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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-285- 2.99% |
$11.8K - $12K
|
9.26K
$386K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-295- 0.24% |
$12.2K - $12.4K
|
122K
$5.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-346- 16.24% |
$14.4K - $14.6K
|
1.79K
$74.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-421- 2.78% |
$17.5K - $17.7K
|
14.7K
$614K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-454- 6.2% |
$18.8K - $19.1K
|
6.86K
$286K
|
|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
SELL
|
- |
-459- 0.21% |
$19K - $19.3K
|
215K
$8.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-594- 3.86% |
$24.6K - $25K
|
14.8K
$617K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-655- 9.87% |
$27.2K - $27.6K
|
5.98K
$249K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-674- 2.07% |
$28K - $28.4K
|
31.9K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-678- 10.02% |
$28.1K - $28.5K
|
6.09K
$254K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-688- 0.18% |
$28.5K - $29K
|
387K
$16.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-688- 2.69% |
$28.5K - $29K
|
24.9K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-714- 0.88% |
$29.6K - $30K
|
80.3K
$3.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-754- 3.96% |
$31.3K - $31.7K
|
18.3K
$762K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-880- 1.14% |
$36.5K - $37K
|
76.2K
$3.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-1.01K- 4.65% |
$41.9K - $42.5K
|
20.7K
$863K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.24K- 3.1% |
$51.5K - $52.3K
|
38.8K
$1.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.28K- 14.91% |
$53.1K - $53.8K
|
7.3K
$304K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.32K- 4.3% |
$54.6K - $55.4K
|
29.3K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.36K- 1.06% |
$56.5K - $57.3K
|
127K
$5.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.51K- 5.55% |
$62.7K - $63.6K
|
25.7K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.58K- 7.55% |
$65.5K - $66.5K
|
19.3K
$806K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.7K- 17.18% |
$70.6K - $71.7K
|
8.21K
$342K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.71K- 11.32% |
$70.7K - $71.7K
|
13.4K
$557K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.74K- 6.18% |
$72K - $73K
|
26.3K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.78K- 11.08% |
$73.6K - $74.7K
|
14.2K
$594K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.95K- 15.01% |
$80.7K - $81.8K
|
11K
$459K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-1.95K- 17.77% |
$81.1K - $82.2K
|
9.05K
$377K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-2.17K- 5.31% |
$90.1K - $91.4K
|
38.7K
$1.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.18K- 19.01% |
$90.4K - $91.7K
|
9.28K
$387K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-2.29K- 3.38% |
$94.9K - $96.2K
|
65.4K
$2.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.43K- 14.22% |
$101K - $102K
|
14.7K
$612K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-2.45K- 3.16% |
$102K - $103K
|
75K
$3.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2.64K- 24.47% |
$109K - $111K
|
8.14K
$339K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.79K- 7.24% |
$116K - $117K
|
35.7K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-2.82K- 34.62% |
$117K - $118K
|
5.32K
$222K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.22K- 6.6% |
$134K - $136K
|
45.6K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.47K- 8.74% |
$144K - $146K
|
36.2K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-3.77K- 43.42% |
$156K - $159K
|
4.91K
$205K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.82K- 18.85% |
$158K - $161K
|
16.4K
$685K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-3.87K- 10.71% |
$161K - $163K
|
32.3K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.19K- 5.54% |
$174K - $176K
|
71.4K
$2.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.09K- 15.9% |
$211K - $214K
|
26.9K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-5.35K- 3.19% |
$222K - $225K
|
162K
$6.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-6K- 35.63% |
$249K - $252K
|
10.8K
$452K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-6.48K- 9.63% |
$269K - $273K
|
60.8K
$2.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-7.58K- 16.59% |
$315K - $319K
|
38.1K
$1.59M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-7.9K- 10.58% |
$328K - $332K
|
66.8K
$2.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-7.94K- 5.36% |
$329K - $334K
|
140K
$5.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-8.88K- 59.96% |
$368K - $374K
|
5.93K
$247K
|