Institutional Ownership Ssga Active ETF Tr Ssga Ultra (ULST)
This table provides information about the institutional ownership of Ssga Active ETF Tr Ssga Ultra (ULST). We have compiled data on the 114 institutions that hold shares in the stock, with a total of 11.6 Million shares, which have been reported (via 13F filing form) to have a value of $471 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
1,745,483
shares
|
$70.9 Million
1.87% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,617,253
shares
|
$65.7 Million
0.28% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
1,231,644
shares
|
$50 Million
43.57% of portfolio
|
Q2 2022
Reduced 0.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,076,701
shares
|
$43.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
691,906
shares
|
$28.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
542,615
shares
|
$22 Million
1.96% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
516,191
shares
|
$21 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
468,672
shares
|
$19 Million
1.3% of portfolio
|
Q3 2024
Added 19.58%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
460,733
shares
|
$18.7 Million
1.79% of portfolio
|
Q3 2024
Reduced 14.19%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
271,787
shares
|
$11 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
267,297
shares
|
$10.9 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
232,258
shares
|
$9.43 Million
4.79% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
David Kennon Inc
Sarasota, FL |
Jan 22, 2025 Q4 2024 |
205,715
shares
|
$8.35 Million
3.62% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
201,908
shares
|
$8.2 Million
0.02% of portfolio
|
Q4 2024
Added 18.17%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
192,815
shares
|
$7.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
140,327
shares
|
$5.7 Million
2.06% of portfolio
|
Q4 2024
Added 26.36%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
120,188
shares
|
$4.88 Million
1.25% of portfolio
|
Q3 2024
Reduced 34.56%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
118,871
shares
|
$4.83 Million
0.68% of portfolio
|
Q4 2024
Added 17.44%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
107,848
shares
|
$4.38 Million
0.41% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
102,033
shares
|
$4.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.52%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
98,912
shares
|
$4.02 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
92,010
shares
|
$3.74 Million
3.41% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
88,624
shares
|
$3.6 Million
1.49% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
79,732
shares
|
$3.24 Million
0.01% of portfolio
|
Q3 2024
Added 984.49%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
70,732
shares
|
$2.87 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.92%
|