Capital Advisors Wealth Management, LLC Ssga Active Trust Transaction History

Capital Advisors Wealth Management, LLC

$681 Million
Q3 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Ssga Active Trust stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 7,853 shares of SRLN stock, worth $324,171. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,853

Previous 6,938 13.19%

Holding current value

$324,171

Previous $288,000 13.19%

% of portfolio

0.05%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$41.28 - $41.65 $37,771 - $38,109	915 Added 13.19%	7,853 $326,000
Q2 2025 Aug 13, 2025	BUY	$39.47 - $41.59 $80,360 - $84,677	2,036 Added 41.53%	6,938 $288,000
Q1 2025 Apr 24, 2025	BUY	$41.02 - $41.99 $201,080 - $205,834	4,902 New	4,902 $201,000
Q3 2023 Oct 10, 2023	SELL	$41.52 - $42.12 $521,823 - $529,364	-12,568 Reduced 69.33%	5,559 $233,000
Q2 2023 Jul 11, 2023	SELL	$40.84 - $41.87 $1.45 Million - $1.48 Million	-35,393 Reduced 66.13%	18,127 $758,000

Q1 2023 Apr 14, 2023	SELL	$40.7 - $42.14 $8.08 Million - $8.36 Million	-198,403 Reduced 78.76%	53,520 $2.22 Million
Q4 2022 Feb 09, 2023	SELL	$40.74 - $41.61 $1.18 Million - $1.21 Million	-29,029 Reduced 10.33%	251,923 $10.3 Million
Q3 2022 Nov 14, 2022	SELL	$40.87 - $43.45 $6.91 Million - $7.35 Million	-169,194 Reduced 37.59%	280,952 $11.5 Million
Q2 2022 Aug 04, 2022	SELL	$41.64 - $45.06 $4.59 Million - $4.97 Million	-110,306 Reduced 19.68%	450,146 $18.7 Million
Q1 2022 May 09, 2022	BUY	$43.97 - $45.84 $5.03 Million - $5.25 Million	114,429 Added 25.66%	560,452 $25.2 Million
Q4 2021 Feb 04, 2022	BUY	$45.27 - $45.96 $4.59 Million - $4.66 Million	101,404 Added 29.42%	446,023 $20.4 Million
Q3 2021 Nov 12, 2021	BUY	$45.62 - $46.2 $2.78 Million - $2.82 Million	61,021 Added 21.52%	344,619 $15.9 Million
Q2 2021 Aug 13, 2021	BUY	$45.68 - $46.29 $3.49 Million - $3.53 Million	76,294 Added 36.8%	283,598 $13.1 Million
Q1 2021 Apr 20, 2021	BUY	$45.57 - $46.16 $9.45 Million - $9.57 Million	207,304 New	207,304 $9.48 Million

Others Institutions Holding SRLN

# of Institutions

574

Shares Held

128M

Call Options Held

29.2K

Put Options Held

6.9K

View Full List

About SSGA ACTIVE TRUST

Ticker SRLN
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Capital Advisors Wealth Management, LLC Ssga Active Trust Transaction History