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
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
798+ 22.43% |
$36.1K - $36.7K
|
4.36K
$181K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
760+ 5.28% |
$34.4K - $34.9K
|
15.1K
$631K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
743New |
$33.6K - $34.1K
|
743
$31K
|
|
|
Jan 24, 2022
Q4 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
739+ 13.57% |
$33.5K - $34K
|
6.18K
$258K
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
727+ 1.08% |
$32.9K - $33.4K
|
67.9K
$2.83M
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
633+ 5.89% |
$28.7K - $29.1K
|
11.4K
$474K
|
|
|
Feb 07, 2022
Q4 2021
|
Compass Financial Group, Inc.
|
BUY
|
- |
618+ 1.07% |
$28K - $28.4K
|
58.6K
$2.44M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
587+ 10.39% |
$26.6K - $27K
|
6.24K
$260K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
552New |
$25K - $25.4K
|
552
$23K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
550New |
$24.9K - $25.3K
|
550
$22.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
545+ 13.9% |
$24.7K - $25K
|
4.47K
$186K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
517+ 4.99% |
$23.4K - $23.8K
|
10.9K
$453K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
489New |
$22.1K - $22.5K
|
489
$20.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
463New |
$21K - $21.3K
|
463
$19.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
418+ 0.71% |
$18.9K - $19.2K
|
59.7K
$2.49M
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
389+ 0.91% |
$17.6K - $17.9K
|
43.3K
$1.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
368+ 2.51% |
$16.7K - $16.9K
|
15K
$625K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
350+ 0.35% |
$15.8K - $16.1K
|
101K
$4.2M
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
337+ 7.52% |
$15.3K - $15.5K
|
4.82K
$201K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
322+ 0.23% |
$14.6K - $14.8K
|
139K
$5.79M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
305+ 469.23% |
$13.8K - $14K
|
370
$15.4K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
300New |
$13.6K - $13.8K
|
300
$12.5K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
270+ 9.73% |
$12.2K - $12.4K
|
3.04K
$127K
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
260+ 1.41% |
$11.8K - $11.9K
|
18.6K
$777K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
207+ 0.66% |
$9.37K - $9.51K
|
31.6K
$1.32M
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
BUY
|
- |
202+ 2.45% |
$9.14K - $9.28K
|
8.44K
$352K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
195New |
$8.83K - $8.96K
|
195
$8.12K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
189+ 29.39% |
$8.56K - $8.69K
|
832
$34.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
146New |
$6.61K - $6.71K
|
146
$6.08K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
140+ 17.33% |
$6.34K - $6.43K
|
948
$39.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
123New |
$5.57K - $5.65K
|
123
$5.12K
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
110New |
$4.98K - $5.06K
|
110
$4.58K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
100New |
$4.53K - $4.6K
|
100
$4.17K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
98New |
$4.44K - $4.5K
|
98
$4.08K
|
|
|
Jan 21, 2022
Q4 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
98+ 0.11% |
$4.44K - $4.5K
|
89.7K
$3.74M
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
67+ 13.14% |
$3.03K - $3.08K
|
577
$24K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
59+ 0.6% |
$2.67K - $2.71K
|
9.83K
$410K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
41New |
$1.86K - $1.88K
|
41
$1.71K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
31New |
$1.4K - $1.42K
|
31
$1.29K
|
|
|
Feb 11, 2022
Q4 2021
|
Forbes J M & CO LLP
|
BUY
|
- |
25+ 0.5% |
$1.13K - $1.15K
|
5.04K
$210K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
23+ 0.35% |
$1.04K - $1.06K
|
6.56K
$273K
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
20+ 1.48% |
$905 - $919
|
1.37K
$56.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
17+ 0.74% |
$770 - $781
|
2.31K
$96.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
15+ 3.31% |
$679 - $689
|
468
$19.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
8New |
$362 - $368
|
8
$333
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8+ 0.38% |
$362 - $368
|
2.09K
$87.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
8+ 0.09% |
$362 - $368
|
8.58K
$357K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 1.87% |
$272 - $276
|
327
$13.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.52% |
$45.3 - $46
|
67
$2.79K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-3Closed |
$136 - $138
|
0
$0
|