Institutional Ownership Ssga Active Tr Spdr Ssga Us Se (XLSR)
This table provides information about the institutional ownership of Ssga Active Tr Spdr Ssga Us Se (XLSR). We have compiled data on the 119 institutions that hold shares in the stock, with a total of 13.5 Million shares, which have been reported (via 13F filing form) to have a value of $757 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
58,729
shares
|
$3.3 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
58,091
shares
|
$3.27 Million
2.74% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
56,974
shares
|
$3.2 Million
4.77% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
55,312
shares
|
$3.11 Million
1.14% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
48,200
shares
|
$2.71 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
48,092
shares
|
$2.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
39,102
shares
|
$2.2 Million
0.67% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
37,096
shares
|
$2.09 Million
2.93% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
35,133
shares
|
$1.98 Million
1.18% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
33,869
shares
|
$1.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
33,363
shares
|
$1.88 Million
0.6% of portfolio
|
Q3 2023
Reduced 37.83%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
30,863
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
30,058
shares
|
$1.69 Million
0.76% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
29,710
shares
|
$1.67 Million
0.34% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
28,268
shares
|
$1.59 Million
0.04% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
27,677
shares
|
$1.56 Million
0.01% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
26,619
shares
|
$1.5 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Croban
Fremont, OH |
Aug 08, 2025 Q2 2025 |
23,586
shares
|
$1.33 Million
1.11% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
23,365
shares
|
$1.31 Million
0.09% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
October Effect LTD
Virginia Beach, VA |
Aug 11, 2025 Q2 2025 |
18,066
shares
|
$1.02 Million
1.2% of portfolio
|
Q2 2025
New holding
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
17,612
shares
|
$990,322
0.42% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
15,938
shares
|
$896,193
0.66% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
15,458
shares
|
$869,203
0.96% of portfolio
|
Q3 2022
Reduced 11.9%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
15,382
shares
|
$864,929
0.03% of portfolio
|
Q2 2025
Added 40.8%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
15,274
shares
|
$858,857
0.04% of portfolio
|
Q1 2025
Added 3.69%
|