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Disclosery

TOTL SSGA ACTIVE ETF TR

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ST STR TOTAL ETF (fund)

346 managers (349 13F filers) reported a position in TOTL shares at 2025-03-31, 75,512,949 shares in all. 27 filers opened a position and 33 filers sold out during the quarter.

Managers
346
13F filers
349
New
27
Added
168
Reduced
114
Sold out
33
Shares held by filers
75,512,949

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
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,792,837$274M7.2%+304,86313F-HRTimelineGroup
FMR LLCin group FMR LLC6,255,275$252M0.02%+58413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,740,234$231M0.02%+162,04913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,942,006$159M+310,941Timeline
LPL Financial LLC3,055,596$123M0.05%+152,92213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding2,970,758$120M+1,188,932Timeline
CWM, LLCin group CWM, LLC2,938,217$118M0.47%+925,62913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,532,676$102M0.2%-194,04213F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC2,462,316$99.2M6.2%+26,48013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,107,576$84.9M0.01%-314,80913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,829,382$73.7M0.16%+142,85813F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,663,084$67M0.01%+214,50013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,539,922$62M0.01%+36,38513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,484,380$59.8M0.01%-7,96813F-HRTimelineGroup
CAPITAL ADVISORS INC/OK1,396,074$56.2M1.12%-12,28713F-HRTimeline
Cheviot Value Management, LLC967,923$38.5M4.73%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA954,397$38.5M0.01%+80,40113F-HR/ATimelineGroup
Morling Financial Advisors, LLC911,008$36.7M12.64%-56,49413F-HRTimeline
WCG Wealth Advisors LLC759,359$30.6M2.32%+27,18813F-HR/ATimeline
Stadion Money Management, LLC748,381$30.2M3%-46,37513F-HRTimeline
Janney Capital Management LLC733,582$29.6M2.03%+15,65813F-HRTimeline
Horizon Investments, LLC733,837$29.3M0.87%+61,77113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…671,650$26.9M0.06%-12,87013F-HR/ATimelineGroup
HighTower Advisors, LLC660,249$26.6M0.04%-1,86413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC580,663$23.4M0.01%-50,48013F-HRTimelineGroup
WEATHERLY ASSET MANAGEMENT L. P.544,954$22M1.97%+38,95613F-HRTimeline
Koshinski Asset Management, Inc.527,017$21.2M1.8%+24,77713F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.514,756$20.7M2.82%+58,29513F-HRTimeline
McNamara Financial Services, Inc.485,413$19.6M4.21%+27,34313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…483,761$19.5M7.25%-11,43613F-HRTimeline
PINNACLE ASSOCIATES LTD454,208$18.3M0.27%+49,81113F-HRTimeline
Main Street Financial Solutions, LLC444,401$17.9M1.56%+8,94313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP411,069$16.6M0.03%+131,68813F-HRTimelineGroup
Cetera Investment Advisers375,650$15.1M0.03%-41113F-HRTimeline
Destiny Wealth Partners, LLC372,137$15M2.38%+13,57513F-HRTimeline
Denver PWM, LLC369,501$14.9M5.36%+13,06313F-HRTimeline
Austin Wealth Management, LLC368,168$14.7M2.94%+24,91913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…362,011$14.6M0.36%+59,73313F-HRTimelineGroup
Canal Capital Management, LLC354,758$14.3M2.39%+39,93013F-HRTimeline
HB Wealth Management, LLC354,146$14.3M0.12%-48,27213F-HRTimeline
FAS Wealth Partners, Inc.350,743$14.1M1.15%+19,41713F-HRTimeline
Cambridge Investment Research Advisors,…342,217$13.8M0.05%-16,72713F-HRTimeline
1 NORTH WEALTH SERVICES LLC324,365$13.1M6.05%-31,75413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC320,323$12.9M0.03%-15,97413F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth288,092$11.6M0.03%+5,83013F-HR/ATimelineGroup
VICUS CAPITAL278,159$11.2M1.04%-1,91913F-HRTimeline
Curi Capital, LLC275,803$11.1M0.27%-4,16613F-HRTimeline
M Wealth Management, LLC271,248$10.9M10.18%-9,60213F-HRTimeline
Janney Montgomery Scott LLC255,348$10.3M0.03%+164,19013F-HRTimeline
KWB Wealth260,912$10.3M1.24%+144,16113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…244,025$9.83M0.92%+27,43513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS243,149$9.8M0.02%-6,39713F-HRTimeline
Steward Partners Investment Advisory, L…242,808$9.78M0.09%+114,30913F-HRTimeline
Sharkey, Howes & Javer240,692$9.7M1.39%-38,56713F-HRTimeline
Private Advisor Group, LLC236,457$9.53M0.06%+4,24713F-HRTimeline
Bedel Financial Consulting, Inc.214,967$8.56M1.23%+13,05813F-HRTimeline
Ballew Advisors, Inc212,603$8.39M5.63%+5,84613F-HRTimeline
NewEdge Advisors, LLC203,036$8.18M0.05%+23,68013F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC198,154$7.98M12.3%+23,79913F-HRTimeline
Keystone Financial Group191,720$7.6M0.77%-68013F-HRTimeline
Inman Jager Wealth Management, LLC178,215$7.18M5.38%+21,45413F-HRTimeline
MAI Capital Management177,747$7.16M0.05%-7,34413F-HRTimeline
Summit Asset Management, LLC168,975$6.81M1.18%+72013F-HRTimeline
Litman Gregory Wealth Management LLC158,310$6.38M0.55%-20,08013F-HRTimeline
Journey Advisory Group, LLC158,274$6.38M0.52%new13F-HRTimeline
Cornerstone Wealth Management, LLC158,080$6.37M0.43%+13,76413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC156,404$6.3M0.02%+19,68413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP154,388$6.22M0.01%+64,59613F-HRTimelineGroup
Trivium Point Advisory, LLC153,131$6.17M0.77%+29813F-HRTimeline
Mariner, LLCin group Mariner, LLC151,828$6.12M0.01%-12,66113F-HRTimelineGroup
Elmwood Wealth Management, Inc.149,574$6.03M2.47%-10,80013F-HRTimeline
John W. Brooker & Co., CPAs141,702$5.71M2.36%+6,87613F-HRTimeline
Barry Investment Advisors, LLC137,404$5.54M1.47%-23,08713F-HRTimeline
Cerro Pacific Wealth Advisors LLC139,852$5.51M1.79%+14,56613F-HRTimeline
Geneos Wealth Management Inc.130,861$5.27M0.08%+68,66313F-HRTimeline
Alpha Cubed Investments, LLC126,017$5.08M0.23%-2,70413F-HRTimeline
V2 Financial group LLC122,730$4.94M3.18%+7,44613F-HRTimeline
Family Firm, Inc.121,133$4.88M1.09%-60,12213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…117,351$4.73M0.48%-1,53913F-HRTimelineGroup
Freedom Financial Partners LLC117,304$4.73M2.2%+12,36413F-HRTimeline
Waverly Advisors, LLC116,828$4.71M0.06%new13F-HRTimeline
Orion Porfolio Solutions, LLC113,826$4.59M0.04%-14,58713F-HRTimeline
Orion Portfolio Solutions, LLC113,826$4.59M0.04%-14,58713F-HR/ATimeline
Prime Capital Investment Advisors, LLC109,564$4.41M0.05%+1,43613F-HRTimeline
Diversified Portfolios, Inc.108,714$4.38M0.46%+85,11113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…108,153$4.36M<0.01%+67,56213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC108,127$4.36M0.01%-20,21313F-HRTimeline
PMG Wealth Management, Inc.107,244$4.3M4.57%+6,19013F-HRTimeline
US FINANCIAL ADVISORS, LLC103,325$4.16M1.23%+3,52313F-HRTimeline
EWG Elevate Inc.102,734$4.14M1.57%+24,50413F-HRTimeline
Callan Capital, LLC100,626$4.05M0.3%+4,92313F-HRTimeline
Visionary Wealth Advisors97,742$3.94M0.24%+3,64613F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC96,812$3.9M3.15%-4,45813F-HRTimeline
Lunt Capital Management, Inc.96,399$3.88M1.41%+3,84813F-HRTimeline
HARBOUR INVESTMENTS, INC.93,359$3.76M0.11%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC93,189$3.75M0.27%+12,54813F-HRTimeline
Smartleaf Asset Management LLC91,856$3.69M0.36%-81713F-HRTimeline
Family Capital Trust Co89,744$3.62M1.3%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC86,698$3.49M0.1%+7,61913F-HRTimeline
Redwood Park Advisors LLC86,080$3.47M2.91%-24,15013F-HRTimeline
SeaBridge Investment Advisors LLC81,045$3.27M0.71%+11,69913F-HRTimeline
EASTERN BANK78,364$3.16M0.06%013F-HRTimeline
ENTREWEALTH, LLC78,140$3.15M2.42%+6,71313F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…77,206$3.11M0.94%+17413F-HRTimelineGroup
Johnson Bixby & Associates, LLC75,746$3.05M0.46%-181,19113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC74,001$2.98M0.09%+6,99513F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP70,104$2.82M0.04%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.68,927$2.78M0.37%+2,69013F-HRTimeline
Capital Asset Advisory Services LLC69,050$2.77M0.14%-1,21713F-HRTimeline
MBL Wealth, LLC67,663$2.73M0.28%-8,10013F-HRTimeline
SK Wealth Management, LLC68,198$2.7M1.45%+47613F-HRTimeline
Spinnaker Investment Group, LLC67,029$2.7M0.61%-261,76913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP66,504$2.68M<0.01%+3,32413F-HRTimelineGroup
Connecticut Wealth Management, LLC64,129$2.58M0.14%-28,29413F-HRTimeline
Visionary Horizons, LLC62,469$2.52M1.77%+42,80613F-HRTimeline
Heritage Wealth Management, Inc. /CA/62,133$2.5M2.14%+42913F-HRTimeline
Sanctuary Advisors, LLC61,797$2.49M0.02%+3,17913F-HRTimeline
Fortis Advisors, LLC61,550$2.48M1.62%-29213F-HRTimeline
USAdvisors Wealth Management, LLC58,162$2.34M0.82%-1,56313F-HRTimeline
Jacobi Capital Management LLC56,191$2.26M0.17%+3,50313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC54,765$2.21M<0.01%+42,72313F-HRTimelineGroup
Leeward Financial Partners, LLC54,420$2.19M0.82%+7,69713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP51,993$2.09M<0.01%+22,58213F-HR/ATimelineGroup
Cooper Financial Group51,330$2.07M0.27%+2,59213F-HRTimeline
All Terrain Financial Advisors, LLC50,648$2.04M0.8%+3,47713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT50,396$2.03M0.09%-2,74613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC49,832$2.01M0.07%+13,71813F-HRTimelineGroup
Marshall Financial Group, LLC47,006$1.89M0.41%-10,39413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.46,116$1.86M0.02%+10,83813F-HRTimelineGroup
Glen Eagle Advisors, LLC45,710$1.84M0.3%+4613F-HRTimeline
Gateway Wealth Partners, LLC45,162$1.82M0.41%+7,45013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…43,152$1.74M0.04%-9,06913F-HRTimelineGroup
Merit Financial Group, LLC43,010$1.73M0.03%+13,44013F-HRTimeline
Pinnacle Financial Group, LLC / IL42,451$1.71M0.62%+26,53413F-HRTimeline
Medallion Wealth Advisors, LLC41,968$1.69M0.77%+5,65813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.41,593$1.68M0.01%+53513F-HRTimeline
Bouchey Financial Group, Ltd.41,199$1.66M0.15%-34313F-HRTimeline
LANARK FINANCIAL, INC.41,171$1.66M0.14%+41,13013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.40,690$1.64M1.25%+78513F-HRTimeline
Tranquilli Financial Advisor LLC40,148$1.62M1.02%+3,57813F-HRTimeline
COMERICA BANK39,318$1.58M0.01%+2,95113F-HRTimeline
Advyzon Investment Management, LLC39,270$1.58M0.56%-2,73413F-HRTimeline
Lifeworks Advisors, LLC39,267$1.58M0.26%new13F-HRTimeline
Peak Financial Management, Inc.38,447$1.55M0.46%-3,43413F-HRTimeline
Ausdal Financial Partners, Inc.35,952$1.45M0.11%+3,72613F-HRTimeline
BCS Wealth Management35,304$1.42M0.37%-3,92413F-HRTimeline
Worth Financial Advisory Group, LLC34,643$1.4M0.89%+5,28413F-HRTimeline
Lionsbridge Wealth Management LLC34,079$1.36M1.21%+16,13813F-HRTimeline
United Community Bankin group United Community Bank33,207$1.34M0.5%+2,80813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC32,725$1.32M0.01%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.32,204$1.3M0.02%+7,66813F-HRTimeline
WEBSTER BANK, N. A.32,121$1.29M0.14%-8,21813F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC31,675$1.28M0.05%013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/31,498$1.27M0.07%-86913F-HRTimeline
Moloney Securities Asset Management, LLC30,894$1.24M0.17%new13F-HRTimeline
Pointe Capital Management LLC30,296$1.22M0.71%+1,36313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED29,782$1.2M0.11%-30,11213F-HR/ATimeline
Freedom Investment Management, Inc.29,511$1.19M0.1%-67013F-HRTimeline
Bay Capital Advisors, LLC28,063$1.13M0.94%+2,37213F-HRTimeline
Consolidated Portfolio Review Corp27,281$1.1M0.18%+3,22513F-HRTimeline
Paragon Capital Management Ltd26,840$1.08M0.22%-9,13413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.26,764$1.08M<0.01%-1,37913F-HRTimelineGroup
Perennial Investment Advisors, LLC25,635$1.03M0.12%+11913F-HRTimeline
CRUX WEALTH ADVISORS25,606$1.03M0.54%-13313F-HRTimeline
VestGen Advisors, LLC25,300$1.02M0.05%13F-HRTimeline
Good Life Advisors, LLC25,161$1.01M0.07%+20713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,534$988K<0.01%+37313F-HRTimelineGroup
DUDLEY CAPITAL MANAGEMENT, LLC24,010$967K0.52%-25013F-HRTimeline
Farther Finance Advisors, LLC23,214$933K0.02%+4,97913F-HRTimeline
PFG Investments, LLC22,969$925K0.06%+5,50613F-HRTimeline
Addison Capital Co22,734$916K0.36%-2,14513F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.22,225$895K0.12%+8,20013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…21,220$844K0.35%013F-HRTimeline
BlueChip Wealth Advisors LLC20,874$841K0.41%+13,10313F-HRTimeline
Strategic Family Wealth Counselors, L.L…20,798$838K0.27%+2,69413F-HRTimeline
EQ LLC20,289$817K0.38%+10713F-HRTimeline
Creative Planningin group Creative Planning19,944$804K<0.01%+5,01113F-HRTimelineGroup
Beckerman Institutional, LLC18,919$762K0.55%+3,75413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC18,948$761K0.07%-18,21913F-HR/ATimeline
RENAISSANCE TECHNOLOGIES LLC18,700$753K<0.01%-9,90013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC18,097$729K0.04%+16613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC17,930$722K0.18%+2,03613F-HRTimelineGroup
Western Wealth Management, LLC17,910$722K0.05%+2,87513F-HRTimeline
Jackson Hole Capital Partners, LLC17,706$713K0.14%013F-HRTimeline
Arkadios Wealth Advisors17,632$710K0.03%+53013F-HRTimeline
Financial Advocates Investment Manageme…17,594$709K0.05%+2,57513F-HRTimeline
MOTCO17,540$707K0.07%-8,88213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…16,704$673K<0.01%-1,60013F-HRTimelineGroup
American Institute for Advanced Investm…16,627$670K0.51%+2,51213F-HRTimeline
CIBC WORLD MARKET INC.16,152$651K<0.01%+20813F-HRTimeline
CALTON & ASSOCIATES, INC.15,921$641K0.15%-4,94213F-HR/ATimeline
FOUNDERS FINANCIAL SECURITIES LLC15,730$631K0.05%+53013F-HRTimeline
Beaumont Financial Advisors, LLC15,648$630K0.05%+113F-HRTimeline
Strategic Financial Concepts, LLC15,448$622K0.12%-25513F-HRTimeline
McElhenny Sheffield Capital Management,…15,308$617K0.23%+5,02913F-HRTimeline
MML INVESTORS SERVICES, LLC15,233$614K<0.01%-2,12313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …15,073$607K0.01%-43613F-HRTimelineGroup
Chicago Partners Investment Group LLC14,842$592K0.02%-5,23013F-HRTimeline
Trilogy Capital Inc.13,968$563K0.03%-29513F-HRTimeline
PRIVATE TRUST CO NA13,944$562K0.06%-9913F-HRTimeline