Investment Planning Advisors, Inc. Ssga Active Trust Transaction History

Investment Planning Advisors, Inc.

  • $286 Million
  • Q4 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Ssga Active Trust stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 9,259 shares of SRLN stock, worth $382,211. This represents 0.13% of its overall portfolio holdings.

Number of Shares
9,259
Previous 9,033 2.5%
Holding current value
$382,211
Previous $375,000 1.87%
% of portfolio
0.13%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$41.05 - $41.54 $9,277 - $9,388
226 Added 2.5%
9,259 $382,000
Q3 2025

Oct 21, 2025
SELL
$41.28 - $41.65 $24,644 - $24,865
-597 Reduced 6.2%
9,033 $375,000
Q2 2025

Jul 21, 2025
SELL
$39.47 - $41.59 $132,224 - $139,326
-3,350 Reduced 25.81%
9,630 $400,000
Q1 2025

Apr 22, 2025
SELL
$41.02 - $41.99 $16,982 - $17,383
-414 Reduced 3.09%
12,980 $533,000
Q4 2024

Jan 22, 2025
BUY
$41.48 - $42.08 $20,532 - $20,829
495 Added 3.84%
13,394 $558,000
Q2 2024

Jul 22, 2024
BUY
$41.68 - $42.09 $537,630 - $542,918
12,899 New
12,899 $539 Million

Others Institutions Holding SRLN

# of Institutions
572
Shares Held
130M
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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