Purchases and Sales Made in Q2 2023 in Ssga Active Trust (SRLN)
This table provides information about the institutional ownership of Ssga Active Trust (SRLN) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.24K+ 8.38% |
$214K - $219K
|
67.7K
$2.84M
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.13K+ 7.66% |
$210K - $215K
|
72.2K
$3.02M
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.99KNew |
$204K - $209K
|
4.99K
$209K
|
|
Jul 14, 2023
Q2 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
4.94K+ 19.28% |
$202K - $207K
|
30.5K
$1.28M
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
4.83KNew |
$197K - $202K
|
4.83K
$202K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
4.8K+ 14.08% |
$196K - $201K
|
38.9K
$1.63M
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.76K+ 2.82% |
$194K - $199K
|
174K
$7.28M
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.66K+ 1.42% |
$190K - $195K
|
332K
$13.9M
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.5KNew |
$184K - $188K
|
4.5K
$188K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.47K+ 80.63% |
$183K - $187K
|
10K
$419K
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
4.4K+ 1.7% |
$180K - $184K
|
262K
$11M
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4.11K+ 25.74% |
$168K - $172K
|
20.1K
$841K
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.03K+ 12.37% |
$165K - $169K
|
36.6K
$1.53M
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.94K+ 22.76% |
$161K - $165K
|
21.2K
$889K
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
3.88K+ 5.84% |
$159K - $162K
|
70.4K
$2.95M
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
3.87K+ 10.86% |
$158K - $162K
|
39.5K
$1.65M
|
|
Aug 11, 2023
Q2 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
3.39K+ 7.83% |
$138K - $142K
|
46.6K
$1.95M
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.21K+ 12.82% |
$131K - $134K
|
28.2K
$1.18M
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
3.06K+ 2.78% |
$125K - $128K
|
113K
$4.73M
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
3K+ 3.4% |
$123K - $126K
|
91.1K
$3.82M
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.88K+ 2.03% |
$117K - $120K
|
145K
$6.06M
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.73K+ 4.44% |
$112K - $114K
|
64.2K
$2.69M
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.71KNew |
$111K - $113K
|
2.71K
$113K
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.69K+ 6.6% |
$110K - $113K
|
43.4K
$1.82M
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.44K+ 22.64% |
$99.5K - $102K
|
13.2K
$553K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.3K+ 4.65% |
$93.9K - $96.2K
|
51.7K
$2.17M
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.07K+ 30.64% |
$84.7K - $86.8K
|
8.84K
$370K
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.81K+ 3.34% |
$74.1K - $76K
|
56.1K
$2.35M
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.68K+ 13.21% |
$68.4K - $70.2K
|
14.4K
$602K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
1.59K+ 0.89% |
$65.1K - $66.7K
|
181K
$7.57M
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.52K+ 4.58% |
$62K - $63.6K
|
34.7K
$1.45M
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
1.43K+ 2.73% |
$58.3K - $59.8K
|
53.6K
$2.25M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.4K+ 11.25% |
$57K - $58.5K
|
13.8K
$578K
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.34K+ 4.42% |
$54.6K - $55.9K
|
31.6K
$1.32M
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.33K+ 486.45% |
$54.2K - $55.6K
|
1.6K
$67K
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.27K+ 2.2% |
$51.8K - $53.1K
|
58.9K
$2.47M
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.2K+ 8.93% |
$49.1K - $50.4K
|
14.7K
$614K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.09K+ 67.39% |
$44.6K - $45.8K
|
2.72K
$114K
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
894+ 3.03% |
$36.5K - $37.4K
|
30.4K
$1.27M
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
890+ 6.59% |
$36.3K - $37.3K
|
14.4K
$603K
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
873+ 4.24% |
$35.7K - $36.6K
|
21.5K
$898K
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
810+ 0.76% |
$33.1K - $33.9K
|
108K
$4.51M
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
766+ 3.21% |
$31.3K - $32.1K
|
24.6K
$1.03M
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
764+ 9.89% |
$31.2K - $32K
|
8.49K
$356K
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
BUY
|
- |
666+ 2.22% |
$27.2K - $27.9K
|
30.7K
$1.29M
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
658+ 1.46% |
$26.9K - $27.6K
|
45.7K
$1.91M
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
652+ 1.53% |
$26.6K - $27.3K
|
43.3K
$1.81M
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
540+ 9.23% |
$22.1K - $22.6K
|
6.39K
$268K
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
516+ 2.01% |
$21.1K - $21.6K
|
26.2K
$1.1M
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
507+ 113.68% |
$20.7K - $21.2K
|
953
$39.9K
|