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 02, 2024
Q4 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-7.17K- 12.06% |
$296K - $301K
|
52.3K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-7.24K- 2.37% |
$299K - $304K
|
298K
$12.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.62K- 38.97% |
$315K - $320K
|
11.9K
$501K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-7.66K- 34.1% |
$316K - $322K
|
14.8K
$622K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-7.73K- 18.24% |
$319K - $325K
|
34.6K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-7.77K- 0.24% |
$321K - $326K
|
3.23M
$136M
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-8.03K- 99.48% |
$332K - $337K
|
42
$1.76K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-8.25K- 19.36% |
$340K - $346K
|
34.4K
$1.44M
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-9.7K- 2.11% |
$401K - $407K
|
451K
$18.9M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-9.76K- 41.43% |
$403K - $410K
|
13.8K
$579K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-9.87K- 63.38% |
$407K - $414K
|
5.7K
$239K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-10.2K- 51.95% |
$420K - $427K
|
9.4K
$395K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-10.3K- 14.04% |
$425K - $433K
|
63.1K
$2.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-10.6K- 9.75% |
$436K - $443K
|
97.7K
$4.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.7K- 15.48% |
$441K - $448K
|
58.2K
$2.44M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-11.7K- 14.26% |
$485K - $493K
|
70.6K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.3K- 42.88% |
$508K - $517K
|
16.4K
$688K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-12.5K- 56.92% |
$514K - $523K
|
9.42K
$396K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.9K- 3.44% |
$531K - $540K
|
361K
$15.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.8K- 1.54% |
$569K - $579K
|
880K
$37M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-14K- 5.25% |
$576K - $586K
|
252K
$10.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-14.4K- 16.14% |
$594K - $604K
|
74.8K
$3.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-14.5K- 18.15% |
$600K - $610K
|
65.6K
$2.75M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.6K- 5.6% |
$603K - $613K
|
246K
$10.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-14.7K- 7.09% |
$606K - $616K
|
192K
$8.07M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.9K- 5.77% |
$615K - $626K
|
243K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-15.1K- 65.29% |
$624K - $635K
|
8.04K
$337K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-15.2K- 36.78% |
$626K - $637K
|
26.1K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-16.1K- 4.37% |
$664K - $675K
|
352K
$14.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-16.5K- 18.68% |
$680K - $691K
|
71.7K
$3.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-16.9K- 34.69% |
$697K - $708K
|
31.8K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.9K- 15.86% |
$697K - $709K
|
89.6K
$3.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.1K- 56.01% |
$708K - $719K
|
13.5K
$565K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-17.5K- 29.0% |
$722K - $734K
|
42.8K
$1.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-18.5K- 1.73% |
$765K - $777K
|
1.05M
$44M
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
SELL
|
- |
-19K- 24.05% |
$785K - $798K
|
60K
$2.52M
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
SELL
|
- |
-19K- 38.2% |
$785K - $798K
|
30.8K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-20.1K- 74.59% |
$830K - $844K
|
6.85K
$288K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-20.5K- 10.19% |
$845K - $859K
|
180K
$7.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-20.5K- 18.25% |
$846K - $860K
|
91.8K
$3.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-20.8K- 19.33% |
$858K - $872K
|
86.7K
$3.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-21.1K- 13.33% |
$870K - $884K
|
137K
$5.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-21.3K- 8.24% |
$881K - $896K
|
238K
$9.98M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-21.9K- 28.78% |
$904K - $919K
|
54.2K
$2.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-25.3K- 13.27% |
$1.05M - $1.06M
|
166K
$6.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-26.2K- 7.61% |
$1.08M - $1.1M
|
318K
$13.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-26.4K- 2.76% |
$1.09M - $1.11M
|
931K
$39.1M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-27.8K- 41.69% |
$1.15M - $1.17M
|
38.9K
$1.63M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-28.7K- 36.55% |
$1.18M - $1.2M
|
49.8K
$2.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-31.7K- 48.68% |
$1.31M - $1.33M
|
33.4K
$1.4M
|