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 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
9.29K+ 19.88% |
$383K - $390K
|
56K
$2.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.18K+ 16.88% |
$379K - $385K
|
63.6K
$2.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
9.03K+ 611.58% |
$373K - $379K
|
10.5K
$441K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8.99KNew |
$371K - $377K
|
8.99K
$377K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.95KNew |
$370K - $376K
|
8.95K
$376K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
8.6K+ 10.59% |
$355K - $361K
|
89.8K
$3.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.37KNew |
$346K - $351K
|
8.37K
$351K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.33K+ 30.62% |
$344K - $350K
|
35.5K
$1.49M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
8.11K+ 124.94% |
$335K - $340K
|
14.6K
$613K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.94K+ 35.23% |
$328K - $333K
|
30.5K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
7.88KNew |
$325K - $331K
|
7.88K
$331K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
7.69K+ 4.71% |
$317K - $323K
|
171K
$7.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7.59KNew |
$313K - $319K
|
7.59K
$319K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
7.42K+ 51.05% |
$306K - $312K
|
22K
$922K
|
|
|
Feb 01, 2024
Q4 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
7.41K+ 4.71% |
$306K - $311K
|
165K
$6.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.26K+ 79.33% |
$300K - $305K
|
16.4K
$688K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.2KNew |
$297K - $302K
|
7.2K
$302K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.19K+ 44.37% |
$297K - $302K
|
23.4K
$982K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.19K+ 11.31% |
$297K - $302K
|
70.7K
$2.97M
|
|
|
Jan 31, 2024
Q4 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
7.07KNew |
$292K - $297K
|
7.07K
$297K
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
6.93KNew |
$286K - $291K
|
6.93K
$291K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.85KNew |
$283K - $288K
|
6.85K
$288K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
6.84K+ 58.11% |
$282K - $287K
|
18.6K
$781K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
6.79K+ 63.8% |
$281K - $285K
|
17.4K
$732K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
6.53KNew |
$269K - $274K
|
6.53K
$274K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
6.23K+ 6.61% |
$257K - $261K
|
100K
$4.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.22K+ 26.01% |
$257K - $261K
|
30.1K
$1.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
5.79KNew |
$239K - $243K
|
5.79K
$243K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.73K+ 41.72% |
$236K - $240K
|
19.5K
$817K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.72K+ 29.13% |
$236K - $240K
|
25.3K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
5.66K+ 10.02% |
$234K - $238K
|
62.2K
$2.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
5.58K+ 21.63% |
$230K - $234K
|
31.4K
$1.32M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
5.54K+ 13.95% |
$229K - $233K
|
45.3K
$1.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.49KNew |
$227K - $230K
|
5.49K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
5.27KNew |
$218K - $221K
|
5.27K
$221K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.19KNew |
$214K - $218K
|
5.19K
$218K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
5.09K+ 12.41% |
$210K - $214K
|
46.2K
$1.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.94KNew |
$204K - $207K
|
4.94K
$207K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.92KNew |
$203K - $207K
|
4.92K
$207K
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
4.86K+ 43.61% |
$201K - $204K
|
16K
$672K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.77K+ 5.52% |
$197K - $200K
|
91.3K
$3.83M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.73K+ 5.32% |
$195K - $199K
|
93.6K
$3.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
BUY
|
- |
4.37K+ 2.16% |
$180K - $183K
|
206K
$8.65M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.17K+ 45.0% |
$172K - $175K
|
13.4K
$565K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.07K+ 34.07% |
$168K - $171K
|
16K
$672K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.75K+ 2.79% |
$155K - $158K
|
138K
$5.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3.73K+ 16.27% |
$154K - $157K
|
26.7K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.73K+ 2.07% |
$154K - $157K
|
184K
$7.74M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
3.58K+ 2.85% |
$148K - $150K
|
129K
$5.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.37K+ 4.58% |
$139K - $142K
|
77.1K
$3.24M
|