Purchases and Sales Made in Q4 2021 in Ssga Active Trust (SRLN)
This table provides information about the institutional ownership of Ssga Active Trust (SRLN) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.8KNew |
$715K - $726K
|
15.8K
$658K
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
15.7K+ 39.27% |
$709K - $720K
|
55.6K
$2.32M
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
15K+ 40.53% |
$680K - $690K
|
52.1K
$2.17M
|
|
|
Feb 08, 2022
Q4 2021
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
14.6KNew |
$659K - $669K
|
14.6K
$606K
|
|
|
Apr 06, 2022
Q4 2021
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
14.2KNew |
$643K - $653K
|
14.2K
$592K
|
|
|
Feb 11, 2022
Q4 2021
|
Palladiem, LLC
|
BUY
|
- |
13.8KNew |
$624K - $633K
|
13.8K
$574K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
13.8K+ 7.47% |
$623K - $632K
|
198K
$8.25M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
13.7K+ 183.8% |
$620K - $630K
|
21.1K
$881K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
12.6K+ 101.75% |
$570K - $579K
|
25K
$1.04M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
12.1KNew |
$548K - $556K
|
12.1K
$504K
|
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
12K+ 1.33% |
$544K - $553K
|
915K
$38.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
11.8K+ 5.62% |
$536K - $544K
|
222K
$9.27M
|
|
|
Jan 28, 2022
Q4 2021
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
11.6K+ 26.22% |
$527K - $535K
|
56K
$2.33M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
11.5K+ 9.12% |
$520K - $528K
|
137K
$5.72M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.4K+ 11.23% |
$514K - $522K
|
113K
$4.69M
|
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
11K+ 9.94% |
$499K - $507K
|
122K
$5.08M
|
|
|
Jan 19, 2022
Q4 2021
|
Community Capital Management, LLC
|
BUY
|
- |
11KNew |
$498K - $506K
|
11K
$458K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.9KNew |
$494K - $501K
|
10.9K
$455K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10.8K+ 4.7% |
$488K - $495K
|
240K
$9.99M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
10.6K+ 8847.5% |
$481K - $488K
|
10.7K
$447K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
10.5K+ 3.25% |
$475K - $483K
|
334K
$13.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
10.4KNew |
$471K - $478K
|
10.4K
$433K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
10.3KNew |
$465K - $472K
|
10.3K
$427K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.2KNew |
$461K - $468K
|
10.2K
$424K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.92K+ 58.31% |
$449K - $456K
|
26.9K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
9.8K+ 6.21% |
$444K - $450K
|
168K
$6.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.76K+ 6.95% |
$442K - $449K
|
150K
$6.26M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmel Capital Partners, LLC
|
BUY
|
- |
9.7KNew |
$439K - $446K
|
9.7K
$404K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
9.52K+ 21.5% |
$431K - $437K
|
53.8K
$2.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
9.49KNew |
$430K - $436K
|
9.49K
$395K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.04K+ 7.95% |
$409K - $415K
|
123K
$5.12M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8.81KNew |
$399K - $405K
|
8.81K
$367K
|
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
8.78K+ 28.77% |
$397K - $404K
|
39.3K
$1.64M
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
8.67K+ 12.85% |
$393K - $399K
|
76.2K
$3.17M
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
8.65KNew |
$392K - $398K
|
8.65K
$361K
|
|
|
Jan 27, 2022
Q4 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
8.3K+ 4.95% |
$376K - $381K
|
176K
$7.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.27K+ 165.46% |
$375K - $380K
|
13.3K
$553K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.23KNew |
$373K - $378K
|
8.23K
$343K
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
8.15KNew |
$369K - $374K
|
8.15K
$339K
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
7.85KNew |
$356K - $361K
|
7.85K
$327K
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
7.79K+ 30.55% |
$353K - $358K
|
33.3K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
7.72K+ 99.31% |
$350K - $355K
|
15.5K
$646K
|
|
|
Jan 31, 2022
Q4 2021
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
7.61KNew |
$344K - $350K
|
7.61K
$317K
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
7.52KNew |
$341K - $346K
|
7.52K
$313K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.96KNew |
$315K - $320K
|
6.96K
$290K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.81K+ 53.77% |
$308K - $313K
|
19.5K
$811K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.75KNew |
$306K - $310K
|
6.75K
$281K
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
6.67KNew |
$302K - $307K
|
6.67K
$278K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
6.59K+ 3.08% |
$298K - $303K
|
220K
$9.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
6.55K+ 8.73% |
$297K - $301K
|
81.6K
$3.4M
|