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 584 institutions that hold shares in the stock, with a total of 143 Million shares, which have been reported (via 13F filing form) to have a value of $5.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,063
shares
|
$250,947
0.02% of portfolio
|
Q4 2024
Added 9.2%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
6,031
shares
|
$249,623
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
6,011
shares
|
$248,795
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Holdings, Inc.
|
Apr 16, 2025 Q1 2025 |
5,996
shares
|
$248,174
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
5,988
shares
|
$247,843
0.04% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
5,954
shares
|
$246,436
0.01% of portfolio
|
Q1 2025
Reduced 59.43%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
5,924
shares
|
$245,194
0.02% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
5,846
shares
|
$241,965
0.03% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
5,810
shares
|
$240,475
0.08% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
5,805
shares
|
$240,268
0.04% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
5,775
shares
|
$239,027
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
5,743
shares
|
$237,702
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
5,577
shares
|
$230,832
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
5,565
shares
|
$230,335
0.16% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
5,541
shares
|
$229,341
0.08% of portfolio
|
Q1 2025
Reduced 24.21%
|
|
|
Melone Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
5,539
shares
|
$229,259
0.12% of portfolio
|
Q1 2025
Reduced 19.3%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
5,503
shares
|
$227,769
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
5,495
shares
|
$227,438
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
5,421
shares
|
$224,375
0.02% of portfolio
|
Q1 2025
Reduced 25.85%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
5,416
shares
|
$224,168
0.21% of portfolio
|
Q1 2023
Reduced 0.66%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
5,367
shares
|
$222,140
0.08% of portfolio
|
Q1 2025
Added 10.05%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
5,332
shares
|
$220,691
0.01% of portfolio
|
Q1 2025
Reduced 75.11%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
5,312
shares
|
$219,863
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
5,284
shares
|
$218,704
0.05% of portfolio
|
Q3 2024
Reduced 27.98%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
5,280
shares
|
$218,539
0.02% of portfolio
|
Q4 2024
New holding
|