Purchases and Sales Made in Q1 2022 in Ssga Active Trust (SRLN)
This table provides information about the institutional ownership of Ssga Active Trust (SRLN) during Q1 2022. The information is specifically focused on institutions that hold shares of SSGA ACTIVE TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.07KNew |
$179K - $187K
|
4.07K
$170K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.94K+ 9.26% |
$173K - $180K
|
46.4K
$1.93M
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.84K+ 7.28% |
$169K - $176K
|
56.5K
$2.36M
|
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
3.82K+ 5.01% |
$168K - $175K
|
80K
$3.33M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.77K+ 26.21% |
$166K - $173K
|
18.2K
$756K
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.64K+ 72.22% |
$160K - $167K
|
8.67K
$361K
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.43KNew |
$151K - $157K
|
3.43K
$143K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
3.4K+ 16.58% |
$150K - $156K
|
23.9K
$997K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.39K+ 35.22% |
$149K - $155K
|
13K
$542K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.31K+ 39.39% |
$145K - $152K
|
11.7K
$488K
|
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
3.27K+ 3.37% |
$144K - $150K
|
100K
$4.17M
|
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
BUY
|
- |
3.26K+ 38.68% |
$144K - $150K
|
11.7K
$488K
|
|
|
Apr 22, 2022
Q1 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
3.25K+ 2.07% |
$143K - $149K
|
161K
$6.69M
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
3.2K+ 7.61% |
$141K - $147K
|
45.3K
$1.89M
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.15K+ 27.32% |
$138K - $144K
|
14.7K
$611K
|
|
|
Apr 11, 2022
Q1 2022
|
Rfg Holdings, Inc.
|
BUY
|
- |
2.95K+ 0.57% |
$130K - $135K
|
521K
$21.7M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
2.94KNew |
$129K - $135K
|
2.94K
$122K
|
|
|
Apr 11, 2022
Q1 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.86K+ 0.59% |
$126K - $131K
|
491K
$20.5M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.82K+ 72.53% |
$124K - $129K
|
6.71K
$279K
|
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
BUY
|
- |
2.77K+ 9.14% |
$122K - $127K
|
33.1K
$1.38M
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.69KNew |
$118K - $123K
|
2.69K
$112K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.62K+ 0.98% |
$115K - $120K
|
271K
$11.3M
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.29K+ 20.06% |
$100K - $105K
|
13.7K
$570K
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
2.17K+ 0.61% |
$95.6K - $99.7K
|
360K
$15M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.09K+ 85.42% |
$91.7K - $95.6K
|
4.53K
$189K
|
|
|
May 06, 2022
Q1 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
2.06K+ 23.57% |
$90.8K - $94.6K
|
10.8K
$451K
|
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.03K+ 7.54% |
$89.1K - $92.9K
|
28.9K
$1.2M
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.94K+ 1.67% |
$85.1K - $88.7K
|
118K
$4.9M
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.8K+ 11.64% |
$79.3K - $82.7K
|
17.3K
$721K
|
|
|
May 10, 2022
Q1 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1.69K+ 12.31% |
$74.4K - $77.6K
|
15.4K
$643K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.65K+ 2467.16% |
$72.7K - $75.8K
|
1.72K
$71.7K
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.64K+ 5.62% |
$72.2K - $75.2K
|
30.8K
$1.28M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.6K+ 4.58% |
$70.4K - $73.3K
|
36.5K
$1.52M
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.6KNew |
$70.4K - $73.3K
|
1.6K
$66.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.56K+ 0.84% |
$68.4K - $71.3K
|
187K
$7.81M
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.55K+ 22.41% |
$68.2K - $71.1K
|
8.47K
$353K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.51K+ 34.7% |
$66.4K - $69.3K
|
5.87K
$244K
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
1.5K+ 24.56% |
$65.9K - $68.7K
|
7.6K
$317K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.48K+ 398.92% |
$64.9K - $67.7K
|
1.85K
$76.9K
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.38K+ 25.5% |
$60.5K - $63.1K
|
6.78K
$282K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.21K+ 27.23% |
$53.3K - $55.6K
|
5.67K
$236K
|
|
|
Apr 19, 2022
Q1 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
1.13K+ 0.47% |
$49.7K - $51.8K
|
242K
$10.1M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.1K+ 1.1% |
$48.5K - $50.6K
|
102K
$4.24M
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.03K+ 20.11% |
$45.4K - $47.4K
|
6.17K
$257K
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
984+ 98.8% |
$43.3K - $45.1K
|
1.98K
$82.5K
|
|
|
Apr 22, 2022
Q1 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
910+ 0.43% |
$40K - $41.7K
|
211K
$8.8M
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
910+ 13.08% |
$40K - $41.7K
|
7.87K
$328K
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
904+ 0.41% |
$39.7K - $41.4K
|
221K
$9.22M
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
832New |
$36.6K - $38.1K
|
832
$34.7K
|
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
791+ 137.09% |
$34.8K - $36.3K
|
1.37K
$57K
|