Latest Institutional Transactions on Ssga Active Trust (SRLN)
This table provides information on the latest institutional transactions involving Ssga Active Trust (SRLN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
35New |
$1.42K - $1.47K
|
35
$1.47K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-32- 78.05% |
$1.3K - $1.35K
|
9
$378
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.47K- 5.92% |
$59.9K - $62K
|
23.4K
$981K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
32.5K+ 510.03% |
$1.32M - $1.37M
|
38.9K
$1.63M
|
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
9.05KNew |
$368K - $381K
|
9.05K
$380K
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-26.4K- 83.35% |
$1.07M - $1.11M
|
5.27K
$221K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
1.62K+ 2.88% |
$65.8K - $68.1K
|
57.8K
$2.43M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.98K+ 8.72% |
$80.6K - $83.4K
|
24.7K
$1.04M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-4.79K- 46.87% |
$195K - $202K
|
5.43K
$228K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
195+ 3.78% |
$7.94K - $8.22K
|
5.35K
$225K
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-5.24K- 14.32% |
$213K - $221K
|
31.3K
$1.32M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-26- 0.32% |
$1.06K - $1.1K
|
8.22K
$345K
|
|
|
May 04, 2023
Q1 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-799- 4.18% |
$32.5K - $33.7K
|
18.3K
$768K
|
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
38+ 0.26% |
$1.55K - $1.6K
|
14.6K
$611K
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-3.78K- 1.85% |
$154K - $159K
|
200K
$8.39M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
CALL |
-3.3K- 91.67% |
$134K - $139K
|
300
$12.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-6.18K- 46.06% |
$251K - $260K
|
7.23K
$304K
|
|
|
Apr 26, 2023
Q1 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
4.71K+ 1.76% |
$192K - $198K
|
272K
$11.4M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
PUT |
4New |
$163 - $169
|
4
$168
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-8.14K- 34.0% |
$331K - $343K
|
15.8K
$663K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
49New |
$1.99K - $2.06K
|
49
$2.06K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-149K- 95.93% |
$6.08M - $6.3M
|
6.35K
$267K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
623New |
$25.4K - $26.3K
|
623
$26.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
580New |
$23.6K - $24.4K
|
580
$24.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
SELL
|
- |
-27.6K- 83.69% |
$1.12M - $1.16M
|
5.38K
$226K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-14- 0.13% |
$570 - $590
|
11K
$462K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
331K+ 3220.86% |
$13.5M - $14M
|
342K
$14.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.36K- 37.6% |
$137K - $142K
|
5.58K
$234K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-36- 0.66% |
$1.47K - $1.52K
|
5.42K
$227K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-865- 4.31% |
$35.2K - $36.5K
|
19.2K
$807K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-9.08K- 63.84% |
$370K - $383K
|
5.14K
$216K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-75.8KClosed |
$3.09M - $3.15M
|
0
$0
|
|
|
Aug 28, 2023
Q4 2022
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
32.2KNew |
$1.31M - $1.34M
|
32.2K
$1.35M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.13K+ 50.54% |
$127K - $130K
|
9.31K
$391K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-147KClosed |
$6M - $6.13M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
304+ 2.57% |
$12.4K - $12.6K
|
12.1K
$510K
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-631K- 95.42% |
$25.7M - $26.2M
|
30.3K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-1.7K- 72.07% |
$69.1K - $70.5K
|
657
$27.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.19K+ 4.88% |
$130K - $133K
|
68.6K
$2.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-6.89K- 7.06% |
$280K - $286K
|
90.6K
$3.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
809KNew |
$32.9M - $33.7M
|
809K
$34M
|
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
87.3K+ 2.3% |
$3.55M - $3.63M
|
3.87M
$163M
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
13.8KNew |
$560K - $572K
|
13.8K
$578K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-552K- 97.55% |
$22.5M - $23M
|
13.8K
$581K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16.4K- 49.06% |
$667K - $681K
|
17K
$713K
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
19.7K+ 106.49% |
$803K - $820K
|
38.2K
$1.6M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
108K+ 17.85% |
$4.38M - $4.48M
|
710K
$29.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-2.09K- 6.6% |
$85K - $86.8K
|
29.5K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.24K+ 8.27% |
$132K - $135K
|
42.4K
$1.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
PUT |
135KNew |
$5.5M - $5.62M
|
135K
$5.67M
|
|