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 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.87K- 3.35% |
$158K - $162K
|
112K
$4.67M
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3.9K- 4.36% |
$159K - $163K
|
85.6K
$3.58M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.92K- 1.72% |
$160K - $164K
|
224K
$9.38M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.94K- 3.21% |
$161K - $165K
|
119K
$4.97M
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-4.03K- 45.2% |
$165K - $169K
|
4.89K
$205K
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4.11K- 6.04% |
$168K - $172K
|
63.9K
$2.68M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.16K- 5.95% |
$170K - $174K
|
65.7K
$2.75M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-4.17K- 1.96% |
$170K - $175K
|
209K
$8.76M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4.2K- 25.23% |
$171K - $176K
|
12.4K
$521K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-4.22K- 8.2% |
$172K - $177K
|
47.2K
$1.98M
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-4.36K- 4.95% |
$178K - $182K
|
83.6K
$3.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-4.45K- 12.92% |
$182K - $186K
|
30K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-4.7K- 7.66% |
$192K - $197K
|
56.6K
$2.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.02K- 6.05% |
$205K - $210K
|
77.9K
$3.26M
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
SELL
|
- |
-5.22K- 14.49% |
$213K - $219K
|
30.8K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.33K- 21.55% |
$218K - $223K
|
19.4K
$813K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.52K- 24.1% |
$225K - $231K
|
17.4K
$727K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.53K- 24.9% |
$226K - $232K
|
16.7K
$698K
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-5.69K- 4.66% |
$233K - $238K
|
117K
$4.88M
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-5.7K- 1.2% |
$233K - $239K
|
470K
$19.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-5.76K- 7.79% |
$235K - $241K
|
68.3K
$2.86M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.81K- 31.87% |
$237K - $243K
|
12.4K
$520K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.94K- 55.76% |
$243K - $249K
|
4.71K
$197K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.94K- 7.4% |
$243K - $249K
|
74.3K
$3.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-6.5K- 27.64% |
$265K - $272K
|
17K
$712K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.55K- 46.56% |
$268K - $274K
|
7.52K
$315K
|
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-7K- 9.36% |
$286K - $293K
|
67.8K
$2.84M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.41K- 8.83% |
$302K - $310K
|
76.5K
$3.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
SELL
|
- |
-7.45K- 1.04% |
$304K - $312K
|
707K
$29.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-7.6K- 34.84% |
$310K - $318K
|
14.2K
$595K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.83K- 7.66% |
$361K - $370K
|
106K
$4.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-9.81K- 44.2% |
$401K - $411K
|
12.4K
$519K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.88K- 25.98% |
$403K - $414K
|
28.1K
$1.18M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.1K- 3.83% |
$412K - $423K
|
253K
$10.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-10.2K- 10.56% |
$415K - $426K
|
86.1K
$3.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-10.4K- 8.32% |
$424K - $434K
|
114K
$4.79M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 2.82% |
$456K - $468K
|
385K
$16.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-11.2K- 16.05% |
$457K - $469K
|
58.6K
$2.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-11.2K- 15.25% |
$458K - $470K
|
62.4K
$2.61M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-11.4K- 49.83% |
$465K - $477K
|
11.5K
$480K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-11.6K- 35.14% |
$473K - $485K
|
21.4K
$896K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-11.6K- 35.14% |
$473K - $485K
|
21.4K
$896K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-12.3K- 10.55% |
$504K - $516K
|
104K
$4.38M
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-12.6K- 13.99% |
$514K - $527K
|
77.4K
$3.24M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-12.9K- 55.51% |
$527K - $540K
|
10.3K
$433K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-13.3K- 12.64% |
$543K - $557K
|
91.9K
$3.85M
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-13.4K- 37.39% |
$547K - $560K
|
22.4K
$938K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-13.5K- 58.78% |
$551K - $565K
|
9.47K
$396K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13.7K- 54.68% |
$558K - $572K
|
11.3K
$474K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14K- 19.69% |
$573K - $587K
|
57.2K
$2.4M
|