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 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.27K- 3.35% |
$52.6K - $53.1K
|
36.8K
$1.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-1.31K- 4.22% |
$54K - $54.4K
|
29.6K
$1.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.74K- 18.58% |
$71.6K - $72.3K
|
7.6K
$312K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.88K- 18.74% |
$77.7K - $78.4K
|
8.17K
$336K
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-2.12K- 0.93% |
$87.6K - $88.4K
|
225K
$9.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.46K- 1.46% |
$101K - $102K
|
165K
$6.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.46K- 33.7% |
$102K - $102K
|
4.84K
$199K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.55K- 30.53% |
$105K - $106K
|
5.81K
$239K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.59K- 7.73% |
$107K - $108K
|
30.9K
$1.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.92K- 11.0% |
$120K - $122K
|
23.6K
$971K
|
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-3.87K- 6.05% |
$160K - $161K
|
60K
$2.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.87K- 18.29% |
$160K - $161K
|
17.3K
$710K
|
|
|
Nov 04, 2025
Q3 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-3.96K- 4.45% |
$163K - $165K
|
85K
$3.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-4.32K- 85.79% |
$178K - $180K
|
715
$29.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.98K- 2.22% |
$205K - $207K
|
219K
$9M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.38K- 15.55% |
$263K - $266K
|
34.6K
$1.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.52K- 4.27% |
$269K - $272K
|
146K
$6.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-13K- 25.51% |
$537K - $542K
|
38K
$1.56M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-14.1K- 30.02% |
$583K - $588K
|
32.9K
$1.35M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-14.8K- 26.09% |
$613K - $618K
|
42K
$1.73M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-18.2K- 68.11% |
$751K - $757K
|
8.51K
$350K
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-18.4K- 64.12% |
$759K - $765K
|
10.3K
$423K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-20.5K- 36.98% |
$846K - $853K
|
34.9K
$1.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-24.2K- 18.15% |
$1M - $1.01M
|
109K
$4.49M
|
|
|
Oct 07, 2025
Q3 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-27.1K- 12.37% |
$1.12M - $1.13M
|
192K
$7.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-27.9K- 72.22% |
$1.15M - $1.16M
|
10.7K
$441K
|
|
|
Oct 28, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-31.3K- 21.56% |
$1.29M - $1.31M
|
114K
$4.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-46.6K- 21.86% |
$1.92M - $1.94M
|
166K
$6.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-60.8K- 25.97% |
$2.51M - $2.53M
|
173K
$7.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
SELL
|
- |
-72K- 10.09% |
$2.97M - $3M
|
641K
$26.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-102K- 69.73% |
$4.2M - $4.24M
|
44.2K
$1.82M
|
|
|
Oct 29, 2025
Q3 2025
|
Donoghue Forlines LLC
|
SELL
|
- |
-160K- 20.41% |
$6.59M - $6.65M
|
622K
$25.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-5.26M- 98.03% |
$217M - $219M
|
106K
$4.34M
|