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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 78470P622

SSGA ACTIVE TR

42 institutions · $123.4M total · 4,938,864 shares

#ManagerSharesValue% of TotalPeriod
1Impact Partnership Wealth, LLC893,997$22.8M18.10%2025-09-30
2Gradient Investments LLC770,852$19.6M15.60%2025-12-31
3Apollo Management Holdings, L.P.760,000$19.3M15.38%2025-12-31
4Abich Financial Wealth Management LLC476,027$12.1M9.63%2025-09-30
5CITIGROUP INC300,000$7.5M6.07%2025-03-31
6JANE STREET GROUP, LLC279,057$7.1M5.65%2025-12-31
7BANK OF AMERICA CORP /DE/210,993$5.4M4.27%2025-12-31
8GOLDMAN SACHS GROUP INC207,918$5.3M4.20%2025-12-31
9Mariner, LLC182,632$4.7M3.69%2025-09-30
10CITADEL ADVISORS LLC130,476$3.3M2.64%2025-12-31
11Auour Investments LLC93,905$2.4M1.90%2025-12-31
12Mattson Financial Services, LLC88,161$2.2M1.78%2025-12-31
13Diameter Capital Partners LP63,800$1.6M1.29%2025-03-31
14Wealth Management Nebraska58,815$1.5M1.19%2025-12-31
15Brown Financial Advisors47,354$1.2M0.95%2025-12-31
16Clarity Retirement & Wealth, LLC42,858$1.1M0.86%2025-12-31
17Paladin Wealth, LLC28,556$725.7K0.57%2025-12-31
18JPMORGAN CHASE & CO28,536$718.8K0.57%2025-06-30
19Beaumont Financial Advisors, LLC27,270$693.1K0.55%2025-12-31
20SMART Wealth LLC26,894$683.5K0.54%2025-12-31
21Beta Wealth Group, Inc.19,820$503.7K0.40%2025-12-31
22NAPA WEALTH MANAGEMENT18,149$463.0K0.36%2025-09-30
23McMill Wealth Management17,627$448.0K0.35%2025-12-31
24Safe Harbor Wealth Advisors, LLC13,837$354.4K0.28%2025-12-31
25OLD MISSION CAPITAL LLC11,898$298.0K0.24%2025-03-31
26Koshinski Asset Management, Inc.10,898$277.0K0.22%2025-12-31
27ENVESTNET ASSET MANAGEMENT INC9,659$243.3K0.19%2025-06-30
28Zullo Investment Group, Inc.9,450$240.2K0.19%2025-12-31
29Wealth Preservation Advisors, LLC8,634$219.4K0.17%2025-12-31
30Coastal Investment Advisors, Inc.8,009$201.8K0.16%2025-06-30
31UBS Group AG3,265$82.3K0.06%2025-06-30
32Crews Bank & Trust1,700$43.2K0.03%2025-12-31
33Cape Investment Advisory, Inc.1,666$42.3K0.03%2025-12-31
34Sound Income Strategies, LLC1,031$26.2K0.02%2025-12-31
35Royal Bank of Canada673$17.0K0.01%2025-09-30
36Breakwater Investment Management516$13.1K0.01%2025-12-31
37ADVISOR GROUP HOLDINGS, INC.120$3.0K0.00%2025-12-31
38Byrne Asset Management LLC100$2.5K0.00%2025-12-31
39Wealth Watch Advisors, INC56$1.4K0.00%2025-12-31
40FLOW TRADERS U.S. LLC48,609$1.2K0.98%2025-12-31
41Virtu Financial LLC35,046$8910.70%2025-12-31
42CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30