Purchases and Sales Made in Q4 2024 in Ssga Active Trust (SRLN)
This table provides information about the institutional ownership of Ssga Active Trust (SRLN) during Q4 2024. 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 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
4.36K+ 5.06% |
$181K - $183K
|
90.5K
$3.8M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
4.26K+ 6.66% |
$177K - $179K
|
68.2K
$2.86M
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
4.12K+ 11.77% |
$171K - $173K
|
39.1K
$1.64M
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.52K+ 14.91% |
$146K - $148K
|
27.2K
$1.14M
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
3.24K+ 11.33% |
$134K - $136K
|
31.8K
$1.34M
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
2.94KNew |
$122K - $124K
|
2.94K
$123K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.88K+ 19.82% |
$119K - $121K
|
17.4K
$730K
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.82K+ 4.59% |
$117K - $119K
|
64.3K
$2.7M
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.9K+ 9.34% |
$78.8K - $80K
|
22.2K
$933K
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.81K+ 9.01% |
$75.2K - $76.2K
|
21.9K
$920K
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.72K+ 11.94% |
$71.2K - $72.3K
|
16.1K
$676K
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.68K+ 25.61% |
$69.6K - $70.6K
|
8.23K
$345K
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.5K+ 21.74% |
$62K - $62.9K
|
8.37K
$351K
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
1.46K+ 12.21% |
$60.7K - $61.6K
|
13.4K
$564K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.43K+ 6.33% |
$59.2K - $60K
|
23.9K
$1M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.28K+ 16.5% |
$53.1K - $53.9K
|
9.04K
$380K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.2K+ 18.55% |
$49.8K - $50.5K
|
7.67K
$322K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.14K+ 110.25% |
$47.3K - $48K
|
2.17K
$91.2K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.1K+ 20.37% |
$45.8K - $46.4K
|
6.52K
$274K
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
839+ 1.15% |
$34.8K - $35.3K
|
73.9K
$3.1M
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
751+ 0.24% |
$31.2K - $31.6K
|
310K
$13M
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
743+ 5.08% |
$30.8K - $31.3K
|
15.4K
$645K
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
724+ 6.91% |
$30K - $30.5K
|
11.2K
$470K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
719New |
$29.8K - $30.3K
|
719
$30.2K
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
605+ 9.19% |
$25.1K - $25.5K
|
7.19K
$302K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
568+ 30.59% |
$23.6K - $23.9K
|
2.43K
$102K
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
495+ 3.84% |
$20.5K - $20.8K
|
13.4K
$562K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
491+ 4.67% |
$20.4K - $20.7K
|
11K
$462K
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
481+ 7.68% |
$20K - $20.2K
|
6.74K
$283K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
448+ 2.29% |
$18.6K - $18.9K
|
20K
$840K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
406New |
$16.8K - $17.1K
|
406
$17K
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
395+ 4.21% |
$16.4K - $16.6K
|
9.79K
$411K
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
373+ 2.73% |
$15.5K - $15.7K
|
14.1K
$590K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
291+ 4.28% |
$12.1K - $12.2K
|
7.1K
$298K
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
225+ 0.76% |
$9.33K - $9.47K
|
29.7K
$1.25M
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
107+ 1.47% |
$4.44K - $4.5K
|
7.4K
$310K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
107+ 4.02% |
$4.44K - $4.5K
|
2.77K
$116K
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
105+ 0.5% |
$4.36K - $4.42K
|
21.1K
$884K
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
88+ 0.27% |
$3.65K - $3.7K
|
32.9K
$1.38M
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
81+ 1.21% |
$3.36K - $3.41K
|
6.78K
$284K
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
62+ 1.09% |
$2.57K - $2.61K
|
5.78K
$242K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
58+ 1.92% |
$2.41K - $2.44K
|
3.08K
$129K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
56New |
$2.32K - $2.36K
|
56
$2.35K
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
56+ 2.6% |
$2.32K - $2.36K
|
2.21K
$92.8K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10+ 0.2% |
$415 - $421
|
4.9K
$206K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$41.5 - $42.1
|
198K
$8.32M
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1- 1.79% |
$41.5 - $42.1
|
55
$2.31K
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-30- 7.08% |
$1.24K - $1.26K
|
394
$16.5K
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-46- 0.3% |
$1.91K - $1.94K
|
15.1K
$635K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-68- 0.94% |
$2.82K - $2.86K
|
7.14K
$300K
|