Purchases and Sales Made in Q3 2025 in Ssga Active Trust (SRLN)
This table provides information about the institutional ownership of Ssga Active Trust (SRLN) during Q3 2025. 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, 2025
Q3 2025
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
192K+ 44.44% |
$7.92M - $7.99M
|
623K
$25.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
116K+ 64.49% |
$4.78M - $4.82M
|
295K
$12.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
112K+ 117.2% |
$4.63M - $4.67M
|
208K
$8.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
76.6K+ 31.41% |
$3.16M - $3.19M
|
320K
$13.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
54.3K+ 47.61% |
$2.24M - $2.26M
|
168K
$6.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
41.4K+ 67.09% |
$1.71M - $1.73M
|
103K
$4.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
38.5K+ 14.89% |
$1.59M - $1.6M
|
297K
$12.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
37.5K+ 2100.17% |
$1.55M - $1.56M
|
39.3K
$1.61M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
35.4KNew |
$1.46M - $1.48M
|
35.4K
$1.46M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
32K+ 14.22% |
$1.32M - $1.33M
|
257K
$10.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
31.7K+ 4.28% |
$1.31M - $1.32M
|
771K
$31.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
29.5K+ 27.01% |
$1.22M - $1.23M
|
139K
$5.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
28.2KNew |
$1.16M - $1.17M
|
28.2K
$1.16M
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
25K+ 104.81% |
$1.03M - $1.04M
|
48.8K
$2M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
22.4K+ 125.3% |
$924K - $932K
|
40.2K
$1.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
22.4K+ 127.49% |
$923K - $932K
|
39.9K
$1.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
21.2K+ 66.33% |
$876K - $884K
|
53.2K
$2.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
19.6K+ 15.32% |
$811K - $818K
|
148K
$6.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
18.9K+ 7.25% |
$781K - $788K
|
280K
$11.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
15.7K+ 6.37% |
$649K - $655K
|
262K
$10.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
14.9K+ 7.2% |
$614K - $620K
|
221K
$9.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
14.3K+ 6.81% |
$590K - $595K
|
224K
$9.21M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.2K+ 11.34% |
$586K - $592K
|
139K
$5.73M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
13.7K+ 9.19% |
$567K - $572K
|
163K
$6.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
13.2K+ 9.71% |
$546K - $551K
|
150K
$6.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
13K+ 44.37% |
$537K - $541K
|
42.3K
$1.74M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
12.8K+ 6.44% |
$529K - $534K
|
212K
$8.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.8K+ 4.8% |
$529K - $533K
|
280K
$11.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
10.4K+ 8.71% |
$428K - $431K
|
129K
$5.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
8.78KNew |
$362K - $366K
|
8.78K
$361K
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
8.6K+ 13.38% |
$355K - $358K
|
72.8K
$2.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Refined Wealth Management
|
BUY
|
- |
8.47K+ 4.02% |
$350K - $353K
|
219K
$9.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.17KNew |
$337K - $340K
|
8.17K
$336K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.05K+ 7.78% |
$332K - $335K
|
112K
$4.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.76K+ 113.87% |
$320K - $323K
|
14.6K
$599K
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
7.04KNew |
$291K - $293K
|
7.04K
$290K
|
|
|
Oct 09, 2025
Q3 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
6.65K+ 26.61% |
$274K - $277K
|
31.6K
$1.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.59K+ 9.36% |
$272K - $275K
|
77K
$3.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.49KNew |
$268K - $270K
|
6.49K
$267K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
6.09KNew |
$251K - $254K
|
6.09K
$250K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.02K+ 37.59% |
$248K - $251K
|
22K
$905K
|
|
|
Oct 21, 2025
Q3 2025
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
5.75K+ 35.99% |
$237K - $239K
|
21.7K
$893K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
5.6K+ 9.64% |
$231K - $233K
|
63.7K
$2.62M
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.47K+ 1.56% |
$226K - $228K
|
357K
$14.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
5.34K+ 63.57% |
$221K - $223K
|
13.8K
$565K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5.26KNew |
$217K - $219K
|
5.26K
$216K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.94K+ 22.54% |
$204K - $206K
|
26.9K
$1.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
4.92K+ 8.98% |
$203K - $205K
|
59.7K
$2.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
4.91K+ 6.47% |
$203K - $205K
|
80.8K
$3.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
4.76K+ 1.44% |
$196K - $198K
|
335K
$13.8M
|