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PRIV SSGA ACTIVE TR

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STATE STREET IG (fund)

22 managers (22 13F filers) reported a position in PRIV shares at 2025-09-30, 4,007,009 shares in all. 9 filers opened a position and 8 filers sold out during the quarter.

Managers
22
13F filers
22
New
9
Added
7
Reduced
3
Sold out
8
Shares held by filers
4,007,009

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Apollo Management Holdings, L.P.in group Apollo Management Holdings, L…1,080,000$27.6M0.41%+598,12013F-HRTimelineGroup
Impact Partnership Wealth, LLC893,997$22.8M3.39%+596,77413F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC697,470$17.8M0.3%new13F-HRTimelineGroup
Abich Financial Wealth Management LLC476,027$12.1M4.32%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/210,993$5.38M<0.01%-29,00013F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC182,632$4.66M0.01%+118,47213F-HRTimelineGroup
Auour Investments LLC93,770$2.39M0.78%-67,78413F-HRTimeline
Mattson Financial Services, LLC77,537$1.98M0.47%new13F-HRTimeline
FLOW TRADERS U.S. LLC48,248$1.23M0.05%new13F-HRTimeline
Brown Financial Advisors47,184$1.2M0.44%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC44,750$1.14M<0.01%+14,18313F-HRTimelineGroup
Wealth Watch Advisors, INC40,890$1.04M0.43%new13F-HRTimeline
Paladin Wealth, LLC25,852$659K0.48%new13F-HRTimeline
Beta Wealth Group, Inc.21,293$543K0.21%new13F-HRTimeline
NAPA WEALTH MANAGEMENT18,149$463K0.22%-20913F-HRTimeline
Beaumont Financial Advisors, LLC15,555$397K0.03%+3,85413F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska12,413$317K0.04%new13F-HRTimelineGroup
Zullo Investment Group, Inc.9,450$241K0.09%+5013F-HRTimeline
Koshinski Asset Management, Inc.8,149$208K0.01%new13F-HRTimeline
Crews Bank & Trust1,700$43.4K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA850$22K<0.01%+66713F-HRTimelineGroup
Byrne Asset Management LLC100$2.55K<0.01%013F-HRTimeline