Kingswood Wealth Advisors, LLC Ssga Active Trust Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ssga Active Trust stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 10,333 shares of SRLN stock, worth $426,546. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,333

Previous 5,648 82.95%

Holding current value

$426,546

Previous $235 Million 82.9%

% of portfolio

0.03%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$41.28 - $41.65 $193,396 - $195,130	4,685 Added 82.95%	10,333 $430 Million
Q2 2025 Jul 23, 2025	SELL	$39.47 - $41.59 $12,077 - $12,726	-306 Reduced 5.14%	5,648 $235 Million
Q1 2025 Jul 25, 2025	BUY	$41.02 - $41.99 $12,552 - $12,848	306 Added 5.42%	5,954 $245 Million
Q1 2025 Apr 21, 2025	SELL	$41.02 - $41.99 $357,776 - $366,236	-8,722 Reduced 59.43%	5,954 $245 Million
Q4 2024 Jan 22, 2025	SELL	$41.48 - $42.08 $100,920 - $102,380	-2,433 Reduced 14.22%	14,676 $612 Million

Q3 2024 Oct 21, 2024	BUY	$40.93 - $41.85 $700,271 - $716,011	17,109 New	17,109 $714 Million
Q4 2023 Jan 16, 2024	BUY	$41.29 - $41.98 $226,599 - $230,386	5,488 New	5,488 $230 Million

Others Institutions Holding SRLN

# of Institutions

573

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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Kingswood Wealth Advisors, LLC Ssga Active Trust Transaction History