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Disclosery

SRLN SSGA ACTIVE ETF TR

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BLACKSTONE SENR (fund)

522 managers (526 13F filers) reported a position in SRLN shares at 2025-03-31, 149,975,942 shares in all. 49 filers opened a position and 52 filers sold out during the quarter.

Managers
522
13F filers
526
New
49
Added
225
Reduced
174
Sold out
52
Shares held by filers
149,975,942

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Advisor Resource Council47,177$1.89M0.15%new13F-HRTimeline
Geneos Wealth Management Inc.45,306$1.86M0.03%+27,91713F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.45,061$1.85M0.88%+13,22913F-HRTimeline
Capital Investment Advisors, LLC44,132$1.82M0.04%-1,45213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP43,662$1.8M<0.01%-50113F-HRTimelineGroup
North Forty Two & Co.43,606$1.79M1.99%+40013F-HRTimeline
Atria Investments, Inc43,271$1.78M0.02%+16213F-HRTimeline
Oregon Pacific Wealth Management, LLC42,992$1.77M1.77%+1,66413F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC42,654$1.75M0.46%+35,94313F-HRTimelineGroup
Raleigh Capital Management Inc.42,327$1.74M0.79%+15,17613F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD42,315$1.74M1.57%-2,82613F-HRTimeline
Investors Research Corp42,279$1.74M0.38%-2113F-HRTimeline
Heritage Wealth Management, Inc. /CA/41,738$1.72M1.47%-1,07013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.41,436$1.7M0.04%+15,57813F-HRTimelineGroup
Friedenthal Financial40,245$1.66M0.99%-100,86013F-HRTimeline
NOTTINGHAM ADVISORS, INC.40,017$1.65M0.25%-17613F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…39,540$1.63M1.3%-1,60013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.39,419$1.62M0.06%new13F-HRTimeline
Clear Creek Financial Management, LLC39,327$1.62M0.17%+12,40213F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …39,194$1.61M<0.01%+1,06713F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC39,097$1.61M0.01%+5,39613F-HRTimelineGroup
Black Diamond Financial, LLC38,779$1.59M0.24%+4313F-HRTimeline
D.A. DAVIDSON & CO.38,343$1.58M0.01%+2,14013F-HRTimeline
Great Waters Wealth Management38,294$1.58M0.22%-52613F-HRTimeline
Joel Isaacson & Co., LLC36,720$1.51M0.07%+5,02813F-HRTimeline
Hibernia Wealth Partners, LLC34,385$1.41M1%-1,13613F-HRTimeline
Astor Investment Management LLC34,127$1.4M0.75%-1,99713F-HRTimeline
Patton Albertson Miller Group, LLC34,056$1.4M0.21%-2,59013F-HR/ATimeline
Graypoint LLC33,364$1.37M0.09%+3,69113F-HRTimeline
COURIER CAPITAL LLC32,926$1.35M0.09%+5913F-HRTimeline
Jaffetilchin Investment Partners, LLC32,258$1.33M0.1%+8513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV31,945$1.31M<0.01%+12,57213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC31,933$1.31M0.04%+5813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC31,066$1.3M0.03%013F-HRTimelineGroup
Shum Financial Group, Inc.30,950$1.27M1.1%-1,33613F-HRTimeline
Adams Wealth Management29,838$1.23M0.24%+8,10913F-HRTimeline
CacheTech Inc.29,838$1.23M0.24%+8,10913F-HRTimeline
US FINANCIAL ADVISORS, LLC29,613$1.22M0.36%-1,28713F-HRTimeline
Kingsview Wealth Management, LLC29,356$1.21M0.02%+3,64313F-HRTimeline
Elequin Capital, LP28,963$1.19M0.22%new13F-HRTimeline
Opulen Financial Group LLC28,880$1.19M1.08%+31113F-HRTimeline
COMERICA BANK28,754$1.18M<0.01%-7,65813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS28,395$1.17M<0.01%+4,96113F-HRTimeline
Plan Group Financial, LLC27,639$1.14M0.41%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC27,546$1.13M0.29%-1,27013F-HRTimelineGroup
Freedom Investment Management, Inc.27,320$1.12M0.09%-2213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI27,109$1.11M0.06%-2,18313F-HRTimeline
FC Advisory LLC27,010$1.11M0.38%-141,77513F-HRTimeline
Koshinski Asset Management, Inc.26,477$1.09M0.09%+1,61213F-HRTimeline
TradeWell Securities, LLC.26,404$1.09M0.6%+4,40213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC26,330$1.08M0.1%013F-HRTimeline
Sachetta, LLC25,979$1.07M0.44%+2,04113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…24,992$1.03M<0.01%-85613F-HRTimelineGroup
IHT Wealth Management, LLC24,724$1.02M0.03%+1,29113F-HRTimeline
Mariner, LLCin group Mariner, LLC23,881$982K<0.01%-49013F-HRTimelineGroup
City Center Advisors, LLC23,844$981K1.15%+2,43913F-HRTimeline
AE Wealth Management LLC22,953$944K0.01%+7,55413F-HRTimeline
Advisory Services Network, LLC22,507$926K0.02%-2,11613F-HRTimeline
Chesley Taft & Associates LLC22,355$919K0.04%+12013F-HRTimeline
Darwin Wealth Management, LLC21,811$910K0.31%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.21,593$888K0.68%+2,25313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.21,393$880K0.01%-72013F-HRTimeline
McAdam, LLC21,327$877K0.05%-60313F-HRTimeline
First City Capital Management, Inc.21,010$864K0.52%-5513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC20,930$861K0.02%-4,67713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…20,819$857K0.09%-81113F-HRTimelineGroup
RFG Advisory, LLC20,595$847K0.02%+6,35413F-HRTimeline
Signal Advisors Wealth, LLC20,008$823K0.08%+3,46713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC19,956$821K0.01%-3,86113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19,014$782K0.02%+18,93813F-HRTimelineGroup
J.W. COLE ADVISORS, INC.19,008$782K0.02%+2,98313F-HRTimeline
Heritage Trust Co18,894$777K0.09%013F-HRTimeline
Legacy Edge Advisors, LLC18,775$772K0.12%+2,78313F-HRTimeline
Hillsdale Investment Management Inc.18,760$772K0.04%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.19,058$755K<0.01%-1,18613F-HRTimelineGroup
Matrix Trust Co18,200$749K0.13%+5,24513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.17,950$738K<0.01%-66413F-HRTimelineGroup
Blake Schutter Theil Wealth Advisors, L…17,865$735K0.83%+3,75913F-HRTimeline
HARBOUR INVESTMENTS, INC.17,649$726K0.02%+4,50013F-HRTimeline
Good Life Advisors, LLC17,543$722K0.05%+1,41713F-HRTimeline
Betterment LLC17,290$711K<0.01%+4,82113F-HRTimeline
DOVER ADVISORS, LLC17,120$704K0.31%+2,52013F-HRTimeline
NTV Asset Management LLC17,100$703K0.09%-90013F-HRTimeline
Madison Wealth Partners, Inc17,089$703K0.17%+1013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.17,041$701K0.01%-58613F-HRTimelineGroup
Samalin Investment Counsel, LLC16,712$687K0.28%new13F-HRTimeline
Nordwand Advisors, LLC16,622$684K0.26%+12,91513F-HRTimeline
Quantum Portfolio Management LLC16,600$683K0.35%new13F-HRTimeline
NOVUS ADVISORS, LLC16,478$678K0.68%+5,72413F-HRTimeline
Western Wealth Management, LLC16,262$669K0.04%+2,05713F-HRTimeline
J HAGAN CAPITAL, INC.15,846$661K0.54%13F-HRTimeline
Keystone Global Partners, LLC16,003$658K0.46%13F-HRTimeline
Ninety One North America, Inc.15,970$657K0.04%+5,37013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15,810$650K<0.01%-2,222,97613F-HRTimelineGroup
Medallion Wealth Advisors, LLC15,865$649K0.29%+3,70013F-HRTimeline
Cornerstone Advisory, LLC15,811$644K0.08%+1,33513F-HRTimeline
Legacy Capital Group California, Inc.15,494$637K0.22%-53913F-HRTimeline
PFG Investments, LLC15,333$631K0.04%-4,68413F-HRTimeline
Financial Advocates Investment Manageme…15,286$629K0.04%+6,24213F-HRTimeline
BTS Asset Management, Inc.15,010$617K0.7%new13F-HRTimeline
Greenwich Wealth Management LLC14,905$613K0.05%-15113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …14,900$613K<0.01%+60013F-HRTimelineGroup
RETIREMENT FINANCIAL SOLUTIONS, LLC14,794$608K0.24%+3,95613F-HR/ATimeline
Ausdal Financial Partners, Inc.14,376$591K0.04%+2,90713F-HRTimeline
Florin Court Capital LLP14,300$588K0.61%-2,00013F-HRTimeline
Wagner Wealth Management, LLC14,240$586K0.15%+18313F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC14,193$584K0.15%-1,18413F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.14,155$582K0.23%+4,59413F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC14,093$580K0.45%-39813F-HRTimeline
SBI Securities Co., Ltd.14,072$579K0.02%+2,19813F-HRTimeline
Shepherd Financial Partners LLC13,841$569K0.07%-89013F-HRTimeline
ELCO Management Co., LLC13,750$566K0.31%+50013F-HRTimeline
FDx Advisors, Inc.13,743$565K0.18%-91013F-HRTimeline
TOWNSQUARE CAPITAL LLC13,646$561K0.01%new13F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.13,599$559K0.28%+5,37413F-HRTimeline
Pallas Capital Advisors LLC13,583$559K0.02%-2,84313F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC13,446$553K0.36%013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC13,020$536K0.09%013F-HRTimeline
Investment Planning Advisors, Inc.12,980$534K0.22%-41413F-HRTimeline
Arkadios Wealth Advisors12,839$528K0.02%new13F-HRTimeline
OPTIMA CAPITAL LLC12,552$516K0.33%+6,66813F-HRTimeline
Allworth Financial LP12,446$508K<0.01%-2,06913F-HRTimeline
Dynamic Advisor Solutions LLC12,331$507K0.02%new13F-HRTimeline
Dakota Wealth Management12,031$495K0.01%-1,32213F-HRTimeline
Patten Group, Inc.12,025$495K0.11%-26613F-HRTimeline
Ridgeline Wealth Planning, LLC11,950$492K0.48%-11113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,934$491K0.01%+5,41613F-HRTimelineGroup
Orion Porfolio Solutions, LLC11,917$490K<0.01%-83,61513F-HRTimeline
Orion Portfolio Solutions, LLC11,917$490K<0.01%-83,61513F-HR/ATimeline
Eldridge Investment Advisors, Inc.11,890$486K0.11%-4,62713F-HRTimeline
Aptus Capital Advisors, LLC11,805$486K0.01%+98713F-HRTimeline
Prosperity Consulting Group, LLC11,743$483K0.04%-73513F-HRTimeline
Prentice Wealth Management LLC11,550$475K0.14%-68013F-HRTimeline
CGN Advisors LLC11,367$468K0.05%+4,18013F-HRTimeline
PRIVATE TRUST CO NA11,276$464K0.05%-1,45713F-HRTimeline
Prasad Wealth Partners, LLC11,190$460K0.15%-87,28913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC11,013$460K0.04%013F-HRTimeline
Collaborative Wealth Managment Inc.11,065$455K0.21%-52213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK11,053$455K<0.01%-5,76013F-HRTimelineGroup
FLOW TRADERS U.S. LLC10,901$448K0.02%-60,59113F-HRTimeline
Darden Wealth Group Inc10,700$440K0.34%-10013F-HRTimeline
NorthCoast Asset Management LLC10,696$440K<0.01%+713F-HR/ATimeline
&PARTNERS10,568$434K<0.01%-14,37513F-HRTimeline
Balboa Wealth Partners10,489$431K0.1%+3,49113F-HRTimeline
MONECO ADVISORS, LLC10,462$430K0.04%+1,20013F-HR/ATimeline
SageView Advisory Group, LLC10,362$426K0.02%-37013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC10,282$423K0.04%-73013F-HR/ATimeline
FINANCIAL COUNSELORS INC10,192$419K0.01%013F-HRTimeline
Belvedere Trading LLC9,997$411K0.04%new13F-HRTimeline
Arete Wealth Advisors, LLC9,920$408K0.03%+1,01613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth9,873$406K<0.01%-2,47213F-HR/ATimelineGroup
B. Riley Wealth Advisors, Inc.9,749$401K0.01%-11,23713F-HRTimeline
Aletheian Wealth Advisors LLC9,623$396K0.22%+1,99313F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS9,621$396K0.01%013F-HRTimeline
Bank of Marin9,550$393K0.5%+2,80613F-HRTimeline
Rooted Wealth Advisors, Inc.9,816$392K0.17%+77113F-HRTimeline
Composition Wealth, LLC9,489$390K0.01%+2,12113F-HRTimeline
International Private Wealth Advisors L…9,429$388K0.37%+3,12013F-HRTimeline
Blue Fin Capital, Inc.9,404$387K0.08%013F-HRTimeline
High Net Worth Advisory Group LLC9,350$385K0.11%013F-HRTimeline
GWN SECURITIES INC.9,314$384K0.02%new13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …9,387$384K0.03%-4,09413F-HRTimelineGroup
Accel Wealth Management9,294$382K0.14%-49113F-HRTimeline
Garden State Investment Advisory Servic…9,162$377K0.12%-72,78613F-HRTimeline
Perennial Investment Advisors, LLC9,158$377K0.04%+6513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,092$374K0.01%new13F-HRTimelineGroup
Chicago Partners Investment Group LLC9,122$372K0.01%+1,92313F-HRTimeline
LJI Wealth Management, LLC8,955$368K0.07%-11013F-HRTimeline
Planned Solutions, Inc.8,813$362K0.15%+44113F-HRTimeline
REDMONT WEALTH ADVISORS LLC8,736$359K0.7%+1,34113F-HRTimeline
Worth Financial Advisory Group, LLC8,723$359K0.23%-1,91613F-HRTimeline
Farther Finance Advisors, LLC8,785$359K0.01%-48213F-HRTimeline
Mascoma Wealth Management LLC8,630$355K0.09%-64613F-HRTimeline
Kovack Advisors, Inc.8,530$351K0.04%+513F-HRTimeline
Tortoise Investment Management, LLC8,505$350K0.04%013F-HR/ATimeline
Main Street Financial Solutions, LLC8,500$350K0.03%new13F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.8,494$349K0.53%new13F-HRTimeline
Marshall Financial Group, LLC8,475$349K0.08%+38413F-HRTimeline
L.M. KOHN & COMPANY8,249$339K0.09%+813F-HRTimeline
Tyche Wealth Partners LLC8,141$335K0.07%013F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd8,124$334K0.04%new13F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC8,074$332K0.11%013F-HRTimeline
Consolidated Portfolio Review Corp7,777$320K0.05%+63513F-HRTimeline
Advyzon Investment Management, LLC7,762$319K0.11%-3,94213F-HRTimeline
Clearstead Trust, LLC7,700$317K0.07%013F-HRTimeline
Wilmington Savings Fund Society, FSB7,670$315K0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,642$314K0.01%-1,64213F-HRTimelineGroup
LifeGoal Investments, LLC7,604$313K0.34%new13F-HRTimeline
Modern Wealth Management, LLC7,553$311K0.01%-55013F-HR/ATimeline
IFP Advisors, Inc7,549$311K0.01%+25213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,516$309K0.01%+2,42413F-HRTimelineGroup
Navis Wealth Advisors, LLC7,500$308K0.3%013F-HRTimeline
Advisors Asset Management, Inc.7,461$307K0.01%+4,03113F-HR/ATimeline
Moors & Cabot, Inc.7,392$304K0.02%+1,09313F-HRTimeline
Parallel Advisors, LLC7,341$302K0.01%-87813F-HRTimeline
WealthShield Partners, LLC7,329$301K0.04%-1,44213F-HRTimeline
Gotham Asset Management, LLC7,273$299K<0.01%+22113F-HRTimeline
Capital CS Group, LLC7,268$299K0.51%+52513F-HRTimeline
Pinion Investment Advisors, LLC7,252$298K0.07%+9613F-HRTimeline
ASHTON THOMAS SECURITIES, LLC7,195$296K0.08%+2,38413F-HRTimeline