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 586 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 $5.55 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
212,941
shares
|
$8.82 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
Refined Wealth Management
|
Jul 17, 2025 Q2 2025 |
210,651
shares
|
$8.73 Million
6.14% of portfolio
|
Q2 2025
Added 0.27%
|
|
Shilanski & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
209,695
shares
|
$8.69 Million
2.49% of portfolio
|
Q2 2025
Added 2.89%
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
207,290
shares
|
$8.59 Million
9.27% of portfolio
|
Q2 2022
Added 19.56%
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
206,564
shares
|
$8.56 Million
0.71% of portfolio
|
Q2 2025
Reduced 9.35%
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
198,874
shares
|
$8.24 Million
0.63% of portfolio
|
Q2 2025
Added 3.82%
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
198,826
shares
|
$8.24 Million
3.92% of portfolio
|
Q2 2025
Reduced 10.25%
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
193,854
shares
|
$8.03 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
192,818
shares
|
$7.99 Million
4.44% of portfolio
|
Q1 2025
Reduced 97.57%
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
188,023
shares
|
$7.79 Million
0.13% of portfolio
|
Q2 2023
Reduced 33.95%
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
182,725
shares
|
$7.57 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.43%
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
182,077
shares
|
$7.54 Million
1.21% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
180,087
shares
|
$7.46 Million
3.53% of portfolio
|
Q2 2025
New holding
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
179,541
shares
|
$7.44 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
178,334
shares
|
$7.39 Million
0.01% of portfolio
|
Q2 2025
Added 97.82%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
167,898
shares
|
$6.96 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
165,653
shares
|
$6.86 Million
0.03% of portfolio
|
Q2 2025
Reduced 68.62%
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
165,459
shares
|
$6.85 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
162,129
shares
|
$6.72 Million
2.96% of portfolio
|
Q2 2025
Added 5.68%
|
|
Logan Stone Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
160,718
shares
|
$6.66 Million
6.6% of portfolio
|
Q2 2025
Reduced 45.81%
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
155,480
shares
|
$6.44 Million
2.83% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
152,872
shares
|
$6.33 Million
0.15% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
149,865
shares
|
$6.21 Million
0.19% of portfolio
|
Q2 2025
Added 9.92%
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
149,298
shares
|
$6.19 Million
0.53% of portfolio
|
Q2 2025
Added 67.72%
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
148,084
shares
|
$6.14 Million
0.22% of portfolio
|
Q2 2025
Added 82.77%
|