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Disclosery

STOT SSGA ACTIVE TR

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ST STR TOTAL ETF (fund)

66 managers (66 13F filers) reported a position in STOT shares at 2025-06-30, 3,236,771 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
66
13F filers
66
New
10
Added
27
Reduced
17
Sold out
8
Shares held by filers
3,236,771

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Spinnaker Investment Group, LLC501,228$23.7M5.58%-34,13313F-HRTimeline
LPL Financial LLC499,301$23.6M0.01%-38,55613F-HRTimeline
Foundations Investment Advisors, LLC391,299$18.5M0.29%+239,51913F-HRTimeline
Journey Advisory Group, LLC191,550$9.07M0.71%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/163,809$7.76M<0.01%+5,20313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY156,666$7.42M<0.01%+54,14513F-HRTimelineGroup
Hofer & Associates. Inc143,343$6.79M4.23%+80913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC90,597$4.29M0.01%new13F-HRTimelineGroup
Great Lakes Retirement, Inc.79,310$3.76M0.44%+7,80013F-HRTimeline
Arrowroot Family Office, LLC79,075$3.74M1.68%13F-HRTimeline
Brookwood Investment Group LLC70,321$3.33M0.54%new13F-HRTimeline
UBS Group AGin group UBS Group AG67,912$3.22M<0.01%+1,41213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC65,891$3.12M<0.01%+29,83313F-HRTimelineGroup
Focus Financial Network, Inc.63,737$3.02M0.12%+1213F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC52,038$2.46M1.88%-413F-HRTimeline
Lineweaver Wealth Advisors, LLC43,074$2.04M0.32%+56313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,836$2.03M<0.01%+37,83613F-HRTimelineGroup
Sanctuary Advisors, LLC35,202$1.67M0.01%+2,22213F-HRTimeline
HighTower Advisors, LLC31,861$1.51M<0.01%+3,30413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …30,123$1.43M0.03%new13F-HRTimelineGroup
Janney Montgomery Scott LLC29,133$1.38M<0.01%+2,56513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC28,749$1.36M0.05%-2,14213F-HRTimeline
Integrated Wealth Concepts LLC28,230$1.34M0.01%+3,73413F-HRTimeline
Belpointe Asset Management LLC28,081$1.33M0.06%+2,32813F-HRTimeline
Eldridge Investment Advisors, Inc.27,510$1.3M0.27%-4,53313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS26,735$1.27M<0.01%-4,17013F-HRTimeline
Clearwater Capital Advisors, LLC23,577$1.12M0.1%-2,79913F-HRTimeline
MSH Capital Advisors LLC22,596$1.07M0.31%+24813F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC19,612$929K0.18%+8,18513F-HRTimeline
Proficio Capital Partners LLC17,727$839K0.05%-84,55513F-HRTimeline
Cetera Investment Advisers16,131$764K<0.01%+22613F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.15,729$745K0.05%-84513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC15,005$710K<0.01%+9,04513F-HRTimelineGroup
GREATMARK INVESTMENT PARTNERS, INC.15,000$710K0.09%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…13,607$644K<0.01%new13F-HR/ATimelineGroup
Private Advisor Group, LLC13,291$629K<0.01%-77113F-HRTimeline
Larson Financial Group LLC10,383$492K0.02%-2,23613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,072$477K<0.01%new13F-HRTimelineGroup
Snowden Capital Advisors LLC10,000$474K0.01%+1,50013F-HRTimeline
MBL Wealth, LLC8,525$404K0.04%-15013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,174$340K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,469$306K<0.01%-1,42313F-HR/ATimelineGroup
Glen Eagle Advisors, LLC6,036$286K0.04%-8013F-HRTimeline
Western Wealth Management, LLC5,465$259K0.02%-4113F-HRTimeline
Trilogy Capital Inc.5,360$254K0.01%+29013F-HRTimeline
FLOW TRADERS U.S. LLC5,151$244K0.01%new13F-HRTimeline
Merit Financial Group, LLC4,269$202K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,595$170K<0.01%+1,26013F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC2,993$142K<0.01%-28513F-HRTimelineGroup
Sunbelt Securities, Inc.2,879$135K0.01%+4713F-HRTimeline
Pacific Center for Financial Services1,884$89.2K0.02%+913F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,515$71K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,142$54.1K0.01%-40013F-HRTimeline
Capital Advisors, Ltd. LLC885$42K0.01%013F-HRTimeline
New Millennium Group LLC854$40.4K0.02%013F-HRTimeline
Strategic Wealth Partners, Ltd.604$28.6K<0.01%13F-HRTimeline
AE Wealth Management LLC419$19.8K<0.01%+39613F-HRTimeline
Geneos Wealth Management Inc.400$18.9K<0.01%+31513F-HRTimeline
Medallion Wealth Advisors, LLC390$18.4K0.01%013F-HRTimeline
AdvisorNet Financial, Inc192$9.09K<0.01%013F-HRTimeline
Briaud Financial Planning Inc99$4K<0.01%new13F-HRTimeline
Transce3nd, LLC82$3.88K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC45$2.13K<0.01%013F-HRTimeline
CoreCap Advisors, LLC2$95<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$42<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.