Balboa Wealth Partners Ssga Active Trust Transaction History

Balboa Wealth Partners

$398 Million
Q1 2025

A detailed history of Balboa Wealth Partners transactions in Ssga Active Trust stock. As of the latest transaction made, Balboa Wealth Partners holds 10,489 shares of SRLN stock, worth $435,922. This represents 0.11% of its overall portfolio holdings.

Number of Shares

10,489

Previous 6,998 49.89%

Holding current value

$435,922

Previous $292,000 47.6%

% of portfolio

0.11%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$41.02 - $41.99 $143,200 - $146,587	3,491 Added 49.89%	10,489 $431,000
Q4 2024 Feb 10, 2025	BUY	$41.48 - $42.08 $6,553 - $6,648	158 Added 2.31%	6,998 $292,000
Q3 2024 Nov 06, 2024	BUY	$40.93 - $41.85 $35,199 - $35,991	860 Added 14.38%	6,840 $285,000
Q2 2024 Aug 13, 2024	BUY	$41.68 - $42.09 $1,625 - $1,641	39 Added 0.66%	5,980 $249,000
Q1 2024 May 13, 2024	BUY	$41.64 - $42.11 $247,383 - $250,175	5,941 New	5,941 $250,000
Q3 2023 Oct 23, 2023	BUY	$41.52 - $42.12 $122,940 - $124,717	2,961 Added 59.31%	7,953 $333,000
Q2 2023 Aug 08, 2023	BUY	$40.84 - $41.87 $203,873 - $209,015	4,992 New	4,992 $209,000
Q4 2022 Feb 14, 2023	BUY	$40.74 - $41.61 $60,172 - $61,457	1,477 Added 27.66%	6,817 $278,000
Q3 2022 Jan 04, 2023	BUY	$40.87 - $43.45 $218,245 - $232,023	5,340 New	5,340 $218,000

Others Institutions Holding SRLN

# of Institutions

585

Shares Held

143M

Call Options Held

Put Options Held

44.8K

View Full List

About SSGA ACTIVE TRUST

Ticker SRLN
Sector ETFs
Industry ETFs

More about SRLN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.

Account

Balboa Wealth Partners Ssga Active Trust Transaction History