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 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-74- 0.17% |
$3.06K - $3.11K
|
43.7K
$1.84M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-90- 0.6% |
$3.72K - $3.78K
|
14.8K
$622K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-95- 0.33% |
$3.92K - $3.99K
|
28.3K
$1.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-106- 1.4% |
$4.38K - $4.45K
|
7.46K
$313K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-115- 1.09% |
$4.75K - $4.83K
|
10.5K
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-119- 5.96% |
$4.91K - $5K
|
1.88K
$78.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-144- 0.96% |
$5.95K - $6.05K
|
14.9K
$625K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-152- 8.11% |
$6.28K - $6.38K
|
1.72K
$72.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-155- 0.29% |
$6.4K - $6.51K
|
53.1K
$2.23M
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-210- 2.01% |
$8.67K - $8.82K
|
10.2K
$430K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-210- 2.74% |
$8.67K - $8.82K
|
7.46K
$313K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-283- 12.58% |
$11.7K - $11.9K
|
1.97K
$82.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-296- 0.66% |
$12.2K - $12.4K
|
44.4K
$1.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-301- 1.97% |
$12.4K - $12.6K
|
15K
$629K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-304- 3.33% |
$12.6K - $12.8K
|
8.84K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-316- 2.36% |
$13K - $13.3K
|
13.1K
$550K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-317- 3.16% |
$13.1K - $13.3K
|
9.71K
$408K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-334- 6.27% |
$13.8K - $14K
|
5K
$210K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-369- 2.97% |
$15.2K - $15.5K
|
12.1K
$507K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-384- 5.71% |
$15.9K - $16.1K
|
6.35K
$267K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-399- 7.25% |
$16.5K - $16.8K
|
5.11K
$214K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-400- 0.84% |
$16.5K - $16.8K
|
47.3K
$1.98M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-414- 3.07% |
$17.1K - $17.4K
|
13.1K
$549K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-447- 0.7% |
$18.5K - $18.8K
|
63.2K
$2.66M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-500- 1.51% |
$20.6K - $21K
|
32.5K
$1.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-524- 10.36% |
$21.6K - $22K
|
4.53K
$190K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-554- 6.82% |
$22.9K - $23.3K
|
7.57K
$318K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-597- 6.39% |
$24.7K - $25.1K
|
8.75K
$368K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-636- 1.66% |
$26.3K - $26.7K
|
37.6K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-645- 2.58% |
$26.6K - $27.1K
|
24.4K
$1.02M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-657- 6.46% |
$27.1K - $27.6K
|
9.52K
$400K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-677- 7.35% |
$28K - $28.4K
|
8.53K
$358K
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
SELL
|
- |
-706- 2.83% |
$29.2K - $29.6K
|
24.2K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-711- 1.22% |
$29.4K - $29.8K
|
57.7K
$2.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-729- 14.18% |
$30.1K - $30.6K
|
4.41K
$185K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-734- 11.53% |
$30.3K - $30.8K
|
5.63K
$237K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-750- 7.81% |
$31K - $31.5K
|
8.85K
$372K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-788- 51.74% |
$32.5K - $33.1K
|
735
$30.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-800- 4.72% |
$33K - $33.6K
|
16.1K
$678K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-818- 12.71% |
$33.8K - $34.3K
|
5.62K
$236K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-880- 13.62% |
$36.3K - $36.9K
|
5.58K
$234K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-919- 52.04% |
$37.9K - $38.6K
|
847
$35.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-920- 1.2% |
$38K - $38.6K
|
76.1K
$3.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-973- 5.13% |
$40.2K - $40.8K
|
18K
$756K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-980- 3.72% |
$40.5K - $41.1K
|
25.3K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-983- 4.05% |
$40.6K - $41.3K
|
23.3K
$978K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-1.1K- 3.39% |
$45.5K - $46.3K
|
31.4K
$1.32M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-1.1K- 0.66% |
$45.5K - $46.3K
|
167K
$7.01M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.18K- 68.39% |
$48.5K - $49.3K
|
543
$22.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 7.75% |
$49.3K - $50.2K
|
14.2K
$597K
|