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 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-33.2K- 24.02% |
$1.37M - $1.39M
|
105K
$4.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-37.5K- 30.04% |
$1.55M - $1.57M
|
87.3K
$3.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-42K- 48.28% |
$1.73M - $1.76M
|
45K
$1.89M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-42.2K- 86.39% |
$1.74M - $1.77M
|
6.64K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-58.7K- 7.51% |
$2.42M - $2.46M
|
723K
$30.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-65.9K- 27.1% |
$2.72M - $2.77M
|
177K
$7.45M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-66.2K- 13.28% |
$2.73M - $2.78M
|
432K
$18.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-66.2K- 13.28% |
$2.73M - $2.78M
|
432K
$18.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-67.9K- 28.87% |
$2.8M - $2.85M
|
167K
$7.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-68.1K- 66.5% |
$2.81M - $2.86M
|
34.3K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-75.9K- 12.83% |
$3.13M - $3.18M
|
516K
$21.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
SELL
|
- |
-95.9K- 76.34% |
$3.96M - $4.02M
|
29.7K
$1.25M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-100K- 53.6% |
$4.14M - $4.21M
|
86.9K
$3.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-106K- 7.3% |
$4.37M - $4.44M
|
1.34M
$56.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-111K- 40.33% |
$4.6M - $4.68M
|
165K
$6.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-169K- 46.38% |
$6.99M - $7.1M
|
196K
$8.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-248K- 8.83% |
$10.2M - $10.4M
|
2.55M
$107M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-249K- 96.55% |
$10.3M - $10.5M
|
8.89K
$373K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-250K- 35.65% |
$10.3M - $10.5M
|
451K
$18.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-345K- 92.01% |
$14.3M - $14.5M
|
30K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-370K- 13.27% |
$15.3M - $15.6M
|
2.42M
$102M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-413K- 12.87% |
$17M - $17.3M
|
2.79M
$117M
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-690K- 39.82% |
$28.5M - $29M
|
1.04M
$43.8M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-706K- 89.06% |
$29.2M - $29.6M
|
86.7K
$3.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-781K- 86.16% |
$32.2M - $32.8M
|
125K
$5.27M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.31M- 97.62% |
$95.4M - $97M
|
56.4K
$2.37M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.39M- 27.52% |
$98.7M - $100M
|
6.29M
$264M
|