Ssga Active TRETF
13F holders, Q4 2024 (December 31)48holders +8
4new positions
1sold out
$42.11avg. 13F price*
At the end of Q4 2024, 48 institutions reported holding Ssga Active TR in their 13F filings, up 8 from Q3 2024. 4 opened new positions and 1 sold out. The largest holders were Bank of New York Mellon Corp ($9.9M), Pinnacle Wealth Planning Services, Inc. ($8.1M) and Journey Strategic Wealth LLC ($6.7M).
- Company
- Ssga Active TR
- CUSIP
- 78470P309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $41K |
| Exits | 1 | $318K |
All 13F filers, Q3 2024 → Q4 2024: 63,073 shares bought and 29,306 shares sold, net +33,767 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Bank of New York Mellon Corp | 0.00% | Add +2.1% | 234,470 | $9.9M |
| Pinnacle Wealth Planning Services, Inc. | 1.22% | Add +4.5% | 193,140 | $8.1M |
| Journey Strategic Wealth LLC | 0.25% | Add +11.4% | 160,028 | $6.7M |
| Royal Bank of Canada | 0.00% | Reduce -3.3% | 130,753 | $5.5M |
| Treasure Coast Financial Planning | 3.27% | Reduce -11.6% | 117,736 | $5.0M |
| Destiny Wealth Partners, LLC | 0.77% | Add +2.1% | 111,234 | $4.7M |
| Main Street Financial Solutions, LLC | 0.38% | Add +5.6% | 92,333 | $3.9M |
| Arvest Investments, Inc. | 0.38% | Reduce -1.0% | 56,014 | $2.4M |
| LongView Asset Management LLC | 1.92% | — | 52,387 | $2.2M |
| Executive Wealth Management, LLC | 0.15% | Add +4.5% | 46,262 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -0.1% | 44,996 | $1.9M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -0.1% | 44,996 | $1.9M |
| Watchman Group, Inc. | 0.48% | Reduce -0.2% | 43,438 | $1.8M |
| Foundations Investment Advisors, LLC | 0.03% | Add +13.2% | 40,378 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Add +1.1% | 37,804 | $1.6M |
| Note Advisors, LLC | 1.11% | — | 29,897 | $1.3M |
| Bank of America Corp. | 0.00% | Add +1.6% | 27,756 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +83.7% | 27,046 | $1.1M |
| SK Wealth Management, LLC | 0.57% | Add +0.3% | 26,709 | $1.1M |
| 1620 Investment Advisors, Inc. | 0.86% | Reduce -1.4% | 26,366 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +0.9% | 26,071 | $1.1M |
| LPL Financial LLC | 0.00% | Add +3.6% | 22,639 | $953K |
| Shum Financial Group, Inc. | 0.78% | Add +2.5% | 21,533 | $907K |
| Sentinel Pension Advisors, LLC | 0.11% | Add +1.8% | 14,634 | $616K |
| Advyzon Investment Management, LLC | 0.20% | — | 12,127 | $511K |
| Valmark Advisers, Inc. | 0.01% | Add +6.2% | 11,385 | $479K |
| Vertex Planning Partners, LLC | 0.08% | Add +1.7% | 8,380 | $353K |
| Private Trust Co. NA | 0.03% | No change | 7,891 | $332K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.3% | 7,333 | $312K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -11.9% | 6,984 | $294K |
| Osaic Holdings, Inc. | 0.00% | Add +87.9% | 3,667 | $154K |
| PNC Financial Services Group, Inc. | 0.00% | Add +50.0% | 3,053 | $129K |
| Collier Financial | 0.03% | — | 910 | $38K |
| Geneos Wealth Management Inc. | 0.00% | No change | 875 | $37K |
| UBS Group AG | 0.00% | New | 629 | $26K |
| Continuum Advisory, LLC | 0.00% | No change | 424 | $18K |
| IFP Advisors, Inc | 0.00% | Add +0.6% | 317 | $13K |
| Cwm, LLC | 0.00% | Add +2.0% | 307 | $13K |
| AE Wealth Management LLC | 0.00% | New | 299 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.6% | 162 | $7K |
| Assetmark, Inc. | 0.00% | No change | 126 | $5K |
| Capital A Wealth Management, LLC | 0.01% | — | 84 | $4K |
| Bangor Savings Bank | 0.00% | New | 39 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 2 | $1K |
| CoreCap Advisors, LLC | 0.00% | New | 5 | $211 |
| GeoWealth Management, LLC | 0.00% | No change | 2 | $78 |
| Lanark Financial, Inc. | 0.01% | — | 1 | $77 |
| Wells Fargo & Company | 0.00% | No change | 1 | $40 |
"% 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.