Purchases and Sales Made in Q2 2025 in Ssga Active Trust (SRLN)
This table provides information about the institutional ownership of Ssga Active Trust (SRLN) during Q2 2025. 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 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.5K+ 43.47% |
$533K - $562K
|
44.6K
$1.85M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13.2K+ 6.58% |
$519K - $547K
|
213K
$8.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
12.6K+ 63.32% |
$499K - $526K
|
32.6K
$1.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
12.6KNew |
$499K - $525K
|
12.6K
$523K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
12.4K+ 5.83% |
$489K - $516K
|
225K
$9.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
11.8K+ 4.07% |
$464K - $489K
|
300K
$12.4M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
11.5KNew |
$453K - $477K
|
11.5K
$476K
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
10.8KNew |
$425K - $447K
|
10.8K
$446K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
10.6K+ 7.73% |
$417K - $439K
|
147K
$6.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
9.52K+ 3.79% |
$376K - $396K
|
261K
$10.8M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
8.71K+ 5.68% |
$344K - $362K
|
162K
$6.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
8.66KNew |
$342K - $360K
|
8.66K
$359K
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
8.57KNew |
$338K - $357K
|
8.57K
$355K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.55K+ 72.38% |
$337K - $355K
|
20.4K
$843K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
8.41KNew |
$332K - $350K
|
8.41K
$348K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
8.04K+ 11.14% |
$317K - $334K
|
80.2K
$3.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
7.75K+ 61.75% |
$306K - $322K
|
20.3K
$841K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7.47KNew |
$295K - $310K
|
7.47K
$309K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
7.4KNew |
$292K - $308K
|
7.4K
$307K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7.32K+ 3.82% |
$289K - $304K
|
199K
$8.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
7.08KNew |
$280K - $295K
|
7.08K
$293K
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
6.97K+ 11.18% |
$275K - $290K
|
69.3K
$2.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.93KNew |
$274K - $288K
|
6.93K
$287K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.87K+ 38.9% |
$271K - $286K
|
24.5K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.7K+ 54.34% |
$264K - $279K
|
19K
$788K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
6.57KNew |
$259K - $273K
|
6.57K
$272K
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6.27KNew |
$247K - $261K
|
6.27K
$260K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
6.16KNew |
$243K - $256K
|
6.16K
$255K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6KNew |
$237K - $249K
|
6K
$249K
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5.88K+ 2.89% |
$232K - $245K
|
210K
$8.69M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.88K+ 8.58% |
$232K - $245K
|
74.5K
$3.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.68K+ 14.45% |
$224K - $236K
|
45K
$1.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.49K+ 10.68% |
$217K - $228K
|
56.9K
$2.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.37KNew |
$212K - $223K
|
5.37K
$222K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
5.31K+ 5.12% |
$210K - $221K
|
109K
$4.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
5.3K+ 4.22% |
$209K - $220K
|
131K
$5.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
5.29K+ 10.69% |
$209K - $220K
|
54.8K
$2.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
5.11K+ 31.42% |
$202K - $212K
|
21.4K
$885K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.95KNew |
$195K - $206K
|
4.95K
$205K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
4.9KNew |
$193K - $204K
|
4.9K
$203K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
4.88KNew |
$193K - $203K
|
4.88K
$202K
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
4.19K+ 9.3% |
$165K - $174K
|
49.3K
$2.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.08K+ 4.0% |
$161K - $170K
|
106K
$4.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
4K+ 72.72% |
$158K - $166K
|
9.51K
$394K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.98K+ 53.34% |
$157K - $166K
|
11.4K
$474K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.98K+ 6.17% |
$157K - $165K
|
68.4K
$2.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.93K+ 4.41% |
$155K - $163K
|
93.1K
$3.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
3.51K+ 8.71% |
$138K - $146K
|
43.8K
$1.81M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.49K+ 29.68% |
$138K - $145K
|
15.2K
$631K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.89K+ 3.73% |
$114K - $120K
|
80.2K
$3.32M
|