Modern Wealth Management, LLC Ssga Active Trust Transaction History

Modern Wealth Management, LLC

$3.78 Billion
Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Ssga Active Trust stock. As of the latest transaction made, Modern Wealth Management, LLC holds 8,910 shares of SRLN stock, worth $366,201. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,910

Previous 7,553 17.97%

Holding current value

$366,201

Previous $310,000 19.35%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$39.47 - $41.59 $53,560 - $56,437	1,357 Added 17.97%	8,910 $370,000
Q1 2025 May 15, 2025	SELL	$41.02 - $41.99 $23,012 - $23,556	-561 Reduced 6.91%	7,553 $311 Million
Q4 2024 May 30, 2025	BUY	$41.48 - $42.08 $22,814 - $23,144	550 Added 7.28%	8,103 $338,000
Q4 2024 May 29, 2025	BUY	$41.48 - $42.08 $22,814 - $23,144	550 Added 7.28%	8,103 $338,000
Q4 2024 Feb 11, 2025	SELL	$41.48 - $42.08 $4,770 - $4,839	-115 Reduced 1.4%	8,114 $338 Million
Q3 2024 May 30, 2025	BUY	$40.93 - $41.85 $27,668 - $28,290	676 Added 8.95%	8,229 $343,000
Q3 2024 May 29, 2025	BUY	$40.93 - $41.85 $27,668 - $28,290	676 Added 8.95%	8,229 $343,000
Q3 2024 Nov 05, 2024	SELL	$40.93 - $41.85 $286 - $292	-7 Reduced 0.08%	8,229 $344 Million
Q2 2024 May 29, 2025	BUY	$41.68 - $42.09 $28,467 - $28,747	683 Added 9.04%	8,236 $344,000
Q2 2024 Aug 07, 2024	SELL	$41.68 - $42.09 $32,510 - $32,830	-780 Reduced 8.65%	8,236 $344 Million
Q1 2024 May 28, 2025	BUY	$41.64 - $42.11 $60,586 - $61,270	1,455 Added 19.26%	9,008 $379 Million
Q1 2024 May 13, 2024	BUY	$41.64 - $42.11 $59,337 - $60,006	1,425 Added 18.77%	9,016 $378 Million
Q4 2023 May 28, 2025	BUY	$41.29 - $41.98 $4,170 - $4,239	101 Added 1.34%	7,654 $321 Million
Q4 2023 Feb 14, 2024	BUY	$41.29 - $41.98 $313,432 - $318,670	7,591 New	7,591 $318 Million

Others Institutions Holding SRLN

# of Institutions

583

Shares Held

129M

Call Options Held

35.2K

Put Options Held

28.3K

View Full List

About SSGA ACTIVE TRUST

Ticker SRLN
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Modern Wealth Management, LLC Ssga Active Trust Transaction History