Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF include Tower Research Capital LLC (TRC), Goldman Sachs Group Inc, ERNZ - TrueShares Active Yield ETF, and Creative Financial Designs Inc /adv .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mml Investors Services, Llc | 34,117 | 41.40 | 1 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 9,996 | 406 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 8,648 | 1.11 | 352 | 1.15 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 41,836 | 36.07 | 1,701 | 36.19 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 6,355 | 1.11 | 258 | 1.18 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 592 | 24 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 56,442 | 2 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 78,904 | 349.06 | 3,208 | 349.30 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 11,184 | 0.11 | 455 | 0.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 307 | 12 | ||||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 8,090 | 14.31 | 329 | 14.29 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 730,046 | 13.04 | 29,684 | 13.07 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 18,498 | 28.57 | 752 | 29.21 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 539,553 | 0.11 | 21,938 | 0.14 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 662,895 | 3.25 | 26,953 | 3.28 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 8,295 | 337 | ||||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 58,160 | 429.30 | 2,361 | 429.37 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 256 | 17.43 | 10 | 25.00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1,506 | 0.40 | 61 | 1.67 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 20,271 | 43.47 | 824 | 43.55 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 29,059 | 4.88 | 1,182 | 4.88 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 153,912 | 6,258 | ||||||
| 2025-07-17 | 13F | David Kennon Inc | 210,905 | 0.92 | 8,575 | 0.95 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 9,189 | 16.10 | 374 | 16.56 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 273,743 | 36.30 | 11,130 | 36.33 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 23,535 | 1.31 | 957 | 1.27 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 10,465 | 1.11 | 426 | 1.19 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,772,072 | 4.55 | 72,052 | 4.57 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 16,157 | 8.02 | 657 | 7.89 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 148,419 | 40.04 | 6,035 | 40.06 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3,127,666 | 83.48 | 127 | 84.06 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 609,771 | 248.69 | 24,696 | 248.26 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 206 | 8 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 29,565 | 74.68 | 1,202 | 74.71 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 138,854 | 16.42 | 5,644 | 17.12 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 6,673 | 189.38 | 271 | 191.40 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 49,222 | 29.28 | 2,001 | 29.35 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8,522 | 16.95 | 347 | 16.89 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 89 | 4.71 | 4 | 0.00 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 123,825 | 0.65 | 5,035 | 0.66 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 68 | 3 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 11,620 | 0.35 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 8,426 | 1.71 | 343 | 1.79 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 46,563 | 2.87 | 1,893 | 2.94 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 43,284 | 1,760 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 17,845 | 0.02 | 726 | 0.00 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 28,930 | 156.45 | 1,176 | 156.77 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 60,301 | 2 | ||||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 918 | 37 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 7,490 | 305 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 2 | 0 | ||||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 10,752 | 1.11 | 437 | 1.16 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 43,526 | 28.72 | 1,770 | 28.75 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 13,857 | 12.66 | 563 | 12.60 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,200 | 89 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 47,978 | 475.21 | 1,951 | 475.22 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 13,658 | 16.34 | 555 | 16.35 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 22,685 | 22.36 | 922 | 22.44 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 30,607 | 8.65 | 1,244 | 8.65 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 11,562 | 1.35 | 470 | 1.51 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 30,900 | 1.84 | 1,257 | 1.86 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7,072 | 7.62 | 288 | 7.49 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 13,896 | 25.71 | 565 | 26.46 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 90,391 | 3.82 | 3,675 | 3.84 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 5,818 | 237 |
