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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
506New |
$20.7K - $21.2K
|
506
$21.2K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
426New |
$17.4K - $17.8K
|
426
$17.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
404+ 0.34% |
$16.5K - $16.9K
|
118K
$4.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
394+ 9.72% |
$16.1K - $16.5K
|
4.45K
$186K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
328+ 4.11% |
$13.4K - $13.7K
|
8.32K
$348K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
312+ 3.91% |
$12.7K - $13.1K
|
8.29K
$347K
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
306+ 2.95% |
$12.5K - $12.8K
|
10.7K
$447K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
281+ 1.73% |
$11.5K - $11.8K
|
16.5K
$691K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
257+ 2.08% |
$10.5K - $10.8K
|
12.6K
$529K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
244+ 1.2% |
$9.96K - $10.2K
|
20.6K
$862K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
242+ 2.05% |
$9.88K - $10.1K
|
12K
$504K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
241+ 2.65% |
$9.84K - $10.1K
|
9.35K
$392K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
229+ 13.49% |
$9.35K - $9.59K
|
1.93K
$80.7K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
229+ 13.49% |
$9.35K - $9.59K
|
1.93K
$80.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
209+ 2.84% |
$8.54K - $8.75K
|
7.57K
$317K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
180New |
$7.35K - $7.54K
|
180
$7.54K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
166+ 11.78% |
$6.78K - $6.95K
|
1.58K
$66K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
137+ 1.75% |
$5.6K - $5.74K
|
7.96K
$333K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
134+ 1.0% |
$5.47K - $5.61K
|
13.6K
$568K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
115+ 1.85% |
$4.7K - $4.82K
|
6.32K
$265K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
106New |
$4.33K - $4.44K
|
106
$4.44K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
95+ 0.05% |
$3.88K - $3.98K
|
178K
$7.45M
|
|
|
Jul 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
82+ 1.59% |
$3.35K - $3.43K
|
5.24K
$219K
|
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
78+ 0.6% |
$3.19K - $3.27K
|
13.1K
$549K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
72New |
$2.94K - $3.01K
|
72
$3.02K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
66+ 0.16% |
$2.7K - $2.76K
|
41.3K
$1.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
62+ 0.1% |
$2.53K - $2.6K
|
63.9K
$2.68M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
58+ 3.34% |
$2.37K - $2.43K
|
1.8K
$75.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
56New |
$2.29K - $2.34K
|
56
$2.35K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
43+ 0.09% |
$1.76K - $1.8K
|
49.2K
$2.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
32New |
$1.31K - $1.34K
|
32
$1.34K
|
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
32+ 1.38% |
$1.31K - $1.34K
|
2.36K
$98.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
21+ 0.16% |
$858 - $879
|
12.9K
$538K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
15+ 8.02% |
$613 - $628
|
202
$8.46K
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
15+ 0.15% |
$613 - $628
|
9.95K
$417K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
14+ 0.05% |
$572 - $586
|
29.8K
$1.25M
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
11+ 0.13% |
$449 - $461
|
8.63K
$361K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
11+ 0.59% |
$449 - $461
|
1.86K
$77.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 0.09% |
$368 - $377
|
10.1K
$425K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 1.96% |
$327 - $335
|
416
$17.4K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7+ 0.97% |
$286 - $293
|
730
$30.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$123 - $126
|
15.9K
$667K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 25.0% |
$40.8 - $41.9
|
5
$209
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 2.44% |
$40.8 - $41.9
|
42
$1.76K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 5.56% |
$40.8 - $41.9
|
17
$712
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-13- 0.15% |
$531 - $544
|
8.5K
$356K
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-17- 0.03% |
$694 - $712
|
52.8K
$2.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-19- 0.1% |
$776 - $796
|
18.6K
$778K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-20- 52.63% |
$817 - $837
|
18
$754
|