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 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
1.82K+ 6.38% |
$74.5K - $79.2K
|
30.4K
$1.27M
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.79K+ 18.47% |
$73.2K - $77.8K
|
11.5K
$478K
|
|
Oct 20, 2022
Q3 2022
|
Refined Wealth Management
|
BUY
|
- |
1.78K+ 0.93% |
$72.8K - $77.4K
|
193K
$8.04M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.65K+ 0.18% |
$67.4K - $71.6K
|
937K
$39M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
1.59K+ 17.22% |
$65K - $69.1K
|
10.8K
$451K
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.53K+ 2.47% |
$62.4K - $66.4K
|
63.4K
$2.64M
|
|
Nov 04, 2022
Q3 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1.44K+ 8.37% |
$58.7K - $62.4K
|
18.6K
$775K
|
|
Nov 09, 2022
Q3 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.41K+ 1.26% |
$57.7K - $61.4K
|
113K
$4.71M
|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.41K+ 3.07% |
$57.6K - $61.3K
|
47.4K
$1.97M
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.34K+ 1.13% |
$54.7K - $58.1K
|
120K
$4.98M
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.32K+ 22.42% |
$54K - $57.4K
|
7.21K
$300K
|
|
Oct 17, 2022
Q3 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
1.23K+ 1.37% |
$50.2K - $53.4K
|
91.1K
$3.8M
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.2K+ 12.67% |
$48.9K - $52K
|
10.6K
$443K
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.12KNew |
$45.7K - $48.6K
|
1.12K
$46.6K
|
|
Nov 14, 2022
Q3 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.12K+ 19.83% |
$45.7K - $48.5K
|
6.75K
$281K
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.06K+ 0.75% |
$43.4K - $46.1K
|
143K
$5.94M
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.06K+ 0.75% |
$43.3K - $46.1K
|
143K
$5.94M
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
1.05K+ 12.17% |
$42.8K - $45.5K
|
9.65K
$402K
|
|
Oct 19, 2022
Q3 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.04K+ 0.31% |
$42.6K - $45.3K
|
340K
$14.2M
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.01KNew |
$41.1K - $43.7K
|
1.01K
$41.9K
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
945+ 0.87% |
$38.6K - $41.1K
|
110K
$4.57M
|
|
Oct 14, 2022
Q3 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
920+ 9.48% |
$37.6K - $40K
|
10.6K
$442K
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
907+ 4.53% |
$37.1K - $39.4K
|
20.9K
$871K
|
|
Nov 14, 2022
Q3 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
875+ 5.33% |
$35.8K - $38K
|
17.3K
$720K
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
847+ 0.54% |
$34.6K - $36.8K
|
157K
$6.55M
|
|
Oct 20, 2022
Q3 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
846+ 4.03% |
$34.6K - $36.8K
|
21.8K
$909K
|
|
Oct 14, 2022
Q3 2022
|
Petix & Botte CO
|
BUY
|
- |
783+ 0.94% |
$32K - $34K
|
84.4K
$3.52M
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
740+ 2.33% |
$30.2K - $32.2K
|
32.4K
$1.35M
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
731+ 8.0% |
$29.9K - $31.8K
|
9.87K
$411K
|
|
Nov 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
680+ 6.42% |
$27.8K - $29.5K
|
11.3K
$469K
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
641+ 1.45% |
$26.2K - $27.9K
|
44.9K
$1.87M
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
605New |
$24.7K - $26.3K
|
605
$25.2K
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
604+ 9.5% |
$24.7K - $26.2K
|
6.96K
$290K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
595+ 6.12% |
$24.3K - $25.9K
|
10.3K
$430K
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
594+ 5.45% |
$24.3K - $25.8K
|
11.5K
$479K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
570New |
$23.3K - $24.8K
|
570
$23.7K
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
561+ 228.05% |
$22.9K - $24.4K
|
807
$33.6K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
518New |
$21.2K - $22.5K
|
518
$21.6K
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
454+ 41.96% |
$18.6K - $19.7K
|
1.54K
$64K
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
452New |
$18.5K - $19.6K
|
452
$18.8K
|
|
Oct 24, 2022
Q3 2022
|
Augustine Asset Management Inc
|
BUY
|
- |
441+ 1.53% |
$18K - $19.2K
|
29.4K
$1.22M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
439+ 0.71% |
$17.9K - $19.1K
|
62.5K
$2.61M
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
432+ 3.29% |
$17.7K - $18.8K
|
13.6K
$566K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
421+ 19.08% |
$17.2K - $18.3K
|
2.63K
$109K
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
412+ 4.3% |
$16.8K - $17.9K
|
10K
$416K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
405+ 1.13% |
$16.6K - $17.6K
|
36.2K
$1.51M
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Group, Inc.
|
BUY
|
- |
404+ 0.7% |
$16.5K - $17.6K
|
58.5K
$2.44M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
400New |
$16.3K - $17.4K
|
400
$16.7K
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
394+ 7.4% |
$16.1K - $17.1K
|
5.72K
$238K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
368+ 56.18% |
$15K - $16K
|
1.02K
$42.6K
|