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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
6.81K+ 14.16% |
$283K - $287K
|
54.9K
$2.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.68K+ 25.61% |
$69.6K - $70.6K
|
8.23K
$343K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
5.83KNew |
$242K - $245K
|
5.83K
$243K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-70- 1.12% |
$2.9K - $2.95K
|
6.16K
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
87.9K+ 186.98% |
$3.64M - $3.7M
|
135K
$5.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
495+ 3.84% |
$20.5K - $20.8K
|
13.4K
$559K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
532K+ 58.04% |
$22.1M - $22.4M
|
1.45M
$60.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
34.9K+ 52.89% |
$1.45M - $1.47M
|
101K
$4.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.86KNew |
$201K - $204K
|
4.86K
$203K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-156K- 36.23% |
$6.48M - $6.57M
|
275K
$11.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5.35K+ 2.85% |
$222K - $225K
|
193K
$8.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.78K- 11.08% |
$73.6K - $74.7K
|
14.2K
$594K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
23.8KNew |
$988K - $1M
|
23.8K
$994K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-8.88K- 59.96% |
$368K - $374K
|
5.93K
$248K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.43K+ 6.33% |
$59.2K - $60K
|
23.9K
$999K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
568+ 30.59% |
$23.6K - $23.9K
|
2.43K
$101K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.88K+ 19.82% |
$119K - $121K
|
17.4K
$726K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
395+ 4.21% |
$16.4K - $16.6K
|
9.79K
$408K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-674- 2.07% |
$28K - $28.4K
|
31.9K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-144- 0.39% |
$5.97K - $6.06K
|
36.6K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
9.35KNew |
$388K - $393K
|
9.35K
$390K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-216- 2.6% |
$8.96K - $9.09K
|
8.09K
$338K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
6.86KNew |
$284K - $289K
|
6.86K
$286K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-50.2K- 23.65% |
$2.08M - $2.11M
|
162K
$6.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
21.7K+ 9.75% |
$899K - $912K
|
244K
$10.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10+ 0.2% |
$415 - $421
|
4.9K
$204K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
18.7K+ 10.44% |
$774K - $785K
|
197K
$8.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-678- 10.02% |
$28.1K - $28.5K
|
6.09K
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
839+ 1.15% |
$34.8K - $35.3K
|
73.9K
$3.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
58+ 1.92% |
$2.41K - $2.44K
|
3.08K
$128K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-9.35K- 13.82% |
$388K - $394K
|
58.3K
$2.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.71K- 11.32% |
$70.7K - $71.7K
|
13.4K
$557K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
719New |
$29.8K - $30.3K
|
719
$30K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.7K- 17.18% |
$70.6K - $71.7K
|
8.21K
$343K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.7K- 4.15% |
$445K - $452K
|
248K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
107+ 1.47% |
$4.44K - $4.5K
|
7.4K
$309K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.52K+ 14.91% |
$146K - $148K
|
27.2K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
278K+ 94.32% |
$11.5M - $11.7M
|
572K
$23.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.14K+ 110.25% |
$47.3K - $48K
|
2.17K
$90.7K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
9.95K+ 93.79% |
$413K - $419K
|
20.6K
$858K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
50.6K+ 27.8% |
$2.1M - $2.13M
|
233K
$9.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
1.46K+ 12.21% |
$60.7K - $61.6K
|
13.4K
$561K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.82K+ 4.59% |
$117K - $119K
|
64.3K
$2.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-249- 3.1% |
$10.3K - $10.5K
|
7.79K
$325K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
6.51K+ 93.28% |
$270K - $274K
|
13.5K
$563K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
406New |
$16.8K - $17.1K
|
406
$16.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-688- 2.69% |
$28.5K - $29K
|
24.9K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.9K+ 9.34% |
$78.8K - $80K
|
22.2K
$928K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.5K+ 21.74% |
$62K - $62.9K
|
8.37K
$349K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.24K- 3.1% |
$51.5K - $52.3K
|
38.8K
$1.62M
|