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 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-26- 4.35% |
$1.06K - $1.09K
|
572
$24K
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-39- 0.06% |
$1.59K - $1.63K
|
60.4K
$2.53M
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-48- 0.65% |
$1.96K - $2.01K
|
7.34K
$307K
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-57- 0.34% |
$2.33K - $2.39K
|
16.7K
$701K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-57- 2.59% |
$2.33K - $2.39K
|
2.15K
$90K
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-58- 0.4% |
$2.37K - $2.43K
|
14.3K
$600K
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-58- 85.29% |
$2.37K - $2.43K
|
10
$419
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-59- 13.35% |
$2.41K - $2.47K
|
383
$16K
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-75- 1.0% |
$3.06K - $3.14K
|
7.44K
$312K
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-100- 33.78% |
$4.08K - $4.19K
|
196
$8.21K
|
|
Jul 27, 2023
Q2 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-106- 0.21% |
$4.33K - $4.44K
|
49.6K
$2.08M
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-110- 28.35% |
$4.49K - $4.61K
|
278
$11.6K
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-125- 0.62% |
$5.11K - $5.23K
|
20.2K
$845K
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-149- 0.48% |
$6.09K - $6.24K
|
31.1K
$1.3M
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-150- 2.3% |
$6.13K - $6.28K
|
6.38K
$267K
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-165- 1.4% |
$6.74K - $6.91K
|
11.6K
$487K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-175- 0.47% |
$7.15K - $7.33K
|
37.3K
$1.56M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-176- 3.22% |
$7.19K - $7.37K
|
5.29K
$221K
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-186- 29.81% |
$7.6K - $7.79K
|
438
$18.3K
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-195- 1.15% |
$7.96K - $8.16K
|
16.7K
$699K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-209- 2.86% |
$8.54K - $8.75K
|
7.1K
$297K
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-212- 2.84% |
$8.66K - $8.88K
|
7.25K
$304K
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-227- 1.46% |
$9.27K - $9.5K
|
15.3K
$641K
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-242- 1.08% |
$9.88K - $10.1K
|
22.1K
$925K
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-256- 2.42% |
$10.5K - $10.7K
|
10.3K
$433K
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-308- 2.67% |
$12.6K - $12.9K
|
11.2K
$469K
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-325- 5.24% |
$13.3K - $13.6K
|
5.88K
$246K
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-397- 6.28% |
$16.2K - $16.6K
|
5.92K
$248K
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-422- 5.03% |
$17.2K - $17.7K
|
7.97K
$334K
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-436- 1.82% |
$17.8K - $18.3K
|
23.5K
$983K
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-460- 0.89% |
$18.8K - $19.3K
|
51.1K
$2.14M
|
|
Aug 09, 2023
Q2 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-471- 2.06% |
$19.2K - $19.7K
|
22.4K
$940K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-498- 5.97% |
$20.3K - $20.9K
|
7.84K
$328K
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-510- 36.3% |
$20.8K - $21.4K
|
895
$37.5K
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-535- 6.2% |
$21.8K - $22.4K
|
8.1K
$339K
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-543Closed |
$22.2K - $22.7K
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-569- 4.2% |
$23.2K - $23.8K
|
13K
$543K
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-600- 4.93% |
$24.5K - $25.1K
|
11.6K
$485K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-607- 19.42% |
$24.8K - $25.4K
|
2.52K
$105K
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-608- 9.99% |
$24.8K - $25.5K
|
5.48K
$229K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-617- 2.18% |
$25.2K - $25.8K
|
27.7K
$1.16M
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-670- 5.48% |
$27.4K - $28.1K
|
11.5K
$484K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-693- 1.54% |
$28.3K - $29K
|
44.2K
$1.85M
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-773- 11.1% |
$31.6K - $32.4K
|
6.19K
$259K
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-785- 7.17% |
$32.1K - $32.9K
|
10.2K
$425K
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-791- 70.75% |
$32.3K - $33.1K
|
327
$13.7K
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-801- 10.99% |
$32.7K - $33.5K
|
6.49K
$272K
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-825- 11.3% |
$33.7K - $34.5K
|
6.48K
$271K
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-831- 14.05% |
$33.9K - $34.8K
|
5.09K
$213K
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-881- 1.29% |
$36K - $36.9K
|
67.4K
$2.82M
|