Primoris Wealth Advisors, LLC Ssga Active Trust Transaction History

Primoris Wealth Advisors, LLC

$135 Million
Q2 2025

A detailed history of Primoris Wealth Advisors, LLC transactions in Ssga Active Trust stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 14,096 shares of SRLN stock, worth $583,997. This represents 0.44% of its overall portfolio holdings.

Number of Shares

14,096

Previous 14,093 0.02%

Holding current value

$583,997

Previous $579,000 1.21%

% of portfolio

0.44%

Previous 0.49%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$39.47 - $41.59 $118 - $124	3 Added 0.02%	14,096 $586,000
Q1 2025 Apr 24, 2025	SELL	$41.02 - $41.99 $16,325 - $16,712	-398 Reduced 2.75%	14,093 $579,000
Q4 2024 Feb 13, 2025	BUY	$41.48 - $42.08 $12,651 - $12,834	305 Added 2.15%	14,491 $604,000
Q3 2024 Nov 01, 2024	BUY	$40.93 - $41.85 $8,349 - $8,537	204 Added 1.46%	14,186 $592,000
Q2 2024 Aug 01, 2024	BUY	$41.68 - $42.09 $166 - $168	4 Added 0.03%	13,982 $584,000
Q1 2024 May 07, 2024	SELL	$41.64 - $42.11 $10,285 - $10,401	-247 Reduced 1.74%	13,978 $588,000
Q4 2023 Feb 15, 2024	SELL	$41.29 - $41.98 $49,341 - $50,166	-1,195 Reduced 7.75%	14,225 $596,000
Q3 2023 Oct 31, 2023	SELL	$41.52 - $42.12 $20,593 - $20,891	-496 Reduced 3.12%	15,420 $646,000
Q2 2023 Aug 03, 2023	BUY	$40.84 - $41.87 $122 - $125	3 Added 0.02%	15,916 $666,000
Q1 2023 Apr 25, 2023	BUY	$40.7 - $42.14 $81 - $84	2 Added 0.01%	15,913 $659,000
Q4 2022 Feb 03, 2023	SELL	$40.74 - $41.61 $249,369 - $254,694	-6,121 Reduced 27.78%	15,911 $650,000
Q3 2022 Oct 20, 2022	BUY	$40.87 - $43.45 $153,344 - $163,024	3,752 Added 20.53%	22,032 $895,000
Q2 2022 Jul 29, 2022	SELL	$41.64 - $45.06 $145,656 - $157,619	-3,498 Reduced 16.06%	18,280 $763,000
Q1 2022 Apr 29, 2022	BUY	$43.97 - $45.84 $317,727 - $331,239	7,226 Added 49.66%	21,778 $977,000
Q4 2021 Feb 08, 2022	BUY	$45.27 - $45.96 $658,769 - $668,809	14,552 New	14,552 $689,000

Others Institutions Holding SRLN

# of Institutions

589

Shares Held

138M

Call Options Held

Put Options Held

34.7K

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 Primoris Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Primoris Wealth Advisors, LLC with notifications on news.

Account

Primoris Wealth Advisors, LLC Ssga Active Trust Transaction History