Purchases and Sales Made in Q4 2024 in Ssga Active Trust (SRLN)
This table provides information about the institutional ownership of Ssga Active Trust (SRLN) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
16K+ 55.48% |
$662K - $672K
|
44.7K
$1.86M
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
14.8K+ 52.79% |
$614K - $622K
|
42.8K
$1.79M
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
14.7K+ 13.21% |
$608K - $617K
|
126K
$5.24M
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
14.7KNew |
$608K - $617K
|
14.7K
$611K
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
14.6KNew |
$606K - $614K
|
14.6K
$609K
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
14.3K+ 11.85% |
$591K - $600K
|
135K
$5.61M
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
14.2K+ 7.32% |
$590K - $599K
|
209K
$8.7M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13K+ 13.24% |
$540K - $548K
|
111K
$4.65M
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
13KNew |
$540K - $548K
|
13K
$543K
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
12.7K+ 7.25% |
$528K - $535K
|
188K
$7.85M
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
12.7K+ 8.83% |
$525K - $533K
|
156K
$6.51M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
12.5K+ 15.06% |
$517K - $525K
|
95.2K
$3.97M
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
12.1KNew |
$500K - $508K
|
12.1K
$503K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12K+ 33.36% |
$498K - $505K
|
48K
$2M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.9K+ 39.86% |
$495K - $502K
|
41.9K
$1.75M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
11.9KNew |
$493K - $500K
|
11.9K
$495K
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
11.7KNew |
$485K - $493K
|
11.7K
$488K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
11.7K+ 47.26% |
$485K - $492K
|
36.4K
$1.52M
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
11.6K+ 15.19% |
$480K - $487K
|
87.8K
$3.66M
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.5K+ 9.15% |
$476K - $483K
|
137K
$5.71M
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
11.3K+ 693.81% |
$470K - $476K
|
13K
$540K
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
10.8KNew |
$446K - $453K
|
10.8K
$448K
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
10.6K+ 18.28% |
$441K - $447K
|
68.7K
$2.87M
|
|
Jan 27, 2025
Q4 2024
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
10.6KNew |
$440K - $446K
|
10.6K
$442K
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
10.4K+ 4.65% |
$433K - $439K
|
235K
$9.79M
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
10.1K+ 36.34% |
$418K - $424K
|
37.8K
$1.58M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.97KNew |
$413K - $419K
|
9.97K
$416K
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
9.95K+ 93.79% |
$413K - $419K
|
20.6K
$857K
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
9.92KNew |
$411K - $417K
|
9.92K
$414K
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
9.84K+ 6.19% |
$408K - $414K
|
169K
$7.04M
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
9.63K+ 151.57% |
$399K - $405K
|
16K
$667K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.52K+ 60.31% |
$395K - $400K
|
25.3K
$1.05M
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
9.35KNew |
$388K - $393K
|
9.35K
$390K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.21K+ 64.74% |
$382K - $388K
|
23.4K
$977K
|
|
Feb 13, 2025
Q4 2024
|
Little Harbor Advisors, LLC
|
BUY
|
- |
9.12K+ 5.55% |
$378K - $384K
|
173K
$7.23M
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
9.06K+ 167.48% |
$376K - $381K
|
14.5K
$604K
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
8.84K+ 123.02% |
$367K - $372K
|
16K
$669K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
8.5K+ 141.43% |
$353K - $358K
|
14.5K
$605K
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
8.35K+ 4.06% |
$346K - $351K
|
214K
$8.93M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.34K+ 19.39% |
$346K - $351K
|
51.4K
$2.14M
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.82KNew |
$324K - $329K
|
7.82K
$326K
|
|
Feb 11, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
7.59K+ 6.41% |
$315K - $320K
|
126K
$5.26M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.51K+ 7.71% |
$311K - $316K
|
105K
$4.37M
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
7.29K+ 20.46% |
$302K - $307K
|
42.9K
$1.79M
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
6.86KNew |
$284K - $289K
|
6.86K
$286K
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
6.81K+ 14.16% |
$283K - $287K
|
54.9K
$2.29M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.72K+ 8.14% |
$279K - $283K
|
89.3K
$3.72M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
6.51K+ 93.28% |
$270K - $274K
|
13.5K
$562K
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6.34K+ 3.96% |
$263K - $267K
|
166K
$6.94M
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6.31KNew |
$262K - $265K
|
6.31K
$263K
|