Morris Retirement Advisors, LLC Ssga Active Trust Transaction History

Morris Retirement Advisors, LLC

$234 Million
Q4 2025

A detailed history of Morris Retirement Advisors, LLC transactions in Ssga Active Trust stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 239,481 shares of SRLN stock, worth $9.89 Million. This represents 4.23% of its overall portfolio holdings.

Number of Shares

239,481

Previous 216,209 10.76%

Holding current value

$9.89 Million

Previous $8.99 Million 9.97%

% of portfolio

4.23%

Previous 4.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$41.05 - $41.54 $955,315 - $966,718	23,272 Added 10.76%	239,481 $9.89 Million
Q3 2025 Nov 07, 2025	BUY	$41.28 - $41.65 $717,570 - $724,001	17,383 Added 8.74%	216,209 $8.99 Million
Q2 2025 Jul 08, 2025	SELL	$39.47 - $41.59 $896,442 - $944,592	-22,712 Reduced 10.25%	198,826 $8.27 Million
Q1 2025 Apr 10, 2025	BUY	$41.02 - $41.99 $530,839 - $543,392	12,941 Added 6.2%	221,538 $9.11 Million
Q4 2024 Jan 13, 2025	BUY	$41.48 - $42.08 $590,343 - $598,882	14,232 Added 7.32%	208,597 $8.7 Million

Q3 2024 Oct 03, 2024	BUY	$40.93 - $41.85 $316,593 - $323,709	7,735 Added 4.14%	194,365 $8.12 Million
Q2 2024 Aug 06, 2024	BUY	$41.68 - $42.09 $1.66 Million - $1.67 Million	39,729 Added 27.04%	186,630 $7.8 Million
Q1 2024 May 03, 2024	BUY	$41.64 - $42.11 $670,820 - $678,392	16,110 Added 12.32%	146,901 $6.19 Million
Q4 2023 Feb 12, 2024	BUY	$41.29 - $41.98 $1.39 Million - $1.41 Million	33,558 Added 34.51%	130,791 $5.48 Million
Q3 2023 Nov 08, 2023	SELL	$41.52 - $42.12 $771,939 - $783,095	-18,592 Reduced 16.05%	97,233 $4.08 Million
Q2 2023 Jul 17, 2023	BUY	$40.84 - $41.87 $1.63 Million - $1.67 Million	39,809 Added 52.37%	115,825 $4.85 Million
Q1 2023 Apr 13, 2023	BUY	$40.7 - $42.14 $3.09 Million - $3.2 Million	76,016 New	76,016 $3.15 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

Ticker SRLN
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Morris Retirement Advisors, LLC Ssga Active Trust Transaction History