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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
3.34K+ 25.56% |
$138K - $140K
|
16.4K
$688K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.26KNew |
$134K - $137K
|
3.26K
$137K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.16K+ 8.02% |
$130K - $133K
|
42.6K
$1.79M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.75K+ 2.39% |
$114K - $116K
|
118K
$4.96M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.71K+ 21.69% |
$112K - $114K
|
15.2K
$639K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
2.49K+ 1.38% |
$103K - $105K
|
183K
$7.68M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
2.39K+ 10.61% |
$98.8K - $100K
|
24.9K
$1.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.25K+ 5.76% |
$92.8K - $94.3K
|
41.2K
$1.73M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.15K+ 14.11% |
$88.9K - $90.4K
|
17.4K
$731K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
2.06K+ 1.46% |
$85K - $86.4K
|
143K
$6.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
2.03K+ 6.84% |
$84K - $85.4K
|
31.8K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
1.93K+ 0.29% |
$79.8K - $81.1K
|
664K
$27.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.92K+ 15.44% |
$79.1K - $80.4K
|
14.3K
$601K
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.88K+ 0.66% |
$77.7K - $79K
|
287K
$12M
|
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
1.85K+ 3.79% |
$76.3K - $77.6K
|
50.6K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.8KNew |
$74.4K - $75.7K
|
1.8K
$75.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.68K+ 7.66% |
$69.3K - $70.4K
|
23.6K
$991K
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.61K+ 7.99% |
$66.6K - $67.8K
|
21.8K
$916K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
1.59KNew |
$65.8K - $66.9K
|
1.59K
$66.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.54K+ 1.6% |
$63.8K - $64.8K
|
98.2K
$4.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.52K+ 4.49% |
$62.7K - $63.8K
|
35.4K
$1.48M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 58.32% |
$61.1K - $62.1K
|
4.02K
$169K
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.38K+ 2.18% |
$57.1K - $58.1K
|
64.8K
$2.72M
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.38K+ 2.18% |
$57.1K - $58.1K
|
64.8K
$2.72M
|
|
|
Jan 22, 2024
Q4 2023
|
Refined Wealth Management
|
BUY
|
- |
1.38K+ 0.65% |
$56.8K - $57.7K
|
212K
$8.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.29K+ 4.38% |
$53.1K - $53.9K
|
30.6K
$1.28M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.27KNew |
$52.3K - $53.2K
|
1.27K
$53.2K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.1KNew |
$45.5K - $46.2K
|
1.1K
$46.2K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.09K+ 59.53% |
$45.1K - $45.9K
|
2.93K
$123K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.02K+ 0.56% |
$41.9K - $42.6K
|
181K
$7.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
954+ 1.16% |
$39.4K - $40K
|
82.9K
$3.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
953+ 1.42% |
$39.3K - $40K
|
67.9K
$2.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
933New |
$38.5K - $39.2K
|
933
$39.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
918+ 4.94% |
$37.9K - $38.5K
|
19.5K
$819K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
886New |
$36.6K - $37.2K
|
886
$37.2K
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
886+ 1.53% |
$36.6K - $37.2K
|
58.8K
$2.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
796+ 94.99% |
$32.9K - $33.4K
|
1.63K
$68.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
786+ 1.76% |
$32.5K - $33K
|
45.5K
$1.91M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
768+ 7.14% |
$31.7K - $32.2K
|
11.5K
$484K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
748+ 14.29% |
$30.9K - $31.4K
|
5.98K
$251K
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
735+ 2.62% |
$30.3K - $30.9K
|
28.8K
$1.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
735+ 3.14% |
$30.3K - $30.9K
|
24.2K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
732+ 4.03% |
$30.2K - $30.7K
|
18.9K
$793K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
705+ 6.78% |
$29.1K - $29.6K
|
11.1K
$466K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
699+ 14.03% |
$28.9K - $29.3K
|
5.68K
$238K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
629+ 57.44% |
$26K - $26.4K
|
1.72K
$72.4K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
600New |
$24.8K - $25.2K
|
600
$25.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
588+ 5.84% |
$24.3K - $24.7K
|
10.7K
$447K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
554+ 2.03% |
$22.9K - $23.3K
|
27.8K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
530+ 1.78% |
$21.9K - $22.2K
|
30.3K
$1.27M
|