Institutional Ownership Ssga Active Tr Spdr Ssga Us Se (XLSR)
This table provides information about the institutional ownership of Ssga Active Tr Spdr Ssga Us Se (XLSR). We have compiled data on the 98 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $641 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
69,095
shares
|
$3.8 Million
0.13% of portfolio
|
Q3 2024
Added 19.08%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
67,512
shares
|
$3.72 Million
0.01% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
64,739
shares
|
$3.56 Million
0.32% of portfolio
|
Q4 2024
Added 17.87%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
54,915
shares
|
$3.02 Million
2.92% of portfolio
|
Q4 2024
New holding
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
52,044
shares
|
$2.87 Million
1.19% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
49,593
shares
|
$2.73 Million
0.99% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
49,445
shares
|
$2.72 Million
2.63% of portfolio
|
Q4 2024
Added 30.25%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
47,862
shares
|
$2.64 Million
1.46% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
37,789
shares
|
$2.08 Million
0.7% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
33,363
shares
|
$1.84 Million
0.6% of portfolio
|
Q3 2023
Reduced 37.83%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
31,541
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
30,447
shares
|
$1.68 Million
0.41% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
29,431
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.41%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
28,221
shares
|
$1.55 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
28,213
shares
|
$1.55 Million
0.69% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
26,364
shares
|
$1.45 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
23,787
shares
|
$1.31 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
21,975
shares
|
$1.21 Million
0.14% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Croban
Fremont, OH |
Feb 07, 2025 Q4 2023 |
18,257
shares
|
$1.01 Million
0.97% of portfolio
|
Q4 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
17,648
shares
|
$971,698
0.0% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
16,811
shares
|
$925,613
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
15,578
shares
|
$857,724
0.74% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
15,546
shares
|
$855,962
0.87% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
15,458
shares
|
$851,117
0.96% of portfolio
|
Q3 2022
Reduced 11.9%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
14,889
shares
|
$819,788
0.03% of portfolio
|
Q3 2024
Reduced 6.31%
|