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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
220+ 0.39% |
$8.96K - $9.15K
|
56.8K
$2.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
220New |
$8.96K - $9.15K
|
220
$9.17K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
213+ 2.95% |
$8.68K - $8.86K
|
7.43K
$309K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
206New |
$8.39K - $8.57K
|
206
$8.58K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
200+ 24.78% |
$8.15K - $8.32K
|
1.01K
$42K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
189New |
$7.7K - $7.86K
|
189
$7.87K
|
|
|
Jan 25, 2023
Q4 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
188+ 3.77% |
$7.66K - $7.82K
|
5.18K
$216K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
176+ 1.17% |
$7.17K - $7.32K
|
15.2K
$634K
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
166+ 13.95% |
$6.76K - $6.91K
|
1.36K
$56.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
159+ 2.77% |
$6.48K - $6.62K
|
5.9K
$246K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
153+ 1.33% |
$6.23K - $6.37K
|
11.7K
$485K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
130+ 0.01% |
$5.3K - $5.41K
|
1.61M
$67M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
100New |
$4.07K - $4.16K
|
100
$4.17K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
44New |
$1.79K - $1.83K
|
44
$1.83K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
42+ 2.98% |
$1.71K - $1.75K
|
1.45K
$60.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
41New |
$1.67K - $1.71K
|
41
$1.71K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
36New |
$1.47K - $1.5K
|
36
$1.5K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
33+ 0.83% |
$1.34K - $1.37K
|
4.02K
$167K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
30+ 0.35% |
$1.22K - $1.25K
|
8.73K
$363K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
28+ 1.07% |
$1.14K - $1.17K
|
2.66K
$111K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
20+ 3.43% |
$815 - $832
|
603
$25.1K
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
17New |
$693 - $707
|
17
$708
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16New |
$652 - $666
|
16
$667
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
13+ 2.28% |
$530 - $541
|
583
$24.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12+ 0.66% |
$489 - $499
|
1.84K
$76.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.12% |
$40.7 - $41.6
|
818
$34.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 9.09% |
$40.7 - $41.6
|
10
$417
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-1- 0.07% |
$40.7 - $41.6
|
1.41K
$58.5K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 9.09% |
$81.5 - $83.2
|
20
$833
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.74% |
$367 - $374
|
1.21K
$50.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-24- 0.23% |
$978 - $999
|
10.3K
$428K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-33- 0.2% |
$1.34K - $1.37K
|
16.3K
$679K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-39- 6.72% |
$1.59K - $1.62K
|
541
$22.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-46- 6.04% |
$1.87K - $1.91K
|
715
$29.8K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-60- 0.81% |
$2.44K - $2.5K
|
7.3K
$304K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-60- 0.29% |
$2.44K - $2.5K
|
20.9K
$869K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-75- 1.27% |
$3.06K - $3.12K
|
5.82K
$242K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-76- 0.89% |
$3.1K - $3.16K
|
8.5K
$354K
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-79- 1.48% |
$3.22K - $3.29K
|
5.25K
$219K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-85- 31.25% |
$3.46K - $3.54K
|
187
$7.79K
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-88- 0.73% |
$3.59K - $3.66K
|
12K
$500K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-130- 1.73% |
$5.3K - $5.41K
|
7.41K
$308K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-150- 1.06% |
$6.11K - $6.24K
|
14K
$583K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-192- 1.14% |
$7.82K - $7.99K
|
16.6K
$693K
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-220- 2.11% |
$8.96K - $9.15K
|
10.2K
$426K
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-223- 0.33% |
$9.09K - $9.28K
|
66.9K
$2.79M
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-226- 2.67% |
$9.21K - $9.4K
|
8.25K
$344K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-241- 1.78% |
$9.82K - $10K
|
13.3K
$555K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-242- 2.97% |
$9.86K - $10.1K
|
7.91K
$329K
|