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 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
522+ 1.59% |
$21.6K - $21.9K
|
33.3K
$1.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
520+ 4.84% |
$21.5K - $21.8K
|
11.3K
$472K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
508+ 0.79% |
$21K - $21.3K
|
64.8K
$2.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
472+ 1.85% |
$19.5K - $19.8K
|
26K
$1.09M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
467+ 0.79% |
$19.3K - $19.6K
|
59.6K
$2.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
435New |
$18K - $18.3K
|
435
$18.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
426+ 6.85% |
$17.6K - $17.9K
|
6.64K
$279K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
394+ 2.45% |
$16.3K - $16.5K
|
16.5K
$693K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
340+ 1.98% |
$14K - $14.3K
|
17.5K
$736K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
334New |
$13.8K - $14K
|
334
$14K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
326New |
$13.5K - $13.7K
|
326
$13.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
285New |
$11.8K - $12K
|
285
$12K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
250New |
$10.3K - $10.5K
|
250
$10.5K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
243New |
$10K - $10.2K
|
243
$10.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
224+ 2.7% |
$9.25K - $9.4K
|
8.52K
$358K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
188+ 3.41% |
$7.76K - $7.89K
|
5.7K
$239K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
152+ 0.49% |
$6.28K - $6.38K
|
31K
$1.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
144+ 6.23% |
$5.95K - $6.05K
|
2.46K
$103K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
141+ 8.58% |
$5.82K - $5.92K
|
1.78K
$74.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
124+ 1.2% |
$5.12K - $5.21K
|
10.4K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
121+ 0.55% |
$5K - $5.08K
|
22.1K
$928K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
118+ 22.35% |
$4.87K - $4.95K
|
646
$27.1K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
105+ 1.65% |
$4.34K - $4.41K
|
6.46K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
101+ 2.04% |
$4.17K - $4.24K
|
5.06K
$212K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
93+ 3.28% |
$3.84K - $3.9K
|
2.93K
$123K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
75+ 3.67% |
$3.1K - $3.15K
|
2.12K
$89K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
75+ 0.69% |
$3.1K - $3.15K
|
10.9K
$458K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
70+ 0.42% |
$2.89K - $2.94K
|
16.7K
$703K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
67New |
$2.77K - $2.81K
|
67
$2.81K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
32New |
$1.32K - $1.34K
|
32
$1.34K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
18+ 0.2% |
$743 - $756
|
8.83K
$371K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
17+ 0.91% |
$702 - $714
|
1.89K
$79.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12New |
$495 - $504
|
12
$504
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
11+ 1.49% |
$454 - $462
|
749
$31.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
6+ 0.12% |
$248 - $252
|
4.84K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2+ 1.14% |
$82.6 - $84
|
177
$7.43K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
1+ 0.0% |
$41.3 - $42
|
641K
$26.9M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 8.33% |
$41.3 - $42
|
11
$462
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1- 0.48% |
$41.3 - $42
|
207
$8.69K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 40.0% |
$82.6 - $84
|
3
$126
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18- 1.13% |
$743 - $756
|
1.57K
$66K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-20- 9.09% |
$826 - $840
|
200
$8.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.46% |
$1.24K - $1.26K
|
6.42K
$270K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-40- 0.76% |
$1.65K - $1.68K
|
5.2K
$218K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-45- 0.34% |
$1.86K - $1.89K
|
13.1K
$551K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-52- 0.41% |
$2.15K - $2.18K
|
12.8K
$536K
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-53- 0.08% |
$2.19K - $2.22K
|
63.7K
$2.68M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-55- 0.78% |
$2.27K - $2.31K
|
7.03K
$295K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-61- 0.74% |
$2.52K - $2.56K
|
8.21K
$344K
|