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 589 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $5.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
11,480
shares
|
$476,993
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
11,441
shares
|
$475,373
0.01% of portfolio
|
Q2 2025
Added 53.34%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jul 24, 2025 Q2 2025 |
11,398
shares
|
$473,586
0.39% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
11,355
shares
|
$471,800
0.03% of portfolio
|
Q2 2025
Reduced 25.94%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
11,208
shares
|
$465,692
0.07% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
11,053
shares
|
$459,252
0.0% of portfolio
|
Q1 2025
Reduced 34.26%
|
|
|
Ge Investment Management Corp.
Norwalk, CT |
Aug 14, 2025 Q2 2025 |
11,037
shares
|
$458,587
0.21% of portfolio
|
Q2 2025
Reduced 98.35%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
11,012
shares
|
$457,548
0.02% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
10,981
shares
|
$456,260
0.22% of portfolio
|
Q2 2025
Reduced 44.29%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,942
shares
|
$454,640
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
10,855
shares
|
$451,025
0.09% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
10,824
shares
|
$449,737
0.1% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
10,757
shares
|
$446,953
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
10,693
shares
|
$444,294
0.0% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
10,537
shares
|
$437,812
0.04% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
10,508
shares
|
$436,607
0.1% of portfolio
|
Q2 2025
Reduced 25.96%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
10,411
shares
|
$432,577
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
10,283
shares
|
$427,258
0.37% of portfolio
|
Q2 2025
Added 9.06%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
10,248
shares
|
$425,804
0.02% of portfolio
|
Q2 2025
Reduced 24.55%
|
|
|
Florin Court Capital LLP
|
Aug 06, 2025 Q2 2025 |
10,200
shares
|
$423,810
0.45% of portfolio
|
Q2 2025
Reduced 28.67%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
10,200
shares
|
$423,810
0.27% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
10,049
shares
|
$417,535
0.02% of portfolio
|
Q2 2025
Reduced 52.12%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
9,988
shares
|
$415,001
0.0% of portfolio
|
Q2 2025
Reduced 19.75%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
9,850
shares
|
$409,267
0.11% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
9,765
shares
|
$405,735
0.11% of portfolio
|
Q2 2025
Added 18.38%
|