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Disclosery

RLY SSGA ACTIVE ETF TR

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SHS (fund)

116 managers (116 13F filers) reported a position in RLY shares at 2024-12-31, 16,079,101 shares in all. 19 filers opened a position and 7 filers sold out during the quarter.

Managers
116
13F filers
116
New
19
Added
48
Reduced
35
Sold out
7
Shares held by filers
16,079,101

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
HANTZ FINANCIAL SERVICES, INC.2,012,147$54.4M0.95%+12,78413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,200,919$32.4M0.01%+69,26413F-HRTimelineGroup
D.A. DAVIDSON & CO.1,130,994$30.6M0.25%+61,09113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,120,029$30.3M1.22%-3,74513F-HRTimelineGroup
Corrigan Financial, Inc.889,587$24M5.51%+14,93713F-HRTimeline
First International Bank & Trust843,441$22.8M7.38%+35,41013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/746,262$20.2M<0.01%-27,44213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY656,841$17.7M<0.01%-25,83513F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN534,047$14.4M<0.01%-27,32813F-HRTimelineGroup
New England Capital Financial Advisors …476,456$12.9M6.28%+476,05913F-HRTimeline
LPL Financial LLC446,975$12.1M<0.01%+78,63613F-HRTimeline
Trilogy Capital Inc.411,455$11.1M0.57%+1,27613F-HRTimeline
Visionary Wealth Advisors348,101$9.41M0.55%-66413F-HRTimeline
Harbor Group, Inc.314,790$8.51M1.91%+14,45013F-HRTimeline
HighTower Advisors, LLC308,468$8.33M0.01%+1,31313F-HRTimeline
Eldridge Investment Advisors, Inc.308,329$8.33M1.94%+18,34013F-HRTimeline
Curi Capital, LLC293,708$7.94M0.18%-93513F-HRTimeline
Tilson Financial Group, Inc.258,853$7M2.85%+6,28213F-HRTimeline
Freedom Financial Partners LLC255,625$6.91M3.33%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…245,707$6.68M0.01%+98413F-HRTimelineGroup
Larson Financial Group LLC242,987$6.57M0.34%+154,22213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth237,298$6.41M0.02%+22,44113F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC200,355$5.41M<0.01%13F-HR/ATimelineGroup
Intrua Financial, LLC179,218$4.84M0.79%+140,28013F-HRTimeline
Cornerstone Wealth Group, LLC167,458$4.52M0.37%-3,43913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV159,334$4.31M0.35%+3,08513F-HRTimeline
UBS Group AGin group UBS Group AG148,540$4.01M<0.01%+6,40713F-HRTimelineGroup
First Heartland Consultants, Inc.144,270$3.9M0.4%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC94,703$2.56M0.06%-8,64613F-HRTimelineGroup
Regal Investment Advisors LLC80,400$2.17M0.16%-2,70813F-HRTimeline
MBE Wealth Management, LLC75,764$2.05M1.15%-12,16713F-HRTimeline
Retireful, LLC75,473$2.04M1.15%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…74,682$2.02M<0.01%+5,68413F-HR/ATimeline
Geneos Wealth Management Inc.64,553$1.74M0.06%+2,78013F-HRTimeline
Atria Investments, Inc63,613$1.72M0.02%new13F-HRTimeline
HBK Sorce Advisory LLC63,074$1.7M0.05%-3,54413F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …53,336$1.44M0.31%+5,04613F-HRTimeline
Illumine Investment Management, LLC50,486$1.36M1.12%13F-HRTimeline
Twelve Points Wealth Management LLC47,174$1.27M0.37%-5113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS45,926$1.24M<0.01%+1,30213F-HRTimeline
Sanctuary Advisors, LLC40,748$1.14M0.01%+6,09913F-HRTimeline
Independent Family Office, LLC42,296$1.14M0.59%-111,04913F-HRTimeline
Horan Securities, Inc.39,937$1.08M0.41%+2,50813F-HRTimeline
SCOTIA CAPITAL INC.39,013$1.05M0.01%+2,69513F-HRTimeline
Matrix Trust Co33,950$917K0.16%+29,28713F-HRTimeline
Register Financial Advisors LLC32,909$889K0.45%+4,09813F-HRTimeline
PRIVATE CLIENT SERVICES, LLC32,378$875K0.47%-16,91113F-HRTimeline
Aviance Capital Partners, LLC30,159$815K0.11%-44913F-HRTimeline
Composition Wealth, LLC29,301$792K0.02%+5,68813F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC29,017$784K0.15%+2,84013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,306$765K<0.01%+14,81813F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV28,109$760K0.22%-33013F-HRTimeline
Orion Porfolio Solutions, LLC27,370$740K0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC27,370$740K0.01%new13F-HRTimeline
Merit Financial Group, LLC24,944$674K0.01%+23813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,526$663K<0.01%+1,74813F-HRTimelineGroup
Private Advisor Group, LLC23,424$633K<0.01%-6,11113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,932$593K<0.01%-56,22313F-HR/ATimelineGroup
IFG Advisory, LLC21,607$584K0.03%+1,25313F-HRTimeline
&PARTNERS21,302$580K0.01%-4,01013F-HRTimeline
United Advisor Group, LLC20,794$562K0.11%new13F-HRTimeline
Keystone Financial Group19,444$525K0.05%+11513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,302$440K<0.01%-2,29813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,790$427K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…15,537$420K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,273$386K<0.01%-33913F-HRTimelineGroup
Veracity Capital LLC14,137$382K0.14%+3,26913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC13,482$364K0.02%new13F-HRTimeline
FSC Wealth Advisors, LLC12,639$342K0.22%+77513F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC12,609$341K0.26%+1,04813F-HRTimeline
Auxano Advisors, LLC12,494$338K0.09%-19,34213F-HRTimeline
Cetera Investment Advisers11,930$322K<0.01%+84413F-HRTimeline
Cornerstone Wealth Management, LLC11,839$320K0.02%-15513F-HRTimeline
Betterment LLC11,520$311K<0.01%+38513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,883$294K<0.01%new13F-HRTimelineGroup
Ellenbecker Investment Group10,804$292K0.05%-10,20413F-HRTimeline
TrinityPoint Wealth, LLC10,587$286K0.04%+1,94313F-HRTimeline
TWO SIGMA SECURITIES, LLC10,429$282K0.05%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,039$271K<0.01%new13F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC9,934$268K0.06%-85313F-HRTimeline
TRUST POINT INC.9,594$259K0.02%-88,60513F-HRTimeline
Shepherd Financial Partners LLC9,514$257K0.03%-1,81113F-HRTimeline
L.K. Benson & Company, P.C.9,098$246K0.17%13F-HRTimeline
Fermata Advisors, LLC8,734$236K0.04%+9613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,732$236K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,474$229K<0.01%-4,71413F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC8,365$226K0.07%+4213F-HRTimeline
XML Financial, LLC8,235$223K0.02%-238,41813F-HRTimeline
Fortress Wealth Management, Inc.8,020$217K0.11%-237,63813F-HRTimeline
Pasadena Private Wealth, LLC7,923$214K0.04%+92813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,402$173K<0.01%+4,60713F-HRTimelineGroup
Advisors Asset Management, Inc.5,011$135K<0.01%new13F-HR/ATimeline
Continuum Advisory, LLC3,604$97.4K0.01%013F-HRTimeline
Creative Planningin group Creative Planning3,265$88.2K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,780$75.1K<0.01%+18913F-HRTimeline
Smartleaf Asset Management LLC2,504$67.2K0.01%new13F-HRTimeline
SBI Securities Co., Ltd.2,459$66.4K<0.01%13F-HRTimeline
COMERICA BANK1,786$48.3K<0.01%013F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP988$26.7K<0.01%+87213F-HRTimelineGroup
ORG Partners LLC964$26.1K<0.01%-10713F-HRTimeline
Global Retirement Partners, LLC802$21.7K<0.01%-4413F-HRTimeline
PRIVATE TRUST CO NA600$16.2K<0.01%013F-HRTimeline
TD Capital Management LLC427$11.5K<0.01%+713F-HRTimeline
NewEdge Advisors, LLC400$10.8K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…400$10.8K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC306$8.27K<0.01%-413F-HRTimelineGroup
MAI Capital Management296$8K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…224$6.05K<0.01%-2,99713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO109$2.94K<0.01%-1613F-HRTimelineGroup
Golden State Wealth Management, LLC79$2.13K<0.01%13F-HRTimeline
Parallel Advisors, LLC54$1.46K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC36$973<0.01%new13F-HRTimelineGroup
Park Square Financial Group, LLC29$784<0.01%13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…21$577<0.01%new13F-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.
Legacy Financial Group LLC23,424$633M+1713F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.