Skip to content
Disclosery

TOTL SSGA ACTIVE ETF TR

Follow

ST STR TOTAL ETF (fund)

338 managers (341 13F filers) reported a position in TOTL shares at 2025-06-30, 82,166,118 shares in all. 20 filers opened a position and 29 filers sold out during the quarter.

Managers
338
13F filers
341
New
20
Added
155
Reduced
118
Sold out
29
Shares held by filers
82,166,118

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
FMR LLCin group FMR LLC13,817,325$554M0.03%+7,562,05013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,498,369$221M0.01%-241,86513F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,293,089$212M4.89%-1,499,74813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,905,314$157M-36,692Timeline
CWM, LLCin group CWM, LLC3,372,540$135M0.48%+434,32313F-HRTimelineGroup
LPL Financial LLC3,196,045$128M0.04%+140,44913F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC2,424,193$97.2M5.65%-38,12313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,438,182$97M0.16%-94,49413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,142,734$85.9M0.01%+35,15813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,972,279$79.1M-998,479Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,847,501$74.1M0.13%+18,11913F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,747,830$70.1M0.01%+84,74613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,610,108$64.6M0.01%+125,72813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,572,014$63.1M0.01%+32,09213F-HRTimelineGroup
CAPITAL ADVISORS INC/OK1,401,888$56.2M1.01%+5,81413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA976,994$39.2M0.01%+22,59713F-HR/ATimelineGroup
Cheviot Value Management, LLC977,509$39.1M4.49%+9,58613F-HRTimeline
Morling Financial Advisors, LLC893,262$35.8M11.75%-17,74613F-HRTimeline
Horizon Investments, LLC821,760$32.7M0.52%+87,92313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC796,280$31.9M0.05%new13F-HRTimelineGroup
Janney Capital Management LLC721,102$28.9M1.87%-12,48013F-HRTimeline
Stadion Money Management, LLC699,607$27.9M2.29%-48,77413F-HRTimeline
HighTower Advisors, LLC662,080$26.6M0.03%+1,83113F-HRTimeline
WCG Wealth Advisors LLC636,851$25.5M1.65%-122,50813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC611,658$24.5M0.01%+30,99513F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…581,054$23.3M7.81%+97,29313F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.560,026$22.5M1.91%+15,07213F-HRTimeline
Koshinski Asset Management, Inc.533,103$21.4M1.61%+6,08613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP526,738$21.1M0.03%+115,66913F-HR/ATimelineGroup
HOWARD FINANCIAL SERVICES, LTD.526,422$21.1M2.78%+11,66613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS514,531$20.6M0.05%+271,38213F-HRTimeline
PINNACLE ASSOCIATES LTD493,006$19.8M0.29%+38,79813F-HRTimeline
McNamara Financial Services, Inc.490,991$19.7M3.9%+5,57813F-HRTimeline
Main Street Financial Solutions, LLC460,791$18.5M1.34%+16,39013F-HRTimeline
Cambridge Investment Research Advisors,…420,775$16.9M0.05%+78,55813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…399,379$16M0.31%+37,36813F-HRTimelineGroup
Denver PWM, LLC397,767$16M4.98%+28,26613F-HRTimeline
Destiny Wealth Partners, LLC378,330$15.2M2.04%+6,19313F-HRTimeline
Cetera Investment Advisers374,053$15M0.03%-1,59713F-HRTimeline
FAS Wealth Partners, Inc.364,567$14.6M1.08%+13,82413F-HRTimeline
Canal Capital Management, LLC356,460$14.3M2.25%+1,70213F-HRTimeline
1 NORTH WEALTH SERVICES LLC351,017$14.1M5.59%+26,65213F-HRTimeline
KWB Wealth348,119$14M1.7%+87,20713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth334,622$13.4M0.03%+46,53013F-HRTimelineGroup
Austin Wealth Management, LLC335,708$13.4M2.38%-32,46013F-HRTimeline
Sharkey, Howes & Javer312,358$12.5M1.68%+71,66613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC311,427$12.5M0.02%-8,89613F-HRTimelineGroup
VICUS CAPITAL287,942$11.5M0.96%+9,78313F-HRTimeline
Steward Partners Investment Advisory, L…281,691$11.3M0.09%+38,88313F-HRTimeline
M Wealth Management, LLC269,259$10.8M9.96%-1,98913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…268,141$10.8M0.89%+24,11613F-HRTimeline
Curi Capital, LLC262,438$10.5M0.2%-13,36513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC245,274$9.84M0.02%+88,87013F-HRTimelineGroup
Private Advisor Group, LLC244,264$9.8M0.05%+7,80713F-HRTimeline
Janney Montgomery Scott LLC239,293$9.6M0.03%-16,05513F-HRTimeline
NewEdge Advisors, LLC230,540$9.25M0.05%+27,50413F-HRTimeline
Bedel Financial Consulting, Inc.215,515$8.64M1.18%+54813F-HRTimeline
MAI Capital Management208,812$8.38M0.06%+31,06513F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC203,592$8.17M11.75%+5,43813F-HRTimeline
Ballew Advisors, Inc203,638$8.1M4.81%-8,96513F-HRTimeline
Journey Advisory Group, LLC191,509$7.68M0.6%+33,23513F-HRTimeline
Keystone Financial Group187,083$7.49M0.68%-4,63713F-HRTimeline
Mariner, LLCin group Mariner, LLC176,812$7.09M0.01%+24,98413F-HRTimelineGroup
Cerro Pacific Wealth Advisors LLC175,938$7.06M1.96%+36,08613F-HRTimeline
Cornerstone Wealth Management, LLC175,826$7.05M0.43%+17,74613F-HRTimeline
Inman Jager Wealth Management, LLC175,378$7.03M4.76%-2,83713F-HRTimeline
Litman Gregory Wealth Management LLC174,597$7M0.55%+16,28713F-HRTimeline
Summit Asset Management, LLC169,644$6.8M1.11%+66913F-HRTimeline
Diversified Portfolios, Inc.160,502$6.44M0.61%+51,78813F-HRTimeline
Trivium Point Advisory, LLC151,732$6.09M0.66%-1,39913F-HRTimeline
HB Wealth Management, LLC151,661$6.08M0.05%-202,48513F-HRTimeline
Elmwood Wealth Management, Inc.150,129$6.02M2.39%+55513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP144,418$5.79M0.01%-9,97013F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC131,414$5.27M0.34%+38,22513F-HRTimeline
V2 Financial group LLC127,948$5.13M3.09%+5,21813F-HRTimeline
Waverly Advisors, LLC125,107$5.02M0.06%+8,27913F-HRTimeline
Family Firm, Inc.122,426$4.91M1.18%+1,29313F-HRTimeline
Freedom Financial Partners LLC121,684$4.88M2.06%+4,38013F-HRTimeline
Barry Investment Advisors, LLC120,390$4.83M1.2%-17,01413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC118,292$4.74M<0.01%+63,52713F-HRTimelineGroup
Johnson Bixby & Associates, LLC117,301$4.7M0.65%+41,55513F-HRTimeline
PMG Wealth Management, Inc.116,656$4.66M3.85%+9,41213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…114,737$4.6M0.43%-2,61413F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.114,503$4.59M0.58%+45,57613F-HRTimeline
Lunt Capital Management, Inc.112,775$4.52M1.73%+16,37613F-HRTimeline
Orion Porfolio Solutions, LLC112,315$4.5M0.04%-1,51113F-HR/ATimeline
HARBOUR INVESTMENTS, INC.112,193$4.5M0.11%+18,83413F-HRTimeline
Ethos Financial Group, LLC111,377$4.47M0.38%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC108,622$4.36M0.01%+49513F-HRTimeline
Prime Capital Investment Advisors, LLC106,381$4.27M0.06%-3,18313F-HRTimeline
AlphaCore Capital LLC104,146$4.18M0.16%new13F-HRTimeline
SeaBridge Investment Advisors LLC102,426$4.11M0.76%+21,38113F-HRTimeline
EWG Elevate Inc.102,307$4.1M1.26%-42713F-HRTimeline
Visionary Wealth Advisors101,911$4.09M0.21%+4,16913F-HRTimeline
Merit Financial Group, LLC100,543$4.03M0.04%+57,53313F-HRTimeline
Alpha Cubed Investments, LLC99,134$3.98M0.15%-26,88313F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC96,295$3.86M2.95%-51713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC91,493$3.67M<0.01%new13F-HRTimelineGroup
Visionary Horizons, LLC90,098$3.61M2.29%+27,62913F-HRTimeline
Family Capital Trust Co89,744$3.6M1.25%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…87,473$3.51M<0.01%-20,68013F-HRTimelineGroup
Smartleaf Asset Management LLC87,737$3.51M0.31%-4,11913F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…83,863$3.36M0.94%+6,65713F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC82,690$3.32M0.08%-4,00813F-HRTimeline
Redwood Park Advisors LLC80,173$3.22M2.47%-5,90713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC80,077$3.21M0.08%+6,07613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP78,670$3.16M<0.01%+12,16613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP77,748$3.11M<0.01%+25,75513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC69,947$2.81M0.09%+20,11513F-HRTimelineGroup
John W. Brooker & Co., CPAs69,915$2.78M6.52%-71,78713F-HRTimeline
SK Wealth Management, LLC69,583$2.77M1.2%+1,38513F-HRTimeline
USAdvisors Wealth Management, LLC67,671$2.71M1.01%+9,50913F-HRTimeline
Geneos Wealth Management Inc.66,608$2.67M0.07%-64,25313F-HRTimeline
Capital Asset Advisory Services LLC66,467$2.65M0.12%-2,58313F-HRTimeline
ENTREWEALTH, LLC65,148$2.61M1.81%-12,99213F-HRTimeline
Heritage Wealth Management, Inc. /CA/63,975$2.57M1.95%+1,84213F-HRTimeline
Sanctuary Advisors, LLC62,314$2.5M0.02%+51713F-HRTimeline
Fortis Advisors, LLC61,559$2.47M1.58%+913F-HRTimeline
Lionsbridge Wealth Management LLC59,818$2.4M2.39%+25,73913F-HRTimeline
Leeward Financial Partners, LLC59,517$2.39M0.76%+5,09713F-HRTimeline
Connecticut Wealth Management, LLC59,193$2.37M0.11%-4,93613F-HRTimeline
Jacobi Capital Management LLC58,145$2.33M0.15%+1,95413F-HRTimeline
MBL Wealth, LLC56,380$2.26M0.22%-11,28313F-HRTimeline
All Terrain Financial Advisors, LLC53,234$2.14M0.77%+2,58613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT49,903$2M0.09%-49313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…49,777$2M<0.01%-621,87313F-HR/ATimelineGroup
Medallion Wealth Advisors, LLC48,491$1.94M0.75%+6,52313F-HRTimeline
Glen Eagle Advisors, LLC46,442$1.86M0.29%+73213F-HRTimeline
Cooper Financial Group46,037$1.85M0.22%-5,29313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.45,039$1.81M0.01%+3,44613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.43,471$1.74M0.01%-2,64513F-HRTimelineGroup
Pinnacle Financial Group, LLC / IL43,107$1.73M0.58%+65613F-HRTimeline
1620 INVESTMENT ADVISORS, INC.42,894$1.72M1.22%+2,20413F-HRTimeline
Tranquilli Financial Advisor LLC40,875$1.64M1.01%+72713F-HRTimeline
LANARK FINANCIAL, INC.40,415$1.62M0.13%-75613F-HRTimeline
Bouchey Financial Group, Ltd.39,888$1.6M0.13%-1,31113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…38,368$1.54M0.03%-4,78413F-HRTimelineGroup
COMERICA BANK37,580$1.51M0.01%-1,73813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED37,157$1.49M0.12%+7,37513F-HRTimeline
Lifeworks Advisors, LLC37,004$1.48M0.22%-2,26313F-HRTimeline
Peak Financial Management, Inc.36,837$1.48M0.42%-1,61013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC36,836$1.48M0.01%+4,11113F-HRTimelineGroup
Advyzon Investment Management, LLC36,126$1.45M0.32%-3,14413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…35,387$1.42M<0.01%+10,85313F-HR/ATimelineGroup
Marshall Financial Group, LLC34,061$1.35M0.26%-12,94513F-HRTimeline
United Community Bankin group United Community Bank33,447$1.34M0.46%+24013F-HRTimelineGroup
VestGen Advisors, LLC33,319$1.34M0.05%+8,01913F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC31,675$1.27M0.04%013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/31,325$1.26M0.06%-17313F-HRTimeline
Pointe Capital Management LLC30,890$1.24M0.64%+59413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.29,611$1.19M<0.01%+2,84713F-HRTimelineGroup
WEBSTER BANK, N. A.28,726$1.15M0.12%-3,39513F-HRTimeline
PFG Investments, LLC27,677$1.11M0.07%+4,70813F-HRTimeline
Freedom Investment Management, Inc.27,397$1.1M0.09%-2,11413F-HRTimeline
Consolidated Portfolio Review Corp26,656$1.07M0.15%-62513F-HRTimeline
Strathmore Capital Advisors, Inc.26,320$1.05M0.46%13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS25,362$1.02M0.04%+12,93113F-HRTimelineGroup
Good Life Advisors, LLC24,603$987K0.06%-55813F-HRTimeline
Perennial Investment Advisors, LLC24,526$984K0.1%-1,10913F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC24,010$963K0.48%013F-HRTimeline
Addison Capital Co23,791$954K0.33%+1,05713F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.22,975$922K0.12%+75013F-HRTimeline
FLOW TRADERS U.S. LLC22,846$916K0.03%new13F-HRTimeline
BCS Wealth Management21,798$874K0.19%-13,50613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC21,770$873K0.04%+3,67313F-HRTimeline
MOTCO21,715$866K0.08%+4,17513F-HRTimeline
Strategic Family Wealth Counselors, L.L…21,036$844K0.24%+23813F-HRTimeline
Farther Finance Advisors, LLC20,806$835K0.02%-2,40813F-HRTimeline
BlueChip Wealth Advisors LLC20,524$823K0.37%-35013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC20,435$820K0.04%new13F-HRTimelineGroup
Sachetta, LLC20,303$814K0.32%+14,14513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC19,445$780K<0.01%+74513F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…19,465$777K0.28%-1,75513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC19,373$777K0.22%+1,44313F-HRTimelineGroup
Ariadne Wealth Management, LP19,287$775K0.37%+12,83813F-HRTimeline
Beckerman Institutional, LLC18,232$731K0.49%-68713F-HRTimeline
Valmark Advisers, Inc.17,727$711K0.01%+5,55413F-HRTimeline
Jackson Hole Capital Partners, LLC17,706$710K0.13%013F-HRTimeline
Arkadios Wealth Advisors17,663$708K0.02%+3113F-HRTimeline
CIBC WORLD MARKET INC.17,540$704K<0.01%+1,38813F-HRTimeline
American Institute for Advanced Investm…17,002$682K0.48%+37513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…16,704$670K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA16,621$667K0.06%+2,67713F-HRTimeline
Capital Advisors, Ltd. LLC16,445$660K0.08%+9,57913F-HRTimeline
Creative Planningin group Creative Planning16,225$651K<0.01%-3,71913F-HRTimelineGroup
PFG Advisors15,767$632K0.03%+2,38813F-HRTimeline
EASTERN BANK15,673$629K0.01%-62,69113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …15,655$628K0.01%+58213F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC15,564$624K0.05%-16613F-HRTimeline
Western Wealth Management, LLC15,564$624K0.04%-2,34613F-HRTimeline
Spinnaker Investment Group, LLC15,392$617K0.15%-51,63713F-HRTimeline
CRUX WEALTH ADVISORS14,988$601K0.26%-10,61813F-HRTimeline
McElhenny Sheffield Capital Management,…14,881$597K0.16%-42713F-HR/ATimeline
CALTON & ASSOCIATES, INC.14,878$597K0.1%-1,04313F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.14,912$595K0.4%+1,39313F-HRTimeline
Chicago Partners Investment Group LLC14,851$592K0.02%+913F-HRTimeline
EQ LLC14,506$582K0.23%-5,78313F-HRTimeline
MML INVESTORS SERVICES, LLC14,395$577K<0.01%-83813F-HRTimeline
Northwest Financial Advisors14,098$565K0.79%+1,05013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…14,032$563K0.08%+43613F-HRTimeline