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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
366+ 3.49% |
$14.4K - $15.2K
|
10.9K
$450K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
336New |
$13.3K - $14K
|
336
$13.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
311+ 1.49% |
$12.3K - $12.9K
|
21.2K
$880K
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
300+ 1.81% |
$11.8K - $12.5K
|
16.9K
$700K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
300+ 0.54% |
$11.8K - $12.5K
|
56.4K
$2.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
276+ 1.94% |
$10.9K - $11.5K
|
14.5K
$601K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
267+ 4.43% |
$10.5K - $11.1K
|
6.3K
$261K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
255+ 2.48% |
$10.1K - $10.6K
|
10.5K
$437K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
247+ 4.87% |
$9.75K - $10.3K
|
5.32K
$221K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
245+ 0.36% |
$9.67K - $10.2K
|
68.1K
$2.82M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
244+ 2.68% |
$9.63K - $10.1K
|
9.34K
$387K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
221+ 8.09% |
$8.72K - $9.19K
|
2.95K
$122K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
214New |
$8.45K - $8.9K
|
214
$8.87K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
180+ 19.76% |
$7.1K - $7.49K
|
1.09K
$45.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
180+ 0.83% |
$7.1K - $7.49K
|
21.8K
$902K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
172+ 1.88% |
$6.79K - $7.15K
|
9.33K
$387K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
163+ 1.92% |
$6.43K - $6.78K
|
8.64K
$358K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
162New |
$6.39K - $6.74K
|
162
$6.71K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
158+ 0.92% |
$6.24K - $6.57K
|
17.2K
$715K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
143New |
$5.64K - $5.95K
|
143
$5.92K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
128New |
$5.05K - $5.32K
|
128
$5.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
126New |
$4.97K - $5.24K
|
126
$5.22K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
124+ 1.41% |
$4.89K - $5.16K
|
8.91K
$369K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
122+ 0.67% |
$4.82K - $5.07K
|
18.3K
$759K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
101+ 19.2% |
$3.99K - $4.2K
|
627
$26K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
100+ 1.81% |
$3.95K - $4.16K
|
5.64K
$234K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
80New |
$3.16K - $3.33K
|
80
$3.31K
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
74+ 0.84% |
$2.92K - $3.08K
|
8.89K
$368K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
57+ 0.98% |
$2.25K - $2.37K
|
5.87K
$243K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
55New |
$2.17K - $2.29K
|
55
$2.28K
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
53+ 0.73% |
$2.09K - $2.2K
|
7.29K
$302K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
50+ 0.79% |
$1.97K - $2.08K
|
6.36K
$264K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
27+ 0.03% |
$1.07K - $1.12K
|
78.5K
$3.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
26+ 1.94% |
$1.03K - $1.08K
|
1.37K
$56.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
13New |
$513 - $541
|
13
$539
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
12+ 1.01% |
$474 - $499
|
1.2K
$49.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
10New |
$395 - $416
|
10
$414
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9+ 0.15% |
$355 - $374
|
6.1K
$253K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
5+ 0.09% |
$197 - $208
|
5.78K
$239K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
4+ 0.07% |
$158 - $166
|
5.37K
$223K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
4+ 3.33% |
$158 - $166
|
124
$5.14K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3+ 0.16% |
$118 - $125
|
1.91K
$79K
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$118 - $125
|
14.1K
$584K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-4- 0.05% |
$158 - $166
|
7.34K
$304K
|
|
|
Jul 24, 2025
Q2 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-6- -0.0% |
$237 - $250
|
145K
$6.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-20- 0.08% |
$789 - $832
|
26.3K
$1.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-21- 0.28% |
$829 - $873
|
7.53K
$312K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-29- 0.01% |
$1.14K - $1.21K
|
194K
$8.03M
|