Institutional Ownership Ssga Active ETF Tr Ssga Ultra (ULST)
This table provides information about the institutional ownership of Ssga Active ETF Tr Ssga Ultra (ULST). We have compiled data on the 113 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $465 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
1,708,496
shares
|
$68.9 Million
1.84% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,617,253
shares
|
$65.3 Million
0.28% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
1,231,644
shares
|
$49.7 Million
43.57% of portfolio
|
Q2 2022
Reduced 0.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,076,701
shares
|
$43.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
691,906
shares
|
$27.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
566,224
shares
|
$22.8 Million
2.43% of portfolio
|
Q3 2024
Added 25.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
516,191
shares
|
$20.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
468,672
shares
|
$18.9 Million
1.3% of portfolio
|
Q3 2024
Added 19.58%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
460,733
shares
|
$18.6 Million
1.79% of portfolio
|
Q3 2024
Reduced 14.19%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
271,787
shares
|
$11 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
232,258
shares
|
$9.37 Million
4.79% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
David Kennon Inc
Sarasota, FL |
Oct 22, 2024 Q3 2024 |
197,228
shares
|
$7.96 Million
3.49% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
192,815
shares
|
$7.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
170,865
shares
|
$6.89 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
120,188
shares
|
$4.85 Million
1.25% of portfolio
|
Q3 2024
Reduced 34.56%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
111,055
shares
|
$4.48 Million
1.64% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
107,848
shares
|
$4.35 Million
0.41% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
102,033
shares
|
$4.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.52%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
101,221
shares
|
$4.08 Million
0.58% of portfolio
|
Q3 2024
Added 12.62%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
98,912
shares
|
$3.99 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
92,010
shares
|
$3.71 Million
3.41% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
88,624
shares
|
$3.58 Million
1.49% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
79,732
shares
|
$3.22 Million
0.01% of portfolio
|
Q3 2024
Added 984.49%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
70,732
shares
|
$2.85 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
55,067
shares
|
$2.22 Million
1.13% of portfolio
|
Q2 2022
Reduced 90.82%
|