News + Filings Key Docs Ownership
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SSGA Active Trust (TOTL)
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Portfolio as of: |
Name | Shares | Change | Value | % Port | % OS | Hist | Date |
MORGAN STANLEY
| 4,222,663 | 1,044,921 | 171,229,015,000 | 0.02 | |
Hist
| 06/30/2023 |
ADVISOR GROUP HOLDINGS, INC.
| 2,585,645 | -193,609 | 104,832,176,000 | | |
Hist
| 06/30/2023 |
LPL Financial LLC
| 2,323,632 | 236,743 | 95,338,608,000 | 0.07 | |
Hist
| 03/31/2023 |
BANK OF AMERICA CORP /DE/
| 2,253,939 | -145,647 | 91,397,236,000 | 0.01 | |
Hist
| 06/30/2023 |
Orion Portfolio Solutions, LLC
| 2,217,066 | 1,169,272 | 89,902,040,000 | | |
Hist
| 06/30/2023 |
UBS Group AG
| 1,708,396 | 82,965 | 69,275,458,000 | 0.02 | |
Hist
| 06/30/2023 |
ENVESTNET ASSET MANAGEMENT INC
| 1,419,373 | -44,168 | 57,555,594,000 | 0.03 | |
Hist
| 06/30/2023 |
WELLS FARGO & COMPANY/MN
| 1,122,309 | 299,784 | 45,509,661,000 | 0.01 | |
Hist
| 06/30/2023 |
Brinker Capital Investments, LLC
| 1,040,263 | -51,203 | 41,652,145,000 | 0.83 | |
Hist
| 12/31/2022 |
Horizon Investments, LLC
| 947,409 | -243,910 | 38,123,738,000 | 1.10 | |
Hist
| 06/30/2023 |
Bouchey Financial Group Ltd
| 686,787 | 42,012 | 27,849,230,000 | 3.37 | |
Hist
| 06/30/2023 |
Cerity Partners LLC
| 632,298 | 99,951 | 25,639,671,000 | 0.10 | |
Hist
| 06/30/2023 |
Alpha Cubed Investments, LLC
| 586,474 | 610 | 23,781,522,000 | 1.60 | |
Hist
| 06/30/2023 |
ROYAL BANK OF CANADA
| 583,081 | 145,555 | 23,644,000,000 | 0.01 | |
Hist
| 06/30/2023 |
Bank of New York Mellon Corp
| 577,587 | 33,543 | 23,421,142,000 | 0.00 | |
Hist
| 06/30/2023 |
Spinnaker Investment Group, LLC
| 516,946 | 4,085 | 21,210,274,000 | 7.46 | |
Hist
| 03/31/2023 |
McNamara Financial Services, Inc.
| 547,291 | -4,485 | 21,152,811,000 | 5.28 | |
Hist
| 09/30/2023 |
HighTower Advisors, LLC
| 500,506 | 120,248 | 20,286,000,000 | 0.04 | |
Hist
| 06/30/2023 |
One Capital Management, LLC
| 491,819 | 11,020 | 19,943,260,000 | 0.90 | |
Hist
| 06/30/2023 |
American Portfolios Advisors
| 444,134 | 444,134 | 17,845,309,000 | 0.76 | |
Hist
| 09/30/2022 |
WEATHERLY ASSET MANAGEMENT L. P.
| 459,366 | 20,097 | 17,754,478,000 | 2.12 | |
Hist
| 09/30/2023 |
Quantitative Advantage, LLC
| 416,130 | 27,702 | 17,073,814,000 | 2.48 | |
Hist
| 03/31/2023 |
Koshinski Asset Management, Inc.
| 419,721 | 37,271 | 16,805,639,000 | 1.63 | |
Hist
| 12/31/2022 |
Main Street Financial Solutions, LLC
| 345,492 | 90,986 | 14,009,685,000 | 1.89 | |
Hist
| 06/30/2023 |
Barry Investment Advisors, LLC
| 328,985 | -170,289 | 13,172,567,000 | 4.16 | |
Hist
| 12/31/2022 |
HOWARD FINANCIAL SERVICES, LTD.
| 339,222 | 70,595 | 13,110,942,000 | 3.01 | |
Hist
| 09/30/2023 |
DOCK STREET ASSET MANAGEMENT INC
| 319,977 | -19,857 | 12,811,879,000 | 2.95 | |
Hist
| 12/31/2022 |
Destiny Wealth Partners, LLC
| 277,205 | 277,205 | 10,713,973,000 | 2.16 | |
Hist
| 09/30/2023 |
GAMBLE JONES INVESTMENT COUNSEL
| 261,688 | -29,109 | 10,477,988,000 | 0.79 | |
Hist
| 12/31/2022 |
VICUS CAPITAL
| 254,694 | 14,348 | 10,327,829,000 | 1.08 | |
Hist
| 06/30/2023 |
Bedel Financial Consulting, Inc.
| 249,538 | -16,046 | 10,118,746,000 | 2.11 | |
Hist
| 06/30/2023 |
Curi Wealth Management, LLC
| 245,471 | 76,589 | 10,071,690,000 | 1.45 | |
Hist
| 03/31/2023 |
Herr Investment Group LLC
| 231,543 | 214,021 | 9,389,069,000 | 0.70 | |
Hist
| 06/30/2023 |
MBL Wealth, LLC
| 231,420 | 87,938 | 9,384,079,000 | 1.32 | |
Hist
| 06/30/2023 |
Executive Wealth Management, LLC
| 225,134 | 225,134 | 9,237,266,000 | | |
Hist
| 03/31/2023 |
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