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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
Bank of Marin6,744$281K0.22%+33513F-HRTimeline
Capital CS Group, LLC6,743$281K0.38%+48113F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC6,711$280K0.09%-6,51813F-HRTimelineGroup
Lifeworks Advisors, LLC6,568$274K0.05%-58213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,518$272K0.01%+1,10313F-HRTimelineGroup
One Capital Management, LLC6,513$272K0.01%-17413F-HRTimeline
International Private Wealth Advisors L…6,309$263K0.26%new13F-HRTimeline
Moors & Cabot, Inc.6,299$263K0.01%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…6,161$257K0.03%-7013F-HRTimeline
Axis Wealth Partners, LLC6,150$257K0.22%13F-HRTimeline
Octavia Wealth Advisors, LLC6,091$254K0.03%-67813F-HRTimeline
Geller Advisors LLC6,063$253K0.02%+51113F-HRTimeline
Crestwood Advisors Group, LLC6,011$251K<0.01%new13F-HRTimeline
RFG Holdings, Inc.5,996$250K0.08%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,984$250K0.01%-65513F-HRTimelineGroup
Endowment Wealth Management, Inc.5,942$248K0.17%-30413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…5,930$247K0.02%-8,88013F-HRTimeline
OPTIMA CAPITAL LLC5,884$246K0.17%13F-HRTimeline
Fortress Wealth Management, Inc.5,826$243K0.12%new13F-HRTimeline
Gilliland Jeter Wealth Management LLC5,776$241K0.08%+6213F-HRTimeline
HBW ADVISORY SERVICES LLC5,726$239K0.02%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.5,669$237K0.01%-93,12113F-HRTimeline
NewEdge Wealth, LLC5,650$236K<0.01%+55113F-HRTimeline
EASTERN BANK5,319$222K<0.01%-2,81613F-HRTimeline
Kathmere Capital Management, LLC5,280$220K0.02%new13F-HRTimeline
Harvest Investment Services, LLC5,266$220K0.05%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,092$212K0.02%+6813F-HRTimelineGroup
Wealth Watch Advisors, INC5,008$209K0.13%13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.4,950$207K0.02%013F-HRTimeline
BayBridge Capital Group, LLC4,911$205K0.15%-3,76913F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,897$204K0.01%+1013F-HRTimeline
Hobbs Group Advisors, LLC4,877$204K0.08%+3,58013F-HRTimeline
Gateway Wealth Partners, LLC4,855$203K0.05%new13F-HRTimeline
FWG Investments, LLC.4,839$202K0.16%+4713F-HRTimeline
Meridian Wealth Management, LLC4,817$201K0.01%-72513F-HRTimeline
ASHTON THOMAS SECURITIES, LLC4,811$201K0.06%new13F-HRTimeline
Glen Eagle Advisors, LLC4,445$185K0.03%+46013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.4,317$180K0.05%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…4,291$179K0.07%-64313F-HRTimeline
Nordwand Advisors, LLC3,707$155K0.06%013F-HRTimeline
Transce3nd, LLC3,646$152K0.05%13F-HRTimeline
Advisors Asset Management, Inc.3,430$143K<0.01%new13F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,124$130K<0.01%+46013F-HRTimelineGroup
MCF Advisors LLC3,078$128K0.01%+5813F-HRTimeline
TD Waterhouse Canada Inc.3,028$126K<0.01%+44813F-HRTimeline
YANKCOM Partnership2,936$123K0.07%13F-HRTimeline
Global Financial Private Client, LLC2,770$116K0.04%+10713F-HRTimeline
Castleview Partners, LLC2,425$101K0.05%+56813F-HR/ATimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,212$92.3K0.01%+5613F-HRTimelineGroup
Avior Wealth Management, LLC2,174$90.7K<0.01%+1,14013F-HRTimeline
Future Financial Wealth Managment LLC2,105$87.8K0.06%013F-HRTimeline
Zions Bancorporation, N.A.1,897$79.2K<0.01%+1,66313F-HRTimeline
WEBSTER BANK, N. A.1,785$74.5K0.01%-34613F-HRTimeline
Householder Group Estate & Retirement S…1,788$74K0.06%-11613F-HRTimeline
Balefire, LLC1,763$73.6K0.03%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,554$65.2K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,500$62.5K0.01%013F-HRTimelineGroup
Richard W. Paul & Associates, LLC1,478$61.7K0.02%-3013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,459$60.9K0.01%013F-HRTimeline
Horizon Investments, LLC1,468$60.8K<0.01%+3013F-HRTimeline
Cornerstone Planning Group LLC1,381$58K0.01%-13213F-HRTimeline
Arax Advisory Partners1,203$50.2K<0.01%+1,17113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,000$41.7K<0.01%013F-HR/ATimelineGroup
Continuum Advisory, LLC992$41.4K0.01%+35213F-HRTimeline
Community Bank, N.A.955$39.8K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…933$38.9K0.03%013F-HRTimeline
PFS Partners, LLC874$36.5K0.02%013F-HRTimeline
First Horizon Advisors, Inc.845$35.3K<0.01%+53213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC812$33.9K<0.01%new13F-HRTimeline
Ridgewood Investments LLC800$33.4K0.02%013F-HRTimeline
Cape Investment Advisory, Inc.781$32.6K0.01%+1113F-HRTimeline
Global Trust Asset Management, LLC719$30K0.01%new13F-HRTimeline
Hemington Wealth Management719$30K0.01%013F-HRTimeline
CITY HOLDING CO707$29.5K<0.01%013F-HRTimeline
MAI Capital Management619$25.8K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC580$24.2K<0.01%013F-HRTimeline
Clearstead Advisors, LLC526$21.9K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.508$21.2K0.02%13F-HRTimeline
Rakuten Securities, Inc.507$21.2K0.01%+45113F-HRTimeline
Van Hulzen Asset Management, LLC500$20.9K<0.01%new13F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …494$20.6K<0.01%-10413F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB406$16.9K<0.01%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…394$16.4K<0.01%-3013F-HRTimelineGroup
Smartleaf Asset Management LLC364$15.2K<0.01%+20713F-HRTimeline
Legacy Investment Solutions, LLC337$14K0.01%-1,24613F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…337$14K0.01%-1,24613F-HRTimelineGroup
Ameliora Wealth Management Ltd.327$13.6K0.01%013F-HRTimeline
AdvisorNet Financial, Inc293$12.2K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…274$11.4K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC257$10.7K<0.01%013F-HRTimeline
Synergy Investment Management, LLC234$9.76K<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV225$9.39K<0.01%+18113F-HRTimeline
Westside Investment Management, Inc.214$8.93K<0.01%013F-HRTimeline
Beacon Capital Management, LLC207$8.64K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT200$8.35K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC140$6K<0.01%013F-HRTimelineGroup
CLEAR INVESTMENT RESEARCH, LLC137$5.72K0.01%013F-HRTimeline
Tidemark, LLC127$5.3K<0.01%-9513F-HRTimeline
Venturi Wealth Management, LLC116$4.84K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\112$4.67K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…76$3.17K<0.01%new13F-HRTimelineGroup
AllSquare Wealth Management LLC76$3.17K<0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC76$3.17K<0.01%-113F-HRTimeline
LANARK FINANCIAL, INC.61$2.58K0.24%-60,51113F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC56$2.34K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC55$2.29K<0.01%-113F-HRTimeline
Sound Income Strategies, LLC54$2.25K<0.01%013F-HRTimeline
REAP Financial Group, LLC54$2.25K<0.01%+113F-HRTimeline
FLP Wealth Management, LLC53$2.21K0.01%13F-HRTimeline
WR Wealth Planners, LLC53$2.19K<0.01%+213F-HRTimeline
American Capital Advisory, LLC48$2.02K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC26$1.08K<0.01%13F-HRTimeline
SIGNATUREFD, LLC24$1K<0.01%+113F-HRTimeline
Coston, McIsaac & Partners44$1K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…21$876<0.01%013F-HRTimelineGroup
Park Square Financial Group, LLC19$793<0.01%13F-HRTimeline
OARSMAN CAPITAL, INC.12$501<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/11$459<0.01%-1,68213F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9$376<0.01%013F-HRTimelineGroup
New Millennium Group LLC6$250<0.01%013F-HRTimeline
WPG Advisers, LLC5$209<0.01%13F-HRTimeline
Addison Advisors LLC3$126<0.01%013F-HRTimeline
FMR LLCin group FMR LLC2$83<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1$42<0.01%-613F-HRTimelineGroup
Covestor Ltd9$00%+613F-HRTimelineValue filed as zero, left out of ratios.