Purchases and Sales Made in Q4 2024 in Ssga Active Trust (SRLN)
This table provides information about the institutional ownership of Ssga Active Trust (SRLN) during Q4 2024. 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 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
2.94KNew |
$122K - $124K
|
2.94K
$122K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.88K+ 19.82% |
$119K - $121K
|
17.4K
$725K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
2.87K+ 6.72% |
$119K - $121K
|
45.5K
$1.9M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.82K+ 4.59% |
$117K - $119K
|
64.3K
$2.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.58K+ 9.06% |
$107K - $109K
|
31.1K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
2.42K+ 1.44% |
$101K - $102K
|
171K
$7.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
2.01K+ 19.57% |
$83.5K - $84.7K
|
12.3K
$512K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.9K+ 9.34% |
$78.8K - $80K
|
22.2K
$927K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.81K+ 9.01% |
$75.2K - $76.2K
|
21.9K
$914K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.76KNew |
$73.1K - $74.2K
|
1.76K
$73.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.74K+ 6.41% |
$72K - $73.1K
|
28.8K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.72K+ 11.94% |
$71.2K - $72.3K
|
16.1K
$671K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.68K+ 25.61% |
$69.6K - $70.6K
|
8.23K
$343K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.64K+ 8.02% |
$68.1K - $69.1K
|
22.1K
$922K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.5K+ 21.74% |
$62K - $62.9K
|
8.37K
$349K
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
1.46K+ 12.21% |
$60.7K - $61.6K
|
13.4K
$560K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.43K+ 6.33% |
$59.2K - $60K
|
23.9K
$998K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.39K+ 18.88% |
$57.8K - $58.6K
|
8.77K
$366K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.38K+ 2.8% |
$57.2K - $58K
|
50.6K
$2.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.28K+ 16.5% |
$53.1K - $53.9K
|
9.04K
$377K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.2K+ 18.55% |
$49.8K - $50.5K
|
7.67K
$320K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.17K+ 3659.38% |
$48.6K - $49.3K
|
1.2K
$50.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.14K+ 110.25% |
$47.3K - $48K
|
2.17K
$90.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.1K+ 20.37% |
$45.8K - $46.4K
|
6.52K
$272K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
998+ 12.07% |
$41.4K - $42K
|
9.27K
$386K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
839+ 1.15% |
$34.8K - $35.3K
|
73.9K
$3.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
828+ 10.76% |
$34.3K - $34.8K
|
8.53K
$355K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
751+ 0.24% |
$31.2K - $31.6K
|
310K
$12.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
743+ 5.08% |
$30.8K - $31.3K
|
15.4K
$641K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
724+ 6.91% |
$30K - $30.5K
|
11.2K
$467K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
719New |
$29.8K - $30.3K
|
719
$30K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
633+ 5.23% |
$26.3K - $26.6K
|
12.7K
$531K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
605+ 9.19% |
$25.1K - $25.5K
|
7.19K
$300K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
568+ 30.59% |
$23.6K - $23.9K
|
2.43K
$101K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
551+ 10.81% |
$22.9K - $23.2K
|
5.65K
$235K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
532+ 169.97% |
$22.1K - $22.4K
|
845
$35.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
526New |
$21.8K - $22.1K
|
526
$21.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
500New |
$20.7K - $21K
|
500
$20.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
495+ 3.84% |
$20.5K - $20.8K
|
13.4K
$558K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
491+ 4.67% |
$20.4K - $20.7K
|
11K
$459K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
481+ 7.68% |
$20K - $20.2K
|
6.74K
$281K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
460+ 17.27% |
$19.1K - $19.4K
|
3.12K
$130K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
451+ 805.36% |
$18.7K - $19K
|
507
$21.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
448+ 2.29% |
$18.6K - $18.9K
|
20K
$834K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
406New |
$16.8K - $17.1K
|
406
$16.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
395+ 4.21% |
$16.4K - $16.6K
|
9.79K
$408K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
373+ 2.73% |
$15.5K - $15.7K
|
14.1K
$586K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
339+ 2.16% |
$14.1K - $14.3K
|
16K
$668K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
326+ 4.92% |
$13.5K - $13.7K
|
6.96K
$290K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
291+ 4.28% |
$12.1K - $12.2K
|
7.1K
$296K
|