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 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-14.1K- 13.51% |
$576K - $591K
|
90.4K
$3.78M
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-14.2K- 8.15% |
$578K - $593K
|
160K
$6.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.2K- 8.53% |
$622K - $638K
|
163K
$6.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-15.5K- 25.77% |
$632K - $648K
|
44.6K
$1.87M
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-15.6K- 26.07% |
$637K - $653K
|
44.3K
$1.85M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-15.6K- 39.55% |
$638K - $654K
|
23.9K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-17K- 16.86% |
$695K - $712K
|
83.9K
$3.51M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-17.5K- 34.03% |
$713K - $731K
|
33.9K
$1.42M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-18K- 52.35% |
$737K - $756K
|
16.4K
$688K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-18.1K- 38.88% |
$741K - $760K
|
28.5K
$1.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-18.5K- 44.66% |
$757K - $776K
|
23K
$962K
|
|
|
Jul 26, 2023
Q2 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-18.6K- 22.91% |
$759K - $778K
|
62.6K
$2.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-18.8K- 17.42% |
$768K - $787K
|
89.1K
$3.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.7K- 12.2% |
$804K - $824K
|
142K
$5.93M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-21.1K- 14.86% |
$861K - $883K
|
121K
$5.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-21.3K- 21.21% |
$870K - $892K
|
79.1K
$3.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-21.9K- 7.37% |
$896K - $919K
|
276K
$11.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-25.1K- 23.9% |
$1.02M - $1.05M
|
79.9K
$3.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-25.5K- 41.32% |
$1.04M - $1.07M
|
36.2K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-27.1K- 3.07% |
$1.11M - $1.13M
|
856K
$35.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-27.5K- 70.47% |
$1.12M - $1.15M
|
11.5K
$482K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-28.8K- 25.59% |
$1.18M - $1.21M
|
83.8K
$3.51M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-29.5K- 65.81% |
$1.21M - $1.24M
|
15.3K
$642K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-30.5K- 69.9% |
$1.25M - $1.28M
|
13.1K
$551K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-30.8K- 51.75% |
$1.26M - $1.29M
|
28.7K
$1.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-31.5K- 80.82% |
$1.29M - $1.32M
|
7.47K
$313K
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-32K- 11.48% |
$1.31M - $1.34M
|
247K
$10.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-32.4K- 43.03% |
$1.32M - $1.36M
|
42.9K
$1.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-34.2K- 83.01% |
$1.4M - $1.43M
|
7K
$293K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-34.6K- 39.86% |
$1.41M - $1.45M
|
52.3K
$2.19M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-35.2K- 32.46% |
$1.44M - $1.47M
|
73.2K
$3.07M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-35.4K- 66.13% |
$1.45M - $1.48M
|
18.1K
$759K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-36.4K- 94.23% |
$1.49M - $1.52M
|
2.23K
$93.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-38.5K- 54.22% |
$1.57M - $1.61M
|
32.5K
$1.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-42.9K- 5.02% |
$1.75M - $1.8M
|
811K
$34M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-46.1K- 38.52% |
$1.88M - $1.93M
|
73.6K
$3.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-46.1K- 78.17% |
$1.88M - $1.93M
|
12.9K
$539K
|
|
|
Dec 08, 2023
Q2 2023
|
Palladiem, LLC
|
SELL
|
- |
-46.2K- 20.67% |
$1.89M - $1.93M
|
177K
$7.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-51.1K- 39.79% |
$2.09M - $2.14M
|
77.3K
$3.24M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-52K- 42.88% |
$2.13M - $2.18M
|
69.3K
$2.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-55.6K- 9.0% |
$2.27M - $2.33M
|
562K
$23.6M
|
|
|
Oct 07, 2024
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-55.6K- 9.0% |
$2.27M - $2.33M
|
562K
$23.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-60.6K- 38.6% |
$2.48M - $2.54M
|
96.4K
$4.04M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-64.6K- 64.02% |
$2.64M - $2.7M
|
36.3K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-71K- 14.18% |
$2.9M - $2.97M
|
430K
$18M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-71.7K- 1.26% |
$2.93M - $3M
|
5.6M
$235M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-78.2K- 91.67% |
$3.19M - $3.27M
|
7.1K
$297K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-79.1K- 5.36% |
$3.23M - $3.31M
|
1.4M
$58.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-85.9K- 46.01% |
$3.51M - $3.6M
|
101K
$4.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-96.6K- 33.95% |
$3.95M - $4.05M
|
188K
$7.87M
|