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 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-14K- 22.16% |
$570K - $590K
|
49.2K
$2.05M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-15.1K- 30.49% |
$615K - $637K
|
34.5K
$1.44M
|
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-15.2K- 15.8% |
$619K - $641K
|
81.1K
$3.38M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-16.9K- 45.63% |
$689K - $713K
|
20.2K
$840K
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-17K- 16.2% |
$692K - $717K
|
88K
$3.66M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-17.8K- 47.75% |
$725K - $750K
|
19.5K
$812K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-17.9K- 34.25% |
$731K - $756K
|
34.5K
$1.44M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-18.7K- 26.66% |
$759K - $786K
|
51.3K
$2.14M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-19K- 17.45% |
$774K - $801K
|
89.9K
$3.75M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-19.2K- 64.11% |
$782K - $809K
|
10.8K
$448K
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-19.5K- 28.2% |
$795K - $823K
|
49.8K
$2.07M
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-20.3K- 10.48% |
$828K - $857K
|
174K
$7.24M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-21.2K- 12.99% |
$862K - $893K
|
142K
$5.91M
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-22.2K- 36.01% |
$904K - $936K
|
39.5K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-23.2K- 37.29% |
$943K - $976K
|
39K
$1.62M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-24.8K- 40.37% |
$1.01M - $1.04M
|
36.6K
$1.52M
|
|
|
May 25, 2023
Q1 2023
|
Aegon Usa Investment Management, LLC
|
SELL
|
- |
-25K- 77.78% |
$1.02M - $1.05M
|
7.14K
$298K
|
|
|
Apr 25, 2023
Q1 2023
|
Aegon Usa Investment Management, LLC
|
SELL
|
- |
-25K- 77.78% |
$1.02M - $1.05M
|
7.14K
$298K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-25.5K- 8.82% |
$1.04M - $1.07M
|
263K
$11M
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-26.4K- 83.35% |
$1.07M - $1.11M
|
5.27K
$219K
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
SELL
|
- |
-27.6K- 83.69% |
$1.12M - $1.16M
|
5.38K
$224K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-28.1K- 18.72% |
$1.15M - $1.19M
|
122K
$5.09M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-28.2K- 97.83% |
$1.15M - $1.19M
|
624
$26K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-28.8K- 31.52% |
$1.17M - $1.21M
|
62.5K
$2.6M
|
|
|
May 04, 2023
Q1 2023
|
Palladiem, LLC
|
SELL
|
- |
-30.4K- 11.96% |
$1.24M - $1.28M
|
223K
$9.31M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-30.5K- 23.23% |
$1.24M - $1.29M
|
101K
$4.2M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-31.7K- 2.26% |
$1.29M - $1.34M
|
1.37M
$57.3M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-32.3K- 1.67% |
$1.31M - $1.36M
|
1.9M
$79.3M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-32.6K- 24.49% |
$1.33M - $1.37M
|
100K
$4.18M
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-35.7K- 11.34% |
$1.45M - $1.5M
|
279K
$11.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-37.5K- 45.54% |
$1.53M - $1.58M
|
44.9K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-38.7K- 24.45% |
$1.58M - $1.63M
|
120K
$4.98M
|
|
|
Apr 11, 2023
Q1 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-39.8K- 43.26% |
$1.62M - $1.68M
|
52.2K
$2.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-40.2K- 83.98% |
$1.63M - $1.69M
|
7.66K
$319K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-41.9K- 40.5% |
$1.7M - $1.76M
|
61.5K
$2.56M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-41.9K- 40.5% |
$1.7M - $1.76M
|
61.5K
$2.56M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-42K- 20.65% |
$1.71M - $1.77M
|
161K
$6.72M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-42.8K- 19.39% |
$1.74M - $1.8M
|
178K
$7.41M
|
|
|
May 16, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-44K- 61.04% |
$1.79M - $1.86M
|
28.1K
$1.17M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-47.8K- 53.55% |
$1.95M - $2.02M
|
41.5K
$1.73M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-48.4K- 59.48% |
$1.97M - $2.04M
|
33K
$1.37M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-50.5K- 88.92% |
$2.06M - $2.13M
|
6.29K
$262K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-52.4K- 43.16% |
$2.13M - $2.21M
|
69K
$2.87M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-55.7K- 48.95% |
$2.27M - $2.35M
|
58.1K
$2.42M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-55.7K- 40.98% |
$2.27M - $2.35M
|
80.2K
$3.34M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-58.4K- 27.09% |
$2.38M - $2.46M
|
157K
$6.54M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-59K- 40.45% |
$2.4M - $2.49M
|
86.9K
$3.62M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-59.7K- 34.13% |
$2.43M - $2.52M
|
115K
$4.8M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-60.5K- 50.47% |
$2.46M - $2.55M
|
59.4K
$2.48M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-61.9K- 36.46% |
$2.52M - $2.61M
|
108K
$4.5M
|