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 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.2K- 11.78% |
$49.5K - $50.3K
|
8.97K
$376K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.25K- 49.72% |
$51.5K - $52.4K
|
1.26K
$53K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.28K- 7.71% |
$52.6K - $53.5K
|
15.3K
$641K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.31K- 17.17% |
$54K - $54.9K
|
6.31K
$265K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-1.34K- 99.55% |
$55.2K - $56.1K
|
6
$252
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.4K- 4.3% |
$57.8K - $58.8K
|
31.1K
$1.31M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.48K- 1.26% |
$61.1K - $62.1K
|
116K
$4.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.48K- 6.41% |
$61.1K - $62.1K
|
21.6K
$907K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.49K- 45.76% |
$61.5K - $62.6K
|
1.77K
$74.1K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.75K- 11.81% |
$72.4K - $73.6K
|
13.1K
$550K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.78K- 10.28% |
$73.6K - $74.8K
|
15.6K
$653K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.93K- 16.6% |
$79.6K - $80.9K
|
9.68K
$407K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.13K- 8.48% |
$87.9K - $89.4K
|
23K
$965K
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-2.19K- 14.85% |
$90.3K - $91.9K
|
12.6K
$527K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.3K- 4.2% |
$94.8K - $96.4K
|
52.4K
$2.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.36K- 22.02% |
$97.4K - $99K
|
8.35K
$351K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-2.4K- 14.44% |
$99.1K - $101K
|
14.2K
$597K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.42K- 4.64% |
$99.9K - $102K
|
49.7K
$2.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-2.5K- 9.81% |
$103K - $105K
|
23K
$964K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.53K- 2.85% |
$105K - $106K
|
86.3K
$3.62M
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-2.67K- 3.79% |
$110K - $112K
|
67.8K
$2.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.88K- 72.54% |
$119K - $121K
|
1.09K
$45.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.01K- 14.69% |
$124K - $126K
|
17.5K
$734K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-3.08K- 12.3% |
$127K - $129K
|
22K
$922K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.21K- 7.84% |
$132K - $135K
|
37.7K
$1.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.21K- 7.77% |
$133K - $135K
|
38.1K
$1.6M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.38K- 5.47% |
$140K - $142K
|
58.4K
$2.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-3.55K- 5.69% |
$147K - $149K
|
58.8K
$2.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.69K- 25.94% |
$152K - $155K
|
10.5K
$442K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.7K- 28.31% |
$153K - $155K
|
9.38K
$394K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.03K- 11.84% |
$167K - $169K
|
30K
$1.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Florin Court Capital LLP
|
SELL
|
- |
-4.1K- 33.88% |
$169K - $172K
|
8K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.13K- 74.47% |
$171K - $174K
|
1.42K
$59.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.56K- 11.82% |
$188K - $191K
|
34K
$1.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-4.59K- 5.58% |
$189K - $193K
|
77.6K
$3.26M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-4.75K- 42.21% |
$196K - $199K
|
6.5K
$273K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.99K- 11.76% |
$206K - $209K
|
37.4K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.02K- 3.7% |
$207K - $211K
|
131K
$5.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-5.07K- 4.36% |
$209K - $213K
|
111K
$4.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.18K- 14.41% |
$214K - $217K
|
30.7K
$1.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.24K- 7.46% |
$216K - $220K
|
65.1K
$2.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-5.34K- 11.95% |
$221K - $224K
|
39.4K
$1.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-5.56K- 52.93% |
$230K - $233K
|
4.94K
$208K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.74K- 46.38% |
$237K - $241K
|
6.64K
$279K
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-5.89K- 1.54% |
$243K - $247K
|
376K
$15.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.89K- 5.84% |
$243K - $247K
|
95.1K
$3.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-6K- 47.62% |
$248K - $252K
|
6.6K
$277K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.83K- 2.66% |
$282K - $287K
|
250K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-6.85K- 6.01% |
$283K - $287K
|
107K
$4.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-6.97K- 13.63% |
$288K - $293K
|
44.2K
$1.85M
|