Skip to content
Disclosery

TOTL SSGA ACTIVE ETF TR

Follow

ST STR TOTAL ETF (fund)

359 managers (362 13F filers) reported a position in TOTL shares at 2024-12-31, 71,787,512 shares in all. 37 filers opened a position and 36 filers sold out during the quarter.

Managers
359
13F filers
362
New
37
Added
144
Reduced
115
Sold out
36
Shares held by filers
71,787,512

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
Financial Advocates Investment Manageme…15,019$592K0.03%-1,27413F-HRTimeline
Creative Planningin group Creative Planning14,933$588K<0.01%new13F-HRTimelineGroup
Collaborative Wealth Managment Inc.14,342$565K0.26%-4,69013F-HRTimeline
Trilogy Capital Inc.14,263$562K0.03%+71413F-HRTimeline
American Institute for Advanced Investm…14,115$556K0.41%+2,23513F-HRTimeline
PRIVATE TRUST CO NA14,043$553K0.06%+2,96013F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.14,025$552K0.08%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…13,539$533K0.08%+1,90213F-HRTimeline
Williams Jones Wealth Management, LLC.13,375$527K0.01%013F-HRTimeline
Northwest Financial Advisors13,015$513K0.42%+7313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12,841$506K0.03%+213F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC12,837$506K0.02%-2,44113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,792$504K0.02%-57113F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…12,787$504K0.02%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS12,431$490K0.02%013F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.12,175$480K0.34%-3,35813F-HRTimeline
Strategic Investment Advisors / MI12,135$478K0.05%-6,88813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,042$474K<0.01%new13F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…11,635$458K0.16%+7413F-HRTimeline
VALLEY NATIONAL ADVISERS INC11,496$452K0.08%-3,75213F-HRTimeline
PFG Advisors11,397$449K0.03%+86913F-HRTimeline
Clearstead Advisors, LLC11,172$440K0.01%+2,97113F-HRTimeline
Verdence Capital Advisors LLC11,113$438K0.04%+9613F-HRTimeline
Smart Portfolios, LLC11,027$434K0.45%-90113F-HRTimeline
Priebe Wealth Holdings LLC11,000$433K0.29%+2,90013F-HRTimeline
Continuum Advisory, LLC10,719$422K0.05%+2,46713F-HRTimeline
Blue Zone Wealth Advisors, LLC10,709$422K0.12%-213F-HRTimeline
Hummer Financial Advisory Services Inc10,500$414K0.33%-20013F-HRTimeline
McElhenny Sheffield Capital Management,…10,279$405K0.14%-2,06713F-HRTimeline
New England Professional Planning Group…10,127$399K0.2%new13F-HRTimeline
American Trust9,920$391K0.03%new13F-HRTimeline
SYM FINANCIAL Corp9,829$387K0.05%+1,73913F-HRTimeline
IHT Wealth Management, LLC9,656$380K0.01%+63013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …9,626$376K0.02%+9613F-HRTimelineGroup
Waterloo Capital, L.P.9,347$368K0.04%-8,35413F-HRTimeline
DAVENPORT & Co LLC9,336$368K<0.01%+1,22613F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.9,197$362K0.03%new13F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC8,971$353K<0.01%-15413F-HRTimelineGroup
LexAurum Advisors, LLC8,805$347K0.07%+1,51213F-HRTimeline
Curtis Advisory Group, LLC8,653$341K0.09%new13F-HRTimeline
COUNTRY CLUB BANK8,590$338K0.02%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,560$337K0.01%+94613F-HRTimelineGroup
Financial Strategies Group, Inc.8,551$334K0.08%-40613F-HRTimeline
Aveo Capital Partners, LLC8,391$331K0.04%-1,27213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC8,385$330K0.03%-1613F-HR/ATimeline
Barnes Wealth Management Group, Inc8,382$330K0.22%13F-HRTimeline
Hofer & Associates. Inc8,242$325K0.22%+29413F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC8,167$322K0.12%-2,13013F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC8,128$320K0.33%+64813F-HRTimeline
Financial Engines Advisors L.L.C.8,111$319K<0.01%+56013F-HRTimeline
Strategic Blueprint, LLC7,965$314K0.02%new13F-HRTimeline
Global Retirement Partners, LLC7,814$308K0.01%013F-HRTimeline
Valmark Advisers, Inc.7,813$308K<0.01%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC7,804$307K<0.01%-8,27513F-HRTimeline
BlueChip Wealth Advisors LLC7,771$306K0.17%-21,96913F-HRTimeline
Thompson David Blair7,733$305K0.22%13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP7,649$301K0.02%+20313F-HRTimeline
New Century Financial Group, LLC7,553$297K0.13%-34013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC7,463$294K0.02%new13F-HRTimelineGroup
NTV Asset Management LLC7,425$292K0.04%-2,82513F-HRTimeline
Cherry Tree Wealth Management, LLC7,363$290K0.07%013F-HRTimeline
WMS Partners, LLC7,362$290K0.02%-2,35113F-HRTimeline
Aufman Associates Inc7,279$287K0.19%+12713F-HRTimeline
Ariadne Wealth Management, LP7,071$281K0.13%new13F-HRTimeline
Forum Private Client Group LLC7,055$278K0.12%-20213F-HRTimeline
Heritage Financial Services, LLC6,772$267K0.04%013F-HRTimeline
Van Hulzen Asset Management, LLC6,700$264K0.02%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA6,550$258K<0.01%+313F-HRTimelineGroup
WNY Asset Management, LLC6,486$255K0.03%-6,67113F-HRTimeline
Keel Point, LLC6,121$241K0.02%-1,01713F-HRTimeline
Sachetta, LLC6,106$241K0.09%+2713F-HRTimeline
DKM Wealth Management, Inc.6,076$239K0.23%13F-HRTimeline
M3 Advisory Group, LLC6,032$238K0.17%+51413F-HRTimeline
Symphony Financial, Ltd. Co.6,021$237K0.04%+56413F-HRTimeline
Center For Asset Management LLC6,003$236K0.15%-1,00313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,918$233K<0.01%-112,34813F-HRTimeline
Eldridge Investment Advisors, Inc.5,834$230K0.05%-66,74713F-HRTimeline
Endowment Wealth Management, Inc.5,770$227K0.15%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,732$226K<0.01%-4513F-HRTimelineGroup
RED CRANE WEALTH MANAGEMENT, LLC5,688$224K0.21%13F-HRTimeline
Unified Investment Management5,613$221K0.25%13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC5,603$221K0.03%-3,09113F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC5,585$220K0.03%013F-HRTimeline
Betterment LLC5,460$215K<0.01%-2,24813F-HRTimeline
DELTEC ASSET MANAGEMENT LLC5,400$213K0.04%013F-HRTimeline
Atria Investments, Inc5,303$209K<0.01%new13F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC5,290$208K0.08%+28913F-HR/ATimeline
Executive Wealth Management, LLC5,131$202K0.02%-6,74713F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC5,114$201K0.11%new13F-HRTimeline
Drucker Wealth 3.0, LLC5,108$201K0.05%-7,51213F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,102$201K<0.01%new13F-HRTimelineGroup
MCF Advisors LLC5,060$199K0.01%+9513F-HRTimeline
Westside Investment Management, Inc.4,800$189K0.04%013F-HRTimeline
Laraway Financial Advisors Inc4,744$187K0.14%+20113F-HRTimeline
SBI Securities Co., Ltd.4,713$186K0.01%13F-HRTimeline
Wilmington Savings Fund Society, FSB4,605$181K<0.01%-1,28613F-HRTimeline
GPS Wealth Strategies Group, LLC4,516$178K0.02%+2113F-HRTimeline
Parallel Advisors, LLC4,377$172K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,293$169K<0.01%+2,81513F-HRTimelineGroup
Capital Advisors, Ltd. LLC4,195$165K0.02%+66913F-HRTimeline
Allworth Financial LP4,025$159K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC3,740$147K0.03%013F-HR/ATimeline
RAFFA WEALTH MANAGEMENT, LLC2,970$117K0.03%013F-HRTimeline
NFSG Corp2,805$110K0.03%+5313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,783$110K<0.01%+2,71913F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC2,657$105K0.05%+90113F-HRTimeline
Householder Group Estate & Retirement S…2,528$99K0.07%-63313F-HRTimeline
Perritt Capital Management Inc2,366$93.2K0.05%+53913F-HRTimeline
Fourth Dimension Wealth, LLC2,251$90.8K0.05%13F-HRTimeline
Cape Investment Advisory, Inc.1,990$78.4K0.03%+21213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,989$78.3K<0.01%-9,09513F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC1,812$71.4K0.03%+5513F-HRTimeline
IFP Advisors, Inc1,612$63.5K<0.01%-14813F-HRTimeline
TD Waterhouse Canada Inc.1,600$63.1K<0.01%013F-HRTimeline
Archer Investment Corp1,587$62.5K0.02%013F-HRTimeline
Pinnacle Bancorp, Inc.1,489$58.7K0.02%013F-HRTimeline
CoreCap Advisors, LLC1,484$58.4K<0.01%-33613F-HRTimeline
Pacifica Partners Inc.1,380$54.4K0.02%-713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,324$52.2K<0.01%+40513F-HRTimelineGroup
Wood Tarver Financial Group, LLC1,187$46K0.02%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,160$45.7K0.02%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,118$44K<0.01%013F-HRTimeline
RE Dickinson Investment Advisors, LLC109,270$43K2.43%+9,53013F-HR/ATimeline
AE Wealth Management LLC1,084$42.7K<0.01%new13F-HRTimeline
Tidemark, LLC1,072$42.2K0.02%-22713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,066$42K<0.01%-15713F-HRTimeline
Richard W. Paul & Associates, LLC1,050$41.4K0.02%013F-HRTimeline
New Millennium Group LLC979$38.6K0.02%new13F-HRTimeline
ATWOOD & PALMER INC922$36.3K<0.01%013F-HRTimeline
OARSMAN CAPITAL, INC.900$35.5K0.01%013F-HRTimeline
Investors Research Corp822$32.4K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.795$31.3K<0.01%013F-HRTimeline
Larson Financial Group LLC777$30.6K<0.01%-1213F-HRTimeline
Tortoise Investment Management, LLC730$28.8K<0.01%013F-HR/ATimeline
Castleview Partners, LLC517$20.4K0.01%-113F-HR/ATimeline
FPC INVESTMENT ADVISORY, INC.498$19.8K0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…404$15.9K0.01%013F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC339$14K<0.01%new13F-HRTimelineGroup
Kozak & Associates, Inc.306$12.1K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC265$10.4K0.01%13F-HRTimeline
Northwest Capital Management Inc262$10.3K<0.01%+3213F-HRTimeline
First Horizon Advisors, Inc.207$8.17K<0.01%+413F-HRTimeline
SOA Wealth Advisors, LLC.201$7.92K<0.01%013F-HR/ATimeline
MilWealth Group LLC200$7.88K<0.01%new13F-HRTimeline
NewSquare Capital LLC177$6.97K<0.01%013F-HRTimeline
Transce3nd, LLC153$6.03K<0.01%13F-HRTimeline
Quest 10 Wealth Builders, Inc.124$4.88K<0.01%13F-HRTimeline
TD Capital Management LLC123$4.85K<0.01%+213F-HRTimeline
WR Wealth Planners, LLC115$4.53K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc90$3.55K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ROTHSCHILD INVESTMENT LLC85$3.35K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC68$2.68K<0.01%13F-HRTimeline
LRI Investments, LLC66$2.6K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.41$1.65K0.15%-43,64413F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …28$1.1K<0.01%new13F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department28$1.1K<0.01%13F-HRTimelineGroup
Global Financial Private Client, LLC25$985<0.01%new13F-HRTimeline
Versant Capital Management, Inc16$630<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…15$591<0.01%+813F-HRTimelineGroup