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 119 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $485 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
|
$69.3 Million
1.84% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,617,253
shares
|
$65.6 Million
0.28% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
1,231,644
shares
|
$50 Million
43.57% of portfolio
|
Q2 2022
Reduced 0.05%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,137,180
shares
|
$46.2 Million
0.02% of portfolio
|
Q2 2024
Added 13.84%
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
737,554
shares
|
$29.9 Million
0.0% of portfolio
|
Q2 2024
Added 13.69%
|
|
Bouchey Financial Group LTD
|
Jul 12, 2024 Q2 2024 |
536,916
shares
|
$21.8 Million
2.22% of portfolio
|
Q2 2024
Added 4.46%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
516,191
shares
|
$21 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
Avestar Capital, LLC
|
Aug 08, 2024 Q2 2024 |
450,978
shares
|
$18.3 Million
1.89% of portfolio
|
Q2 2024
Added 0.68%
|
|
Bip Wealth, LLC
Atlanta, GA |
Aug 08, 2024 Q2 2024 |
391,946
shares
|
$15.9 Million
1.3% of portfolio
|
Q2 2024
Reduced 7.51%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
320,860
shares
|
$13 Million
0.21% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
277,327
shares
|
$11.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
232,258
shares
|
$9.43 Million
4.79% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
David Kennon Inc
Sarasota, FL |
Oct 22, 2024 Q3 2024 |
197,228
shares
|
$8.01 Million
3.49% of portfolio
|
Q3 2024
Added 2.06%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
195,370
shares
|
$7.93 Million
0.0% of portfolio
|
Q2 2024
Added 5.67%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
173,319
shares
|
$7.04 Million
0.02% of portfolio
|
Q2 2024
Reduced 12.58%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
126,776
shares
|
$5.15 Million
0.0% of portfolio
|
Q2 2024
Reduced 77.11%
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
120,188
shares
|
$4.88 Million
1.25% of portfolio
|
Q3 2024
Reduced 34.56%
|
|
Auour Investments LLC
Wenham, MA |
Jul 19, 2024 Q2 2024 |
114,904
shares
|
$4.66 Million
1.75% of portfolio
|
Q2 2024
Reduced 13.02%
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 01, 2024 Q2 2024 |
99,188
shares
|
$4.03 Million
0.39% of portfolio
|
Q2 2024
Added 179.31%
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
98,912
shares
|
$4.01 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
Moloney Securities Asset Management, LLC
|
Jul 30, 2024 Q2 2024 |
89,877
shares
|
$3.65 Million
0.55% of portfolio
|
Q2 2024
Added 7.65%
|
|
Brown Financial Advisors
Milford, OH |
Aug 30, 2024 Q2 2024 |
84,439
shares
|
$3.43 Million
1.53% of portfolio
|
Q2 2024
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
76,656
shares
|
$3.11 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
73,617
shares
|
$2.99 Million
0.0% of portfolio
|
Q2 2024
Reduced 18.81%
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2024 Q2 2024 |
69,837
shares
|
$2.83 Million
0.86% of portfolio
|
Q2 2024
Reduced 35.33%
|