Purchases and Sales Made in Q2 2025 in Ssga Active ETF Tr Ssga Ultra (ULST)
This table provides information about the institutional ownership of Ssga Active ETF Tr Ssga Ultra (ULST) during Q2 2025. The information is specifically focused on institutions that hold shares of SSGA ACTIVE ETF TR SSGA ULTRA .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.42M+ 83.48% |
$57.5M - $57.9M
|
3.13M
$127M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
435K+ 248.69% |
$17.6M - $17.7M
|
610K
$24.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
47.2K+ 429.3% |
$1.91M - $1.92M
|
58.2K
$2.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
39.6K+ 475.21% |
$1.6M - $1.61M
|
48K
$1.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
17.6K+ 156.45% |
$713K - $718K
|
28.9K
$1.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.6K+ 74.68% |
$511K - $514K
|
29.6K
$1.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
11.1K+ 36.07% |
$448K - $451K
|
41.8K
$1.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.14K+ 43.47% |
$248K - $250K
|
20.3K
$823K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
4.37K+ 189.38% |
$176K - $178K
|
6.67K
$271K
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
4.11K+ 28.57% |
$166K - $167K
|
18.5K
$751K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.32K+ 3.82% |
$134K - $135K
|
90.4K
$3.67M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.44K+ 8.65% |
$98.5K - $99.1K
|
30.6K
$1.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.2KNew |
$88.9K - $89.5K
|
2.2K
$89.3K
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
1.93K+ 0.92% |
$77.9K - $78.4K
|
211K
$8.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.92K+ 16.34% |
$77.5K - $78K
|
13.7K
$554K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
1.56K+ 12.66% |
$62.9K - $63.3K
|
13.9K
$562K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.35K+ 4.88% |
$54.6K - $55K
|
29.1K
$1.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.3K+ 2.87% |
$52.5K - $52.8K
|
46.6K
$1.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.27K+ 16.1% |
$51.5K - $51.8K
|
9.19K
$373K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.24K+ 16.95% |
$49.9K - $50.2K
|
8.52K
$346K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
794+ 0.65% |
$32.1K - $32.3K
|
124K
$5.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
594+ 0.11% |
$24K - $24.2K
|
540K
$21.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
307New |
$12.4K - $12.5K
|
307
$12.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
305+ 1.31% |
$12.3K - $12.4K
|
23.5K
$955K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
206New |
$8.32K - $8.38K
|
206
$8.36K
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
154+ 1.35% |
$6.22K - $6.26K
|
11.6K
$469K
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
115+ 1.11% |
$4.65K - $4.68K
|
10.5K
$425K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
70+ 1.11% |
$2.83K - $2.85K
|
6.36K
$258K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41+ 0.35% |
$1.66K - $1.67K
|
11.6K
$472K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-98- 1.58% |
$3.96K - $3.99K
|
6.09K
$247K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-243- 40.5% |
$9.82K - $9.89K
|
357
$14.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.04K- 83.98% |
$41.9K - $42.2K
|
198
$8.03K
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1.39K- 1.06% |
$56.2K - $56.6K
|
129K
$5.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.45K- 6.63% |
$58.6K - $59K
|
20.4K
$828K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-1.96K- 6.29% |
$79.2K - $79.7K
|
29.2K
$1.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-3.97K- 9.59% |
$160K - $162K
|
37.4K
$1.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.12K- 25.12% |
$166K - $167K
|
12.3K
$498K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-8.65K- 19.7% |
$350K - $352K
|
35.3K
$1.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.7K- 8.99% |
$673K - $678K
|
169K
$6.85M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-50.3K- 2.72% |
$2.03M - $2.05M
|
1.8M
$72.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-79.9K- 88.48% |
$3.23M - $3.25M
|
10.4K
$422K
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-88.8K- 42.89% |
$3.59M - $3.61M
|
118K
$4.8M
|