SS DL St Dur TR Tact ETFSTOTETF
13F holders, Q4 2024 (December 31)63holders
5new positions
8sold out
1famous investor
$46.88avg. 13F price*
At the end of Q4 2024, 63 institutions reported holding SS DL St Dur TR Tact ETF (STOT) in their 13F filings, unchanged from Q3 2024. 5 opened new positions and 8 sold out. The largest holders were Spinnaker Investment Group, LLC ($25.0M), LPL Financial LLC ($21.2M) and Morgan Stanley ($7.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS DL St Dur TR Tact ETF
- Filed as
- SSGA ACTIVE TR (Q4 2024)
- CUSIP
- 78470P200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $537K |
| Exits | 8 | $53.4M |
All 13F filers, Q3 2024 → Q4 2024: 387,715 shares bought and 1,283,533 shares sold, net −895,818 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Spinnaker Investment Group, LLC | 6.04% | Reduce -2.7% | 534,488 | $25.0M |
| LPL Financial LLC | 0.01% | Add +18.8% | 452,059 | $21.2M |
| Morgan Stanley | 0.00% | Add +25.5% | 154,752 | $7.3M |
| Hofer & Associates. Inc | 4.42% | Add +10.6% | 140,497 | $6.6M |
| Proficio Capital Partners LLC | 0.51% | Add +53.8% | 133,570 | $6.3M |
| Virtu Financial LLC | 0.31% | Reduce -28.6% | 125,467 | $5.9M |
| Foundations Investment Advisors, LLC | 0.10% | Add +17.1% | 112,079 | $5.3M |
| Bank of America Corp. | 0.00% | Add +179.2% | 103,009 | $4.8M |
| HighTower Advisors, LLC | 0.01% | Add +313.1% | 83,011 | $3.9M |
| Great Lakes Retirement, Inc. | 0.45% | Add +3.1% | 75,173 | $3.5M |
| Lineweaver Wealth Advisors, LLC | 0.60% | Reduce -25.9% | 69,805 | $3.3M |
| UBS Group AG | 0.00% | Reduce -3.1% | 68,092 | $3.2M |
| Arrowroot Family Office, LLC | 1.64% | Add +56.9% | 67,313 | $3.2M |
| Focus Financial Network, Inc. | 0.12% | Add +17.8% | 63,619 | $3.0M |
| Paragon Capital Management Inc. | 2.10% | Reduce -58.1% | 57,228 | $2.7M |
| Belpointe Asset Management LLC | 0.15% | Add +5.7% | 51,892 | $2.5M |
| WESPAC Advisors SoCal, LLC | 0.54% | Add +24.8% | 51,028 | $2.4M |
| Captrust Financial Advisors | 0.01% | Reduce -15.9% | 45,047 | $2.1M |
| Eldridge Investment Advisors, Inc. | 0.45% | Add +1.1% | 41,231 | $1.9M |
| Exencial Wealth Advisors, LLC | 0.06% | Reduce -9.1% | 37,486 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +15.6% | 31,728 | $1.5M |
| Synergy Asset Management, LLC | 0.10% | Add +39.8% | 26,453 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +11.1% | 26,363 | $1.2M |
| Clearwater Capital Advisors, LLC | 0.11% | Reduce -0.3% | 24,857 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -26.2% | 24,727 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +6.3% | 24,567 | $1.2M |
| Secured Retirement Advisors, LLC | 0.60% | Reduce -0.9% | 22,518 | $1.1M |
| MSH Capital Advisors LLC | 0.33% | Add +1.7% | 22,176 | $1.0M |
| Private Advisor Group, LLC | 0.01% | Add +1.1% | 20,479 | $960K |
| Greatmark Investment Partners, Inc. | 0.11% | Reduce -26.0% | 17,750 | $832K |
| Citadel Advisors | 0.00% | Reduce -39.4% | 15,752 | $738K |
| Essex Financial Services, Inc. | 0.05% | Reduce -4.8% | 15,601 | $731K |
| Larson Financial Group LLC | 0.04% | Reduce -3.5% | 14,477 | $678K |
| Cetera Investment Advisers | 0.00% | Reduce -35.3% | 13,723 | $643K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -7.2% | 12,850 | $602K |
| MBL Wealth, LLC | 0.05% | Reduce -4.3% | 11,167 | $523K |
| Glen Eagle Advisors, LLC | 0.06% | Reduce -4.8% | 8,279 | $388K |
| Osaic Holdings, Inc. | 0.00% | Reduce -34.4% | 7,222 | $338K |
| Beckerman Institutional, LLC | 0.23% | Add +9.9% | 5,993 | $281K |
| Western Wealth Management, LLC | 0.01% | New | 5,491 | $257K |
| Trilogy Capital Inc. | 0.01% | New | 5,064 | $237K |
| Raymond James Financial Inc. | 0.00% | — | 4,792 | $225K |
| Aveo Capital Partners, LLC | 0.02% | No change | 4,583 | $215K |
| Moneco Advisors, LLC | 0.02% | No change | 4,501 | $211K |
| Citigroup Inc. | 0.00% | Reduce -52.7% | 3,390 | $159K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -7.8% | 2,879 | $135K |
| Pacific Center for Financial Services | 0.02% | Add +0.7% | 1,869 | $88K |
| Private Trust Co. NA | 0.01% | Add +196.5% | 1,542 | $72K |
| Valley National Advisers Inc. | 0.01% | No change | 1,515 | $70K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +10.6% | 885 | $41K |
| New Millennium Group LLC | 0.02% | New | 854 | $40K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 739 | $35K |
| Royal Bank of Canada | 0.00% | No change | 705 | $33K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 390 | $18K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -55.3% | 85 | $4K |
| Transce3nd, LLC | 0.00% | — | 82 | $4K |
| Rothschild Investment LLC | 0.00% | No change | 45 | $2K |
| Covestor Ltd | 0.00% | Add +22.2% | 33 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Add +25.0% | 35 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 25 | $1K |
| AE Wealth Management LLC | 0.00% | New | 25 | $1K |
| CoreCap Advisors, LLC | 0.00% | No change | 2 | $94 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $41 |
"% of holder's portfolio" is STOT's weight in each manager's 13F, not the share of SS DL St Dur TR Tact ETF the manager owns.