Beta Wealth Group, Inc. Ssga Active Trust Transaction History

Beta Wealth Group, Inc.

  • $187 Million
  • Q3 2025

A detailed history of Beta Wealth Group, Inc. transactions in Ssga Active Trust stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 160,272 shares of SRLN stock, worth $6.62 Million. This represents 3.56% of its overall portfolio holdings.

Number of Shares
160,272
Previous 122,331 31.02%
Holding current value
$6.62 Million
Previous $5.09 Million 31.0%
% of portfolio
3.56%
Previous 2.76%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$41.28 - $41.65 $1.57 Million - $1.58 Million
37,941 Added 31.02%
160,272 $6.66 Million
Q2 2025

Aug 08, 2025
SELL
$39.47 - $41.59 $148,959 - $156,960
-3,774 Reduced 2.99%
122,331 $5.09 Million
Q1 2025

May 08, 2025
BUY
$41.02 - $41.99 $1.58 Million - $1.62 Million
38,607 Added 44.12%
126,105 $5.19 Million
Q4 2024

Jan 31, 2025
BUY
$41.48 - $42.08 $202,961 - $205,897
4,893 Added 5.92%
87,498 $3.65 Million
Q3 2024

Nov 01, 2024
BUY
$40.93 - $41.85 $229,167 - $234,318
5,599 Added 7.27%
82,605 $3.45 Million
Q2 2024

Aug 12, 2024
BUY
$41.68 - $42.09 $180,724 - $182,502
4,336 Added 5.97%
77,006 $3.22 Million
Q1 2024

May 14, 2024
BUY
$41.64 - $42.11 $372,219 - $376,421
8,939 Added 14.03%
72,670 $3.06 Million
Q4 2023

Feb 09, 2024
SELL
$41.29 - $41.98 $2,188 - $2,224
-53 Reduced 0.08%
63,731 $2.67 Million
Q3 2023

Nov 13, 2023
SELL
$41.52 - $42.12 $2.1 Million - $2.13 Million
-50,552 Reduced 44.21%
63,784 $2.67 Million
Q2 2023

Aug 11, 2023
SELL
$40.84 - $41.87 $423,796 - $434,484
-10,377 Reduced 8.32%
114,336 $4.79 Million
Q1 2023

May 09, 2023
BUY
$40.7 - $42.14 $543,100 - $562,316
13,344 Added 11.98%
124,713 $5.17 Million
Q4 2022

Feb 10, 2023
BUY
$40.74 - $41.61 $88,731 - $90,626
2,178 Added 1.99%
111,369 $4.55 Million
Q3 2022

Nov 01, 2022
SELL
$40.87 - $43.45 $230,057 - $244,580
-5,629 Reduced 4.9%
109,191 $4.46 Million
Q2 2022

Aug 05, 2022
SELL
$41.64 - $45.06 $2.95 Million - $3.19 Million
-70,784 Reduced 38.14%
114,820 $4.78 Million
Q1 2022

May 12, 2022
BUY
$43.97 - $45.84 $1.56 Million - $1.63 Million
35,496 Added 23.65%
185,604 $8.35 Million
Q3 2021

Nov 12, 2021
BUY
$45.62 - $46.2 $6.85 Million - $6.93 Million
150,108 New
150,108 $6.91 Million

Others Institutions Holding SRLN

# of Institutions
577
Shares Held
128M
Call Options Held
29.2K
Put Options Held
6.9K
View Full List

About SSGA ACTIVE TRUST

SRLN Quotes by TradingView
  • Ticker SRLN
  • Sector ETFs
  • Industry ETFs
More about SRLN
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