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Disclosery

STOT SSGA ACTIVE TR

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ST STR TOTAL ETF (fund)

64 managers (64 13F filers) reported a position in STOT shares at 2024-12-31, 2,853,060 shares in all. 5 filers opened a position and 9 filers sold out during the quarter.

Managers
64
13F filers
64
New
5
Added
26
Reduced
22
Sold out
9
Shares held by filers
2,853,060

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
Spinnaker Investment Group, LLC534,488$25M6.04%-14,83913F-HRTimeline
LPL Financial LLC452,059$21.2M0.01%+71,37313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY154,752$7.25M<0.01%+31,40713F-HR/ATimelineGroup
Hofer & Associates. Inc140,497$6.58M4.42%+13,47613F-HRTimeline
Proficio Capital Partners LLC133,570$6.26M0.51%+46,69813F-HR/ATimeline
Virtu Financial LLCin group Virtu Financial LLC125,467$5.88M0.31%-50,37913F-HRTimelineGroup
Foundations Investment Advisors, LLC112,079$5.25M0.1%+16,39413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/103,009$4.83M<0.01%+66,11113F-HRTimelineGroup
HighTower Advisors, LLC83,011$3.89M0.01%+62,91713F-HRTimeline
Great Lakes Retirement, Inc.75,173$3.52M0.45%+2,29013F-HRTimeline
Lineweaver Wealth Advisors, LLC69,805$3.27M0.6%-24,37113F-HRTimeline
UBS Group AGin group UBS Group AG68,092$3.19M<0.01%-2,18713F-HRTimelineGroup
Arrowroot Family Office, LLC67,313$3.15M1.64%+24,41413F-HRTimeline
Focus Financial Network, Inc.63,619$2.98M0.12%+9,62913F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC57,228$2.68M2.1%-79,50313F-HRTimeline
Belpointe Asset Management LLC51,892$2.46M0.15%+2,78713F-HRTimeline
WESPAC Advisors SoCal, LLC51,028$2.39M0.54%+10,12713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS45,047$2.11M0.01%-8,53613F-HRTimeline
Eldridge Investment Advisors, Inc.41,231$1.93M0.45%+45113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC37,486$1.76M0.06%-3,76313F-HRTimeline
Sanctuary Advisors, LLC31,728$1.49M0.01%+4,27813F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC26,453$1.25M0.1%+7,53113F-HRTimelineGroup
Janney Montgomery Scott LLC26,363$1.24M<0.01%+2,63313F-HRTimeline
Clearwater Capital Advisors, LLC24,857$1.16M0.11%-7013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC24,727$1.16M<0.01%-8,79613F-HRTimelineGroup
Integrated Wealth Concepts LLC24,567$1.15M0.01%+1,46713F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC22,518$1.06M0.6%-20713F-HRTimeline
MSH Capital Advisors LLC22,176$1.04M0.33%+37913F-HRTimeline
Private Advisor Group, LLC20,479$960K0.01%+22013F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.17,750$832K0.11%-6,25013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,752$738K<0.01%-10,22713F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.15,601$731K0.05%-79313F-HRTimelineGroup
Larson Financial Group LLC14,477$678K0.04%-52013F-HRTimeline
Cetera Investment Advisers13,723$643K<0.01%-7,47213F-HRTimeline
Snowden Capital Advisors LLC12,850$602K0.02%-1,00013F-HRTimeline
MBL Wealth, LLC11,167$523K0.05%-50013F-HRTimeline
Glen Eagle Advisors, LLC8,279$388K0.06%-41813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,222$338K<0.01%-3,78813F-HR/ATimelineGroup
Beckerman Institutional, LLC5,993$281K0.23%+54013F-HRTimeline
Western Wealth Management, LLC5,491$257K0.02%new13F-HR/ATimeline
Trilogy Capital Inc.5,064$237K0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,792$225K<0.01%13F-HR/ATimelineGroup
Aveo Capital Partners, LLC4,583$215K0.02%013F-HRTimeline
MONECO ADVISORS, LLC4,501$211K0.02%013F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC3,390$159K<0.01%-3,77813F-HRTimelineGroup
Sunbelt Securities, Inc.2,879$135K0.01%-24313F-HRTimeline
Pacific Center for Financial Services1,869$87.6K0.02%+1313F-HRTimeline
PRIVATE TRUST CO NA1,542$72.3K0.01%+1,02213F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,515$70K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC885$41K0.01%+8513F-HRTimeline
New Millennium Group LLC854$40K0.02%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC739$34.6K0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA705$33K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC390$18.3K0.01%13F-HRTimeline
Geneos Wealth Management Inc.85$3.98K<0.01%-10513F-HRTimeline
Transce3nd, LLC82$3.84K<0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC45$2.11K<0.01%013F-HRTimeline
Covestor Ltd33$2K<0.01%+613F-HRTimeline
Smartleaf Asset Management LLC35$1.64K<0.01%+713F-HRTimeline
AE Wealth Management LLC25$1.17K<0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC25$1.17K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC2$94<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$41<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.