Latest Institutional Transactions on Ssga Active Trust (SRLN)
This table provides information on the latest institutional transactions involving Ssga Active Trust (SRLN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-607- 19.42% |
$24.8K - $25.4K
|
2.52K
$105K
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
180New |
$7.35K - $7.54K
|
180
$7.54K
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-608- 9.99% |
$24.8K - $25.5K
|
5.48K
$229K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
8.68KNew |
$354K - $363K
|
8.68K
$364K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.23K- 61.06% |
$132K - $135K
|
2.06K
$86.4K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
766+ 3.21% |
$31.3K - $32.1K
|
24.6K
$1.03M
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.71KNew |
$111K - $113K
|
2.71K
$113K
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
56New |
$2.29K - $2.34K
|
56
$2.35K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-209- 2.86% |
$8.54K - $8.75K
|
7.1K
$297K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
15+ 8.02% |
$613 - $628
|
202
$8.46K
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.52K- 14.23% |
$103K - $105K
|
15.2K
$635K
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-34.2K- 83.01% |
$1.4M - $1.43M
|
7K
$293K
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-31.5K- 80.82% |
$1.29M - $1.32M
|
7.47K
$313K
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-422- 5.03% |
$17.2K - $17.7K
|
7.97K
$334K
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
18.3K+ 13.23% |
$746K - $765K
|
156K
$6.55M
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-11.2K- 16.05% |
$457K - $469K
|
58.6K
$2.45M
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-58- 85.29% |
$2.37K - $2.43K
|
10
$419
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
1.43K+ 2.73% |
$58.3K - $59.8K
|
53.6K
$2.25M
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
5.76KNew |
$235K - $241K
|
5.76K
$241K
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.52K+ 4.58% |
$62K - $63.6K
|
34.7K
$1.45M
|
|
Jul 14, 2023
Q2 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
4.94K+ 19.28% |
$202K - $207K
|
30.5K
$1.28M
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-3.27K- 35.32% |
$133K - $137K
|
5.98K
$250K
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
8.17KNew |
$334K - $342K
|
8.17K
$342K
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-791- 70.75% |
$32.3K - $33.1K
|
327
$13.7K
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-100- 33.78% |
$4.08K - $4.19K
|
196
$8.21K
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 1.96% |
$327 - $335
|
416
$17.4K
|
|
Q1 2023 | |||||||
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-33- 0.82% |
$1.34K - $1.39K
|
3.99K
$167K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.96KNew |
$79.7K - $82.6K
|
1.96K
$82K
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 12.5% |
$40.7 - $42.1
|
9
$377
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
12.7K+ 30987.8% |
$517K - $535K
|
12.7K
$534K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.15KNew |
$128K - $133K
|
3.15K
$132K
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
85KNew |
$3.46M - $3.58M
|
85K
$3.56M
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
8.86KNew |
$361K - $373K
|
8.86K
$371K
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
3.7KNew |
$151K - $156K
|
3.7K
$155K
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-6.31K- 32.28% |
$257K - $266K
|
13.2K
$554K
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.5KNew |
$509K - $527K
|
12.5K
$524K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7+ 1.2% |
$285 - $295
|
590
$24.7K
|
|
May 15, 2023
Q1 2023
|
Iii Capital Management
Boca Raton, FL |
SELL
|
- |
-207K- 20.78% |
$8.42M - $8.72M
|
789K
$33M
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-430- 17.61% |
$17.5K - $18.1K
|
2.01K
$84.3K
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-74- 0.3% |
$3.01K - $3.12K
|
24.3K
$1.02M
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
35New |
$1.42K - $1.47K
|
35
$1.47K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-32- 78.05% |
$1.3K - $1.35K
|
9
$377
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.47K- 5.92% |
$59.9K - $62K
|
23.4K
$979K
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
32.5K+ 510.03% |
$1.32M - $1.37M
|
38.9K
$1.63M
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
9.05KNew |
$368K - $381K
|
9.05K
$379K
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-26.4K- 83.35% |
$1.07M - $1.11M
|
5.27K
$221K
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
1.62K+ 2.88% |
$65.8K - $68.1K
|
57.8K
$2.42M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.98K+ 8.72% |
$80.6K - $83.4K
|
24.7K
$1.03M
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-4.79K- 46.87% |
$195K - $202K
|
5.43K
$227K
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
195+ 3.78% |
$7.94K - $8.22K
|
5.35K
$224K
|