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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
6,104
shares
|
$253,621
0.0% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
6,088
shares
|
$252,956
0.01% of portfolio
|
Q2 2025
Reduced 48.99%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,063
shares
|
$251,917
0.02% of portfolio
|
Q4 2024
Added 9.2%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
6,011
shares
|
$249,757
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
5,999
shares
|
$249,258
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Holdings, Inc.
|
Jul 10, 2025 Q2 2025 |
5,996
shares
|
$249,133
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
5,948
shares
|
$247,139
0.04% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
5,941
shares
|
$246,848
0.07% of portfolio
|
Q2 2025
Reduced 97.11%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
5,940
shares
|
$246,806
0.16% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
5,867
shares
|
$243,773
0.08% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
5,846
shares
|
$242,901
0.03% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
5,780
shares
|
$240,158
0.01% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
5,669
shares
|
$235,546
0.11% of portfolio
|
Q2 2025
Added 13.18%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
5,648
shares
|
$234,674
0.02% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
5,643
shares
|
$234,466
0.06% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
5,639
shares
|
$234,300
0.12% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
5,495
shares
|
$228,317
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
5,453
shares
|
$226,572
0.08% of portfolio
|
Q2 2025
Reduced 24.81%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
5,416
shares
|
$225,034
0.21% of portfolio
|
Q1 2023
Reduced 0.66%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
5,411
shares
|
$224,827
0.14% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
5,371
shares
|
$223,165
0.08% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
5,370
shares
|
$223,123
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
5,323
shares
|
$221,170
0.0% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
5,312
shares
|
$220,713
0.08% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
5,284
shares
|
$219,550
0.05% of portfolio
|
Q3 2024
Reduced 27.98%
|