
12.5K+ 8.01% |
$517K - $526K
|
169K
$7.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
12.5KNew |
$517K - $526K
|
12.5K
$526K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.3K+ 224.32% |
$510K - $518K
|
17.8K
$749K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
12.3K+ 6.01% |
$506K - $515K
|
216K
$9.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.9K+ 170.99% |
$490K - $498K
|
18.8K
$790K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
11.7KNew |
$484K - $492K
|
11.7K
$492K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
11.7K+ 16.57% |
$481K - $489K
|
82K
$3.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
11.4K+ 32.89% |
$472K - $480K
|
46.2K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
11.2K+ 24.24% |
$462K - $469K
|
57.3K
$2.41M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
11.2KNew |
$460K - $468K
|
11.2K
$468K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
11.1K+ 18.58% |
$459K - $467K
|
71K
$2.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
11.1K+ 2.58% |
$457K - $465K
|
440K
$18.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
10.7KNew |
$444K - $451K
|
10.7K
$451K
|
|
|
May 06, 2024
Q4 2023
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
10.1KNew |
$419K - $426K
|
10.1K
$426K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
10.1K+ 14.02% |
$418K - $425K
|
82.3K
$3.46M
|