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 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
226+ 1.67% |
$9.33K - $9.41K
|
13.8K
$567K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
225+ 1.03% |
$9.29K - $9.37K
|
22K
$904K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
200+ 6.78% |
$8.26K - $8.33K
|
3.15K
$130K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
200+ 3.18% |
$8.26K - $8.33K
|
6.5K
$267K
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
192+ 1.3% |
$7.93K - $8K
|
15K
$616K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
136+ 1.47% |
$5.61K - $5.66K
|
9.37K
$385K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
133New |
$5.49K - $5.54K
|
133
$5.47K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
123+ 0.15% |
$5.08K - $5.12K
|
82.3K
$3.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
108+ 0.91% |
$4.46K - $4.5K
|
12K
$494K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
101+ 1.78% |
$4.17K - $4.21K
|
5.77K
$237K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
70+ 1.18% |
$2.89K - $2.92K
|
6.01K
$247K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
69+ 1.45% |
$2.85K - $2.87K
|
4.83K
$199K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
38+ 3800.0% |
$1.57K - $1.58K
|
39
$1.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25+ 104.17% |
$1.03K - $1.04K
|
49
$2.01K
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
25+ 0.27% |
$1.03K - $1.04K
|
9.42K
$387K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
14+ 0.07% |
$578 - $583
|
21.3K
$875K
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
BUY
|
- |
12+ 0.12% |
$495 - $500
|
9.78K
$402K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
6+ 0.1% |
$248 - $250
|
5.79K
$238K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
6New |
$248 - $250
|
6
$247
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 27.27% |
$124 - $125
|
14
$575
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
3+ 2.38% |
$124 - $125
|
129
$5.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2- 0.01% |
$82.6 - $83.3
|
16.9K
$695K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-3- 0.02% |
$124 - $125
|
12.7K
$520K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-32- 0.45% |
$1.32K - $1.33K
|
7.14K
$294K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-48- 0.16% |
$1.98K - $2K
|
29.6K
$1.22M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-55- 0.13% |
$2.27K - $2.29K
|
42.2K
$1.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-71- 0.77% |
$2.93K - $2.96K
|
9.17K
$377K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-80- 62.5% |
$3.3K - $3.33K
|
48
$1.97K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-87- 7.26% |
$3.59K - $3.62K
|
1.11K
$45.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-95- 1.22% |
$3.92K - $3.96K
|
7.69K
$316K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-106- 1.23% |
$4.38K - $4.41K
|
8.53K
$351K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-142- 1.12% |
$5.86K - $5.91K
|
12.5K
$513K
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-151- 2.68% |
$6.23K - $6.29K
|
5.49K
$226K
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-224- 0.27% |
$9.25K - $9.33K
|
84.1K
$3.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-224- 1.58% |
$9.25K - $9.33K
|
13.9K
$572K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-260- 0.78% |
$10.7K - $10.8K
|
33.2K
$1.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-290- 3.29% |
$12K - $12.1K
|
8.52K
$350K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-333- 1.32% |
$13.7K - $13.9K
|
24.9K
$1.02M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-360- 1.37% |
$14.9K - $15K
|
26K
$1.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-379- 0.87% |
$15.6K - $15.8K
|
43.2K
$1.78M
|
|
|
Nov 05, 2025
Q3 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-400- 2.92% |
$16.5K - $16.7K
|
13.3K
$547K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-480- 5.12% |
$19.8K - $20K
|
8.9K
$366K
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-497- 3.53% |
$20.5K - $20.7K
|
13.6K
$559K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-526- 4.63% |
$21.7K - $21.9K
|
10.8K
$445K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-597- 6.2% |
$24.6K - $24.9K
|
9.03K
$371K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-643- 86.42% |
$26.5K - $26.8K
|
101
$4.15K
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-674- 6.14% |
$27.8K - $28.1K
|
10.3K
$424K
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
SELL
|
- |
-707- 3.86% |
$29.2K - $29.4K
|
17.6K
$724K
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-750- 2.33% |
$31K - $31.2K
|
31.5K
$1.29M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-807- 1.03% |
$33.3K - $33.6K
|
77.6K
$3.19M
|