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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-894- 9.59% |
$36.5K - $37.4K
|
8.43K
$353K
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-940- 5.74% |
$38.4K - $39.4K
|
15.4K
$647K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-950- 0.81% |
$38.8K - $39.8K
|
116K
$4.84M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-1K- 13.05% |
$40.8K - $41.9K
|
6.66K
$279K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-1.08K- 3.02% |
$44K - $45.1K
|
34.6K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.09K- 2.94% |
$44.7K - $45.8K
|
36.1K
$1.51M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.1K- 85.81% |
$45K - $46.1K
|
182
$7.62K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.17K- 6.01% |
$47.8K - $49K
|
18.3K
$767K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.22K- 18.46% |
$49.8K - $51.1K
|
5.39K
$226K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.32K- 20.56% |
$53.9K - $55.2K
|
5.1K
$213K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.38K- 35.75% |
$56.2K - $57.6K
|
2.47K
$103K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.38K- 37.57% |
$56.2K - $57.6K
|
2.29K
$95.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.39K- 3.03% |
$56.7K - $58.2K
|
44.4K
$1.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.45K- 4.07% |
$59.3K - $60.8K
|
34.2K
$1.43M
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.71K- 14.28% |
$69.9K - $71.7K
|
10.3K
$431K
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.72K- 22.33% |
$70.1K - $71.9K
|
5.97K
$250K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.74K- 35.89% |
$70.9K - $72.6K
|
3.1K
$130K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.84K- 11.05% |
$75.2K - $77.1K
|
14.8K
$621K
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-2.15K- 12.86% |
$87.6K - $89.9K
|
14.5K
$609K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.21K- 4.56% |
$90.3K - $92.5K
|
46.3K
$1.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.31K- 20.51% |
$94.4K - $96.8K
|
8.96K
$375K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.33K- 14.35% |
$95.2K - $97.6K
|
13.9K
$583K
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2.38K- 9.73% |
$97.1K - $99.6K
|
22.1K
$924K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.47K- 30.79% |
$101K - $103K
|
5.55K
$232K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-2.47K- 32.82% |
$101K - $104K
|
5.06K
$212K
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.52K- 14.23% |
$103K - $105K
|
15.2K
$635K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.6K- 16.15% |
$106K - $109K
|
13.5K
$565K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.82K- 18.42% |
$115K - $118K
|
12.5K
$523K
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.85K- 20.13% |
$116K - $119K
|
11.3K
$473K
|
|
|
Jul 17, 2023
Q2 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-2.94K- 2.45% |
$120K - $123K
|
117K
$4.92M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-3K- 8.23% |
$123K - $126K
|
33.4K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.08K- 4.09% |
$126K - $129K
|
72.2K
$3.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-3.1K- 27.76% |
$127K - $130K
|
8.07K
$338K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.13K- 15.5% |
$128K - $131K
|
17K
$714K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.18K- 3.75% |
$130K - $133K
|
81.8K
$3.43M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.19K- 6.52% |
$130K - $134K
|
45.7K
$1.91M
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-3.21K- 5.83% |
$131K - $134K
|
51.8K
$2.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.22K- 5.54% |
$131K - $135K
|
54.8K
$2.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.23K- 61.06% |
$132K - $135K
|
2.06K
$86.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-3.27K- 35.32% |
$133K - $137K
|
5.98K
$250K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.28K- 27.6% |
$134K - $137K
|
8.6K
$360K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.31K- 19.59% |
$135K - $138K
|
13.6K
$569K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.37K- 1.27% |
$138K - $141K
|
262K
$11M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.42K- 12.16% |
$140K - $143K
|
24.7K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.43K- 14.2% |
$140K - $144K
|
20.7K
$869K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.46K- 6.27% |
$141K - $145K
|
51.7K
$2.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.59K- 14.86% |
$146K - $150K
|
20.5K
$860K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.77K- 1.89% |
$154K - $158K
|
195K
$8.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-3.85K- 29.81% |
$157K - $161K
|
9.06K
$379K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.86K- 38.35% |
$158K - $162K
|
6.2K
$260K
|