Skip to content
Disclosery

FISR SSGA ACTIVE TR

Follow

ST STR SECTO ETF (fund)

75 managers (76 13F filers) reported a position in FISR shares at 2024-12-31, 11,646,606 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
75
13F filers
76
New
4
Added
16
Reduced
43
Sold out
3
Shares held by filers
11,646,606

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,083,864$104M-187,897Timeline
LPL Financial LLC2,680,359$68M0.03%-524,20813F-HRTimeline
Aspire Private Capital, LLC830,955$21.1M5.23%-43,68513F-HRTimeline
NewEdge Advisors, LLC566,836$14.4M0.09%-46813F-HRTimeline
Raleigh Capital Management Inc.387,514$9.83M3.79%+29,10113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC367,703$9.32M0.1%-64,06913F-HRTimelineGroup
Hibernia Wealth Partners, LLC361,760$9.17M7.02%-365,77913F-HRTimeline
GeoWealth Management, LLC244,443$6.2M0.2%-140,22913F-HRTimeline
HighTower Advisors, LLC239,622$6.08M0.01%-27,53513F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.221,604$5.62M2.74%-109,68313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC189,088$4.8M0.12%-39,32613F-HRTimeline
Signal Advisors Wealth, LLC97,812$2.48M0.28%+85,81013F-HRTimeline
NOVUS ADVISORS, LLC96,536$2.45M2.44%13F-HRTimeline
AE Wealth Management LLC85,049$2.16M0.02%-4,40913F-HRTimeline
Balboa Wealth Partners72,978$1.85M0.42%-9,59113F-HRTimeline
Good Life Advisors, LLC67,965$1.72M0.13%-3,52113F-HRTimeline
Kelly Financial Services LLC67,873$1.72M0.62%-38,53013F-HR/ATimeline
Argent Trust Co64,095$1.63M0.07%+7,38213F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC63,630$1.61M0.09%new13F-HRTimelineGroup
Sanctuary Advisors, LLC61,589$1.58M0.01%-74,73813F-HRTimeline
HARBOUR INVESTMENTS, INC.58,861$1.49M0.04%-25,08213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC58,476$1.48M0.05%-15,83213F-HRTimelineGroup
International Private Wealth Advisors L…46,546$1.18M1.17%-2,97413F-HRTimeline
Walkner Condon Financial Advisors LLC45,467$1.15M0.23%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC40,633$1.03M0.47%+1,68313F-HRTimeline
Atria Wealth Solutions, Inc.36,797$933K0.01%-3,18013F-HRTimeline
Merit Financial Group, LLC34,781$882K0.02%+6,24713F-HRTimeline
Aveo Capital Partners, LLC29,278$743K0.08%-4,65413F-HRTimeline
Balefire, LLC26,600$675K0.23%-81913F-HRTimeline
Castleview Partners, LLC25,608$650K0.35%+2,13213F-HR/ATimeline
Global Financial Private Client, LLC25,234$640K0.24%-3,75913F-HRTimeline
Quadcap Wealth Management, LLC21,864$554K0.08%013F-HRTimeline
Allworth Financial LP20,661$524K<0.01%new13F-HRTimeline
Austin Private Wealth, LLC20,568$522K0.05%-26,10513F-HRTimeline
FWG Investments, LLC.20,341$516K0.4%-1,45813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,418$467K<0.01%+10,56513F-HRTimelineGroup
Empirical Asset Management, LLC16,261$412K0.14%-12413F-HRTimeline
Worth Financial Advisory Group, LLC15,504$393K0.24%-4,54813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY14,386$365K<0.01%+38813F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…13,898$352K<0.01%+4,53913F-HRTimeline
True Vision MN LLC13,553$344K0.2%+9813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,506$343K<0.01%-2,40913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,417$340K<0.01%13F-HR/ATimelineGroup
FSA Advisors, Inc.11,977$304K0.37%+68513F-HRTimeline
Capital Asset Advisory Services LLC11,440$290K0.01%-7,43013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC11,413$289K0.17%-58913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,238$285K<0.01%+3,12713F-HRTimelineGroup
Private Advisor Group, LLC10,996$279K<0.01%-40513F-HRTimeline
Mariner, LLCin group Mariner, LLC10,212$259K<0.01%new13F-HRTimelineGroup
Financial Sense Advisors, Inc.9,840$250K0.08%+25513F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC9,374$238K0.13%-2,69513F-HRTimeline
HBW ADVISORY SERVICES LLC9,115$231K0.02%-1,46713F-HRTimeline
NWAM LLC8,896$226K0.01%013F-HRTimeline
Midwest Financial Network, LLC8,658$220K0.23%13F-HRTimeline
MSH Capital Advisors LLC8,391$213K0.07%013F-HRTimeline
Atria Investments, Inc8,359$212K<0.01%-13,46513F-HRTimeline
Mascagni Wealth Management, Inc.7,936$205K0.2%13F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,809$122K<0.01%+9913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,377$111K<0.01%-9,78913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,390$86K<0.01%-34,87513F-HRTimelineGroup
Transce3nd, LLC3,195$81K0.03%13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.3,106$78.8K0.06%-3,54213F-HRTimeline
Global Retirement Partners, LLC2,479$62.9K<0.01%-5513F-HRTimeline
Richard W. Paul & Associates, LLC1,983$50.3K0.02%-9,39013F-HRTimeline
Farther Finance Advisors, LLC1,470$37.3K<0.01%-23613F-HRTimeline
Smartleaf Asset Management LLC709$18K<0.01%-1313F-HRTimeline
Capital A Wealth Management, LLC483$12.2K0.02%13F-HRTimeline
FLP Wealth Management, LLC270$6.86K0.02%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.226$5.75K<0.01%-27,04713F-HR/ATimelineGroup
Covestor Ltd124$3K<0.01%+7013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…77$1.95K<0.01%new13F-HRTimelineGroup
Frazier Financial Advisors, LLC60$1.51K<0.01%+113F-HRTimeline
REAP Financial Group, LLC59$1.5K<0.01%-35113F-HRTimeline
Caitlin John, LLC11$284<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.