Purchases and Sales Made in Q2 2023 in Ssga Active Trust (SRLN)
This table provides information about the institutional ownership of Ssga Active Trust (SRLN) during Q2 2023. The information is specifically focused on institutions that hold shares of SSGA ACTIVE TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
21.8KNew |
$891K - $913K
|
21.8K
$916K
|
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
19.6KNew |
$802K - $822K
|
19.6K
$825K
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
BUY
|
- |
19K+ 280.29% |
$775K - $795K
|
25.8K
$1.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
18.9K+ 47.74% |
$770K - $790K
|
58.4K
$2.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
18.8KNew |
$768K - $787K
|
18.8K
$789K
|
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
18.3K+ 13.23% |
$746K - $765K
|
156K
$6.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.5K+ 33.88% |
$714K - $732K
|
69.1K
$2.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.5K+ 12.66% |
$713K - $731K
|
155K
$6.53M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
16.4K+ 25.7% |
$670K - $687K
|
80.2K
$3.37M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
16.2K+ 241.08% |
$661K - $678K
|
22.9K
$962K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
15.9K+ 12.86% |
$651K - $667K
|
140K
$5.87M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
15.6KNew |
$636K - $652K
|
15.6K
$654K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
15.5K+ 238.83% |
$634K - $650K
|
22K
$925K
|
|
|
Aug 14, 2023
Q2 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
15KNew |
$613K - $628K
|
15K
$630K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.6K+ 3.76% |
$596K - $611K
|
403K
$16.9M
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
14.5K+ 135.34% |
$591K - $606K
|
25.2K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.6K+ 128.4% |
$515K - $528K
|
22.5K
$943K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
12.1K+ 33.0% |
$493K - $505K
|
48.6K
$2.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
11.7K+ 2.52% |
$479K - $491K
|
478K
$20.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
11.4K+ 3.12% |
$465K - $477K
|
376K
$15.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
BUY
|
- |
11.2K+ 5.1% |
$456K - $468K
|
230K
$9.66M
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
10.8K+ 8.42% |
$440K - $451K
|
139K
$5.82M
|
|
|
Jul 14, 2023
Q2 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
10.6K+ 9.45% |
$434K - $445K
|
123K
$5.17M
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
10.1KNew |
$413K - $424K
|
10.1K
$425K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
9.8K+ 9.75% |
$400K - $410K
|
110K
$4.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
9.68K+ 25.21% |
$395K - $405K
|
48.1K
$2.02M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
9.63KNew |
$393K - $403K
|
9.63K
$404K
|
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
9.22K+ 3.41% |
$376K - $386K
|
279K
$11.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
9.2K+ 4.48% |
$376K - $385K
|
215K
$9.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
8.68KNew |
$354K - $363K
|
8.68K
$364K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
8.17KNew |
$334K - $342K
|
8.17K
$343K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8.13K+ 9.22% |
$332K - $340K
|
96.3K
$4.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
7.9K+ 32.84% |
$323K - $331K
|
32K
$1.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.87K+ 6.54% |
$322K - $330K
|
128K
$5.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
7.7KNew |
$314K - $322K
|
7.7K
$323K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
7.57K+ 71.08% |
$309K - $317K
|
18.2K
$765K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
7.43K+ 61.17% |
$303K - $311K
|
19.6K
$821K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.24K+ 11.47% |
$296K - $303K
|
70.3K
$2.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
7.22K+ 67.5% |
$295K - $302K
|
17.9K
$753K
|
|
|
Jul 17, 2023
Q2 2023
|
Refined Wealth Management
|
BUY
|
- |
6.89K+ 3.43% |
$281K - $288K
|
208K
$8.72M
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
6.6K+ 21.5% |
$270K - $276K
|
37.3K
$1.57M
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
6.56K+ 12.74% |
$268K - $275K
|
58K
$2.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
6.49KNew |
$265K - $272K
|
6.49K
$272K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
6.35K+ 4.84% |
$259K - $266K
|
138K
$5.78M
|
|
|
Aug 03, 2023
Q2 2023
|
Florin Court Capital LLP
|
BUY
|
- |
5.9K+ 95.16% |
$241K - $247K
|
12.1K
$508K
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.84KNew |
$239K - $245K
|
5.84K
$245K
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
5.76KNew |
$235K - $241K
|
5.76K
$242K
|
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
5.54KNew |
$226K - $232K
|
5.54K
$232K
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5.45KNew |
$223K - $228K
|
5.45K
$229K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.36K+ 39.07% |
$219K - $224K
|
19.1K
$800K
|