Purchases and Sales Made in Q2 2024 in Ssga Active Trust (SRLN)
This table provides information about the institutional ownership of Ssga Active Trust (SRLN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
61.9KNew |
$2.58M - $2.61M
|
61.9K
$2.58M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
55K+ 1108.47% |
$2.29M - $2.31M
|
59.9K
$2.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
54.1K+ 37.44% |
$2.26M - $2.28M
|
199K
$8.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
53.5K+ 4.64% |
$2.23M - $2.25M
|
1.21M
$50.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
49.8KNew |
$2.07M - $2.1M
|
49.8K
$2.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
46.7K+ 20.24% |
$1.95M - $1.97M
|
277K
$11.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
43.9K+ 24.26% |
$1.83M - $1.85M
|
225K
$9.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
42.6K+ 4.69% |
$1.78M - $1.79M
|
951K
$39.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
41.7KNew |
$1.74M - $1.75M
|
41.7K
$1.74M
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
39.7K+ 27.04% |
$1.66M - $1.67M
|
187K
$7.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
39K+ 59.58% |
$1.63M - $1.64M
|
104K
$4.35M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
38K+ 5.54% |
$1.58M - $1.6M
|
723K
$30.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
36.9K+ 116.21% |
$1.54M - $1.55M
|
68.7K
$2.86M
|
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
36.9K+ 119.18% |
$1.54M - $1.55M
|
67.9K
$2.83M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
36.8K+ 22.96% |
$1.53M - $1.55M
|
197K
$8.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
36.7K+ 258.94% |
$1.53M - $1.55M
|
50.9K
$2.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
35.5KNew |
$1.48M - $1.5M
|
35.5K
$1.48M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
34.9K+ 39.43% |
$1.46M - $1.47M
|
123K
$5.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
34.7KNew |
$1.44M - $1.46M
|
34.7K
$1.44M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.5K+ 60.28% |
$1.27M - $1.29M
|
81.2K
$3.38M
|
|
|
Jul 29, 2024
Q2 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
29.2KNew |
$1.22M - $1.23M
|
29.2K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
26.6KNew |
$1.11M - $1.12M
|
26.6K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
25.5KNew |
$1.06M - $1.07M
|
25.5K
$1.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
25.5K+ 4.16% |
$1.06M - $1.07M
|
638K
$26.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
25.1K+ 18.23% |
$1.05M - $1.06M
|
163K
$6.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
BUY
|
- |
25K+ 33.33% |
$1.04M - $1.05M
|
100K
$4.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
24.6K+ 18.84% |
$1.03M - $1.04M
|
155K
$6.47M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
24.6K+ 4.75% |
$1.02M - $1.03M
|
541K
$22.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
24.1K+ 10.7% |
$1.01M - $1.02M
|
250K
$10.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
22.3K+ 23.2% |
$931K - $940K
|
119K
$4.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
21.5K+ 25.48% |
$897K - $906K
|
106K
$4.42M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
21.1K+ 37.29% |
$881K - $890K
|
77.8K
$3.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.3K+ 2.07% |
$847K - $855K
|
1M
$41.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
20.2K+ 9.06% |
$842K - $850K
|
243K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
20.1KNew |
$839K - $847K
|
20.1K
$838K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
20.1K+ 12.39% |
$838K - $846K
|
182K
$7.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
19.2K+ 23.14% |
$798K - $806K
|
102K
$4.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
18.4KNew |
$765K - $773K
|
18.4K
$765K
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
17.9K+ 10.2% |
$747K - $754K
|
194K
$8.07M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
17.4K+ 8.17% |
$726K - $733K
|
231K
$9.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.4K+ 11.15% |
$725K - $732K
|
173K
$7.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.5K+ 38.08% |
$686K - $693K
|
59.7K
$2.49M
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
16.3K+ 4.03% |
$680K - $687K
|
421K
$17.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
BUY
|
- |
14.8K+ 6.15% |
$616K - $622K
|
255K
$10.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.7K+ 5.61% |
$613K - $619K
|
277K
$11.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
14.3KNew |
$596K - $602K
|
14.3K
$596K
|
|
|
Aug 06, 2024
Q2 2024
|
Emory University
Atlanta, GA |
BUY
|
- |
13.6K+ 2.22% |
$567K - $573K
|
626K
$26.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
13.2K+ 2.95% |
$551K - $556K
|
461K
$19.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
13.2K+ 12.72% |
$551K - $556K
|
117K
$4.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
13.1K+ 13.13% |
$545K - $550K
|
113K
$4.69M
|