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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.81K- 45.49% |
$197K - $209K
|
5.76K
$240K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-5.11K- 2.52% |
$209K - $222K
|
198K
$8.23M
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-5.17K- 5.7% |
$211K - $225K
|
85.6K
$3.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.2K- 2.21% |
$212K - $226K
|
230K
$9.56M
|
|
|
Oct 18, 2022
Q3 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-5.27K- 7.11% |
$215K - $229K
|
68.8K
$2.86M
|
|
|
Oct 21, 2022
Q3 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-5.35K- 1.68% |
$219K - $232K
|
312K
$13M
|
|
|
Nov 02, 2022
Q3 2022
|
Westshore Wealth, LLC
|
SELL
|
- |
-5.35K- 31.15% |
$219K - $233K
|
11.8K
$493K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-5.46K- 11.45% |
$223K - $237K
|
42.2K
$1.76M
|
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-5.63K- 4.9% |
$230K - $245K
|
109K
$4.55M
|
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-5.7K- 27.84% |
$233K - $248K
|
14.8K
$616K
|
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-5.86K- 50.86% |
$239K - $255K
|
5.66K
$236K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-6K- 2.75% |
$245K - $261K
|
212K
$8.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-6.2K- 4.74% |
$253K - $269K
|
125K
$5.19M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.29K- 4.27% |
$257K - $273K
|
141K
$5.88M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7.16K- 52.24% |
$293K - $311K
|
6.55K
$273K
|
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-7.24K- 5.16% |
$296K - $315K
|
133K
$5.55M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-7.45K- 29.93% |
$305K - $324K
|
17.4K
$727K
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.6K- 20.38% |
$311K - $330K
|
29.7K
$1.24M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.65K- 66.25% |
$313K - $332K
|
3.9K
$162K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.72K- 34.51% |
$315K - $335K
|
14.6K
$610K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-7.84K- 27.7% |
$320K - $341K
|
20.5K
$853K
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-7.99K- 5.07% |
$327K - $347K
|
150K
$6.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-8.04K- 15.72% |
$329K - $349K
|
43.1K
$1.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-8.08K- 24.48% |
$330K - $351K
|
24.9K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9K- 0.13% |
$368K - $391K
|
7.15M
$298M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.54K- 5.11% |
$390K - $415K
|
177K
$7.38M
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
SELL
|
- |
-10.1K- 37.8% |
$413K - $439K
|
16.6K
$693K
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-10.3K- 51.84% |
$420K - $446K
|
9.54K
$397K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-10.6K- 8.84% |
$434K - $461K
|
109K
$4.56M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-10.8K- 60.01% |
$442K - $469K
|
7.2K
$300K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-11.8K- 25.9% |
$481K - $511K
|
33.6K
$1.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-11.9K- 90.9% |
$486K - $517K
|
1.19K
$49.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-12.2K- 59.35% |
$499K - $530K
|
8.36K
$348K
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-12.2K- 8.18% |
$500K - $532K
|
137K
$5.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-12.3K- 38.98% |
$504K - $536K
|
19.3K
$804K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-12.5K- 51.02% |
$511K - $543K
|
12K
$500K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.6K- 34.04% |
$514K - $546K
|
24.4K
$1.02M
|
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-12.6K- 17.58% |
$515K - $548K
|
59.1K
$2.46M
|
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-12.9K- 2.71% |
$526K - $559K
|
463K
$19.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.2K- 20.04% |
$581K - $618K
|
56.8K
$2.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-15.9K- 2.15% |
$650K - $691K
|
725K
$30.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-15.9K- 27.36% |
$651K - $693K
|
42.3K
$1.76M
|
|
|
Oct 19, 2022
Q3 2022
|
Eastern Bank
|
SELL
|
- |
-19.3K- 28.23% |
$789K - $839K
|
49.1K
$2.04M
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-19.3K- 37.94% |
$790K - $840K
|
31.6K
$1.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-19.4K- 7.04% |
$792K - $842K
|
256K
$10.7M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-19.6K- 35.48% |
$803K - $854K
|
35.7K
$1.49M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-19.6K- 35.48% |
$803K - $854K
|
35.7K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-21.6K- 56.77% |
$884K - $939K
|
16.5K
$686K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-21.7K- 35.09% |
$888K - $944K
|
40.2K
$1.67M
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
SELL
|
- |
-22.1K- 90.38% |
$903K - $960K
|
2.35K
$98K
|