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 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
56New |
$2.32K - $2.36K
|
56
$2.32K
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
50+ 0.38% |
$2.07K - $2.1K
|
13.3K
$548K
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
50+ 0.33% |
$2.07K - $2.1K
|
15.1K
$623K
|
|
May 14, 2025
Q4 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
47+ 0.98% |
$1.95K - $1.98K
|
4.84K
$200K
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
34+ 0.24% |
$1.41K - $1.43K
|
14.1K
$584K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
30+ 2.09% |
$1.24K - $1.26K
|
1.47K
$60.8K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
26New |
$1.08K - $1.09K
|
26
$1.08K
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
23+ 0.13% |
$954 - $968
|
17.1K
$707K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
19New |
$788 - $800
|
19
$786
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
17+ 0.21% |
$705 - $715
|
8.24K
$341K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
11+ 1.43% |
$456 - $463
|
781
$32.3K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10+ 0.2% |
$415 - $421
|
4.9K
$203K
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 200.0% |
$249 - $252
|
9
$373
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
5New |
$207 - $210
|
5
$207
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 3.92% |
$83 - $84.2
|
53
$2.19K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1+ 1.89% |
$41.5 - $42.1
|
54
$2.24K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 4.35% |
$41.5 - $42.1
|
24
$993
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-1- 1.3% |
$41.5 - $42.1
|
76
$3.15K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$41.5 - $42.1
|
198K
$8.2M
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1- 1.79% |
$41.5 - $42.1
|
55
$2.28K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-6- 85.71% |
$249 - $252
|
1
$41.4
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-17- 0.03% |
$705 - $715
|
53K
$2.19M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-30- 7.08% |
$1.24K - $1.26K
|
394
$16.3K
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-30- 1.99% |
$1.24K - $1.26K
|
1.48K
$61.2K
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-46- 0.3% |
$1.91K - $1.94K
|
15.1K
$626K
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-51- 0.32% |
$2.12K - $2.15K
|
16.1K
$667K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-63- 0.58% |
$2.61K - $2.65K
|
10.8K
$448K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-68- 0.94% |
$2.82K - $2.86K
|
7.14K
$296K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-70- 1.12% |
$2.9K - $2.95K
|
6.16K
$255K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-95- 42.79% |
$3.94K - $4K
|
127
$5.26K
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-104- 17.39% |
$4.31K - $4.38K
|
494
$20.4K
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-114- 1.18% |
$4.73K - $4.8K
|
9.56K
$396K
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-115- 1.4% |
$4.77K - $4.84K
|
8.11K
$336K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-116- 6.09% |
$4.81K - $4.88K
|
1.79K
$74K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-132- 8.72% |
$5.48K - $5.55K
|
1.38K
$57.2K
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-141- 1.93% |
$5.85K - $5.93K
|
7.16K
$296K
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-144- 0.39% |
$5.97K - $6.06K
|
36.6K
$1.52M
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-174- 2.6% |
$7.22K - $7.32K
|
6.51K
$270K
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-216- 2.6% |
$8.96K - $9.09K
|
8.09K
$335K
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-249- 3.1% |
$10.3K - $10.5K
|
7.79K
$323K
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-254- 2.29% |
$10.5K - $10.7K
|
10.8K
$448K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-285- 2.99% |
$11.8K - $12K
|
9.26K
$383K
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-295- 0.24% |
$12.2K - $12.4K
|
122K
$5.06M
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-304- 1.1% |
$12.6K - $12.8K
|
27.3K
$1.13M
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-304- 4.87% |
$12.6K - $12.8K
|
5.94K
$246K
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-346- 16.24% |
$14.4K - $14.6K
|
1.79K
$73.9K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-359- 5.05% |
$14.9K - $15.1K
|
6.74K
$279K
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-371- 0.87% |
$15.4K - $15.6K
|
42.3K
$1.75M
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-421- 2.78% |
$17.5K - $17.7K
|
14.7K
$610K
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-454- 6.2% |
$18.8K - $19.1K
|
6.86K
$284K
|