Purchases and Sales Made in Q2 2022 in Ssga Active Trust (SRLN)
This table provides information about the institutional ownership of Ssga Active Trust (SRLN) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2022
Q2 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
58.7K+ 1.59% |
$2.44M - $2.64M
|
3.74M
$156M
|
|
Aug 12, 2022
Q2 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
56.2K+ 9.77% |
$2.34M - $2.53M
|
631K
$26.3M
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
54.8KNew |
$2.28M - $2.47M
|
54.8K
$2.28M
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
54.4K+ 723.86% |
$2.26M - $2.45M
|
61.9K
$2.58M
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
44.7K+ 23.54% |
$1.86M - $2.02M
|
235K
$9.78M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
44.3K+ 155.86% |
$1.84M - $2M
|
72.7K
$3.03M
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
39.8K+ 8.18% |
$1.66M - $1.79M
|
526K
$21.9M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
39.5K+ 12.98% |
$1.64M - $1.78M
|
344K
$14.3M
|
|
Aug 12, 2022
Q2 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
39.3K+ 14.1% |
$1.64M - $1.77M
|
318K
$13.2M
|
|
Jul 22, 2022
Q2 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
35K+ 18.68% |
$1.46M - $1.58M
|
222K
$9.26M
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
34.6K+ 10.52% |
$1.44M - $1.56M
|
364K
$15.2M
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
33.9K+ 19.56% |
$1.41M - $1.53M
|
207K
$8.64M
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
33.3K+ 10.9% |
$1.39M - $1.5M
|
339K
$14.1M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31.9K+ 96.89% |
$1.33M - $1.44M
|
64.9K
$2.7M
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
31.9K+ 7477.7% |
$1.33M - $1.44M
|
32.3K
$1.34M
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31.1K+ 12.34% |
$1.3M - $1.4M
|
283K
$11.8M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
31K+ 233.32% |
$1.29M - $1.4M
|
44.3K
$1.84M
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
30.4KNew |
$1.26M - $1.37M
|
30.4K
$1.27M
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
29.9K+ 131.37% |
$1.24M - $1.35M
|
52.6K
$2.19M
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
28.9K+ 98.75% |
$1.21M - $1.3M
|
58.3K
$2.43M
|
|
Aug 09, 2022
Q2 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
28.9KNew |
$1.2M - $1.3M
|
28.9K
$1.2M
|
|
Jul 11, 2022
Q2 2022
|
Friedenthal Financial
|
BUY
|
- |
28.9KNew |
$1.2M - $1.3M
|
28.9K
$1.2M
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
BUY
|
- |
28.8KNew |
$1.2M - $1.3M
|
28.8K
$1.2M
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
28.7K+ 22.51% |
$1.2M - $1.3M
|
156K
$6.52M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28KNew |
$1.17M - $1.26M
|
28K
$1.17M
|
|
Aug 15, 2022
Q2 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
24.5KNew |
$1.02M - $1.1M
|
24.5K
$1.02M
|
|
Aug 05, 2022
Q2 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
24.4K+ 6.6% |
$1.02M - $1.1M
|
394K
$16.4M
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
24.2K+ 7.82% |
$1.01M - $1.09M
|
334K
$13.9M
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
24.1K+ 43.05% |
$1M - $1.09M
|
80K
$3.33M
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
24.1KNew |
$1M - $1.08M
|
24.1K
$1M
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
23.8K+ 51.84% |
$991K - $1.07M
|
69.7K
$2.9M
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
23.7K+ 71.79% |
$986K - $1.07M
|
56.6K
$2.36M
|
|
Jul 19, 2022
Q2 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
23.5K+ 9.12% |
$980K - $1.06M
|
282K
$11.7M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
23.1KNew |
$962K - $1.04M
|
23.1K
$963K
|
|
Jul 11, 2022
Q2 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
23KNew |
$960K - $1.04M
|
23K
$960K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
22.6K+ 57.62% |
$941K - $1.02M
|
61.8K
$2.58M
|
|
Aug 15, 2022
Q2 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
22.2K+ 4.32% |
$926K - $1M
|
536K
$22.3M
|
|
Nov 06, 2024
Q2 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
22.1K+ 9.65% |
$920K - $995K
|
251K
$10.5M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
21.5K+ 19.37% |
$894K - $967K
|
132K
$5.51M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.1K+ 11.1% |
$877K - $949K
|
211K
$8.78M
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
20.9K+ 57.16% |
$869K - $941K
|
57.4K
$2.39M
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
20.5K+ 359.07% |
$854K - $924K
|
26.2K
$1.09M
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
20.2K+ 31.63% |
$843K - $912K
|
84.2K
$3.51M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20K+ 7.83% |
$832K - $900K
|
275K
$11.5M
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
19.4K+ 46.32% |
$807K - $873K
|
61.2K
$2.55M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.9K+ 15.46% |
$744K - $805K
|
133K
$5.56M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
17.9K+ 17.47% |
$743K - $804K
|
120K
$5M
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
17.4KNew |
$727K - $786K
|
17.4K
$727K
|
|
Jul 15, 2022
Q2 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
17.2KNew |
$716K - $774K
|
17.2K
$716K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15.9K+ 2487.62% |
$661K - $715K
|
16.5K
$688K
|