SSGA ACTIVE TR shareholder history

Current and past SSGA ACTIVE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ENVESTNET ASSET MANAGEMENT INC 18180.01%0.02%0.03%Q2 2019Q3 202318
PARK AVENUE SECURITIES LLC 18180.08%0.20%0.34%Q2 2019Q3 202318
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 18180.00%0.00%0.00%Q2 2019Q3 202318
CreativeOne Wealth, LLC 17170.04%0.17%0.28%Q3 2019Q3 202317
Patriot Financial Group Insurance Agency, LLC 17170.05%0.08%0.11%Q3 2019Q3 202317
Capital Asset Advisory Services LLC 16160.02%0.17%0.35%Q4 2019Q3 202316
GeoWealth Management, LLC 1510.05%0.76%1.13%Q3 2019Q3 202316
LPL Financial LLC 16160.00%0.03%0.06%Q4 2019Q3 202316
AE Wealth Management LLC 16160.02%0.04%0.08%Q4 2019Q3 202316
Rehmann Capital Advisory Group 15150.02%0.04%0.04%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Private Advisor Group, LLC 14140.01%0.01%0.03%Q2 2020Q3 202314
Truadvice, LLC 13130.55%1.18%2.55%Q3 2020Q3 202313
Simplicity Solutions, LLC 850.03%0.52%1.52%Q4 2019Q1 202313
COMMONWEALTH EQUITY SERVICES, LLC 1210.00%0.00%0.01%Q2 2020Q3 202313
Cambridge Investment Research Advisors, Inc. 13130.00%0.01%0.02%Q3 2020Q3 202313
TD Capital Management LLC 750.01%0.02%0.03%Q2 2020Q3 202312
Aspire Private Capital, LLC 11110.04%4.18%5.08%Q1 2021Q3 202311
USAdvisors Wealth Management, LLC 1010.11%0.15%0.43%Q3 2019Q3 202311
Professional Financial Advisors, LLC 11110.02%0.22%0.30%Q4 2020Q2 202311
Apella Capital, LLC 730.07%0.25%0.71%Q2 2021Q4 202310
HARBOUR INVESTMENTS, INC. 640.00%0.06%0.27%Q1 2021Q3 202310
NewEdge Advisors, LLC 10100.00%0.02%0.07%Q2 2021Q3 202310
Fort Point Capital Partners LLC 990.03%0.04%0.04%Q3 2021Q3 20239
Castleview Partners, LLC 810.06%0.22%0.41%Q2 2021Q3 20239
Sigma Planning Corp 990.01%0.03%0.05%Q3 2020Q3 20229
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q1 2020Q2 20239
Raleigh Capital Management Inc. 881.15%1.85%3.68%Q4 2021Q3 20238
MORGAN STANLEY 880.00%0.00%0.00%Q4 2021Q3 20238
Kestra Advisory Services, LLC 880.02%0.02%0.02%Q4 2021Q3 20238
Future Financial Wealth Managment LLC 880.42%1.64%3.27%Q4 2020Q3 20228
Covestor Ltd 880.01%0.02%0.07%Q4 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.28%0.40%0.75%Q4 2021Q3 20238
HighTower Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.12%0.21%0.31%Q4 2021Q3 20238
Fulcrum Equity Management 880.12%0.18%0.26%Q2 2020Q1 20228
IFP Advisors, Inc 880.00%0.00%0.01%Q3 2019Q2 20218
MARIPAU WEALTH MANAGEMENT LLC 880.24%0.28%0.35%Q4 2021Q3 20238
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 770.02%0.08%0.12%Q4 2019Q2 20217
UBS Group AG 310.00%0.00%0.00%Q2 2021Q3 20237
CAMBRIDGE TRUST CO 770.00%0.00%0.01%Q1 2022Q3 20237
Creative Planning 770.00%0.00%0.00%Q1 2022Q3 20237
ROYAL BANK OF CANADA 310.00%0.00%0.00%Q4 2019Q3 20237
Citadel Advisors 210.00%0.00%0.00%Q1 2021Q3 20237
Atria Wealth Solutions, Inc. 660.01%0.01%0.02%Q2 2022Q3 20236
ABSOLUTE CAPITAL MANAGEMENT, LLC 510.13%0.23%0.30%Q4 2021Q3 20236
Austin Private Wealth, LLC 550.05%0.20%0.25%Q3 2022Q3 20235
Balboa Wealth Partners 550.23%0.34%0.38%Q3 2022Q3 20235
Newbridge Financial Services Group, Inc. 550.00%0.00%0.00%Q3 2020Q3 20215
Zullo Investment Group, Inc. 550.02%0.02%0.02%Q4 2021Q4 20225
Cetera Advisor Networks LLC 410.00%0.00%0.00%Q2 2020Q3 20235
Total Clarity Wealth Management, Inc. 210.03%0.05%0.08%Q4 2019Q2 20225
Global Retirement Partners, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Strategic Asset Management, LLC 550.96%1.09%1.26%Q3 2021Q3 20225
Cetera Investment Advisers 440.01%0.01%0.02%Q4 2022Q3 20234
Gladstone Institutional Advisory LLC 310.02%0.02%0.02%Q4 2021Q3 20234
RFG Advisory, LLC 440.02%0.03%0.03%Q1 2022Q4 20224
Richard W. Paul & Associates, LLC 440.34%0.42%0.48%Q4 2022Q3 20234
Concord Wealth Partners 310.00%0.01%0.02%Q2 2022Q2 20234
Worth Financial Advisory Group, LLC 440.79%0.89%0.99%Q4 2022Q3 20234
Savior LLC 440.06%0.07%0.08%Q3 2020Q2 20214
Aveo Capital Partners, LLC 440.06%0.07%0.07%Q4 2022Q3 20234
Sowell Financial Services LLC 330.00%0.00%0.01%Q3 2019Q1 20203
Integrated Wealth Concepts LLC 330.01%0.01%0.02%Q4 2022Q2 20233
Capital CS Group, LLC 330.20%1.14%1.62%Q1 2023Q3 20233
LOCKERMAN FINANCIAL GROUP, INC. 330.72%0.97%1.27%Q1 2023Q3 20233
Atomi Financial Group, Inc. 330.16%0.23%0.26%Q1 2023Q3 20233
TRUIST FINANCIAL CORP 330.00%0.00%0.00%Q1 2023Q3 20233
Outlook Wealth Advisors, LLC 330.68%0.75%0.84%Q1 2023Q3 20233
Lokken Investment Group LLC 331.10%1.20%1.36%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20233
Farther Finance Advisors, LLC 330.01%0.02%0.03%Q1 2023Q3 20233
SILVER OAK SECURITIES, INCORPORATED 210.08%0.10%0.11%Q3 2022Q3 20233
KARLINSKI ANDREW C 330.01%0.01%0.01%Q1 2022Q3 20223
Colonial River Wealth Management, LLC 330.24%0.26%0.27%Q3 2022Q1 20233
FLAGSHIP HARBOR ADVISORS, LLC 330.00%0.00%0.01%Q1 2020Q3 20203
Koshinski Asset Management, Inc. 330.00%0.03%0.06%Q3 2021Q1 20223
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Triumph Capital Management 110.01%0.05%0.09%Q2 2022Q3 20232
WELLS FARGO & COMPANY/MN 220.00%0.00%0.00%Q2 2023Q3 20232
Argent Trust Co 220.05%0.05%0.06%Q2 2023Q3 20232
Freedom Investment Management, Inc. 220.06%0.06%0.06%Q2 2023Q3 20232
First Capital Advisors Group, LLC. 110.01%0.80%1.58%Q3 2022Q2 20232
Cetera Advisors LLC 220.01%0.03%0.04%Q2 2023Q3 20232
Mutual Advisors, LLC 220.37%0.37%0.38%Q1 2021Q2 20212
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 220.00%0.00%0.00%Q2 2023Q3 20232
VisionPoint Advisory Group, LLC 220.02%0.04%0.06%Q2 2023Q3 20232
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
Capitol Family Office, Inc. 2214.57%17.49%20.41%Q2 2022Q3 20222
LADENBURG THALMANN FINANCIAL SERVICES INC. 220.00%0.00%0.00%Q3 2019Q4 20192
CoreCap Advisors, LLC 110.00%0.00%0.00%Q2 2022Q4 20222
FMR LLC 110.00%0.00%0.00%Q3 2019Q3 20222
Advocacy Wealth Management Services, LLC 110.00%0.56%1.13%Q4 2020Q2 20212
Spectrum Planning & Advisory Services Inc. 220.53%0.53%0.53%Q2 2023Q3 20232
Foundations Investment Advisors, LLC 220.12%0.13%0.14%Q2 2023Q3 20232
CWM, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Parallel Advisors, LLC 110.00%0.00%0.00%Q2 2022Q3 20232
CFS Investment Advisory Services, LLC 110.00%0.24%0.47%Q1 2022Q3 20222
Walkner Condon Financial Advisors LLC 110.08%0.11%0.14%Q2 2021Q4 20212
MGO Private Wealth, LLC 220.46%1.09%1.72%Q3 2022Q4 20222
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Envestnet Portfolio Solutions, Inc. 110.11%0.11%0.11%Q3 2023Q3 20231
SkyView Investment Advisors, LLC 110.56%0.56%0.56%Q3 2022Q3 20221
NEXT Financial Group, Inc 110.01%0.01%0.01%Q4 2021Q4 20211
TAP Consulting, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Financial Gravity Asset Management, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
FLOW TRADERS U.S. LLC 110.01%0.01%0.01%Q1 2023Q1 20231
ACCURATE INVESTMENT SOLUTIONS, INC. 110.05%0.05%0.05%Q4 2019Q4 20191
Stratos Wealth Partners, LTD. 110.02%0.02%0.02%Q2 2020Q2 20201
Dynamic Advisor Solutions LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q3 2022Q3 20221
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
ASSETMARK, INC 110.00%0.00%0.00%Q4 2020Q4 20201
Financial Advocates Investment Management 110.02%0.02%0.02%Q1 2022Q1 20221
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
55I, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
Lifeworks Advisors, LLC 110.10%0.10%0.10%Q1 2023Q1 20231
CX Institutional 110.00%0.00%0.00%Q2 2022Q2 20221
American Portfolios Advisors 110.00%0.00%0.00%Q3 2022Q3 20221
MCDONALD PARTNERS LLC 110.13%0.13%0.13%Q4 2021Q4 20211
CITIGROUP INC 110.02%0.02%0.02%Q4 2020Q4 20201
External links

This page lists all the filers that currently own SSGA ACTIVE TR or have owned SSGA ACTIVE TR in the past.