True Wealth Design, LLC Ssga Active Trust Transaction History

True Wealth Design, LLC

$256 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	SELL	$41.68 - $42.09 $14,629 - $14,773	-351 Reduced 1.35%	25,681 $1.07 Billion
Q1 2024 May 14, 2024	BUY	$41.64 - $42.11 $163,770 - $165,618	3,933 Added 17.8%	26,032 $1.1 Billion
Q4 2023 Feb 14, 2024	BUY	$41.29 - $41.98 $4,996 - $5,079	121 Added 0.55%	22,099 $927 Million
Q3 2023 Nov 13, 2023	BUY	$41.52 - $42.12 $21,756 - $22,070	524 Added 2.44%	21,978 $922 Million
Q2 2023 Aug 14, 2023	BUY	$40.84 - $41.87 $35,653 - $36,552	873 Added 4.24%	21,454 $898 Million
Q1 2023 May 12, 2023	SELL	$40.7 - $42.14 $82,946 - $85,881	-2,038 Reduced 9.01%	20,581 $853 Million
Q4 2022 Feb 15, 2023	BUY	$40.74 - $41.61 $921,498 - $941,176	22,619 New	22,619 $925 Million

Others Institutions Holding SRLN

# of Institutions

546

Shares Held

118M

Call Options Held

68.4K

Put Options Held

60.6K

Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

11.3M
Shares

$473 Million
1.16% of portfolio
Bank Of America Corp Charlotte, NC

9.94M
Shares

$418 Million
0.03% of portfolio
Arizona Psprs Trust Phoenix, AZ

7.54M
Shares

$317 Million
12.5% of portfolio
Morgan Stanley New York, NY

7.3M
Shares

$307 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

4.41M
Shares

$185 Million
0.03% of portfolio

About SSGA ACTIVE TRUST

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