Institutional Ownership Ssga Active Trust (SRLN)
This table provides information about the institutional ownership of Ssga Active Trust (SRLN). We have compiled data on the 545 institutions that hold shares in the stock, with a total of 118 Million shares, which have been reported (via 13F filing form) to have a value of $4.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
234
shares
|
$9,748
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
222
shares
|
$9,248
0.0% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
214
shares
|
$8,915
0.0% of portfolio
|
Q2 2024
Reduced 5.73%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
207
shares
|
$8,623
0.0% of portfolio
|
Q3 2024
Reduced 80.21%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
207
shares
|
$8,623
0.0% of portfolio
|
Q4 2023
Reduced 0.48%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
200
shares
|
$8,332
0.0% of portfolio
|
Q4 2023
Reduced 9.09%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
175
shares
|
$7,290
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
172
shares
|
$7,165
0.0% of portfolio
|
Q2 2022
Added 86.96%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
160
shares
|
$6,665
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
157
shares
|
$6,540
0.0% of portfolio
|
Q3 2024
Reduced 21.89%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
148
shares
|
$6,165
0.0% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
140
shares
|
$5,832
0.0% of portfolio
|
Q3 2024
Reduced 94.35%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
137
shares
|
$5,707
0.01% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
134
shares
|
$5,582
0.0% of portfolio
|
Q3 2024
Reduced 51.09%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
94
shares
|
$3,916
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
89
shares
|
$3,707
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
77
shares
|
$3,207
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
76
shares
|
$3,166
0.0% of portfolio
|
Q1 2018
Reduced 37.7%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
56
shares
|
$2,332
0.0% of portfolio
|
Q3 2024
Added 1300.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
56
shares
|
$2,332
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
54
shares
|
$2,249
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
51
shares
|
$2,124
0.0% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Astor Investment Management LLC
|
Oct 24, 2024 Q3 2024 |
50
shares
|
$2,083
0.0% of portfolio
|
Q3 2024
Reduced 99.98%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
48
shares
|
$1,999
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
44
shares
|
$1,833
0.0% of portfolio
|
Q2 2024
Reduced 94.01%
|