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 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-70- 1.12% |
$2.9K - $2.95K
|
6.16K
$259K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-116- 6.09% |
$4.81K - $4.88K
|
1.79K
$75K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-132- 8.72% |
$5.48K - $5.55K
|
1.38K
$58K
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-144- 0.39% |
$5.97K - $6.06K
|
36.6K
$1.54M
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-216- 2.6% |
$8.96K - $9.09K
|
8.09K
$340K
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-249- 3.1% |
$10.3K - $10.5K
|
7.79K
$327K
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-295- 0.24% |
$12.2K - $12.4K
|
122K
$5.13M
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-346- 16.24% |
$14.4K - $14.6K
|
1.79K
$74.9K
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-421- 2.78% |
$17.5K - $17.7K
|
14.7K
$618K
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-454- 6.2% |
$18.8K - $19.1K
|
6.86K
$288K
|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
SELL
|
- |
-459- 0.21% |
$19K - $19.3K
|
215K
$9.01M
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-594- 3.86% |
$24.6K - $25K
|
14.8K
$621K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-655- 9.87% |
$27.2K - $27.6K
|
5.98K
$251K
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-674- 2.07% |
$28K - $28.4K
|
31.9K
$1.34M
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-678- 10.02% |
$28.1K - $28.5K
|
6.09K
$256K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-688- 0.18% |
$28.5K - $29K
|
387K
$16.2M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-688- 2.69% |
$28.5K - $29K
|
24.9K
$1.04M
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-714- 0.88% |
$29.6K - $30K
|
80.3K
$3.37M
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-754- 3.96% |
$31.3K - $31.7K
|
18.3K
$768K
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-1.01K- 4.65% |
$41.9K - $42.5K
|
20.7K
$869K
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.24K- 3.1% |
$51.5K - $52.3K
|
38.8K
$1.63M
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.32K- 4.3% |
$54.6K - $55.4K
|
29.3K
$1.23M
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.36K- 1.06% |
$56.5K - $57.3K
|
127K
$5.34M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.51K- 5.55% |
$62.7K - $63.6K
|
25.7K
$1.08M
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.58K- 7.55% |
$65.5K - $66.5K
|
19.3K
$812K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.7K- 17.18% |
$70.6K - $71.7K
|
8.21K
$344K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.71K- 11.32% |
$70.7K - $71.7K
|
13.4K
$560K
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.74K- 6.18% |
$72K - $73K
|
26.3K
$1.11M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.78K- 11.08% |
$73.6K - $74.7K
|
14.2K
$598K
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.95K- 15.01% |
$80.7K - $81.8K
|
11K
$462K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.18K- 19.01% |
$90.4K - $91.7K
|
9.28K
$390K
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-2.29K- 3.38% |
$94.9K - $96.2K
|
65.4K
$2.75M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.43K- 14.22% |
$101K - $102K
|
14.7K
$616K
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-2.45K- 3.16% |
$102K - $103K
|
75K
$3.15M
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2.64K- 24.47% |
$109K - $111K
|
8.14K
$342K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.79K- 7.24% |
$116K - $117K
|
35.7K
$1.5M
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-2.82K- 34.62% |
$117K - $118K
|
5.32K
$223K
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.22K- 6.6% |
$134K - $136K
|
45.6K
$1.91M
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-3.77K- 43.42% |
$156K - $159K
|
4.91K
$206K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.82K- 18.85% |
$158K - $161K
|
16.4K
$689K
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-3.87K- 10.71% |
$161K - $163K
|
32.3K
$1.36M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.09K- 15.9% |
$211K - $214K
|
26.9K
$1.13M
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-5.35K- 3.19% |
$222K - $225K
|
162K
$6.81M
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-6.48K- 9.63% |
$269K - $273K
|
60.8K
$2.55M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-7.58K- 16.59% |
$315K - $319K
|
38.1K
$1.6M
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-8.88K- 59.96% |
$368K - $374K
|
5.93K
$249K
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-9.35K- 13.82% |
$388K - $394K
|
58.3K
$2.45M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-9.64K- 3.15% |
$400K - $406K
|
297K
$12.4M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.7K- 4.15% |
$445K - $452K
|
248K
$10.4M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-14.8K- 17.63% |
$613K - $622K
|
69.1K
$2.9M
|