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Disclosery

STOT SSGA ACTIVE TR

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ST STR TOTAL ETF (fund)

62 managers (62 13F filers) reported a position in STOT shares at 2025-03-31, 2,524,490 shares in all. 7 filers opened a position and 8 filers sold out during the quarter.

Managers
62
13F filers
62
New
7
Added
19
Reduced
25
Sold out
8
Shares held by filers
2,524,490

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
LPL Financial LLC537,857$25.4M0.01%+85,79813F-HRTimeline
Spinnaker Investment Group, LLC535,361$25.3M5.72%+87313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/158,606$7.49M<0.01%+55,59713F-HRTimelineGroup
Foundations Investment Advisors, LLC151,780$7.17M0.13%+39,70113F-HRTimeline
Hofer & Associates. Inc142,534$6.73M4.57%+2,03713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY102,521$4.84M<0.01%-52,23113F-HRTimelineGroup
Proficio Capital Partners LLC102,282$4.83M0.37%-31,28813F-HRTimeline
Great Lakes Retirement, Inc.71,510$3.38M0.44%-3,66313F-HRTimeline
UBS Group AGin group UBS Group AG66,500$3.14M<0.01%-1,59213F-HRTimelineGroup
Focus Financial Network, Inc.63,725$3.01M0.12%+10613F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC52,042$2.46M1.99%-5,18613F-HRTimeline
Lineweaver Wealth Advisors, LLC42,511$2.01M0.34%-27,29413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC36,058$1.7M<0.01%+31,26613F-HRTimelineGroup
Sanctuary Advisors, LLC32,980$1.56M0.01%+1,25213F-HRTimeline
Eldridge Investment Advisors, Inc.32,043$1.51M0.35%-9,18813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS30,905$1.46M<0.01%-14,14213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC30,891$1.46M0.05%-6,59513F-HRTimeline
HighTower Advisors, LLC28,557$1.35M<0.01%-54,45413F-HRTimeline
Janney Montgomery Scott LLC26,568$1.25M<0.01%+20513F-HRTimeline
Clearwater Capital Advisors, LLC26,376$1.25M0.12%+1,51913F-HRTimeline
Belpointe Asset Management LLC25,753$1.22M0.06%-26,13913F-HRTimeline
Integrated Wealth Concepts LLC24,496$1.16M0.01%-7113F-HRTimeline
MSH Capital Advisors LLC22,348$1.06M0.33%+17213F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC18,754$886K0.05%-106,71313F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.16,574$783K0.06%+97313F-HRTimelineGroup
Cetera Investment Advisers15,905$752K<0.01%+2,18213F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.15,000$709K0.1%-2,75013F-HRTimeline
Private Advisor Group, LLC14,062$664K<0.01%-6,41713F-HRTimeline
Larson Financial Group LLC12,619$596K0.03%-1,85813F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC11,427$540K0.11%new13F-HRTimeline
MBL Wealth, LLC8,675$410K0.04%-2,49213F-HRTimeline
Snowden Capital Advisors LLC8,500$402K0.01%-4,35013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,892$373K<0.01%+67013F-HRTimelineGroup
Glen Eagle Advisors, LLC6,116$289K0.05%-2,16313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,960$282K<0.01%-18,76713F-HRTimelineGroup
Western Wealth Management, LLC5,506$260K0.02%+1513F-HRTimeline
Beckerman Institutional, LLC5,473$259K0.19%-52013F-HRTimeline
Trilogy Capital Inc.5,070$240K0.01%+613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,000$236K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC3,278$155K<0.01%-11213F-HRTimelineGroup
Sunbelt Securities, Inc.2,832$134K0.01%-4713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,335$110K<0.01%+1,63013F-HR/ATimelineGroup
Pacific Center for Financial Services1,875$88.6K0.02%+613F-HRTimeline
PRIVATE TRUST CO NA1,542$72.9K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,515$71K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC885$42K0.01%013F-HRTimeline
New Millennium Group LLC854$40.4K0.03%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC739$34.9K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.570$26K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC390$18.4K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO192$9.07K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc192$9.07K<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC185$8.74K<0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC97$4.58K<0.01%+7213F-HRTimeline
Geneos Wealth Management Inc.85$4.02K<0.01%013F-HRTimeline
Transce3nd, LLC82$3.88K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC45$2.13K<0.01%013F-HRTimeline
NorthRock Partners, LLC35$1.65K<0.01%new13F-HRTimeline
AE Wealth Management LLC23$1.09K<0.01%-213F-HRTimeline
CoreCap Advisors, LLC2$94<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$12<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.