Ssga Active TRETF
13F holders, Q1 2025 (March 31)48holders
7new positions
6sold out
$43.08avg. 13F price*
At the end of Q1 2025, 48 institutions reported holding Ssga Active TR in their 13F filings, unchanged from Q4 2024. 7 opened new positions and 6 sold out. The largest holders were Bank of New York Mellon Corp ($10.4M), Journey Strategic Wealth LLC ($9.2M) and Pinnacle Wealth Planning Services, Inc. ($8.6M).
- Company
- Ssga Active TR
- CUSIP
- 78470P309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $4.2M |
| Exits | 6 | $4.1M |
All 13F filers, Q4 2024 → Q1 2025: 236,859 shares bought and 133,375 shares sold, net +103,484 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 +3.1% | 241,851 | $10.4M |
| Journey Strategic Wealth LLC | 0.32% | Add +33.3% | 213,258 | $9.2M |
| Pinnacle Wealth Planning Services, Inc. | 1.29% | Add +2.8% | 198,516 | $8.6M |
| Royal Bank of Canada | 0.00% | Add +4.0% | 135,953 | $5.9M |
| Treasure Coast Financial Planning | 3.28% | Add +4.4% | 122,914 | $5.3M |
| Destiny Wealth Partners, LLC | 0.79% | Add +3.9% | 115,613 | $5.0M |
| Main Street Financial Solutions, LLC | 0.36% | Add +3.8% | 95,837 | $4.1M |
| Synergy Asset Management, LLC | 0.40% | New | 73,402 | $3.2M |
| LongView Asset Management LLC | 2.32% | Add +19.8% | 62,776 | $2.7M |
| Arvest Investments, Inc. | 0.39% | Add +1.9% | 57,090 | $2.5M |
| Bank of America Corp. | 0.00% | Add +92.0% | 53,300 | $2.3M |
| Foundations Investment Advisors, LLC | 0.04% | Add +30.9% | 52,876 | $2.3M |
| Watchman Group, Inc. | 0.55% | Add +5.6% | 45,888 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.0% | 37,442 | $1.6M |
| 1620 Investment Advisors, Inc. | 0.93% | Add +4.3% | 27,488 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +2.9% | 26,818 | $1.2M |
| Note Advisors, LLC | 0.91% | Reduce -14.5% | 25,558 | $1.1M |
| SK Wealth Management, LLC | 0.57% | Reduce -5.2% | 25,330 | $1.1M |
| Shum Financial Group, Inc. | 0.81% | Add +0.9% | 21,721 | $936K |
| LPL Financial LLC | 0.00% | Reduce -8.4% | 20,739 | $894K |
| Sentinel Pension Advisors, LLC | 0.12% | Add +0.9% | 14,763 | $636K |
| Valmark Advisers, Inc. | 0.01% | Reduce -3.7% | 10,962 | $472K |
| Jane Street Group, LLC | 0.00% | Reduce -60.1% | 10,791 | $465K |
| Brookwood Investment Group LLC | 0.07% | — | 8,909 | $384K |
| Private Trust Co. NA | 0.04% | No change | 7,891 | $340K |
| Advyzon Investment Management, LLC | 0.12% | Reduce -35.6% | 7,806 | $336K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.0% | 7,483 | $323K |
| Stifel Financial Corp. | 0.00% | New | 7,286 | $314K |
| BlackDiamond Wealth Management, LLC | 0.18% | New | 6,259 | $265K |
| Castleview Partners, LLC | 0.16% | New | 5,570 | $240K |
| Envestnet Asset Management Inc. | 0.00% | New | 5,140 | $222K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -29.6% | 4,917 | $212K |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.8% | 3,445 | $148K |
| Lanark Financial, Inc. | 0.00% | — | 1,213 | $52K |
| Collier Financial | 0.03% | No change | 910 | $39K |
| Geneos Wealth Management Inc. | 0.00% | No change | 875 | $38K |
| Osaic Holdings, Inc. | 0.00% | Reduce -82.5% | 643 | $28K |
| Continuum Advisory, LLC | 0.00% | No change | 424 | $18K |
| Cwm, LLC | 0.00% | Add +0.7% | 309 | $13K |
| AdvisorNet Financial, Inc | 0.00% | New | 264 | $11K |
| IFP Advisors, Inc | 0.00% | Reduce -24.9% | 238 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.2% | 164 | $7K |
| Assetmark, Inc. | 0.00% | No change | 126 | $5K |
| Capital A Wealth Management, LLC | 0.00% | No change | 84 | $4K |
| UBS Group AG | 0.00% | Reduce -89.8% | 64 | $3K |
| AE Wealth Management LLC | 0.00% | Reduce -80.9% | 57 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 2 | $1K |
| Morgan Stanley | 0.00% | New | 1 | $60 |
"% 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.