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 |
---|---|---|---|---|---|---|---|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.06K+ 5.69% |
$43.8K - $44.5K
|
19.6K
$817K
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1K+ 1.25% |
$41.6K - $42.2K
|
81.2K
$3.38M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1K+ 1.44% |
$41.5K - $42.1K
|
70.3K
$2.93M
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
962+ 6.71% |
$39.9K - $40.5K
|
15.3K
$637K
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
916+ 1.07% |
$38K - $38.6K
|
86.5K
$3.6M
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
909+ 56.78% |
$37.7K - $38.3K
|
2.51K
$105K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
838New |
$34.8K - $35.3K
|
838
$34.9K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
828+ 2.13% |
$34.4K - $34.9K
|
39.7K
$1.66M
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
722+ 3.22% |
$30K - $30.4K
|
23.2K
$965K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
669+ 157.04% |
$27.8K - $28.2K
|
1.1K
$45.6K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
609+ 6.0% |
$25.3K - $25.7K
|
10.8K
$448K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
565+ 0.22% |
$23.5K - $23.8K
|
258K
$10.8M
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
559+ 1.16% |
$23.2K - $23.5K
|
48.6K
$2.03M
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
524+ 2.44% |
$21.8K - $22.1K
|
22K
$916K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
500+ 1190.48% |
$20.8K - $21.1K
|
542
$22.6K
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
500+ 4.35% |
$20.8K - $21.1K
|
12K
$499K
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
500+ 1.77% |
$20.8K - $21.1K
|
28.7K
$1.2M
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
459New |
$19.1K - $19.3K
|
459
$19.1K
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
434+ 2.77% |
$18K - $18.3K
|
16.1K
$671K
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
428New |
$17.8K - $18K
|
428
$17.8K
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
426+ 0.81% |
$17.7K - $17.9K
|
53.2K
$2.22M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
412+ 16.67% |
$17.1K - $17.4K
|
2.88K
$120K
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
358+ 2.44% |
$14.9K - $15.1K
|
15K
$626K
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
323+ 0.51% |
$13.4K - $13.6K
|
63.5K
$2.64M
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
323+ 0.51% |
$13.4K - $13.6K
|
63.5K
$2.64M
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
322+ 3.18% |
$13.4K - $13.6K
|
10.4K
$435K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
253+ 4.08% |
$10.5K - $10.7K
|
6.45K
$269K
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
252+ 0.4% |
$10.5K - $10.6K
|
62.5K
$2.61M
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
242+ 4.05% |
$10K - $10.2K
|
6.22K
$259K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
226+ 10.84% |
$9.38K - $9.52K
|
2.31K
$96.3K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
214+ 4.05% |
$8.89K - $9.01K
|
5.5K
$229K
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
201+ 2.48% |
$8.35K - $8.47K
|
8.3K
$346K
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
184+ 0.79% |
$7.64K - $7.75K
|
23.4K
$976K
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
182+ 2.11% |
$7.56K - $7.67K
|
8.81K
$367K
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
181+ 7.69% |
$7.52K - $7.62K
|
2.54K
$106K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
175New |
$7.27K - $7.37K
|
175
$7.29K
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
152+ 0.22% |
$6.31K - $6.4K
|
70.5K
$2.94M
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
151New |
$6.27K - $6.36K
|
151
$6.29K
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
113+ 0.16% |
$4.69K - $4.76K
|
70.4K
$2.93M
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
102+ 0.79% |
$4.24K - $4.3K
|
13.1K
$545K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
96+ 1.28% |
$3.99K - $4.04K
|
7.61K
$317K
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
82+ 0.91% |
$3.4K - $3.45K
|
9.14K
$381K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
71+ 4.89% |
$2.95K - $2.99K
|
1.52K
$63.4K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
70+ 3.63% |
$2.91K - $2.95K
|
2K
$83.2K
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
68+ 4.32% |
$2.82K - $2.86K
|
1.64K
$68.4K
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
66+ 0.62% |
$2.74K - $2.78K
|
10.7K
$447K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
58+ 31.87% |
$2.41K - $2.44K
|
240
$10K
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
56+ 1.1% |
$2.33K - $2.36K
|
5.14K
$214K
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
40+ 2.23% |
$1.66K - $1.68K
|
1.84K
$76.5K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
29New |
$1.2K - $1.22K
|
29
$1.21K
|