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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4.47K- 35.89% |
$182K - $188K
|
7.99K
$333K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.5K- 13.81% |
$183K - $190K
|
28.1K
$1.17M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.52K- 3.55% |
$184K - $190K
|
123K
$5.11M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.61K- 8.67% |
$187K - $194K
|
48.5K
$2.02M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-4.63K- 11.48% |
$188K - $195K
|
35.7K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.77K- 16.17% |
$194K - $201K
|
24.7K
$1.03M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-4.79K- 46.87% |
$195K - $202K
|
5.43K
$226K
|
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-4.83K- 34.37% |
$197K - $204K
|
9.22K
$384K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.84K- 1.46% |
$197K - $204K
|
327K
$13.6M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-5.18K- 12.45% |
$211K - $218K
|
36.4K
$1.52M
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-5.24K- 14.32% |
$213K - $221K
|
31.3K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.42K- 46.18% |
$221K - $228K
|
6.32K
$263K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-5.78K- 7.64% |
$235K - $244K
|
69.9K
$2.91M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-5.81K- 4.91% |
$237K - $245K
|
113K
$4.69M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.93K- 24.53% |
$241K - $250K
|
18.2K
$760K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.14K- 55.94% |
$250K - $259K
|
4.83K
$201K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-6.18K- 46.06% |
$251K - $260K
|
7.23K
$301K
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-6.31K- 32.28% |
$257K - $266K
|
13.2K
$551K
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-6.41K- 32.25% |
$261K - $270K
|
13.5K
$561K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.54K- 27.9% |
$266K - $275K
|
16.9K
$704K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-6.66K- 12.92% |
$271K - $280K
|
44.9K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.85K- 55.26% |
$279K - $289K
|
5.55K
$231K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-6.86K- 11.76% |
$279K - $289K
|
51.4K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-7K- 0.39% |
$285K - $295K
|
1.79M
$74.4M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7.11K- 43.84% |
$289K - $300K
|
9.11K
$380K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-7.32K- 23.97% |
$298K - $309K
|
23.2K
$968K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.46K- 1.85% |
$304K - $314K
|
397K
$16.5M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-7.79K- 18.44% |
$317K - $328K
|
34.5K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.8K- 33.75% |
$317K - $329K
|
15.3K
$638K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-7.83K- 35.76% |
$319K - $330K
|
14.1K
$586K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-7.86K- 51.62% |
$320K - $331K
|
7.36K
$307K
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-7.89K- 42.7% |
$321K - $333K
|
10.6K
$441K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-8.07K- 37.38% |
$328K - $340K
|
13.5K
$563K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.08K- 18.48% |
$329K - $341K
|
35.6K
$1.48M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-8.14K- 34.0% |
$331K - $343K
|
15.8K
$658K
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-8.32K- 7.34% |
$339K - $350K
|
105K
$4.37M
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-8.68K- 19.68% |
$353K - $366K
|
35.4K
$1.48M
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-9.08K- 63.84% |
$370K - $383K
|
5.14K
$214K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.18K- 62.68% |
$373K - $387K
|
5.46K
$228K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.59K- 49.38% |
$390K - $404K
|
9.83K
$410K
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-10.6K- 8.63% |
$430K - $445K
|
112K
$4.65M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-12K- 96.44% |
$487K - $505K
|
442
$18.4K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-12.2K- 99.66% |
$496K - $514K
|
41
$1.71K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-12.2K- 49.04% |
$497K - $515K
|
12.7K
$529K
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
SELL
|
- |
-12.3K- 42.48% |
$502K - $519K
|
16.7K
$695K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-12.7K- 51.88% |
$517K - $536K
|
11.8K
$491K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12.9K- 15.35% |
$526K - $544K
|
71.2K
$2.97M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.1K- 52.55% |
$535K - $554K
|
11.9K
$495K
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-13.6K- 11.89% |
$552K - $571K
|
101K
$4.19M
|
|
|
Apr 24, 2023
Q1 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-13.7K- 10.2% |
$556K - $576K
|
120K
$5.01M
|