Purchases and Sales Made in Q3 2022 in Ssga Active Trust (SRLN)
This table provides information about the institutional ownership of Ssga Active Trust (SRLN) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
24.4K+ 48.41% |
$997K - $1.06M
|
74.8K
$3.12M
|
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
24.2KNew |
$989K - $1.05M
|
24.2K
$1.01M
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
23.5KNew |
$962K - $1.02M
|
23.5K
$980K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
22.4K+ 118.58% |
$916K - $974K
|
41.3K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
22.1K+ 19.12% |
$903K - $960K
|
138K
$5.74M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
22K+ 2463.61% |
$899K - $956K
|
22.9K
$954K
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
21.6KNew |
$882K - $938K
|
21.6K
$899K
|
|
|
Oct 26, 2022
Q3 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
19.8K+ 7.79% |
$808K - $859K
|
274K
$11.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
19.7K+ 1035.44% |
$804K - $854K
|
21.6K
$898K
|
|
|
Nov 14, 2022
Q3 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
19.6KNew |
$803K - $853K
|
19.6K
$818K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
18.9K+ 263.66% |
$773K - $822K
|
26.1K
$1.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
18.5KNew |
$756K - $804K
|
18.5K
$771K
|
|
|
Oct 26, 2022
Q3 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
18K+ 162.24% |
$734K - $780K
|
29K
$1.21M
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
16.2K+ 20.27% |
$663K - $705K
|
96.3K
$4.01M
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
16.1KNew |
$659K - $701K
|
16.1K
$672K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16K+ 5.51% |
$655K - $697K
|
307K
$12.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
16K+ 6.7% |
$653K - $694K
|
255K
$10.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.9K+ 26.35% |
$569K - $605K
|
66.8K
$2.78M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
13.6K+ 136.76% |
$556K - $591K
|
23.5K
$980K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
12.9KNew |
$528K - $562K
|
12.9K
$539K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
12.9K+ 17.95% |
$527K - $560K
|
84.7K
$3.53M
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
12.6K+ 58.99% |
$515K - $548K
|
34K
$1.42M
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
12.5K+ 9.28% |
$512K - $544K
|
147K
$6.14M
|
|
|
Oct 14, 2022
Q3 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
12.2K+ 4.67% |
$500K - $532K
|
274K
$11.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
12.2K+ 5.1% |
$497K - $528K
|
251K
$10.4M
|
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
12.1KNew |
$494K - $525K
|
12.1K
$503K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.8K+ 3.62% |
$441K - $469K
|
309K
$12.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
10.6K+ 2.15% |
$435K - $462K
|
505K
$21.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
10.5K+ 23.81% |
$427K - $454K
|
54.4K
$2.26M
|
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
10.2KNew |
$419K - $445K
|
10.2K
$427K
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
10.2K+ 232.84% |
$417K - $444K
|
14.6K
$608K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
9.96KNew |
$407K - $433K
|
9.96K
$415K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.87K+ 81.88% |
$403K - $429K
|
21.9K
$913K
|
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
9.37K+ 3.95% |
$383K - $407K
|
246K
$10.3M
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
9.2KNew |
$376K - $400K
|
9.2K
$383K
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
BUY
|
- |
8.63K+ 1.7% |
$353K - $375K
|
517K
$21.5M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
8.4K+ 2798.33% |
$343K - $365K
|
8.7K
$362K
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
BUY
|
- |
8.02K+ 6.59% |
$328K - $349K
|
130K
$5.41M
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.01K+ 30.04% |
$327K - $348K
|
34.7K
$1.44M
|
|
|
Oct 20, 2022
Q3 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
8K+ 2.84% |
$327K - $348K
|
290K
$12.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
BUY
|
- |
7.16KNew |
$292K - $311K
|
7.16K
$298K
|
|
|
Oct 24, 2022
Q3 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
6.98K+ 122.37% |
$285K - $303K
|
12.7K
$528K
|
|
|
Nov 09, 2022
Q3 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
6.79KNew |
$277K - $295K
|
6.79K
$283K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.21KNew |
$254K - $270K
|
6.21K
$259K
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.21KNew |
$254K - $270K
|
6.21K
$259K
|
|
|
Nov 09, 2022
Q3 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
6.19KNew |
$253K - $269K
|
6.19K
$258K
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
6.06KNew |
$247K - $263K
|
6.06K
$252K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.97K+ 3.02% |
$244K - $259K
|
204K
$8.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
5.92K+ 7.76% |
$242K - $257K
|
82.3K
$3.43M
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
5.74KNew |
$235K - $250K
|
5.74K
$239K
|