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 549 institutions that hold shares in the stock, with a total of 125 Million shares, which have been reported (via 13F filing form) to have a value of $5.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
10,881
shares
|
$456,566
0.01% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
10,838
shares
|
$454,762
0.24% of portfolio
|
Q4 2024
Reduced 35.63%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
10,634
shares
|
$446,202
0.05% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
10,600
shares
|
$444,776
0.32% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Ninety One North America, Inc.
New York, NY |
Jan 27, 2025 Q4 2024 |
10,600
shares
|
$444,776
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
10,506
shares
|
$440,831
0.26% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
10,279
shares
|
$431,306
0.1% of portfolio
|
Q3 2024
Added 16.36%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
10,192
shares
|
$427,656
0.01% of portfolio
|
Q3 2024
Added 24.41%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
9,785
shares
|
$410,578
0.16% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
9,756
shares
|
$409,361
0.1% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
9,675
shares
|
$405,963
0.17% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
9,621
shares
|
$403,697
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
9,603
shares
|
$402,941
0.02% of portfolio
|
Q2 2024
Added 0.74%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
9,547
shares
|
$400,592
0.05% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
9,455
shares
|
$396,731
0.01% of portfolio
|
Q3 2024
Reduced 16.07%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
9,404
shares
|
$394,591
0.08% of portfolio
|
Q4 2023
Reduced 51.95%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
9,350
shares
|
$392,326
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
9,284
shares
|
$389,556
0.01% of portfolio
|
Q4 2024
Reduced 19.01%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
9,065
shares
|
$380,367
0.07% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
9,045
shares
|
$379,528
0.15% of portfolio
|
Q4 2024
Reduced 17.77%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
9,044
shares
|
$379,486
0.02% of portfolio
|
Q4 2024
Added 16.5%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
8,852
shares
|
$371,429
0.08% of portfolio
|
Q4 2024
Reduced 98.0%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
8,695
shares
|
$364,842
0.0% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
8,680
shares
|
$364,212
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
8,505
shares
|
$356,869
0.04% of portfolio
|
Q1 2022
Reduced 15.88%
|