Ssga Active TRETF
13F holders, Q2 2025 (June 30)41holders −7
4new positions
10sold out
$43.17avg. 13F price*
At the end of Q2 2025, 41 institutions reported holding Ssga Active TR in their 13F filings, down 7 from Q1 2025. 4 opened new positions and 10 sold out. The largest holders were Bank of New York Mellon Corp ($10.5M), Journey Strategic Wealth LLC ($9.7M) 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $4.1M |
| Exits | 10 | $9.3M |
All 13F filers, Q1 2025 → Q2 2025: 205,358 shares bought and 239,470 shares sold, net −34,112 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 +0.2% | 242,262 | $10.5M |
| Journey Strategic Wealth LLC | 0.32% | Add +5.8% | 225,525 | $9.7M |
| Pinnacle Wealth Planning Services, Inc. | 1.13% | Add +0.4% | 199,254 | $8.6M |
| Royal Bank of Canada | 0.00% | Reduce -0.7% | 135,039 | $5.8M |
| Treasure Coast Financial Planning | 3.12% | Add +0.8% | 123,867 | $5.3M |
| Foundations Investment Advisors, LLC | 0.08% | Add +118.1% | 115,315 | $5.0M |
| Main Street Financial Solutions, LLC | 0.31% | Add +3.9% | 99,583 | $4.3M |
| Old Mission Capital LLC | 0.08% | New | 71,024 | $3.1M |
| LongView Asset Management LLC | 2.20% | Add +7.6% | 67,547 | $2.9M |
| Watchman Group, Inc. | 0.65% | Add +25.7% | 57,670 | $2.5M |
| Arvest Investments, Inc. | 0.37% | Reduce -0.7% | 56,676 | $2.4M |
| Bank of America Corp. | 0.00% | Add +0.9% | 53,762 | $2.3M |
| Atria Investments, Inc | 0.02% | Add +13.4% | 30,424 | $1.3M |
| 1620 Investment Advisors, Inc. | 0.89% | Add +3.2% | 28,369 | $1.2M |
| Note Advisors, LLC | 0.77% | Add +0.3% | 25,640 | $1.1M |
| SK Wealth Management, LLC | 0.47% | Reduce -0.2% | 25,281 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -42.2% | 21,646 | $934K |
| LPL Financial LLC | 0.00% | Reduce -3.4% | 20,032 | $865K |
| Jane Street Group, LLC | 0.00% | Add +55.5% | 16,783 | $725K |
| JPMorgan Chase & Co. | 0.00% | New | 15,122 | $653K |
| Sentinel Pension Advisors, LLC | 0.11% | Add +1.3% | 14,958 | $646K |
| Valmark Advisers, Inc. | 0.01% | Add +5.5% | 11,565 | $499K |
| Raymond James Financial Inc. | 0.00% | New | 7,735 | $334K |
| Advyzon Investment Management, LLC | 0.07% | Reduce -9.4% | 7,074 | $305K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -6.9% | 6,964 | $301K |
| BlackDiamond Wealth Management, LLC | 0.16% | Add +0.5% | 6,291 | $270K |
| PNC Financial Services Group, Inc. | 0.00% | Add +55.7% | 5,364 | $232K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.8% | 5,234 | $226K |
| Private Trust Co. NA | 0.02% | Reduce -50.0% | 3,947 | $170K |
| Lanark Financial, Inc. | 0.00% | Add +0.5% | 1,219 | $52K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -14.3% | 750 | $32K |
| Osaic Holdings, Inc. | 0.00% | Add +13.5% | 730 | $31K |
| Cwm, LLC | 0.00% | Add +92.6% | 595 | $26K |
| AdvisorNet Financial, Inc | 0.00% | No change | 264 | $11K |
| IFP Advisors, Inc | 0.00% | Add +0.4% | 239 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.6% | 165 | $7K |
| Assetmark, Inc. | 0.00% | No change | 126 | $5K |
| MAI Capital Management | 0.00% | New | 101 | $4K |
| AE Wealth Management LLC | 0.00% | No change | 57 | $2K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 22 | $966 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 2 | $54 |
"% 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.