Vault-13

SSGA ACTIVE TR XLSR

SPDR SSGA US SCT · ETP · CUSIP 78470P408

110 institutional holders +5 vs Q4 2024
11,901,80111.9m shares reported held*
$604.2mreported value*
12 new 58 added 26 reduced 6 sold out net bought ≈ $9.7m (+191.8k 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 ($6.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.77.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 63Q4 22: 60Q1 23: 63Q2 23: 69Q3 23: 70Q4 23: 83Q1 24: 87Q2 24: 92Q3 24: 93Q4 24: 105Q1 25: 110110Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202263
Q4 202260
Q1 202363
Q2 202369
Q3 202370
Q4 202383
Q1 202487
Q2 202492
Q3 202493
Q4 2024105
Q1 2025110

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 50 bought or addedQ2 23: 20 cut or sold outQ3 23: 39 bought or addedQ3 23: 27 cut or sold outQ3 23Q4 23: 37 bought or addedQ4 23: 30 cut or sold outQ1 24: 54 bought or addedQ1 24: 31 cut or sold outQ1 24Q2 24: 47 bought or addedQ2 24: 44 cut or sold outQ3 24: 61 bought or addedQ3 24: 32 cut or sold outQ3 24Q4 24: 48 bought or addedQ4 24: 44 cut or sold outQ1 25: 70 bought or addedQ1 25: 32 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20235020
Q3 20233927
Q4 20233730
Q1 20245431
Q2 20244744
Q3 20246132
Q4 20244844
Q1 20257032

Biggest buyers

LPL Financial LLC Added +190,800+190.8k
Austin Private Wealth, LLC Added +113,526+113.5k
Envestnet Portfolio Solutions, Inc. Added +93,393+93.4k
ENVESTNET ASSET MANAGEMENT INC Added +91,746+91.7k
NewEdge Advisors, LLC Added +37,027+37.0k
NorthRock Partners, LLC New +21,297+21.3k
Cetera Investment Advisers Added +20,950+20.9k
LOCKERMAN FINANCIAL GROUP, INC. Added +20,759+20.8k
Virtu Financial LLC New +20,512+20.5k
LANDMARK WEALTH MANAGEMENT, INC. Added +18,578+18.6k

Biggest sellers

GeoWealth Management, LLC Reduced -217,774-217.8k
Authentikos Wealth Advisory, LLC Sold out -105,792-105.8k
Kraft, Davis & Associates, LLC Reduced -78,656-78.7k
MORGAN STANLEY Reduced -45,658-45.7k
Private Advisor Group, LLC Reduced -34,830-34.8k
Lokken Investment Group LLC Reduced -30,389-30.4k
Aveo Capital Partners, LLC Sold out -21,975-22.0k
Worth Financial Advisory Group, LLC Reduced -7,343-7.3k
Hibernia Wealth Partners, LLC Reduced -6,981-7.0k
FWG Investments, LLC. Reduced -5,379-5.4k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.09% of their portfolio FORT MILL, SC 4,333,0784.3m $220.0m $220.0m 0.09% Added +190.8k +190,800
2 Envestnet Portfolio Solutions, Inc. 0.34% of their portfolio BERWYN, PA 1,748,0151.7m $88.7m $88.7m 0.34% Added +93.4k +93,393
3 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 1,461,8781.5m $74.2m $74.2m 0.02% Added +91.7k +91,746
4 PARK AVENUE SECURITIES LLC 0.27% of their portfolio NEW YORK, NY 430,923430.9k $21.9m $21.9m 0.27% Added +10.7k +10,698
5 NewEdge Advisors, LLC 0.08% of their portfolio NEW ORLEANS, LA 278,772278.8k $14.2m $14.2m 0.08% Added +37.0k +37,027
6 LANDMARK WEALTH MANAGEMENT, INC. 6.14% of their portfolio NORMAL, IL 253,644253.6k $12.9m $12.9m 6.14% Added +18.6k +18,578
7 Aspire Private Capital, LLC 2.91% of their portfolio Cornelius, NC 230,882230.9k $11.7m $11.7m 2.91% Reduced -4.0k -3,975
8 Mariner, LLC 0.02% of their portfolio Overland Park, KS 217,038217.0k $11.0m $11.0m 0.02% Added +4.5k +4,487
9 Hibernia Wealth Partners, LLC 7.63% of their portfolio BATON ROUGE, LA 211,492211.5k $10.7m $10.7m 7.63% Reduced -7.0k -6,981
10 Foundations Investment Advisors, LLC 0.18% of their portfolio PHOENIX, AZ 189,601189.6k $9.6m $9.6m 0.18% Added +8.3k +8,347
11 Austin Private Wealth, LLC 0.81% of their portfolio Austin, TX 178,265178.3k $9.1m $9.1m 0.81% Added +113.5k +113,526
12 HARBOUR INVESTMENTS, INC. 0.25% of their portfolio MADISON, WI 172,661172.7k $8.8m $8.8m 0.25% Added +5.0k +4,957
13 Signal Advisors Wealth, LLC 0.85% of their portfolio DETROIT, MI 172,049172.0k $8.7m $8.7m 0.85% Added +9.8k +9,766
14 Sharkey, Howes & Javer 1.17% of their portfolio DENVER, CO 161,014161.0k $8.2m $8.2m 1.17% Added +2.7k +2,700
15 Raleigh Capital Management Inc. 2.93% of their portfolio CARY, NC 127,350127.3k $6.5m $6.5m 2.93% Added +11.8k +11,766
16 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 113,194113.2k $5.7m $5.7m 0.01% Added +20.9k +20,950
17 Sanctuary Advisors, LLC 0.04% of their portfolio INDIANAPOLIS, IN 112,412112.4k $5.7m $5.7m 0.04% Reduced -2.8k -2,768
18 AE Wealth Management LLC 0.05% of their portfolio TOPEKA, KS 105,950106.0k $5.4m $5.4m 0.05% Added +11.3k +11,261
19 AXXCESS WEALTH MANAGEMENT, LLC 0.14% of their portfolio CARLSBAD, CA 100,663100.7k $5.1m $5.1m 0.14% Added +3.6k +3,559
20 CreativeOne Wealth, LLC 0.15% of their portfolio OVERLAND PARK, KS 98,96899.0k $5.0m $5.0m 0.15% Added +13.9k +13,878
21 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 90,24090.2k $4.6m $4.6m 0.01% Added +516 +516
22 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 66,29266.3k $3.4m $3.4m 0.00% Reduced -1.9k -1,933
23 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 65,82865.8k $3.3m $3.3m 0.02% Reduced -34.8k -34,830
24 GeoWealth Management, LLC 0.12% of their portfolio CHICAGO, IL 58,86158.9k $3.0m $3.0m 0.12% Reduced -217.8k -217,774
25 NOVUS ADVISORS, LLC 2.95% of their portfolio GREENVILLE, SC 57,67457.7k $2.9m $2.9m 2.95% Added +2.8k +2,759
26 International Private Wealth Advisors LLC 2.70% of their portfolio SAN DIEGO, CA 55,40055.4k $2.8m $2.8m 2.70% Added +6.0k +5,955
27 Global Financial Private Client, LLC 0.99% of their portfolio Sarasota, FL 51,07751.1k $2.6m $2.6m 0.99% Added +1.5k +1,484
28 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 50,84950.8k $2.6m $2.6m 0.00% Reduced -45.7k -45,658
29 Outlook Wealth Advisors, LLC 0.56% of their portfolio SHENANDOAH, TX 39,68739.7k $2.0m $2.0m 0.56% Added +1.9k +1,898
30 Worth Financial Advisory Group, LLC 1.13% of their portfolio CHARLOTTE, NC 35,13435.1k $1.8m $1.8m 1.13% Reduced -7.3k -7,343
31 LOCKERMAN FINANCIAL GROUP, INC. 2.67% of their portfolio NEWPORT BEACH, CA 34,79134.8k $1.8m $1.8m 2.67% Added +20.8k +20,759
32 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 33,94733.9k $1.7m $1.7m 0.01% Added +1.0k +1,039
33 Balboa Wealth Partners 0.37% of their portfolio SCOTTSDALE, AZ 30,50930.5k $1.5m $1.5m 0.37% Added +1.8k +1,784
34 IAMS WEALTH MANAGEMENT, LLC 0.68% of their portfolio OMAHA, NE 29,06429.1k $1.5m $1.5m 0.68% Added +851 +851
35 Midwest Financial Network, LLC 1.45% of their portfolio TINLEY PARK, IL 28,55328.6k $1.4m $1.4m 1.45% Added +2.1k +2,143
36 Apella Capital, LLC 0.05% of their portfolio WEST HARTFORD, CT 28,24428.2k $1.4m $1.4m 0.05% Added +23 +23
37 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 27,52127.5k $1.4m $1.4m 0.01% Added +763 +763
38 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 23,91523.9k $1.2m $1.2m 0.01% Reduced -2.4k -2,449
39 Hilltop Holdings Inc. 0.07% of their portfolio DALLAS, TX 23,32923.3k $1.2m $1.2m 0.07% Added +159 +159
40 CROBAN 1.05% of their portfolio FREMONT, OH 22,49522.5k $1.1m $1.1m 1.05% Added +4.2k +4,238
41 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 21,40321.4k $1.1m $1.1m 0.00% Added +250 +250
42 NorthRock Partners, LLC 0.04% of their portfolio MINNEAPOLIS, MN 21,29721.3k $1.1m $1.1m 0.04% New
43 Virtu Financial LLC 0.06% of their portfolio New York, NY 20,51220.5k $1.0m $1.0m 0.06% New
44 Lokken Investment Group LLC 0.39% of their portfolio LEWES, DE 18,07718.1k $917.8k $917.8k 0.39% Reduced -30.4k -30,389
45 Spectrum Planning & Advisory Services Inc. 0.66% of their portfolio SAN DIEGO, CA 15,59015.6k $791.5k $791.5k 0.66% Added +12 +12
46 Gladstone Institutional Advisory LLC 0.04% of their portfolio Bedminster, NJ 15,27415.3k $775.5k $775.5k 0.04% Added +544 +544
47 Bison Wealth, LLC 0.07% of their portfolio ATLANTA, GA 15,14815.1k $769.1k $769.1k 0.07% Reduced -4.7k -4,741
48 Capital Asset Advisory Services LLC 0.04% of their portfolio Williamston, MI 14,41114.4k $740.2k $740.2k 0.04% Added +675 +675
49 Argent Trust Co 0.03% of their portfolio NASHVILLE, TN 13,61513.6k $691.2k $691.2k 0.03% Reduced -348 -348
50 PRINCIPAL SECURITIES, INC. 0.02% of their portfolio DES MOINES, IA 12,95713.0k $692.4k $692.4k 0.02% Unchanged
51 Richard W. Paul & Associates, LLC 0.25% of their portfolio NOVI, MI 12,73712.7k $646.6k $646.6k 0.25% Added +288 +288
52 FWG Investments, LLC. 0.74% of their portfolio LEXINGTON, KY 12,38812.4k $628.9k $628.9k 0.74% Reduced -5.4k -5,379
53 SILVER OAK SECURITIES, INCORPORATED 0.06% of their portfolio JACKSON, TN 12,08312.1k $611.0k $611.0k 0.06% Unchanged
54 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 11,76811.8k $597.5k $597.5k 0.00% New
55 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,48411.5k $583.0k $583.0k 0.00% Reduced -789 -789
56 Kelly Financial Services LLC 0.20% of their portfolio BRAINTREE, MA 11,48011.5k $582.9k $582.9k 0.20% Reduced -5.3k -5,331
57 Triumph Capital Management 0.19% of their portfolio DENVER, CO 11,16711.2k $566.9k $566.9k 0.19% Added +2.5k +2,451
58 VestGen Advisors, LLC 0.03% of their portfolio CHICAGO, IL 10,92510.9k $554.7k $554.7k 0.03% First filing
59 ABSOLUTE CAPITAL MANAGEMENT, LLC 0.31% of their portfolio Pittsburgh, PA 10,56010.6k $536.2k $536.2k 0.31% Added +402 +402
60 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 10,48710.5k $532.4k $532.4k 0.01% New
61 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 10,38110.4k $527.0k $527.0k 0.00% Added +340 +340
62 Capital CS Group, LLC 0.87% of their portfolio IRVINE, CA 10,06610.1k $511.1k $511.1k 0.87% Added +1.2k +1,246
63 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 9,5339.5k $484.0k $484.0k 0.01% Added +3.0k +2,988
64 SILVERLAKE WEALTH MANAGEMENT LLC 0.18% of their portfolio WILLISTON, VT 9,0139.0k $457.6k $457.6k 0.18% Added +3 +3
65 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 8,2538.3k $419.0k $419.0k 0.00% New
66 True Vision MN LLC 0.23% of their portfolio WOODBURY, MN 7,5637.6k $384.0k $384.0k 0.23% Added +3.0k +3,018
67 FSA Advisors, Inc. 0.30% of their portfolio TROY, MI 7,4757.5k $379.5k $379.5k 0.30% Added +321 +321
68 Compound Planning, Inc. 0.02% of their portfolio NEW YORK, NY 6,8536.9k $347.9k $347.9k 0.02% Reduced -1.0k -1,037
69 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 6,8406.8k $347.3k $347.3k 0.00% Unchanged
70 PRIVATE CLIENT SERVICES, LLC 0.17% of their portfolio LOUISVILLE, KY 6,8246.8k $346.4k $346.4k 0.17% Added +249 +249
71 SYNOVUS FINANCIAL CORP 0.00% of their portfolio Columbus, GA 6,6816.7k $339.2k $339.2k 0.00% New
72 Fort Point Capital Partners LLC 0.04% of their portfolio San Francisco, CA 6,6556.7k $337.9k $337.9k 0.04% Unchanged
73 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 6,5786.6k $323.2k $323.2k 0.00% Reduced -236 -236
74 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 6,4716.5k $328.5k $328.5k 0.00% Added +112 +112
75 Castleview Partners, LLC 0.20% of their portfolio DALLAS, TX 5,8065.8k $294.8k $294.8k 0.20% Reduced -4.0k -3,971
76 Maia Wealth LLC 0.06% of their portfolio DENVER, CO 5,7445.7k $277.1k $277.1k 0.06% Added +31 +31
77 M1 Capital Management LLC 0.18% of their portfolio TROY, MI 5,6585.7k $287.3k $287.3k 0.18% Added +281 +281
78 Balefire, LLC 0.10% of their portfolio DALLAS, TX 5,5185.5k $280.1k $280.1k 0.10% Reduced -120 -120
79 NWAM LLC 0.02% of their portfolio MERCER ISLAND, WA 5,4085.4k $274.6k $274.6k 0.02% Added +335 +335
80 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 5,3425.3k $271.4k $271.4k 0.00% Added +3.3k +3,299
81 Kraft, Davis & Associates, LLC 0.08% of their portfolio St. Louis, MO 5,0565.1k $239.3k $239.3k 0.08% Reduced -78.7k -78,656
82 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 4,9625.0k $251.6k $251.6k 0.01% Added +163 +163
83 Smartleaf Asset Management LLC 0.02% of their portfolio BOSTON, MA 4,5164.5k $228.4k $228.4k 0.02% Added +1.5k +1,457
84 J2 Capital Management Inc 0.20% of their portfolio TROY, MI 4,2414.2k $215.3k $215.3k 0.20% Unchanged
85 MARIPAU WEALTH MANAGEMENT LLC 0.12% of their portfolio FORT WAYNE, IN 4,0104.0k $203.6k $203.6k 0.12% Reduced -354 -354
86 Transce3nd, LLC 0.08% of their portfolio BUDA, TX 3,4843.5k $176.9k $176.9k 0.08% Reduced -1.4k -1,381
87 MeadowBrook Investment Advisors LLC 0.12% of their portfolio Livonia, MI 2,5092.5k $127.4k $127.4k 0.12% Unchanged
88 RICHARDSON FINANCIAL SERVICES INC. 0.08% of their portfolio MEDWAY, MA 2,1092.1k $107.1k $107.1k 0.08% Unchanged
89 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 1,5401.5k $78.2k $78.2k 0.01% New
90 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,4241.4k $72.6k $72.6k 0.00% Reduced -554 -554
91 TD Capital Management LLC 0.01% of their portfolio MEMPHIS, TN 1,3651.4k $69.3k $69.3k 0.01% Reduced -1.7k -1,697
92 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,2441.2k $63.2k $63.2k 0.00% Reduced -238 -238
93 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 999999 $50.7k $50.7k 0.01% Added +799 +799
94 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 956956 $48.5k $48.5k 0.00% Added +694 +694
95 Frazier Financial Advisors, LLC 0.03% of their portfolio COLUMBUS, OH 711711 $36.1k $36.1k 0.03% Unchanged
96 Annis Gardner Whiting Capital Advisors, LLC 0.01% of their portfolio TAMPA, FL 517517 $26.2k $26.2k 0.01% Unchanged
97 REAP Financial Group, LLC 0.01% of their portfolio AUSTIN, TX 468468 $23.8k $23.8k 0.01% Unchanged
98 Quest 10 Wealth Builders, Inc. 0.02% of their portfolio Fuquay-Varina, VA 373373 $18.9k $18.9k 0.02% Added +18 +18
99 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 318318 $16.0k $16.0k 0.00% Not comparable
100 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 270270 $13.7k $13.7k 0.00% Added +43 +43