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 577 institutions that hold shares in the stock, with a total of 129 Million shares, which have been reported (via 13F filing form) to have a value of $5.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
212,941
shares
|
$8.79 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
211,684
shares
|
$8.73 Million
0.61% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Asset Allocation & Management Company, LLC
|
Nov 03, 2025 Q3 2025 |
207,804
shares
|
$8.57 Million
3.64% of portfolio
|
Q3 2025
Added 117.2%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
207,290
shares
|
$8.55 Million
9.27% of portfolio
|
Q2 2022
Added 19.56%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
198,826
shares
|
$8.2 Million
3.92% of portfolio
|
Q2 2025
Reduced 10.25%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Aug 25, 2025 Q2 2025 |
197,482
shares
|
$8.15 Million
2.48% of portfolio
|
Q2 2025
Reduced 17.31%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
193,854
shares
|
$8 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
192,818
shares
|
$7.96 Million
4.44% of portfolio
|
Q1 2025
Reduced 97.57%
|
|
|
Moulton Wealth Management, Inc
|
Oct 07, 2025 Q3 2025 |
191,910
shares
|
$7.92 Million
5.81% of portfolio
|
Q3 2025
Reduced 12.37%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
188,023
shares
|
$7.76 Million
0.13% of portfolio
|
Q2 2023
Reduced 33.95%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
182,725
shares
|
$7.54 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.43%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
182,077
shares
|
$7.51 Million
1.21% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
173,203
shares
|
$7.15 Million
1.65% of portfolio
|
Q3 2025
Reduced 25.97%
|
|
|
Live Oak Investment Partners
Austin, TX |
Oct 29, 2025 Q3 2025 |
168,361
shares
|
$6.95 Million
4.78% of portfolio
|
Q3 2025
Added 47.61%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
166,417
shares
|
$6.87 Million
0.27% of portfolio
|
Q3 2025
Reduced 21.86%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
165,837
shares
|
$6.84 Million
2.89% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
165,653
shares
|
$6.83 Million
0.03% of portfolio
|
Q2 2025
Reduced 68.62%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
165,459
shares
|
$6.83 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
165,442
shares
|
$6.83 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
163,024
shares
|
$6.73 Million
0.57% of portfolio
|
Q3 2025
Added 9.19%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
160,718
shares
|
$6.63 Million
6.6% of portfolio
|
Q2 2025
Reduced 45.81%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
155,480
shares
|
$6.42 Million
2.83% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
151,619
shares
|
$6.26 Million
0.37% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
149,865
shares
|
$6.18 Million
0.19% of portfolio
|
Q2 2025
Added 9.92%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Nov 03, 2025 Q3 2025 |
149,547
shares
|
$6.17 Million
1.07% of portfolio
|
Q3 2025
Added 9.71%
|