Purchases and Sales Made in Q4 2022 in Ssga Active Trust (SRLN)
This table provides information about the institutional ownership of Ssga Active Trust (SRLN) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.35KNew |
$381K - $389K
|
9.35K
$390K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
9.29K+ 19.08% |
$378K - $387K
|
58K
$2.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
9.02K+ 23.49% |
$368K - $375K
|
47.4K
$1.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
9KNew |
$367K - $375K
|
9K
$375K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.81K+ 3.15% |
$359K - $367K
|
289K
$12M
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
8.02KNew |
$327K - $334K
|
8.02K
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.88KNew |
$321K - $328K
|
7.88K
$328K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.77K+ 2.39% |
$316K - $323K
|
332K
$13.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Refined Wealth Management
|
BUY
|
- |
7.5K+ 3.89% |
$306K - $312K
|
200K
$8.35M
|
|
|
Jan 19, 2023
Q4 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
7.06KNew |
$288K - $294K
|
7.06K
$294K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
7.01KNew |
$286K - $292K
|
7.01K
$292K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.91K+ 99.94% |
$281K - $287K
|
13.8K
$576K
|
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
6.83K+ 2.73% |
$278K - $284K
|
257K
$10.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.63KNew |
$270K - $276K
|
6.63K
$276K
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
6.6KNew |
$269K - $275K
|
6.6K
$275K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
6.55KNew |
$267K - $272K
|
6.55K
$273K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.5K+ 4.14% |
$265K - $271K
|
164K
$6.82M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
6.46K+ 41.87% |
$263K - $269K
|
21.9K
$912K
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
6.37KNew |
$260K - $265K
|
6.37K
$265K
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
6.31KNew |
$257K - $263K
|
6.31K
$263K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.23KNew |
$254K - $259K
|
6.23K
$260K
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
6.21KNew |
$253K - $258K
|
6.21K
$259K
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
6.19KNew |
$252K - $257K
|
6.19K
$258K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.16K+ 3.56% |
$251K - $256K
|
179K
$7.48M
|
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
6.01K+ 11.95% |
$245K - $250K
|
56.3K
$2.35M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
5.9K+ 1405.48% |
$240K - $246K
|
6.32K
$263K
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
5.88K+ 8.64% |
$239K - $245K
|
73.9K
$3.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
5.85KNew |
$238K - $243K
|
5.85K
$244K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
5.49KNew |
$224K - $228K
|
5.49K
$229K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
5.45KNew |
$222K - $227K
|
5.45K
$227K
|
|
|
Jan 10, 2023
Q4 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
5.42KNew |
$221K - $226K
|
5.42K
$226K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.31K+ 4.88% |
$216K - $221K
|
114K
$4.75M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
4.48K+ 44.92% |
$182K - $186K
|
14.4K
$601K
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
4.34K+ 47.14% |
$177K - $181K
|
13.5K
$564K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
4.18K+ 4.21% |
$170K - $174K
|
103K
$4.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3.47K+ 21.76% |
$141K - $144K
|
19.4K
$808K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.43K+ 7.01% |
$140K - $143K
|
52.4K
$2.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.36K+ 4.5% |
$137K - $140K
|
77.9K
$3.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.24K+ 8.27% |
$132K - $135K
|
42.4K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.19K+ 4.88% |
$130K - $133K
|
68.6K
$2.86M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.13K+ 50.54% |
$127K - $130K
|
9.31K
$388K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3.09KNew |
$126K - $129K
|
3.09K
$129K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.02KNew |
$123K - $126K
|
3.02K
$126K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
2.72K+ 33.74% |
$111K - $113K
|
10.8K
$449K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.69KNew |
$110K - $112K
|
2.69K
$112K
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.62K+ 9.03% |
$107K - $109K
|
31.6K
$1.32M
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.61KNew |
$106K - $108K
|
2.61K
$109K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.59K+ 26.21% |
$105K - $108K
|
12.5K
$519K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.44KNew |
$99.5K - $102K
|
2.44K
$102K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.33K+ 44.59% |
$95K - $97K
|
7.56K
$315K
|