Purchases and Sales Made in Q3 2023 in Ssga Active Trust (SRLN)
This table provides information about the institutional ownership of Ssga Active Trust (SRLN) during Q3 2023. 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, 2023
Q3 2023
|
Pacific Asset Management LLC
|
BUY
|
- |
596KNew |
$24.8M - $25.1M
|
596K
$24.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
582K+ 6287.89% |
$24.2M - $24.5M
|
592K
$24.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
504K+ 125.07% |
$20.9M - $21.2M
|
906K
$37.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
397KNew |
$16.5M - $16.7M
|
397K
$16.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
352KNew |
$14.6M - $14.8M
|
352K
$14.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
271K+ 18.55% |
$11.3M - $11.4M
|
1.73M
$72.3M
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
253K+ 5178.1% |
$10.5M - $10.7M
|
258K
$10.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
204KNew |
$8.47M - $8.6M
|
204K
$8.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
182KNew |
$7.57M - $7.68M
|
182K
$7.61M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
168K+ 60351.44% |
$6.97M - $7.07M
|
168K
$7.01M
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
161K+ 77.79% |
$6.69M - $6.79M
|
368K
$15.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
157K+ 31.17% |
$6.53M - $6.63M
|
662K
$27.6M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
117K+ 30.3% |
$4.85M - $4.92M
|
502K
$20.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
108K+ 136.58% |
$4.49M - $4.55M
|
187K
$7.81M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
107KNew |
$4.44M - $4.51M
|
107K
$4.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
99.5KNew |
$4.13M - $4.19M
|
99.5K
$4.15M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
96.4K+ 29.05% |
$4M - $4.06M
|
428K
$17.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
95K+ 219.57% |
$3.95M - $4M
|
138K
$5.77M
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
BUY
|
- |
94.9K+ 309.17% |
$3.94M - $4M
|
126K
$5.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
88.9KNew |
$3.69M - $3.74M
|
88.9K
$3.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
86.6K+ 609.81% |
$3.6M - $3.65M
|
101K
$4.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.6K+ 4.12% |
$3.35M - $3.4M
|
2.04M
$85.1M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
73.9K+ 2.33% |
$3.07M - $3.11M
|
3.24M
$135M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69.7K+ 9.7% |
$2.89M - $2.93M
|
788K
$32.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
67.2K+ 14.05% |
$2.79M - $2.83M
|
545K
$22.8M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
66.2K+ 15.31% |
$2.75M - $2.79M
|
498K
$20.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
64K+ 426.67% |
$2.66M - $2.7M
|
79K
$3.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
61K+ 63.3% |
$2.53M - $2.57M
|
157K
$6.56M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
59KNew |
$2.45M - $2.49M
|
59K
$2.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Blackstone Inc
New York, NY |
BUY
|
- |
57.1K+ 42.07% |
$2.37M - $2.41M
|
193K
$8.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
54K+ 3.86% |
$2.24M - $2.27M
|
1.45M
$60.5M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
52K+ 14.7% |
$2.16M - $2.19M
|
406K
$16.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
46.9K+ 31.71% |
$1.95M - $1.97M
|
195K
$8.12M
|
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
40.4K+ 478.72% |
$1.68M - $1.7M
|
48.8K
$2.04M
|
|
|
Oct 17, 2023
Q3 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
39.9K+ 33.99% |
$1.66M - $1.68M
|
157K
$6.56M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
39KNew |
$1.62M - $1.64M
|
39K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
38.2KNew |
$1.59M - $1.61M
|
38.2K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
32.8K+ 10.53% |
$1.36M - $1.38M
|
344K
$14.3M
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
31.4K+ 204.54% |
$1.3M - $1.32M
|
46.7K
$1.95M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
30.8K+ 14.36% |
$1.28M - $1.3M
|
245K
$10.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
30K+ 52.63% |
$1.25M - $1.26M
|
87K
$3.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
28.3K+ 34.44% |
$1.18M - $1.19M
|
111K
$4.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
28.3K+ 635.94% |
$1.17M - $1.19M
|
32.7K
$1.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
28.1KNew |
$1.16M - $1.18M
|
28.1K
$1.17M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
25.8KNew |
$1.07M - $1.09M
|
25.8K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
25.7K+ 154.13% |
$1.07M - $1.08M
|
42.4K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
25KNew |
$1.04M - $1.05M
|
25K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
25KNew |
$1.04M - $1.05M
|
25K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
23.8K+ 5441.78% |
$990K - $1M
|
24.3K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.1K+ 29.62% |
$958K - $972K
|
101K
$4.21M
|