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Disclosery

SRLN SSGA ACTIVE ETF TR

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BLACKSTONE SENR (fund)

525 managers (530 13F filers) reported a position in SRLN shares at 2024-12-31, 145,410,811 shares in all. 44 filers opened a position and 42 filers sold out during the quarter.

Managers
525
13F filers
530
New
44
Added
242
Reduced
154
Sold out
42
Shares held by filers
145,410,811

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
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP44,163$1.84M<0.01%+4,68113F-HRTimelineGroup
Alteri Wealth LLC43,693$1.82M0.5%13F-HRTimeline
Simplicity Wealth,LLC43,683$1.82M0.38%-12,05313F-HRTimeline
North Forty Two & Co.43,206$1.8M2.08%13F-HRTimeline
Atria Investments, Inc43,109$1.8M0.02%-66,99913F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC42,921$1.79M0.52%+7,29113F-HRTimeline
Heritage Wealth Management, Inc. /CA/42,808$1.79M1.53%+14,79113F-HRTimeline
Investors Research Corp42,300$1.77M0.39%-37113F-HRTimeline
Paladin Advisory Group, LLC41,593$1.74M1.33%+4,77413F-HRTimeline
J2 Capital Management Inc41,504$1.73M1.63%13F-HRTimeline
Oregon Pacific Wealth Management, LLC41,328$1.72M1.69%13F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…41,140$1.72M1.3%13F-HR/ATimelineGroup
NOTTINGHAM ADVISORS, INC.40,193$1.68M0.21%+49013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC39,134$1.63M0.44%+4,12113F-HRTimeline
Great Waters Wealth Management38,820$1.62M0.21%-1,24213F-HRTimeline
Black Diamond Financial, LLC38,736$1.62M0.24%-2,17213F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …38,127$1.59M<0.01%-7,58413F-HRTimelineGroup
Concord Wealth Partnersgroup of 2 filers holding37,849$1.58M-870,094Timeline
INSIGNEO ADVISORY SERVICES, LLC37,807$1.58M0.16%+10,07713F-HRTimeline
Patton Albertson Miller Group, LLC36,646$1.53M0.2%-14413F-HRTimeline
COMERICA BANK36,412$1.52M0.01%+11,68513F-HR/ATimeline
D.A. DAVIDSON & CO.36,203$1.51M0.01%-3,46713F-HRTimeline
AXS Investments LLC36,182$1.51M0.42%-1,56413F-HRTimeline
Astor Investment Management LLC36,124$1.51M0.77%+36,07413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.35,722$1.49M0.02%-2,78813F-HRTimelineGroup
Hibernia Wealth Partners, LLC35,521$1.48M1.13%-34,38613F-HRTimeline
GeoWealth Management, LLC34,726$1.45M0.05%+1,55813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC33,701$1.41M0.01%-7,07413F-HRTimelineGroup
COURIER CAPITAL LLC32,867$1.37M0.09%+8813F-HRTimeline
Shum Financial Group, Inc.32,286$1.35M1.16%-3,87113F-HRTimeline
Jaffetilchin Investment Partners, LLC32,173$1.34M0.1%+69613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC31,875$1.33M0.04%-67413F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.31,832$1.33M0.65%+3,23913F-HRTimeline
Joel Isaacson & Co., LLC31,692$1.32M0.06%+25,56013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC31,066$1.3M0.03%+2,58013F-HRTimelineGroup
US FINANCIAL ADVISORS, LLC30,900$1.29M0.4%+35513F-HRTimeline
Graypoint LLC29,673$1.24M0.07%+22513F-HRTimeline
TWO SIGMA SECURITIES, LLC29,331$1.22M0.22%-20,24313F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI29,292$1.22M0.07%-1,31713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC28,816$1.2M0.3%+1,73613F-HRTimelineGroup
Opulen Financial Group LLC28,569$1.19M1.08%13F-HRTimeline
Freedom Investment Management, Inc.27,342$1.14M0.09%-30413F-HRTimeline
Raleigh Capital Management Inc.27,151$1.13M0.44%+3,52313F-HRTimeline
Clear Creek Financial Management, LLC26,925$1.12M0.12%-5,08913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC26,330$1.1M0.1%-1,73513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.25,858$1.08M0.03%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…25,848$1.08M<0.01%+24,19813F-HRTimelineGroup
Kingsview Wealth Management, LLC25,713$1.07M0.02%-1,51213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC25,607$1.07M0.03%-5,92913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…25,292$1.06M0.02%+9,51513F-HRTimelineGroup
&PARTNERS24,943$1.04M0.01%+2,99413F-HRTimeline
Koshinski Asset Management, Inc.24,865$1.04M0.09%-68813F-HRTimeline
Advisory Services Network, LLC24,623$1.03M0.02%-10,29913F-HRTimeline
Mariner, LLCin group Mariner, LLC24,371$1.02M<0.01%+1,15413F-HRTimelineGroup
Sachetta, LLC23,938$999K0.39%+1,42613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC23,817$994K0.02%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,434$978K<0.01%+9,20913F-HRTimeline
IHT Wealth Management, LLC23,433$978K0.03%-29,27213F-HRTimeline
Chesley Taft & Associates LLC22,235$928K0.04%+1,90013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.22,113$923K0.01%+1,64113F-HRTimeline
TradeWell Securities, LLC.22,002$918K0.48%13F-HRTimeline
McAdam, LLC21,930$915K0.05%+1,81213F-HRTimeline
Engineers Gate Manager LP21,870$913K0.02%-28,27913F-HRTimeline
Darwin Wealth Management, LLC21,811$910K0.31%-5,71913F-HR/ATimeline
Adams Wealth Management21,729$907K0.17%-3,17913F-HRTimeline
CacheTech Inc.21,729$907K0.17%-3,17913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…21,630$903K0.09%+15013F-HRTimelineGroup
PFG Advisors21,425$894K0.05%+5,69713F-HRTimeline
City Center Advisors, LLC21,405$893K1%+5,26313F-HRTimeline
First City Capital Management, Inc.21,065$879K0.47%+10513F-HRTimeline
B. Riley Wealth Advisors, Inc.20,986$876K0.03%+49413F-HRTimeline
Nicholas Wealth, LLC.20,697$867K0.47%-1,00913F-HRTimeline
New Century Financial Group, LLC20,553$860K0.37%+9,94713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.20,244$848K<0.01%-2,73713F-HRTimelineGroup
PFG Investments, LLC20,017$835K0.05%+44813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV19,373$808K<0.01%-2,28413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.19,340$806K0.57%-1,58013F-HRTimeline
Heritage Trust Co18,894$788K0.09%13F-HRTimeline
Hillsdale Investment Management Inc.18,760$783K0.04%+2,90013F-HRTimeline
Visionary Wealth Advisors18,671$779K0.05%-22,07313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.18,614$777K<0.01%-75113F-HRTimelineGroup
McNamara Financial Services, Inc.18,292$763K0.18%-75413F-HRTimeline
NTV Asset Management LLC18,000$751K0.1%-9,80013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.17,627$736K0.01%+8413F-HRTimelineGroup
Geneos Wealth Management Inc.17,389$726K0.03%+2,87613F-HRTimeline
Madison Wealth Partners, Inc17,079$713K0.2%+2313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK16,813$702K<0.01%+3,78013F-HRTimelineGroup
Signal Advisors Wealth, LLC16,541$690K0.08%new13F-HRTimeline
Eldridge Investment Advisors, Inc.16,517$689K0.16%-6,59913F-HRTimeline
Pallas Capital Advisors LLC16,426$685K0.03%-3,81613F-HRTimeline
Florin Court Capital LLP16,300$680K0.71%new13F-HRTimeline
Good Life Advisors, LLC16,126$673K0.05%-5113F-HRTimeline
Austin Private Wealth, LLC16,098$672K0.06%+1,71713F-HRTimeline
Legacy Capital Group California, Inc.16,033$669K0.2%+8,84413F-HRTimeline
J.W. COLE ADVISORS, INC.16,025$669K0.03%+33913F-HRTimeline
Schonfeld Strategic Advisors LLC15,985$667K<0.01%+9,63113F-HRTimeline
Legacy Edge Advisors, LLC15,992$667K0.11%-89513F-HRTimeline
AE Wealth Management LLC15,399$643K0.01%+2,28613F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC15,377$642K0.15%+74313F-HRTimeline
Leo Wealth, LLC15,131$631K0.06%-4613F-HRTimeline
Greenwich Wealth Management LLC15,056$628K0.04%+5013F-HRTimeline
Capital Asset Advisory Services LLC14,808$620K0.03%-59413F-HRTimeline
Shepherd Financial Partners LLC14,731$615K0.07%-42113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC14,676$612K0.05%-2,43313F-HRTimeline
FDx Advisors, Inc.14,653$611K0.18%new13F-HRTimeline
DOVER ADVISORS, LLC14,600$609K0.35%new13F-HRTimeline
Allworth Financial LP14,515$609K<0.01%+8,50313F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC14,491$605K0.46%+30513F-HRTimeline
Cornerstone Advisory, LLC14,476$604K0.07%+9,06413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …14,300$597K<0.01%013F-HRTimelineGroup
RFG Advisory, LLC14,241$594K0.02%-1,77513F-HRTimeline
Western Wealth Management, LLC14,205$593K0.04%-96,73013F-HR/ATimeline
Blake Schutter Theil Wealth Advisors, L…14,106$589K0.62%+3413F-HRTimeline
Wagner Wealth Management, LLC14,057$587K0.15%+37313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding13,481$565K+1,136Timeline
KENNICOTT CAPITAL MANAGEMENT LLC13,446$561K0.29%+1,46313F-HRTimeline
Investment Planning Advisors, Inc.13,394$559K0.24%+49513F-HRTimeline
Dakota Wealth Management13,353$557K0.01%-1,70513F-HRTimeline
ELCO Management Co., LLC13,250$553K0.29%+5013F-HRTimeline
HARBOUR INVESTMENTS, INC.13,149$549K0.02%-1,31113F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC13,020$543K0.09%new13F-HRTimeline
Matrix Trust Co12,955$541K0.09%+11,32313F-HRTimeline
PRIVATE TRUST CO NA12,733$531K0.05%+63313F-HRTimeline
Prosperity Consulting Group, LLC12,478$521K0.04%+66113F-HRTimeline
Betterment LLC12,469$520K<0.01%+1,02813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth12,345$515K<0.01%-72813F-HR/ATimelineGroup
Patten Group, Inc.12,291$513K0.11%+2,01213F-HRTimeline
Prentice Wealth Management LLC12,230$510K0.15%-189,80413F-HRTimeline
Medallion Wealth Advisors, LLC12,165$506K0.25%13F-HRTimeline
Ridgeline Wealth Planning, LLC12,061$503K0.48%13F-HRTimeline
SBI Securities Co., Ltd.11,874$496K0.02%13F-HRTimeline
Advyzon Investment Management, LLC11,704$488K0.19%13F-HRTimeline
Collaborative Wealth Managment Inc.11,587$484K0.22%-2,12713F-HRTimeline
Ausdal Financial Partners, Inc.11,469$479K0.04%+37013F-HRTimeline
Avitas Wealth Management LLC11,208$468K0.06%+72413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC11,013$460K0.04%+49113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC11,012$460K0.04%-1,94513F-HR/ATimeline
Auour Investments LLC10,835$455K0.16%-25413F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC10,838$452K0.24%-5,99913F-HRTimeline
Aptus Capital Advisors, LLC10,818$451K0.01%-6313F-HRTimeline
Darden Wealth Group Inc10,800$451K0.3%+20013F-HRTimeline
NOVUS ADVISORS, LLC10,754$449K0.45%13F-HRTimeline
SageView Advisory Group, LLC10,732$448K0.02%+2,70713F-HRTimeline
NorthCoast Asset Management LLC10,689$446K<0.01%+1,99413F-HR/ATimeline
Worth Financial Advisory Group, LLC10,639$444K0.27%+13313F-HRTimeline
Aveo Capital Partners, LLC10,634$444K0.05%+12613F-HRTimeline
Ninety One North America, Inc.10,600$442K0.03%new13F-HRTimeline
FINANCIAL COUNSELORS INC10,192$425K0.01%013F-HRTimeline
American Trust9,917$414K0.03%new13F-HRTimeline
Accel Wealth Management9,785$408K0.15%+39513F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS9,621$401K0.01%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.9,561$399K0.16%-11413F-HRTimeline
Blue Fin Capital, Inc.9,404$392K0.07%013F-HRTimeline
High Net Worth Advisory Group LLC9,350$390K0.11%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,284$387K0.01%-2,17913F-HRTimelineGroup
Mascoma Wealth Management LLC9,276$387K0.1%-48013F-HRTimeline
Farther Finance Advisors, LLC9,267$387K0.01%+99813F-HRTimeline
MONECO ADVISORS, LLC9,262$387K0.04%-28513F-HR/ATimeline
Perennial Investment Advisors, LLC9,093$379K0.04%-2,96813F-HRTimeline
Rooted Wealth Advisors, Inc.9,045$379K0.15%-1,95413F-HRTimeline
LJI Wealth Management, LLC9,065$378K0.07%013F-HRTimeline
Financial Advocates Investment Manageme…9,044$377K0.02%+1,28113F-HRTimeline
Arete Wealth Advisors, LLC8,904$372K0.03%+1,25413F-HRTimeline
WealthShield Partners, LLC8,771$366K0.05%+1,39313F-HRTimeline
Kovack Advisors, Inc.8,525$356K0.03%+82813F-HRTimeline
Tortoise Investment Management, LLC8,505$355K0.04%013F-HR/ATimeline
Planned Solutions, Inc.8,372$349K0.14%+1,49513F-HRTimeline
L.M. KOHN & COMPANY8,241$344K0.09%+1713F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.8,225$343K0.17%+1,67713F-HRTimeline
Parallel Advisors, LLC8,219$343K0.01%-1,23613F-HRTimeline
Advisory Alpha, LLC8,208$343K0.01%-1,70313F-HRTimeline
Tyche Wealth Partners LLC8,141$340K0.07%-2,63713F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC8,074$339K0.09%013F-HR/ATimeline
Modern Wealth Management, LLC8,103$338K0.01%-12613F-HR/ATimeline
Marshall Financial Group, LLC8,091$338K0.08%-21613F-HRTimeline
Stonebridge Financial Planning Group, L…7,839$327K0.15%+1,95213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd7,819$326K0.03%new13F-HRTimelineGroup
LPF Advisors LLC7,794$325K0.27%-24913F-HRTimeline
Clearstead Trust, LLC7,700$321K0.07%013F-HRTimeline
Wilmington Savings Fund Society, FSB7,670$320K0.01%+1,20013F-HRTimeline
Aletheian Wealth Advisors LLC7,630$318K0.19%013F-HRTimeline
Huntleigh Advisors, Inc.7,585$317K0.07%13F-HRTimeline
Navis Wealth Advisors, LLC7,500$313K0.34%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC7,395$309K0.53%+10713F-HRTimeline
Composition Wealth, LLC7,368$307K0.01%-61,00013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,311$305K0.02%013F-HRTimelineGroup
USAdvisors Wealth Management, LLC7,311$305K0.1%-71,97213F-HRTimeline
IFP Advisors, Inc7,297$304K0.01%-1,27913F-HRTimeline
Chicago Partners Investment Group LLC7,199$302K0.01%013F-HRTimeline
CGN Advisors LLC7,187$300K0.03%+60513F-HRTimeline
Pinion Investment Advisors, LLC7,156$299K0.12%-14113F-HRTimeline
Consolidated Portfolio Review Corp7,142$298K0.05%-6813F-HRTimeline
Strategic Blueprint, LLC7,096$296K0.02%+29113F-HRTimeline
Gotham Asset Management, LLC7,052$294K<0.01%013F-HRTimeline
Balboa Wealth Partners6,998$292K0.07%+15813F-HRTimeline
Walkner Condon Financial Advisors LLC6,958$290K0.06%+32613F-HRTimeline
Melone Private Wealth, LLC6,864$286K0.15%-45413F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC6,858$286K0.14%new13F-HRTimeline
Mirador Capital Partners LP6,775$283K0.05%+8113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,744$281K<0.01%-35913F-HRTimelineGroup