Purchases and Sales Made in Q3 2023 in Ssga Active Trust (SRLN)
This table provides information about the institutional ownership of Ssga Active Trust (SRLN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.26K- 13.7% |
$93.8K - $95.1K
|
14.2K
$593K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.36K- 37.26% |
$97.8K - $99.2K
|
3.97K
$165K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-2.53K- 34.01% |
$105K - $107K
|
4.91K
$205K
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.63K- 11.95% |
$109K - $111K
|
19.4K
$808K
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.72K- 21.08% |
$113K - $114K
|
10.2K
$424K
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-2.77K- 1.2% |
$115K - $116K
|
227K
$9.47M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.83K- 4.94% |
$117K - $119K
|
54.4K
$2.27M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.04K- 24.51% |
$126K - $128K
|
9.35K
$389K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.05K- 2.15% |
$127K - $128K
|
139K
$5.77M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.08K- 6.94% |
$128K - $130K
|
41.3K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.13K- 11.1% |
$130K - $132K
|
25K
$1.04M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-3.2K- 9.84% |
$133K - $135K
|
29.3K
$1.22M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.31K- 2.97% |
$137K - $139K
|
108K
$4.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-3.31K- 7.44% |
$138K - $140K
|
41.2K
$1.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.4K- 1.3% |
$141K - $143K
|
259K
$10.8M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.53K- 5.02% |
$147K - $149K
|
66.8K
$2.78M
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.62K- 5.67% |
$150K - $153K
|
60.3K
$2.51M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3.69K- 7.97% |
$153K - $155K
|
42.6K
$1.77M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.83K- 23.29% |
$159K - $161K
|
12.6K
$525K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.9K- 4.53% |
$162K - $164K
|
82.2K
$3.42M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.95K- 6.01% |
$164K - $166K
|
61.8K
$2.57M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.14K- 4.11% |
$172K - $174K
|
96.7K
$4.03M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.2K- 7.13% |
$174K - $177K
|
54.7K
$2.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.2K- 17.01% |
$174K - $177K
|
20.5K
$853K
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-4.24K- 46.02% |
$176K - $179K
|
4.98K
$207K
|
|
|
Nov 13, 2023
Q3 2023
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-4.44K- 7.11% |
$184K - $187K
|
58K
$2.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.57K- 39.72% |
$190K - $193K
|
6.94K
$289K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.77K- 16.65% |
$198K - $201K
|
23.9K
$996K
|
|
|
Oct 17, 2023
Q3 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-5K- 1.35% |
$208K - $211K
|
365K
$15.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.1K- 6.66% |
$212K - $215K
|
71.4K
$2.97M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.1K- 1.95% |
$212K - $215K
|
257K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.39K- 3.3% |
$224K - $227K
|
158K
$6.58M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.39K- 7.25% |
$224K - $227K
|
68.9K
$2.87M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5.85K- 10.33% |
$243K - $246K
|
50.8K
$2.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
SELL
|
- |
-6.06K- 0.86% |
$251K - $255K
|
701K
$29.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
SELL
|
- |
-6.27K- 43.13% |
$260K - $264K
|
8.27K
$344K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-6.53K- 18.0% |
$271K - $275K
|
29.8K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-6.54K- 15.83% |
$272K - $276K
|
34.8K
$1.45M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.64K- 19.61% |
$276K - $280K
|
27.2K
$1.13M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-7.33K- 14.34% |
$304K - $309K
|
43.8K
$1.82M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.65K- 66.25% |
$318K - $322K
|
3.9K
$162K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.12K- 22.5% |
$337K - $342K
|
28K
$1.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-8.14K- 27.12% |
$338K - $343K
|
21.9K
$911K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-8.16K- 7.05% |
$339K - $344K
|
107K
$4.48M
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-8.99K- 1.91% |
$373K - $379K
|
461K
$19.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-9.05K- 10.15% |
$376K - $381K
|
80.1K
$3.34M
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-9.17K- 6.61% |
$381K - $386K
|
130K
$5.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-9.51K- 43.18% |
$395K - $401K
|
12.5K
$521K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.92K- 52.02% |
$412K - $418K
|
9.15K
$381K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.1K- 22.84% |
$419K - $425K
|
34.1K
$1.42M
|