Ssga Active TRETF
13F holders, Q2 2024 (June 30)41holders +6
7new positions
2sold out
1famous investor
$42.26avg. 13F price*
At the end of Q2 2024, 41 institutions reported holding Ssga Active TR in their 13F filings, up 6 from Q1 2024. 7 opened new positions and 2 sold out. The largest holders were Bank of New York Mellon Corp ($9.6M), Pinnacle Wealth Planning Services, Inc. ($7.7M) and Royal Bank of Canada ($5.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ssga Active TR
- CUSIP
- 78470P309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $5.1M |
| Exits | 2 | $712K |
All 13F filers, Q1 2024 → Q2 2024: 232,964 shares bought and 121,321 shares sold, net +111,643 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Bank of New York Mellon Corp | 0.00% | Add +20.3% | 227,908 | $9.6M |
| Pinnacle Wealth Planning Services, Inc. | 1.10% | Add +2.7% | 181,964 | $7.7M |
| Royal Bank of Canada | 0.00% | Add +2.8% | 134,816 | $5.7M |
| Treasure Coast Financial Planning | 3.59% | Add +1.4% | 128,984 | $5.5M |
| Journey Strategic Wealth LLC | 0.21% | Add +9.8% | 117,041 | $4.9M |
| Destiny Wealth Partners, LLC | 0.83% | New | 109,292 | $4.6M |
| Main Street Financial Solutions, LLC | 0.34% | Add +6.0% | 86,189 | $3.6M |
| Arvest Investments, Inc. | 0.38% | Add +1.7% | 56,685 | $2.4M |
| UBS Group AG | 0.00% | Reduce -0.3% | 50,824 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +16.7% | 44,319 | $1.9M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +16.7% | 44,319 | $1.9M |
| Watchman Group, Inc. | 0.58% | Reduce -0.1% | 43,220 | $1.8M |
| Executive Wealth Management, LLC | 0.31% | Add +4.8% | 40,085 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Add +1.6% | 31,015 | $1.3M |
| Bank of America Corp. | 0.00% | Add +1260.7% | 27,609 | $1.2M |
| 1620 Investment Advisors, Inc. | 0.90% | Add +5.6% | 27,159 | $1.1M |
| Virtu Financial LLC | 0.07% | Reduce -64.8% | 24,480 | $1.0M |
| Atria Investments, Inc | 0.01% | Reduce -6.7% | 24,370 | $1.0M |
| LPL Financial LLC | 0.00% | Reduce -17.5% | 21,347 | $902K |
| Jane Street Group, LLC | 0.00% | Reduce -75.8% | 14,641 | $619K |
| Sentinel Pension Advisors, LLC | 0.12% | Reduce -2.0% | 14,189 | $600K |
| Swisher Financial Concepts, Inc. | 0.52% | Add +9.1% | 12,276 | $516K |
| Valmark Advisers, Inc. | 0.01% | Add +7.2% | 11,372 | $481K |
| Vertex Planning Partners, LLC | 0.09% | Add +45.9% | 8,636 | $365K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -11.4% | 7,631 | $323K |
| Sanctuary Advisors, LLC | 0.00% | — | 7,459 | $311K |
| Foundations Investment Advisors, LLC | 0.01% | New | 6,183 | $261K |
| Private Trust Co. NA | 0.02% | No change | 5,261 | $222K |
| Citadel Advisors | 0.00% | New | 5,008 | $212K |
| Lanark Financial, Inc. | 0.01% | No change | 1,850 | $78K |
| Osaic Holdings, Inc. | 0.00% | Reduce -75.3% | 1,783 | $75K |
| IFP Advisors, Inc | 0.00% | Reduce -3.1% | 1,659 | $70K |
| Geneos Wealth Management Inc. | 0.00% | No change | 875 | $37K |
| PNC Financial Services Group, Inc. | 0.00% | New | 787 | $33K |
| Comerica Bank | 0.00% | No change | 780 | $33K |
| Continuum Advisory, LLC | 0.00% | No change | 424 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -48.0% | 159 | $7K |
| Assetmark, Inc. | 0.00% | New | 126 | $5K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 2 | $1K |
| Gilliland Jeter Wealth Management LLC | 0.00% | New | 5 | $211 |
| Morgan Stanley | 0.00% | New | 1 | $52 |
"% of holder's portfolio" is SSGA ACTIVE TR's weight in each manager's 13F, not the share of Ssga Active TR the manager owns.