Purchases and Sales Made in Q1 2023 in Ssga Active Trust (SRLN)
This table provides information about the institutional ownership of Ssga Active Trust (SRLN) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
787+ 0.67% |
$32K - $33.2K
|
118K
$4.91M
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
785+ 3.32% |
$31.9K - $33.1K
|
24.5K
$1.02M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
723New |
$29.4K - $30.5K
|
723
$30.1K
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
623New |
$25.4K - $26.3K
|
623
$26K
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
613+ 1.12% |
$24.9K - $25.8K
|
55.1K
$2.3M
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
580+ 9.94% |
$23.6K - $24.4K
|
6.42K
$267K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
580New |
$23.6K - $24.4K
|
580
$24.2K
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
533+ 6.78% |
$21.7K - $22.5K
|
8.39K
$350K
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
473+ 3.96% |
$19.3K - $19.9K
|
12.4K
$517K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
473+ 3.96% |
$19.3K - $19.9K
|
12.4K
$517K
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
BUY
|
- |
459+ 7.27% |
$18.7K - $19.3K
|
6.77K
$282K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
452New |
$18.4K - $19K
|
452
$18.8K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
447+ 13.15% |
$18.2K - $18.8K
|
3.85K
$160K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
438+ 34.79% |
$17.8K - $18.5K
|
1.7K
$70.7K
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
409+ 1.62% |
$16.6K - $17.2K
|
25.7K
$1.07M
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
408New |
$16.6K - $17.2K
|
408
$17K
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
370+ 1.64% |
$15.1K - $15.6K
|
22.9K
$954K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
358+ 3.48% |
$14.6K - $15.1K
|
10.7K
$444K
|
|
Apr 17, 2023
Q1 2023
|
Refined Wealth Management
|
BUY
|
- |
333+ 0.17% |
$13.6K - $14K
|
201K
$8.36M
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
321+ 2.11% |
$13.1K - $13.5K
|
15.5K
$647K
|
|
May 03, 2023
Q1 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
307+ 0.78% |
$12.5K - $12.9K
|
39.5K
$1.65M
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
302+ 5.12% |
$12.3K - $12.7K
|
6.2K
$258K
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
273New |
$11.1K - $11.5K
|
273
$11.4K
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
247+ 3.46% |
$10.1K - $10.4K
|
7.39K
$308K
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
201+ 1.59% |
$8.18K - $8.47K
|
12.8K
$535K
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
195+ 3.78% |
$7.94K - $8.22K
|
5.35K
$223K
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
174+ 0.59% |
$7.08K - $7.33K
|
29.5K
$1.23M
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
161+ 1.32% |
$6.55K - $6.78K
|
12.4K
$516K
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
140+ 1.2% |
$5.7K - $5.9K
|
11.8K
$491K
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
110+ 1.49% |
$4.48K - $4.64K
|
7.52K
$313K
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
104+ 1.32% |
$4.23K - $4.38K
|
7.98K
$332K
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
99+ 0.61% |
$4.03K - $4.17K
|
16.2K
$675K
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
74+ 0.44% |
$3.01K - $3.12K
|
16.9K
$703K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
65New |
$2.65K - $2.74K
|
65
$2.71K
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
53+ 3.91% |
$2.16K - $2.23K
|
1.41K
$58.7K
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
49New |
$1.99K - $2.06K
|
49
$2.04K
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
38+ 0.26% |
$1.55K - $1.6K
|
14.6K
$606K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
35New |
$1.42K - $1.47K
|
35
$1.46K
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
33+ 0.05% |
$1.34K - $1.39K
|
60.5K
$2.52M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.38% |
$285 - $295
|
1.85K
$77K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7+ 1.2% |
$285 - $295
|
590
$24.6K
|
|
Apr 25, 2023
Q1 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$81.4 - $84.3
|
15.9K
$663K
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 12.5% |
$40.7 - $42.1
|
9
$375
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1- 0.48% |
$40.7 - $42.1
|
208
$8.67K
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-2- 0.02% |
$81.4 - $84.3
|
13K
$543K
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 10.0% |
$81.4 - $84.3
|
18
$750
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 60.0% |
$244 - $253
|
4
$167
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6- 13.64% |
$244 - $253
|
38
$1.58K
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-9- 0.03% |
$366 - $379
|
31.2K
$1.3M
|