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 142 Million shares, which have been reported (via 13F filing form) to have a value of $5.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
135,561
shares
|
$5.64 Million
1.03% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
135,520
shares
|
$5.64 Million
0.24% of portfolio
|
Q3 2022
Reduced 41.07%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 16, 2025 Q1 2025 |
132,101
shares
|
$5.5 Million
2.4% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
131,908
shares
|
$5.49 Million
0.17% of portfolio
|
Q1 2025
Added 86.91%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 15, 2025 Q1 2025 |
130,958
shares
|
$5.45 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
130,641
shares
|
$5.44 Million
1.68% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
128,260
shares
|
$5.34 Million
1.47% of portfolio
|
Q2 2025
Added 14.91%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
126,105
shares
|
$5.25 Million
2.61% of portfolio
|
Q1 2025
Added 44.12%
|
|
|
Sage Advisory Services, Ltd.Co.
|
May 06, 2025 Q1 2025 |
125,385
shares
|
$5.22 Million
3.03% of portfolio
|
Q1 2025
Added 47.48%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
125,255
shares
|
$5.21 Million
0.23% of portfolio
|
Q2 2025
Added 23.95%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
123,857
shares
|
$5.15 Million
1.53% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
120,000
shares
|
$4.99 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
118,204
shares
|
$4.92 Million
1.2% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
116,316
shares
|
$4.84 Million
1.92% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
115,778
shares
|
$4.82 Million
0.0% of portfolio
|
Q1 2025
Reduced 52.67%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
115,011
shares
|
$4.79 Million
0.81% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
110,873
shares
|
$4.61 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
110,869
shares
|
$4.61 Million
0.19% of portfolio
|
Q1 2020
Reduced 99.89%
|
|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
110,500
shares
|
$4.6 Million
1.69% of portfolio
|
Q1 2025
Added 148.87%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
May 13, 2025 Q1 2025 |
110,404
shares
|
$4.59 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
109,138
shares
|
$4.54 Million
0.06% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
108,000
shares
|
$4.49 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
103,737
shares
|
$4.32 Million
0.02% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
102,030
shares
|
$4.25 Million
0.04% of portfolio
|
Q1 2025
Added 10.44%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
101,882
shares
|
$4.24 Million
0.67% of portfolio
|
Q1 2025
Added 247.35%
|