Vault-13

SSGA ACTIVE ETF TR ULST

ULT SHT TRM BD · ETP · CUSIP 78467V707

123 institutional holders +9 vs Q4 2024
11,592,18411.6m shares reported held*
$471.1mreported value*
17 new 54 added 31 reduced 9 sold out net bought ≈ $50.8m (+1.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $40.64.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 79Q4 22: 82Q1 23: 94Q2 23: 95Q3 23: 95Q4 23: 107Q1 24: 104Q2 24: 114Q3 24: 105Q4 24: 114Q1 25: 123123Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202279
Q4 202282
Q1 202394
Q2 202395
Q3 202395
Q4 2023107
Q1 2024104
Q2 2024114
Q3 2024105
Q4 2024114
Q1 2025123

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 23: 47 bought or addedQ2 23: 41 cut or sold outQ3 23: 44 bought or addedQ3 23: 49 cut or sold outQ3 23Q4 23: 50 bought or addedQ4 23: 43 cut or sold outQ1 24: 53 bought or addedQ1 24: 51 cut or sold outQ1 24Q2 24: 40 bought or addedQ2 24: 61 cut or sold outQ3 24: 41 bought or addedQ3 24: 60 cut or sold outQ3 24Q4 24: 47 bought or addedQ4 24: 54 cut or sold outQ1 25: 71 bought or addedQ1 25: 40 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20234741
Q3 20234449
Q4 20235043
Q1 20245351
Q2 20244061
Q3 20244160
Q4 20244754
Q1 20257140

Biggest buyers

LPL Financial LLC Added +569,720+569.7k
TRUE Private Wealth Advisors New +424,540+424.5k
Avestar Capital, LLC Added +103,228+103.2k
Gradient Investments LLC Added +101,779+101.8k
HARBOUR INVESTMENTS, INC. Added +74,772+74.8k
Advisor Resource Council New +74,259+74.3k
Norris Financial Group, LLC Added +71,294+71.3k
BIP Wealth, LLC Added +38,469+38.5k
CWM, LLC Added +32,023+32.0k
Brown Financial Advisors Added +31,748+31.7k

Biggest sellers

RAYMOND JAMES FINANCIAL INC Reduced -223,961-224.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -55,787-55.8k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -52,828-52.8k
MORGAN STANLEY Reduced -40,128-40.1k
Moloney Securities Asset Management, LLC Reduced -31,803-31.8k
IEQ CAPITAL, LLC Reduced -14,879-14.9k
BANK OF AMERICA CORP /DE/ Reduced -12,902-12.9k
Prime Capital Investment Advisors, LLC Sold out -12,364-12.4k
Auour Investments LLC Reduced -9,583-9.6k
Opal Wealth Advisors, LLC Reduced -8,951-9.0k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Gradient Investments LLC 1.51% of their portfolio ARDEN HILLS, MN 1,847,2621.8m $75.1m $75.1m 1.51% Added +101.8k +101,779
2 CWM, LLC 0.28% of their portfolio OMAHA, NE 1,704,6211.7m $69.3m $69.3m 0.28% Added +32.0k +32,023
3 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,695,0091.7m $68.9m $68.9m 0.03% Added +569.7k +569,720
4 Avestar Capital, LLC 2.50% of their portfolio New York, NY 645,843645.8k $26.3m $26.3m 2.50% Added +103.2k +103,228
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 642,037642.0k $26.1m $26.1m 0.00% Reduced -40.1k -40,128
6 BIP Wealth, LLC 1.43% of their portfolio ATLANTA, GA 538,959539.0k $21.9m $21.9m 1.43% Added +38.5k +38,469
7 TRUE Private Wealth Advisors 2.10% of their portfolio Salem, OR 424,540424.5k $17.3m $17.3m 2.10% New
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 297,353297.4k $12.1m $12.1m 0.00% Reduced -224.0k -223,961
9 IEQ CAPITAL, LLC 0.08% of their portfolio Foster City, CA 252,418252.4k $10.3m $10.3m 0.08% Reduced -14.9k -14,879
10 David Kennon Inc 3.38% of their portfolio SARASOTA, FL 208,977209.0k $8.5m $8.5m 3.38% Added +3.3k +3,262
11 ORBA Wealth Advisors, L.L.C. 4.25% of their portfolio CHICAGO, IL 207,100207.1k $8.4m $8.4m 4.25% Added +6.0k +6,036
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 200,843200.8k $8.2m $8.2m 0.00% Reduced -12.9k -12,902
13 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 185,425185.4k $7.5m $7.5m 0.01% Reduced -52.8k -52,828
14 Bouchey Financial Group, Ltd. 0.65% of their portfolio TROY, NY 178,188178.2k $7.2m $7.2m 0.65% Added +8.3k +8,253
15 PTM WEALTH MANAGEMENT, LLC 7.46% of their portfolio NORTH WALES, PA 174,875174.9k $7.1m $7.1m 7.46% First filing
16 WT Wealth Management 1.83% of their portfolio SCOTTSDALE, AZ 138,854138.9k $5.6m $5.6m 1.83% Added +19.6k +19,581
17 Auour Investments LLC 1.93% of their portfolio WOBURN, MA 130,744130.7k $5.3m $5.3m 1.93% Reduced -9.6k -9,583
18 Norris Financial Group, LLC 2.38% of their portfolio GREENVILLE, SC 125,403125.4k $5.1m $5.1m 2.38% Added +71.3k +71,294
19 Brown Financial Advisors 2.01% of their portfolio MILFORD, OH 119,851119.9k $4.9m $4.9m 2.01% Added +31.7k +31,748
20 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 105,984106.0k $4.3m $4.3m 0.00% Added +23.5k +23,540
21 HARBOUR INVESTMENTS, INC. 0.10% of their portfolio MADISON, WI 90,28990.3k $3.7m $3.7m 0.10% Added +74.8k +74,772
22 Moloney Securities Asset Management, LLC 0.48% of their portfolio MANCHESTER, MO 87,06887.1k $3.5m $3.5m 0.48% Reduced -31.8k -31,803
23 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 81,96182.0k $3.3m $3.3m 0.00% Reduced -3.3k -3,296
24 Advisor Resource Council 0.24% of their portfolio DALLAS, TX 74,25974.3k $3.0m $3.0m 0.24% New
25 UBS Group AG 0.00% of their portfolio ZURICH, V8 69,12569.1k $2.8m $2.8m 0.00% Added +6.3k +6,265
26 VERUS CAPITAL PARTNERS, LLC 0.25% of their portfolio SCOTTSDALE, AZ 61,51661.5k $2.5m $2.5m 0.25% Added +2.5k +2,541
27 Copley Financial Group, Inc. 1.65% of their portfolio SAN DIEGO, CA 53,16453.2k $2.2m $2.2m 1.65% Reduced -7.6k -7,621
28 CW Advisors, LLC 0.02% of their portfolio BOSTON, MA 50,21450.2k $2.0m $2.0m 0.02% Reduced -1.6k -1,625
29 Elmwood Wealth Management, Inc. 0.75% of their portfolio BERKELEY, CA 45,26445.3k $1.8m $1.8m 0.75% Added +6.1k +6,077
30 NAPLES GLOBAL ADVISORS, LLC 0.17% of their portfolio NAPLES, FL 43,90043.9k $1.8m $1.8m 0.17% Unchanged
31 Mattson Financial Services, LLC 0.51% of their portfolio KENTWOOD, MI 41,38941.4k $1.7m $1.7m 0.51% Reduced -3.1k -3,147
32 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 40,91340.9k $1.7m $1.7m 0.01% Added +2.4k +2,444
33 Barnes Wealth Management Group, Inc 0.99% of their portfolio Bakersfield, CA 38,07438.1k $1.5m $1.5m 0.99% Added +3.9k +3,905
34 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 34,80034.8k $1.4m $1.4m 0.01% Added +150 +150
35 Global View Capital Management LLC 0.50% of their portfolio WAUKESHA, WI 33,81533.8k $1.4m $1.4m 0.50% Added +11.4k +11,385
36 Paladin Wealth, LLC 1.14% of their portfolio ARDEN HILLS, MN 31,15531.2k $1.3m $1.3m 1.14% Added +681 +681
37 ZEGA Investments, LLC 0.37% of their portfolio PALM BEACH GARDENS, FL 30,74730.7k $1.2m $1.2m 0.37% Added +21.6k +21,639
38 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 30,34330.3k $1.2m $1.2m 0.00% Reduced -216 -216
39 Eldridge Investment Advisors, Inc. 0.27% of their portfolio MANCHESTER, NH 29,00129.0k $1.2m $1.2m 0.27% Added +1.7k +1,658
40 Fiduciary Trust Co 0.02% of their portfolio Boston, MA 28,84028.8k $1.2m $1.2m 0.02% Unchanged
41 Financial Advocates Investment Management 0.08% of their portfolio OLYMPIA, WA 28,78528.8k $1.2m $1.2m 0.08% Reduced -3.7k -3,671
42 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 28,17028.2k $1.1m $1.1m 0.00% Added +791 +791
43 Ameliora Wealth Management Ltd. 0.42% of their portfolio ZURICH, V8 27,76727.8k $1.1m $1.1m 0.42% Unchanged
44 CGN Advisors LLC 0.11% of their portfolio MANHATTAN, KS 27,70727.7k $1.1m $1.1m 0.11% Reduced -2.6k -2,584
45 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 24,95024.9k $1.0m $1.0m 0.00% Added +13.9k +13,896
46 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 24,12824.1k $981.0k $981.0k 0.00% Added +766 +766
47 Crews Bank & Trust 0.16% of their portfolio PORT CHARLOTTE, FL 23,23023.2k $944.3k $944.3k 0.16% Reduced -1.5k -1,490
48 SALEM INVESTMENT COUNSELORS INC 0.03% of their portfolio WINSTON-SALEM, NC 21,85921.9k $888.6k $888.6k 0.03% Reduced -600 -600
49 Authentikos Wealth Advisory, LLC 0.63% of their portfolio MORGAN HILL, CA 19,98320.0k $812.3k $812.3k 0.63% Added +14.2k +14,183
50 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 18,54018.5k $753.7k $753.7k 0.01% Added +4.9k +4,857
51 Western Wealth Management, LLC 0.05% of their portfolio GOLDEN, CO 17,84217.8k $725.3k $725.3k 0.05% Added +1.3k +1,303
52 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 17,57117.6k $714.3k $714.3k 0.00% Reduced -5.1k -5,051
53 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 17,22617.2k $700.2k $700.2k 0.01% Added +117 +117
54 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 16,92516.9k $688.0k $688.0k 0.01% Added +3.5k +3,509
55 Golden State Wealth Management, LLC 0.10% of their portfolio SANTA ANA, CA 16,39016.4k $666.3k $666.3k 0.10% Reduced -2.5k -2,540
56 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 16,13016.1k $655.7k $655.7k 0.00% Added +5.0k +5,038
57 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 14,95715.0k $608.0k $608.0k 0.00% Reduced -1.4k -1,414
58 Cannon Wealth Management Services, LLC 0.52% of their portfolio WINSTON SALEM, NC 14,38714.4k $582.8k $582.8k 0.52% Added +2.0k +2,025
59 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 14,12914.1k $574.3k $574.3k 0.01% Added +680 +680
60 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 13,89613.9k $564.9k $564.9k 0.01% Added +2.8k +2,842
61 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 13,70313.7k $557.0k $557.0k 0.00% Added +3 +3
62 G&S Capital LLC 0.21% of their portfolio DENVER, CO 12,30012.3k $500.0k $500.0k 0.21% New
63 McAdam, LLC 0.03% of their portfolio Philadelphia, PA 11,74011.7k $477.2k $477.2k 0.03% Added +5.2k +5,180
64 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 11,62411.6k $473.0k $473.0k 0.03% Added +878 +878
65 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 11,57911.6k $471.0k $471.0k 0.00% Added +317 +317
66 TKG Advisors, LLC 0.23% of their portfolio VALPARAISO, IN 11,40811.4k $463.8k $463.8k 0.23% New
67 Gerber Kawasaki Wealth & Investment Management 0.02% of their portfolio SANTA MONICA, CA 11,17211.2k $454.1k $454.1k 0.02% Added +1.0k +1,009
68 Penobscot Investment Management Company, Inc. 0.04% of their portfolio BOSTON, MA 11,00011.0k $447.1k $447.1k 0.04% Unchanged
69 Kraft, Davis & Associates, LLC 0.14% of their portfolio St. Louis, MO 10,98811.0k $446.0k $446.0k 0.14% Reduced -456 -456
70 Prestige Wealth Management Group LLC 0.09% of their portfolio FLEMINGTON, NJ 10,63410.6k $432.3k $432.3k 0.09% Added +78 +78
71 Gladstone Institutional Advisory LLC 0.02% of their portfolio Bedminster, NJ 10,42610.4k $423.8k $423.8k 0.02% Added +269 +269
72 CAPSTONE WEALTH MANAGEMENT GROUP, LLC 0.24% of their portfolio DUNMORE, PA 10,35010.3k $420.7k $420.7k 0.24% Reduced -125 -125
73 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 10,29910.3k $418.7k $418.7k 0.00% Added +535 +535
74 CATALYST PRIVATE WEALTH, LLC 0.20% of their portfolio SAN MATEO, CA 10,00010.0k $406.5k $406.5k 0.20% Unchanged
75 COMERICA BANK 0.00% of their portfolio DALLAS, TX 9,8339.8k $399.7k $399.7k 0.00% Reduced -248 -248
76 Destination Wealth Management 0.01% of their portfolio Walnut Creek, CA 9,7069.7k $394.5k $394.5k 0.01% Unchanged
77 Trilogy Capital Inc. 0.02% of their portfolio IRVINE, CA 9,6809.7k $393.5k $393.5k 0.02% Unchanged
78 RICHARDSON FINANCIAL SERVICES INC. 0.30% of their portfolio MEDWAY, MA 9,6229.6k $391.1k $391.1k 0.30% Unchanged
79 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 8,5538.6k $347.7k $347.7k 0.00% Added +62 +62
80 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 8,3418.3k $339.1k $339.1k 0.01% New
81 Perennial Investment Advisors, LLC 0.04% of their portfolio Los Angeles, CA 8,2848.3k $336.7k $336.7k 0.04% Added +321 +321
82 Continuum Advisory, LLC 0.04% of their portfolio EAGLE, ID 8,1408.1k $330.9k $330.9k 0.04% Reduced -3.1k -3,140
83 KINGSWOOD WEALTH ADVISORS, LLC 0.03% of their portfolio SAN DIEGO, CA 7,9157.9k $320.6k $320.6k 0.03% Added +433 +433
84 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 7,5987.6k $309.0k $309.0k 0.01% New
85 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 7,2877.3k $296.2k $296.2k 0.00% New
86 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 7,2467.2k $294.6k $294.6k 0.01% Added +1.6k +1,600
87 Leslie Global Wealth, LLC 0.14% of their portfolio Itasca, IL 7,0777.1k $287.7k $287.7k 0.14% Added +1.4k +1,402
88 Cadence Bank 0.02% of their portfolio Tupelo, MS 6,6056.6k $268.5k $268.5k 0.02% Unchanged
89 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 6,5716.6k $267.1k $267.1k 0.00% Added +1.4k +1,356
90 Cape Investment Advisory, Inc. 0.11% of their portfolio MCDONOUGH, GA 6,5416.5k $265.9k $265.9k 0.11% Reduced -78 -78
91 Canvas Wealth Advisors, LLC 0.07% of their portfolio SHAWNEE, KS 6,5006.5k $263.8k $263.8k 0.07% Unchanged
92 Winch Advisory Services, LLC 0.07% of their portfolio Appleton, WI 6,2856.3k $255.5k $255.5k 0.07% Added +46 +46
93 Fifth Third Securities, Inc. 0.02% of their portfolio Cincinnati, OH 6,1906.2k $251.6k $251.6k 0.02% Added +1.1k +1,149
94 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 6,1556.2k $250.2k $250.2k 0.00% New
95 Redwood Financial Network Corp 0.18% of their portfolio SOLON, OH 5,9395.9k $241.4k $241.4k 0.18% Reduced -197 -197
96 Worth Asset Management, LLC 0.13% of their portfolio DALLAS, TX 5,9315.9k $241.1k $241.1k 0.13% Unchanged
97 Collier Financial 0.20% of their portfolio DENVER, CO 5,8565.9k $238.0k $238.0k 0.20% Reduced -1.1k -1,119
98 TrueMark Investments, LLC 0.06% of their portfolio CHICAGO, IL 5,8185.8k $236.5k $236.5k 0.06% New
99 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 5,7095.7k $232.1k $232.1k 0.00% Unchanged
100 Symphony Financial Services, Inc. 0.14% of their portfolio AKRON, OH 5,3005.3k $217.6k $217.6k 0.14% New