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Disclosery

TOTL SSGA ACTIVE ETF TR

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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
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,487,974$256M6.4%-1,005,35913F-HRTimelineGroup
FMR LLCin group FMR LLC6,254,691$246M0.01%+6,254,68913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,578,185$220M0.02%-32,87713F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,631,065$143M+158,557Timeline
LPL Financial LLC2,902,674$114M0.05%+353,61613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,726,718$107M0.21%+522,36913F-HR/ATimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC2,435,836$95.9M6.27%+87,73213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,422,385$95.4M0.01%-80,10513F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,012,588$79.3M0.33%+200,27613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,781,826$70.2M+107,232Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,686,524$66.4M0.15%-191,44013F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,503,537$59.2M0.01%+59,35413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,492,348$58.8M0.01%+32,38813F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,448,584$57.1M0.01%-137,78413F-HRTimelineGroup
CAPITAL ADVISORS INC/OK1,408,361$55.5M1.11%-88,31713F-HRTimeline
Morling Financial Advisors, LLC967,502$38.1M13.29%-5,80313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA873,996$34.4M0.01%-15,88613F-HRTimelineGroup
Stadion Money Management, LLC794,756$31.3M2.45%+118,84013F-HRTimeline
WCG Wealth Advisors LLC732,171$28.8M1.91%+374,28813F-HRTimeline
Janney Capital Management LLC717,924$28.3M1.87%-50,03013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…684,520$27.4M0.05%-8,90313F-HRTimelineGroup
Horizon Investments, LLC672,066$26.4M0.76%+4,63813F-HRTimeline
HighTower Advisors, LLC662,113$26.1M0.04%-5,60313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC631,143$24.9M0.01%13F-HR/ATimelineGroup
Quadcap Wealth Management, LLC594,737$23.4M3.45%+230,25213F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.505,998$19.9M1.77%+34,92713F-HRTimeline
Koshinski Asset Management, Inc.502,240$19.8M1.78%+29,23113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…495,197$19.5M7.79%+31,09413F-HRTimeline
McNamara Financial Services, Inc.458,070$18M4.24%-165,82313F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.456,461$18M2.45%+67,21813F-HRTimeline
Main Street Financial Solutions, LLC435,458$17.2M1.69%+18,35413F-HRTimeline
PINNACLE ASSOCIATES LTD404,397$15.9M0.22%+262,92213F-HRTimeline
HB Wealth Management, LLC402,418$15.9M0.16%+303,36313F-HRTimeline
Cetera Investment Advisers376,061$14.8M0.03%+12,67913F-HRTimeline
Cambridge Investment Research Advisors,…358,944$14.1M0.05%-135,55113F-HRTimeline
Destiny Wealth Partners, LLC358,562$14.1M2.31%+31,11513F-HRTimeline
Denver PWM, LLC356,438$14M5.43%-31,03713F-HRTimeline
1 NORTH WEALTH SERVICES LLC356,119$14M5.94%13F-HRTimeline
Austin Wealth Management, LLC343,249$13.5M2.81%+8,24713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC336,297$13.2M0.03%-3,26813F-HRTimelineGroup
FAS Wealth Partners, Inc.331,326$13.1M1.1%+23,25713F-HRTimeline
Spinnaker Investment Group, LLC328,798$13M3.12%-54,66613F-HRTimeline
Canal Capital Management, LLC314,828$12.4M2.01%-5,38013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…302,278$11.9M0.32%+275,43413F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth282,262$11.1M0.03%+27,24613F-HR/ATimelineGroup
M Wealth Management, LLC280,850$11.1M10.1%13F-HRTimeline
VICUS CAPITAL280,078$11M0.98%+5,27713F-HRTimeline
Curi Capital, LLC279,969$11M0.25%+12,04813F-HRTimeline
Sharkey, Howes & Javer279,259$11M1.55%-55,33013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP279,381$10.7M0.02%+170,35913F-HRTimelineGroup
Johnson Bixby & Associates, LLC256,937$10.1M1.54%-83,86913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS249,546$9.83M0.03%+28,38913F-HRTimeline
Private Advisor Group, LLC232,210$9.15M0.05%-33,75213F-HRTimeline
Weaver Capital Management LLC218,728$8.62M2.42%-2,00513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…216,590$8.53M0.8%+17,88313F-HRTimeline
Ballew Advisors, Inc206,757$8.07M5.15%+6,19613F-HRTimeline
Bedel Financial Consulting, Inc.201,909$8.04M1.12%-74013F-HRTimeline
Keystone Financial Group192,400$7.58M0.75%+176,89413F-HRTimeline
MAI Capital Management185,091$7.29M0.05%new13F-HRTimeline
NewEdge Advisors, LLC179,356$7.06M0.04%+75,14113F-HRTimeline
Litman Gregory Wealth Management LLC178,390$7.03M0.61%-47,37513F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC174,355$6.87M10.71%+6,58113F-HRTimeline
Summit Asset Management, LLC168,255$6.63M1.16%+111,54413F-HRTimeline
Mariner, LLCin group Mariner, LLC164,489$6.48M0.01%+86,17913F-HRTimelineGroup
Barry Investment Advisors, LLC160,491$6.32M2.03%-58,37013F-HRTimeline
Elmwood Wealth Management, Inc.160,374$6.32M2.55%-32813F-HRTimeline
Inman Jager Wealth Management, LLC156,761$6.17M4.81%13F-HRTimeline
Trivium Point Advisory, LLC152,833$6.02M0.76%-33,20813F-HRTimeline
Cornerstone Wealth Management, LLC144,316$5.68M0.38%+25,94513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC136,720$5.39M0.01%-79,41813F-HRTimelineGroup
John W. Brooker & Co., CPAs134,826$5.31M2.29%-9,09613F-HRTimeline
Cerro Pacific Wealth Advisors LLC125,286$5.19M1.72%+39,81313F-HRTimeline
Alpha Cubed Investments, LLC128,721$5.07M0.23%+48,11113F-HRTimeline
Steward Partners Investment Advisory, L…128,499$5.06M0.04%+3,64313F-HRTimeline
Orion Porfolio Solutions, LLC128,413$5.06M0.05%+3,92113F-HRTimeline
Orion Portfolio Solutions, LLC128,413$5.06M0.05%+3,92113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC128,340$5.05M0.01%+39,90613F-HRTimeline
Family Firm, Inc.181,255$4.84M1.08%+78513F-HRTimeline
KWB Wealth116,751$4.83M0.6%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…118,890$4.68M0.46%-2,24213F-HRTimelineGroup
V2 Financial group LLC115,284$4.54M2.76%+23,80213F-HRTimeline
Redwood Park Advisors LLC110,230$4.34M3.71%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC108,542$4.28M0.01%+91,84713F-HRTimelineGroup
Prime Capital Investment Advisors, LLC108,128$4.26M0.06%-3,76913F-HRTimeline
Freedom Financial Partners LLC104,940$4.13M1.99%13F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC101,270$3.99M3.12%-2,21213F-HRTimeline
PMG Wealth Management, Inc.101,054$3.98M3.62%13F-HRTimeline
US FINANCIAL ADVISORS, LLC99,802$3.93M1.21%+1,73413F-HRTimeline
Callan Capital, LLC95,703$3.77M0.28%+5,63513F-HRTimeline
Visionary Wealth Advisors94,096$3.71M0.22%+3,97313F-HRTimeline
Smartleaf Asset Management LLC92,673$3.65M0.37%-6,72013F-HRTimeline
Lunt Capital Management, Inc.92,551$3.65M1.42%+23,23413F-HRTimeline
Connecticut Wealth Management, LLC92,423$3.64M0.18%-31,71613F-HRTimeline
Janney Montgomery Scott LLC91,158$3.59M0.01%+5,03313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP89,792$3.54M0.01%+8,79913F-HRTimelineGroup
Family Capital Trust Co89,744$3.53M1.2%013F-HRTimeline
Essential Planning, LLC.84,214$3.39M0.02%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC80,641$3.18M0.23%+20,84913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC79,079$3.11M0.08%-4,24013F-HRTimeline
EASTERN BANK78,364$3.09M0.06%013F-HRTimeline
EWG Elevate Inc.78,230$3.08M0.94%+5,83713F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…77,032$3.03M1.02%new13F-HRTimelineGroup
MBL Wealth, LLC75,763$2.98M0.3%-17,27213F-HRTimeline
ENTREWEALTH, LLC71,427$2.95M2.73%13F-HRTimeline
Capital Asset Advisory Services LLC70,267$2.77M0.14%-12,28913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO69,587$2.74M0.05%-91013F-HRTimeline
SeaBridge Investment Advisors LLC69,346$2.73M0.57%-53213F-HRTimeline
SK Wealth Management, LLC67,722$2.67M1.36%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC67,006$2.64M0.08%+46213F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.66,237$2.61M0.35%-1,48713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP63,180$2.49M<0.01%-5,17013F-HRTimelineGroup
Geneos Wealth Management Inc.62,198$2.45M0.09%+2,79513F-HRTimeline
Fortis Advisors, LLC61,842$2.44M1.6%+1,16513F-HRTimeline
Heritage Wealth Management, Inc. /CA/61,704$2.43M2.08%+2,97313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED59,894$2.36M0.22%+39,25513F-HRTimeline
USAdvisors Wealth Management, LLC59,725$2.35M0.76%+11,74813F-HRTimeline
Sanctuary Advisors, LLC58,618$2.33M0.01%+2,40213F-HRTimeline
Marshall Financial Group, LLC57,400$2.26M0.55%-7,87413F-HRTimeline
Auour Investments LLC55,024$2.18M0.76%+1,47913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT53,142$2.09M0.08%-12113F-HRTimeline
Jacobi Capital Management LLC52,688$2.08M0.16%+1,17613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…52,221$2.06M0.05%-21,48913F-HRTimelineGroup
Private Portfolio Partners LLC51,458$2.03M0.37%+3,23013F-HRTimeline
Cooper Financial Group48,738$1.92M0.23%-88513F-HRTimeline
All Terrain Financial Advisors, LLC47,171$1.86M0.72%+64913F-HRTimeline
Leeward Financial Partners, LLC46,723$1.84M0.66%+4,76813F-HRTimeline
Independent Advisor Alliance45,678$1.8M0.02%new13F-HRTimeline
Glen Eagle Advisors, LLC45,664$1.8M0.3%+3,28713F-HRTimeline
Advyzon Investment Management, LLC42,004$1.65M0.64%13F-HRTimeline
Peak Financial Management, Inc.41,881$1.65M0.49%+59113F-HRTimeline
Bouchey Financial Group, Ltd.41,542$1.64M0.14%-1,34013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.41,058$1.62M0.01%-4,60113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…40,591$1.6M<0.01%-18,23913F-HRTimelineGroup
WEBSTER BANK, N. A.40,339$1.59M0.17%-2,34813F-HRTimeline
1620 INVESTMENT ADVISORS, INC.39,905$1.57M1.19%-24113F-HRTimeline
BCS Wealth Management39,228$1.54M0.38%-3,84613F-HRTimeline
Gateway Wealth Partners, LLC37,712$1.49M0.38%+2,56713F-HRTimeline
Delta Investment Management, LLC37,306$1.47M0.29%+1,28313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC37,167$1.46M0.11%new13F-HRTimeline
Tranquilli Financial Advisor LLC36,570$1.44M0.91%+2,70513F-HRTimeline
COMERICA BANK36,367$1.43M0.01%-7,74113F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC36,114$1.42M0.06%+11,35213F-HRTimelineGroup
Paragon Capital Management Ltd35,974$1.42M0.28%-5,69513F-HRTimeline
Medallion Wealth Advisors, LLC36,310$1.42M0.7%13F-HRTimeline
RESTON WEALTH MANAGEMENT LLC35,718$1.41M0.52%+13113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.35,278$1.39M0.01%-3,43513F-HRTimelineGroup
True North Advisors, LLC32,831$1.29M0.3%+15,54013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/32,367$1.27M0.07%+5,01713F-HRTimeline
Ausdal Financial Partners, Inc.32,226$1.27M0.11%new13F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC31,675$1.25M0.04%013F-HRTimeline
United Community Bankin group United Community Bank30,399$1.2M0.47%+4,25513F-HRTimelineGroup
Freedom Investment Management, Inc.30,181$1.19M0.1%-4,79913F-HRTimeline
Merit Financial Group, LLC29,570$1.16M0.02%+6,93713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP29,411$1.16M<0.01%+3,07013F-HRTimelineGroup
Worth Financial Advisory Group, LLC29,359$1.16M0.71%-20813F-HRTimeline
Pointe Capital Management LLC28,933$1.14M0.65%+97513F-HR/ATimeline
RENAISSANCE TECHNOLOGIES LLC28,600$1.13M<0.01%-25,90013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.28,143$1.11M<0.01%new13F-HRTimelineGroup
Avitas Wealth Management LLC28,113$1.11M0.15%+1,84813F-HRTimeline
MOTCO26,422$1.04M0.11%+2,09813F-HRTimeline
CRUX WEALTH ADVISORS25,739$1.01M0.56%13F-HRTimeline
Bay Capital Advisors, LLC25,691$1.01M0.81%13F-HRTimeline
Perennial Investment Advisors, LLC25,516$1M0.12%+1,14513F-HRTimeline
Good Life Advisors, LLC24,954$983K0.07%+52213F-HRTimeline
Addison Capital Co24,879$980K0.39%-9,66413F-HRTimeline
Wealthspire Retirement, LLC24,605$969K0.08%+30613F-HRTimeline
Atria Wealth Solutions, Inc.24,536$966K0.01%-67,70013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC24,260$956K0.49%-1,19013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,161$952K<0.01%+1,08213F-HRTimelineGroup
Consolidated Portfolio Review Corp24,056$948K0.15%+26413F-HRTimeline
Diversified Portfolios, Inc.23,603$930K0.1%new13F-HRTimeline
FLOW TRADERS U.S. LLC22,549$888K0.04%new13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…21,220$845K0.31%-1,61113F-HRTimeline
CALTON & ASSOCIATES, INC.20,863$822K0.36%+4,35013F-HRTimeline
AMERIFLEX GROUP, INC.20,074$797K0.36%13F-HRTimeline
EQ LLC20,182$795K0.37%-84013F-HRTimeline
Chicago Partners Investment Group LLC20,072$788K0.03%+6,92313F-HRTimeline
Visionary Horizons, LLC19,663$775K0.51%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,126$753K<0.01%-41,82913F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…18,304$721K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC18,235$718K0.03%new13F-HRTimeline
Strategic Family Wealth Counselors, L.L…18,104$713K0.23%-2,22713F-HRTimeline
Lionsbridge Wealth Management LLC17,941$707K0.59%-1,00013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC17,931$706K0.04%+14913F-HRTimeline
Jackson Hole Capital Partners, LLC17,706$697K0.14%013F-HRTimeline
PFG Investments, LLC17,463$688K0.04%+40313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,453$687K<0.01%+3,66313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC17,356$684K<0.01%+9013F-HRTimeline
Arkadios Wealth Advisors17,102$674K0.04%-1,18813F-HRTimeline
CIBC WORLD MARKET INC.15,944$628K<0.01%-48813F-HRTimeline
Pinnacle Financial Group, LLC / IL15,917$627K0.25%+5,41513F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC15,912$627K0.68%13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC15,894$626K0.16%-85313F-HRTimelineGroup
Strategic Financial Concepts, LLC15,703$619K0.12%new13F-HR/ATimeline
Beaumont Financial Advisors, LLC15,647$616K0.05%+513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …15,509$611K0.01%-5,28613F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC15,200$599K0.05%+24613F-HRTimeline
Westmount Partners, LLC15,163$597K0.18%-10,74113F-HRTimeline
Beckerman Institutional, LLC15,165$597K0.48%-1,53013F-HRTimeline
Western Wealth Management, LLC15,035$592K0.04%+77513F-HR/ATimeline