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 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-22.5K- 26.98% |
$920K - $978K
|
60.9K
$2.54M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-22.7K- 24.73% |
$929K - $987K
|
69.2K
$2.88M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-22.9K- 31.82% |
$934K - $993K
|
49K
$2.04M
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-23.8K- 38.29% |
$974K - $1.04M
|
38.4K
$1.6M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24K- 11.37% |
$979K - $1.04M
|
187K
$7.78M
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-24.1K- 57.66% |
$987K - $1.05M
|
17.7K
$739K
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-24.2K- 5.88% |
$989K - $1.05M
|
387K
$16.1M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-24.5K- 7.13% |
$1M - $1.07M
|
319K
$13.3M
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-25.3K- 26.78% |
$1.03M - $1.1M
|
69.2K
$2.88M
|
|
Nov 14, 2022
Q3 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-26.5K- 76.47% |
$1.08M - $1.15M
|
8.15K
$339K
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-28.1K- 7.73% |
$1.15M - $1.22M
|
336K
$14M
|
|
Nov 14, 2022
Q3 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-28.9K- 4.58% |
$1.18M - $1.26M
|
603K
$25.1M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-29.4K- 16.89% |
$1.2M - $1.28M
|
145K
$6.03M
|
|
Nov 14, 2022
Q3 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-29.9K- 24.17% |
$1.22M - $1.3M
|
93.8K
$3.91M
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-30.6K- 48.5% |
$1.25M - $1.33M
|
32.5K
$1.35M
|
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-30.7K- 1.84% |
$1.25M - $1.33M
|
1.64M
$68.4M
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-33.1K- 17.84% |
$1.35M - $1.44M
|
152K
$6.34M
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-35.8K- 10.71% |
$1.46M - $1.55M
|
298K
$12.4M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-36.8K- 30.5% |
$1.51M - $1.6M
|
83.9K
$3.5M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-39.3K- 54.11% |
$1.61M - $1.71M
|
33.4K
$1.39M
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-40.1K- 73.32% |
$1.64M - $1.74M
|
14.6K
$608K
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-40.4K- 18.19% |
$1.65M - $1.75M
|
182K
$7.57M
|
|
Nov 14, 2022
Q3 2022
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-42.7K- 37.62% |
$1.75M - $1.86M
|
70.8K
$2.95M
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-43.1K- 73.64% |
$1.76M - $1.87M
|
15.4K
$643K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-44.5K- 13.7% |
$1.82M - $1.93M
|
280K
$11.7M
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-51.8K- 72.56% |
$2.12M - $2.25M
|
19.6K
$817K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-51.9K- 95.63% |
$2.12M - $2.25M
|
2.37K
$98.7K
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-53.7K- 81.67% |
$2.19M - $2.33M
|
12K
$502K
|
|
Oct 12, 2022
Q3 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-54.5K- 26.02% |
$2.23M - $2.37M
|
155K
$6.45M
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-56.8K- 36.31% |
$2.32M - $2.47M
|
99.6K
$4.15M
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-58.6K- 46.26% |
$2.39M - $2.55M
|
68.1K
$2.84M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-59.3K- 18.56% |
$2.42M - $2.58M
|
260K
$10.8M
|
|
Oct 12, 2022
Q3 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-63.5K- 58.42% |
$2.6M - $2.76M
|
45.2K
$1.88M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-64.1K- 26.43% |
$2.62M - $2.79M
|
179K
$7.44M
|
|
Oct 26, 2022
Q3 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-64.2K- 66.79% |
$2.62M - $2.79M
|
31.9K
$1.33M
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-65.4K- 79.71% |
$2.67M - $2.84M
|
16.6K
$693K
|
|
Oct 24, 2022
Q3 2022
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-67.3K- 79.32% |
$2.75M - $2.92M
|
17.5K
$731K
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-77.3K- 69.13% |
$3.16M - $3.36M
|
34.5K
$1.44M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-78.9K- 39.91% |
$3.23M - $3.43M
|
119K
$4.95M
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-81.3K- 21.57% |
$3.32M - $3.53M
|
295K
$12.3M
|
|
Nov 14, 2022
Q3 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-83K- 15.48% |
$3.39M - $3.61M
|
453K
$18.9M
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-84.2K- 27.27% |
$3.44M - $3.66M
|
225K
$9.36M
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-84.3K- 46.36% |
$3.44M - $3.66M
|
97.5K
$4.06M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-85.7K- 33.78% |
$3.5M - $3.72M
|
168K
$7M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-94.5K- 41.07% |
$3.86M - $4.1M
|
136K
$5.65M
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-97.9K- 73.23% |
$4M - $4.25M
|
35.8K
$1.49M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-101K- 63.04% |
$4.14M - $4.4M
|
59.4K
$2.47M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-112K- 97.32% |
$4.57M - $4.86M
|
3.08K
$128K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-117K- 17.32% |
$4.76M - $5.06M
|
556K
$23.2M
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-128K- 72.45% |
$5.23M - $5.56M
|
48.7K
$2.03M
|