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Disclosery

STOT SSGA ACTIVE TR

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ST STR TOTAL ETF (fund)

70 managers (71 13F filers) reported a position in STOT shares at 2026-06-30, 6,705,430 shares in all. 12 filers opened a position and 6 filers sold out during the quarter.

Managers
70
13F filers
71
New
12
Added
32
Reduced
15
Sold out
6
Shares held by filers
6,705,430

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/962,764$45.3M<0.01%+272,02813F-HRTimelineGroup
LPL Financial LLC962,313$45.3M0.01%+360,19513F-HRTimeline
Foundations Investment Advisors, LLC828,575$39M0.4%+88,06313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC790,730$37.2M0.01%+198,85813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY639,696$30.1M<0.01%+178,51213F-HRTimelineGroup
Spinnaker Investment Group, LLC297,491$14M2.24%-246,00313F-HRTimeline
UBS Group AGin group UBS Group AG283,469$13.3M<0.01%+6,57313F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.200,362$9.43M0.09%new13F-HRTimelineGroup
Hofer & Associates. Inc159,481$7.51M3.63%+5,72813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA151,707$7.14M<0.01%+26,32513F-HRTimelineGroup
Saiph Capital, LLC149,132$7.02M2.1%+2,31013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC127,555$6M<0.01%new13F-HRTimelineGroup
Great Lakes Retirement, Inc.104,933$4.94M0.44%+6,11813F-HRTimeline
Sanctuary Advisors, LLC73,045$3.44M0.02%+1,06913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding63,784$3MnewTimeline
Arrowroot Family Office, LLC63,655$3M0.86%-2,70613F-HRTimeline
Integrated Wealth Concepts LLC62,371$2.94M0.01%+33,77013F-HRTimeline
Lineweaver Wealth Advisors, LLC60,381$2.84M0.34%+2,48013F-HRTimeline
Journey Advisory Group, LLC56,367$2.65M0.2%+22613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC50,964$2.4M<0.01%-22913F-HRTimelineGroup
Janney Montgomery Scott LLC38,390$1.81M<0.01%+34513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …36,252$1.71M0.03%-3,64013F-HRTimelineGroup
Global Assets Advisory, LLC34,267$1.61M0.35%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC33,496$1.58M0.03%new13F-HRTimeline
HighTower Advisors, LLC32,138$1.51M<0.01%+1,43913F-HRTimeline
Walser Wealth Management Company, A Ltd…28,923$1.36M0.57%+24,08313F-HRTimeline
Focus Financial Network, Inc.28,518$1.34M0.04%-1,07013F-HRTimeline
Independent Wealth Network Inc.28,469$1.34M0.34%+2,28313F-HRTimeline
OakTrust Wealth Advisors, LLC27,474$1.29M1.11%new13F-HRTimeline
Western Wealth Management, LLC26,124$1.23M0.04%new13F-HRTimeline
Clearwater Capital Advisors, LLC25,267$1.19M0.09%+2,26713F-HRTimeline
Cetera Investment Advisers21,846$1.03M<0.01%+4,04813F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC21,051$991K0.74%-33113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,359$958K<0.01%-15013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,558$920K<0.01%-13,39713F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.17,599$828K0.04%+2,75313F-HRTimelineGroup
Proficio Capital Partners LLC17,496$823K0.03%-23113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,613$782K<0.01%-17,41313F-HRTimelineGroup
Private Advisor Group, LLC15,983$752K<0.01%+1,32813F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.13,500$635K0.07%-1,50013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,492$588K<0.01%+7,72713F-HRTimeline
Savant Capital, LLC10,017$469K<0.01%new13F-HRTimeline
Visionary Horizons, LLC8,408$396K0.17%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,040$378K<0.01%+5,71613F-HRTimelineGroup
Belpointe Asset Management LLC8,016$377K0.01%-5,93813F-HRTimeline
Brookwood Investment Group LLC7,137$336K0.04%-22313F-HRTimeline
XY Planning Network, Inc.7,094$334K0.04%+53213F-HRTimeline
Trilogy Capital Inc.5,759$271K0.01%+1613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,481$258K<0.01%new13F-HRTimelineGroup
Smith Partners Wealth Management, LLC5,291$249K0.2%013F-HRTimeline
ALONGSIDE, LLC5,169$243K0.05%13F-HRTimeline
Glen Eagle Advisors, LLC4,854$228K0.03%+21913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,800$226K<0.01%-8,55813F-HRTimelineGroup
Financial Strategies Group, Inc.4,800$225K0.04%+513F-HRTimeline
Merit Financial Group, LLC4,763$224K<0.01%+46413F-HR/ATimeline
Larson Financial Group LLC2,412$114K<0.01%-2,05613F-HRTimeline
Pacific Center for Financial Services1,726$81.2K0.02%+613F-HRTimeline
PRIVATE TRUST CO NA1,297$61K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,180$55.5K0.01%013F-HRTimeline
AE Wealth Management LLC995$46.8K<0.01%+98113F-HRTimeline
Capital Advisors, Ltd. LLC863$41K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.604$28.4K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP599$28.2K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.400$18.8K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC390$18.4K0.01%013F-HRTimeline
Planning Strategies Inc.336$15.8K0.01%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN310$14.6K<0.01%+30913F-HRTimelineGroup
AdvisorNet Financial, Inc52$2.45K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC45$2.12K<0.01%013F-HRTimeline
CoreCap Advisors, LLC2$94<0.01%013F-HRTimeline